Contour Asset Management LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001510669
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
27 | $2.40B | TRIMBLE INC, XYZ, TTWO, QRVO | 13F-HR | May 15, 2025 | 000117266125002392 | ||
28 | $3.46B | TRIMBLE INC, XYZ, T, CRM | 13F-HR | Feb 14, 2025 | 000117266125001135 | ||
28 | $3.03B | TRIMBLE INC, ORCL, T, XYZ | 13F-HR | Nov 14, 2024 | 000117266124005161 | ||
29 | $2.96B | ORCL, TRIMBLE INC, T, AMZN | 13F-HR | Aug 14, 2024 | 000117266124003550 | ||
27 | $2.56B | ORCL, TRIMBLE INC, MSFT, AMZN | 13F-HR | May 15, 2024 | 000117266124002486 | ||
23 | $2.42B | ORCL, TRIMBLE INC, MSFT, NFLX | RESTATEMENT | Feb 16, 2024 | 000117266124001610 | ||
23 | $2.42B | ORCL, TRIMBLE INC, MSFT, NFLX | RESTATEMENT | Feb 16, 2024 | 000117266124001611 | ||
26 | $2.10B | ORCL, TRIMBLE INC, Z, MSFT | 13F-HR | Nov 14, 2023 | 000117266123003985 | ||
23 | $2.22B | MSFT, ADBE, U, META | 13F-HR | Aug 14, 2023 | 000117266123003135 | ||
21 | $1.74B | META, NFLX, DIS, ORCL | 13F-HR | May 15, 2023 | 000117266123002314 | ||
26 | $1.62B | NFLX, ORCL, WDAY, META | 13F-HR | Feb 14, 2023 | 000117266123001399 | ||
25 | $1.25B | NEWR, FIVN, FI, MRVL | 13F-HR | Nov 14, 2022 | 000117266122002550 | ||
22 | $1.28B | NEWR, FIVN, CRM, XYZ | 13F-HR | Aug 15, 2022 | 000117266122002000 | ||
31 | $2.46B | NEWS CORP NEW, NEWR, OUT, CARG | 13F-HR | May 16, 2022 | 000117266122001447 | ||
31 | $2.78B | NEWS CORP NEW, WDAY, Z, CARG | 13F-HR | Feb 14, 2022 | 000117266122000821 | ||
31 | $2.29B | WDAY, NEWS CORP NEW, Z, MRVL | 13F-HR | Nov 15, 2021 | 000117266121002336 | ||
26 | $2.21B | NEWS CORP NEW, Z, CSOD, MRVL | 13F-HR | Aug 16, 2021 | 000117266121001821 | ||
28 | $1.87B | Z, NEWS CORP NEW, CSOD, DAY | 13F-HR | May 17, 2021 | 000117266121001356 | ||
39 | $2.72B | Z, NEWS CORP NEW, SFIX, WDAY | 13F-HR | Feb 16, 2021 | 000117266121000697 | ||
40 | $2.46B | Z, NUAN, WDAY, NEWS CORP NEW | 13F-HR | Nov 16, 2020 | 000117266120002296 | ||
38 | $2.04B | NUAN, WDAY, AMZN, Z | 13F-HR | Aug 14, 2020 | 000117266120001826 | ||
43 | $1.53B | ORCL, NUAN, NFLX, DIS | 13F-HR | May 15, 2020 | 000117266120001380 | ||
40 | $1.92B | GEN, EA, ORCL, CRM | 13F-HR | Feb 14, 2020 | 000117266120000793 | ||
33 | $1.23B | EA, ORCL, DIS, MARVELL TECHNOLOGY GROUP LTD | 13F-HR | Nov 14, 2019 | 000117266119002325 | ||
33 | $1.50B | DIS, ZNGA, Z, MARVELL TECHNOLOGY GROUP LTD | 13F-HR | Aug 14, 2019 | 000117266119001846 | ||
31 | $1.40B | ZNGA, ELLI, MARVELL TECHNOLOGY GROUP LTD, NFLX | 13F-HR | May 15, 2019 | 000117266119001375 | ||
33 | $1.10B | ELLI, ZNGA, ADSK, NFLX | 13F-HR | Feb 14, 2019 | 000117266119000859 | ||
43 | $2.86B | NWS/A, QRVO, RP, ZNGA | 13F-HR | Nov 14, 2018 | 000117266118002195 | ||
39 | $2.42B | QRVO, ZNGA, NFLX, Z | 13F-HR | Aug 14, 2018 | 000116469118000124 | ||
1 | $52.10M | BROADCOM LTD | NEW HOLDINGS | May 16, 2018 | 000116469118000090 | ||
37 | $1.89B | QRVO, MARVELL TECHNOLOGY GROUP LTD, GRUBHUB INC, RP | 13F-HR | May 15, 2018 | 000116469118000085 | ||
31 | $1.80B | GRUBHUB INC, MARVELL TECHNOLOGY GROUP LTD, AMZN, NLOK | 13F-HR | Feb 14, 2018 | 000116469118000041 | ||
29 | $1.78B | MARVELL TECHNOLOGY GROUP LTD, GRUBHUB INC, QRVO, WDAY | 13F-HR | Nov 14, 2017 | 000116469117000180 | ||
29 | $1.66B | MARVELL TECHNOLOGY GROUP LTD, PEGA, GRUBHUB INC, QRVO | 13F-HR | Aug 14, 2017 | 000116469117000142 | ||
27 | $1.51B | MARVELL TECHNOLOGY GROUP LTD, AAPL, NLOK, P | 13F-HR | May 15, 2017 | 000116469117000106 | ||
30 | $1.41B | MARVELL TECHNOLOGY GROUP LTD, AMZN, NLOK, NVDA | 13F-HR | Feb 14, 2017 | 000116469117000061 | ||
35 | $1.86B | MARVELL TECHNOLOGY GROUP LTD, NLOK, AMZN, BROADCOM LTD | 13F-HR | Nov 14, 2016 | 000116469116000323 | ||
32 | $1.48B | MARVELL TECHNOLOGY GROUP LTD, AMZN, ZNGA, NVDA | 13F-HR | Aug 15, 2016 | 000116469116000295 | ||
36 | $1.57B | WDC, EA, NLOK, PCLN | 13F-HR | May 16, 2016 | 000116469116000268 | ||
36 | $1.70B | NFLX, AMZN, W, TMUS | 13F-HR | Feb 16, 2016 | 000116469116000239 | ||
41 | $1.73B | NFLX, EA, AVAGO TECHNOLOGIES LTD, TMUS | 13F-HR | Nov 16, 2015 | 000116469115000173 | ||
39 | $2.04B | AAPL, AVAGO TECHNOLOGIES LTD, NFLX, TMUS | 13F-HR | Aug 14, 2015 | 000116469115000136 | ||
38 | $1.77B | AVAGO TECHNOLOGIES LTD, AAPL, ORCL, TMUS | 13F-HR | May 15, 2015 | 000116469115000098 | ||
49 | $1.73B | EBA, TMUS, CRM, AVAGO TECHNOLOGIES LTD | 13F-HR | Feb 17, 2015 | 000116469115000053 | ||
44 | $2.06B | TIME WARNER CABLE INC, NWS/A, ADSK, YHOO | 13F-HR | Nov 14, 2014 | 000116469114000216 | ||
49 | $2.07B | EXPE, ADSK, WDC, TMUS | 13F-HR | Aug 14, 2014 | 000116469114000179 | ||
40 | $2.01B | AMZN, INTU, AOL, P | 13F-HR | May 15, 2014 | 000116469114000122 | ||
4 | $187.57M | P, TMUS, GME, VCI | NEW HOLDINGS | May 15, 2014 | 000116469114000125 | ||
40 | $1.63B | TMUS, AOL, CRM, YHOO | 13F-HR | Feb 14, 2014 | 000116469114000044 | ||
2 | $39.27M | GME, VCI | NEW HOLDINGS | May 15, 2014 | 000116469114000124 | ||
1 | $16.23M | LVLT | NEW HOLDINGS | May 15, 2014 | 000116469114000123 |