CONTOUR ASSET MANAGEMENT LLC

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Adviser
Type
Submitted
Adviser Contour Asset Management LLC Type 13F-HR Submitted
05/15/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$225.7 b % Position9.00 % $ Change-29.00 % # Shares3,438,513 # Change-23.00 %
Stock Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$172.6 b % Position7.00 % $ ChangeN / A # Shares832,611 # ChangeN / A
Stock Ticker852234103 Stock NameBLOCK INC $ Position$173.0 b % Position7.00 % $ Change-29.00 % # Shares3,184,444 # Change11.00 %
Stock Ticker74736K101 Stock NameQORVO INC $ Position$144.8 b % Position6.00 % $ ChangeN / A # Shares2,000,335 # ChangeN / A
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$137.7 b % Position6.00 % $ Change-7.00 % # Shares5,057,179 # Change-6.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
02/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$317.0 b % Position9.00 % $ Change19.00 % # Shares4,485,822 # Change5.00 %
Stock Ticker00206R102 Stock NameAT&T INC $ Position$242.2 b % Position7.00 % $ Change30.00 % # Shares10,634,620 # Change26.00 %
Stock Ticker852234103 Stock NameBLOCK INC $ Position$243.2 b % Position7.00 % $ Change37.00 % # Shares2,861,000 # Change8.00 %
Stock Ticker79466L302 Stock NameSALESFORCE INC $ Position$207.1 b % Position6.00 % $ Change24.00 % # Shares619,554 # Change1.00 %
Stock Ticker83001C108 Stock NameSIX FLAGS ENTERTAINMENT CORP $ Position$179.2 b % Position5.00 % $ ChangeN / A # Shares3,719,374 # ChangeN / A
Adviser Contour Asset Management LLC Type 13F-HR Submitted
11/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$266.1 b % Position9.00 % $ Change24.00 % # Shares4,285,000 # Change12.00 %
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$200.5 b % Position7.00 % $ Change-28.00 % # Shares1,176,620 # Change-41.00 %
Stock Ticker79466L302 Stock NameSALESFORCE INC $ Position$167.2 b % Position6.00 % $ ChangeN / A # Shares610,726 # ChangeN / A
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$172.0 b % Position6.00 % $ Change39.00 % # Shares2,694,259 # Change1.00 %
Stock Ticker00206R102 Stock NameAT&T INC $ Position$185.6 b % Position6.00 % $ Change-7.00 % # Shares8,437,823 # Change-20.00 %
Adviser Contour Asset Management LLC Type N-PX Submitted
08/30/2024
Adviser Contour Asset Management LLC Type 13F-HR Submitted
08/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$279.4 b % Position9.00 % $ Change9.00 % # Shares1,978,710 # Change-3.00 %
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$214.1 b % Position7.00 % $ Change-3.00 % # Shares3,829,127 # Change12.00 %
Stock Ticker00206R102 Stock NameAT&T INC $ Position$200.7 b % Position7.00 % $ ChangeN / A # Shares10,500,500 # ChangeN / A
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$182.1 b % Position6.00 % $ Change5.00 % # Shares942,555 # Change-2.00 %
Stock Ticker852234103 Stock NameBLOCK INC $ Position$156.9 b % Position5.00 % $ Change61.00 % # Shares2,432,236 # Change111.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
05/15/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$256.1 b % Position10.00 % $ Change-25.00 % # Shares2,038,650 # Change-37.00 %
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$219.9 b % Position9.00 % $ Change-20.00 % # Shares3,416,000 # Change-34.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$179.2 b % Position7.00 % $ Change-33.00 % # Shares425,900 # Change-40.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$173.1 b % Position7.00 % $ Change-18.00 % # Shares959,800 # Change-31.00 %
Stock Ticker72352L106 Stock NamePINTEREST INC $ Position$125.2 b % Position5.00 % $ Change-50.00 % # Shares3,610,500 # Change-47.00 %
Adviser Contour Asset Management LLC Type 13F-HR/A Submitted
02/16/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$219.9 b % Position9.00 % $ Change34.00 % # Shares2,086,000 # Change35.00 %
Stock Ticker72352L106 Stock NamePINTEREST INC $ Position$161.4 b % Position7.00 % $ Change135.00 % # Shares4,358,032 # Change71.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$173.6 b % Position7.00 % $ Change17.00 % # Shares461,566 # Change-2.00 %
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$165.3 b % Position7.00 % $ Change22.00 % # Shares339,600 # Change-5.00 %
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$176.6 b % Position7.00 % $ Change8.00 % # Shares3,319,000 # Change9.00 %
Adviser Contour Asset Management LLC Type 13F-HR/A Submitted
02/16/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$219.9 b % Position9.00 % $ Change34.00 % # Shares2,086,000 # Change35.00 %
Stock Ticker72352L106 Stock NamePINTEREST INC $ Position$161.4 b % Position7.00 % $ Change135.00 % # Shares4,358,032 # Change71.00 %
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$165.3 b % Position7.00 % $ Change22.00 % # Shares339,600 # Change-5.00 %
Stock Ticker91332U101 Stock NameUNITY SOFTWARE INC $ Position$158.7 b % Position7.00 % $ Change120.00 % # Shares3,881,000 # Change69.00 %
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$159.5 b % Position7.00 % $ Change-1.00 % # Shares2,756,000 # Change-21.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$340.7 b % Position9.00 % $ Change108.00 % # Shares3,232,000 # Change109.00 %
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$250.1 b % Position7.00 % $ Change85.00 % # Shares513,600 # Change43.00 %
Stock Ticker72352L106 Stock NamePINTEREST INC $ Position$250.1 b % Position7.00 % $ Change263.00 % # Shares6,752,064 # Change165.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$268.9 b % Position7.00 % $ Change81.00 % # Shares715,132 # Change52.00 %
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$273.7 b % Position7.00 % $ Change67.00 % # Shares5,144,000 # Change69.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$164.1 b % Position8.00 % $ Change-2.00 % # Shares1,549,460 # Change11.00 %
Stock Ticker896239100 Stock NameTRIMBLE INC $ Position$163.6 b % Position8.00 % $ Change143.00 % # Shares3,037,686 # Change139.00 %
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$160.3 b % Position8.00 % $ Change6.00 % # Shares3,472,177 # Change15.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$148.9 b % Position7.00 % $ Change-34.00 % # Shares471,459 # Change-29.00 %
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$135.5 b % Position6.00 % $ Change37.00 % # Shares358,900 # Change59.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
08/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$225.1 b % Position10.00 % $ Change184.00 % # Shares661,079 # Change140.00 %
Stock Ticker00724F101 Stock NameADOBE SYSTEMS INCORPORATED $ Position$194.8 b % Position9.00 % $ ChangeN / A # Shares398,415 # ChangeN / A
Stock Ticker91332U101 Stock NameUNITY SOFTWARE INC $ Position$192.7 b % Position9.00 % $ ChangeN / A # Shares4,437,450 # ChangeN / A
Stock Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$166.9 b % Position8.00 % $ Change-8.00 % # Shares581,655 # Change-32.00 %
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$166.8 b % Position8.00 % $ Change17.00 % # Shares1,400,249 # Change-8.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$180.5 b % Position10.00 % $ Change61.00 % # Shares851,880 # Change-8.00 %
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$164.0 b % Position9.00 % $ Change28.00 % # Shares474,600 # Change9.00 %
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$142.0 b % Position8.00 % $ Change12.00 % # Shares1,528,404 # Change-1.00 %
Stock Ticker254687106 Stock NameDISNEY WALT CO $ Position$145.2 b % Position8.00 % $ ChangeN / A # Shares1,450,450 # ChangeN / A
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$99.7 b % Position6.00 % $ Change77.00 % # Shares2,240,852 # Change28.00 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
02/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker64110L106 Stock NameNETFLIX INC $ Position$127.9 b % Position8.00 % $ Change300822.00 % # Shares433,769 # Change140.00 %
Stock Ticker68389X105 Stock NameORACLE CORP $ Position$126.7 b % Position8.00 % $ ChangeN / A # Shares1,549,930 # ChangeN / A
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$113.9 b % Position7.00 % $ Change207218.00 % # Shares680,953 # Change89.00 %
Stock Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$111.9 b % Position7.00 % $ ChangeN / A # Shares929,971 # ChangeN / A
Stock Ticker64829B100 Stock NameNEW RELIC INC $ Position$93.9 b % Position6.00 % $ Change85030.00 % # Shares1,663,576 # Change-13.00 %
Adviser Contour Asset Management LLC Type 13G/A Submitted
02/14/2023
Adviser Contour Asset Management LLC Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker64829B100 Stock NameNEW RELIC INC $ Position$110.3 m % Position8.85 % $ Change-12.66 % # Shares1,922,481 # Change-23.82 %
Stock Ticker338307101 Stock NameFIVE9 INC $ Position$100.8 m % Position8.09 % $ Change-1.42 % # Shares1,344,433 # Change19.82 %
Stock Ticker337738108 Stock NameFISERV INC $ Position$83.3 m % Position6.69 % $ ChangeN / A # Shares890,596 # ChangeN / A
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$82.9 m % Position6.65 % $ Change19.33 % # Shares1,931,012 # Change21.06 %
Stock Ticker70450Y103 Stock NamePAYPAL HLDGS INC $ Position$79.7 m % Position6.40 % $ ChangeN / A # Shares926,394 # ChangeN / A
Adviser Contour Asset Management LLC Type 13F-HR Submitted
08/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker64829B100 Stock NameNEW RELIC INC $ Position$126.3 m % Position9.90 % $ Change-16.52 % # Shares2,523,634 # Change11.55 %
Stock Ticker338307101 Stock NameFIVE9 INC $ Position$102.3 m % Position8.01 % $ Change-15.30 % # Shares1,122,024 # Change2.60 %
Stock Ticker79466L302 Stock NameSALESFORCE COM INC $ Position$81.0 m % Position6.35 % $ ChangeN / A # Shares490,717 # ChangeN / A
Stock Ticker852234103 Stock NameBLOCK INC $ Position$77.9 m % Position6.10 % $ Change7.30 % # Shares1,267,755 # Change136.74 %
Stock Ticker872590104 Stock NameT-MOBILE US INC $ Position$73.1 m % Position5.73 % $ ChangeN / A # Shares543,347 # ChangeN / A
Adviser Contour Asset Management LLC Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$159.9 m % Position6.49 % $ Change-41.03 % # Shares7,220,183 # Change-40.61 %
Stock Ticker64829B100 Stock NameNEW RELIC INC $ Position$151.3 m % Position6.14 % $ Change-3.70 % # Shares2,262,262 # Change58.33 %
Stock Ticker69007J106 Stock NameOUTFRONT MEDIA INC $ Position$148.5 m % Position6.03 % $ Change13.85 % # Shares5,222,119 # Change7.40 %
Stock Ticker141788109 Stock NameCARGURUS INC $ Position$137.0 m % Position5.56 % $ Change-15.43 % # Shares3,226,557 # Change-33.00 %
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$126.7 m % Position5.14 % $ Change-53.29 % # Shares528,967 # Change-46.71 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
02/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$271.2 m % Position9.75 % $ Change24.99 % # Shares12,156,933 # Change31.83 %
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$271.2 m % Position9.75 % $ Change16.06 % # Shares992,711 # Change6.17 %
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$215.9 m % Position7.76 % $ Change50.50 % # Shares3,381,904 # Change107.75 %
Stock Ticker141788109 Stock NameCARGURUS INC $ Position$162.0 m % Position5.83 % $ Change44.32 % # Shares4,815,767 # Change34.75 %
Stock Ticker64829B100 Stock NameNEW RELIC INC $ Position$157.1 m % Position5.65 % $ Change50.58 % # Shares1,428,816 # Change-1.72 %
Adviser Contour Asset Management LLC Type 13G/A Submitted
02/14/2022
Adviser Contour Asset Management LLC Type 13F-HR Submitted
11/15/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$233.7 m % Position10.19 % $ Change132.59 % # Shares935,053 # Change122.22 %
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$217.0 m % Position9.46 % $ Change20.66 % # Shares9,221,975 # Change32.14 %
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$143.5 m % Position6.26 % $ Change-20.02 % # Shares1,627,856 # Change10.90 %
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$126.1 m % Position5.50 % $ Change-8.20 % # Shares2,091,386 # Change-11.22 %
Stock Ticker15677J108 Stock NameCERIDIAN HCM HLDG INC $ Position$124.4 m % Position5.42 % $ Change14.77 % # Shares1,104,447 # Change-2.25 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
08/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$179.8 m % Position8.15 % $ Change31.47 % # Shares6,978,722 # Change29.74 %
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$179.4 m % Position8.13 % $ Change21.64 % # Shares1,467,794 # Change29.03 %
Stock Ticker21925Y103 Stock NameCORNERSTONE ONDEMAND INC $ Position$138.3 m % Position6.26 % $ Change4.95 % # Shares2,680,581 # Change-11.32 %
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$137.4 m % Position6.23 % $ ChangeN / A # Shares2,355,581 # ChangeN / A
Stock Ticker62886E108 Stock NameNCR CORP NEW $ Position$126.0 m % Position5.71 % $ Change23.37 % # Shares2,762,305 # Change2.65 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
05/17/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$147.5 m % Position7.87 % $ Change-48.04 % # Shares1,137,571 # Change-47.98 %
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$136.8 m % Position7.30 % $ Change-32.48 % # Shares5,379,189 # Change-52.29 %
Stock Ticker21925Y103 Stock NameCORNERSTONE ONDEMAND INC $ Position$131.7 m % Position7.03 % $ Change4.21 % # Shares3,022,924 # Change5.31 %
Stock Ticker15677J108 Stock NameCERIDIAN HCM HLDG INC $ Position$127.5 m % Position6.80 % $ Change213.61 % # Shares1,513,299 # Change296.56 %
Stock Ticker90184L102 Stock NameTWITTER INC $ Position$123.9 m % Position6.61 % $ Change1117.57 % # Shares1,947,959 # Change936.19 %
Adviser Contour Asset Management LLC Type 13F-HR Submitted
02/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$283.8 m % Position10.44 % $ Change20.13 % # Shares2,186,755 # Change-5.98 %
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$202.6 m % Position7.45 % $ Change88.64 % # Shares11,274,797 # Change47.18 %
Stock Ticker860897107 Stock NameSTITCH FIX INC $ Position$153.9 m % Position5.66 % $ Change168.70 % # Shares2,620,150 # Change24.14 %
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$127.6 m % Position4.69 % $ Change-17.78 % # Shares532,484 # Change-26.18 %
Stock Ticker21925Y103 Stock NameCORNERSTONE ONDEMAND INC $ Position$126.4 m % Position4.65 % $ Change60.15 % # Shares2,870,609 # Change32.22 %
Adviser Contour Asset Management LLC Type 13G Submitted
02/16/2021
Adviser Contour Asset Management LLC Type 13F-HR Submitted
11/16/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker98954M200 Stock NameZILLOW GROUP INC $ Position$236.3 m % Position9.60 % $ Change126.04 % # Shares2,325,865 # Change28.18 %
Stock Ticker67020Y100 Stock NameNUANCE COMMUNICATIONS INC $ Position$175.0 m % Position7.11 % $ Change10.35 % # Shares5,273,554 # Change-15.87 %
Stock Ticker98138H101 Stock NameWORKDAY INC $ Position$155.2 m % Position6.31 % $ Change19.92 % # Shares721,307 # Change4.44 %
Stock Ticker65249B109 Stock NameNEWS CORP NEW $ Position$107.4 m % Position4.36 % $ Change96.78 % # Shares7,660,801 # Change66.46 %
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$104.0 m % Position4.22 % $ Change-0.15 % # Shares4,988,124 # Change-4.99 %

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