Contour Asset Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$3.46B
Signature - Title
Alpa Rana - Chief Financial Officer, Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Contour Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Contour Asset Management LLC reported 28 stock holdings with total value $3.46B as of Q4 2024. Top holdings included TRMB, SQ, T, CRM, and MRVL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 28 $3.46B +$1.1B -$1.03B +$71.7M TRMB, SQ, T, CRM, MRVL 13F-HR 2/14/2025, 04:06 PM
Q3 2024 28 $3.03B +$820M -$917M -$96.6M TRMB, ORCL, T, SQ, Z 13F-HR 11/14/2024, 04:04 PM
Q2 2024 29 $2.96B +$981M -$580M +$401M ORCL, TRMB, T, AMZN, SQ 13F-HR 8/14/2024, 04:09 PM
Q1 2024 27 $2.56B +$829M -$827M +$1.28M ORCL, TRMB, MSFT, AMZN, Z 13F-HR 5/15/2024, 04:05 PM
Q4 2023 23 $2.42B +$579M -$541M +$38M ORCL, TRMB, MSFT, NFLX, PINS Restatement 2/16/2024, 11:28 AM
Q4 2023 23 $2.42B +$579M -$541M +$38M ORCL, TRMB, MSFT, NFLX, PINS Restatement 2/16/2024, 10:50 AM
Q3 2023 30 $2.1B +$583M -$624M -$41.8M ORCL, TRMB, Z, MSFT, SPOT 13F-HR 11/14/2023, 04:02 PM
Q2 2023 29 $2.22B +$971M -$781M +$190M MSFT, ADBE, U, META, ORCL 13F-HR 8/14/2023, 05:06 PM
Q1 2023 21 $1.74B +$622M -$226M +$395M META, NFLX, DIS, ORCL, Z 13F-HR 5/15/2023, 04:22 PM
Q4 2022 26 $1.62B +$862M -$110M +$752M NFLX, ORCL, WDAY, META, TWLO 13F-HR 2/14/2023, 04:15 PM
Q3 2022 25 $1.25B +$522M -$184M +$338M NEWR, FIVN, FI, MRVL, PYPL 13F-HR 11/14/2022, 03:10 PM
Q2 2022 22 $1.28B +$334M -$241M +$93.4M NEWR, FIVN, CRM, SQ, TMUS 13F-HR 8/15/2022, 04:34 PM
Q1 2022 31 $2.46B +$743M -$519M +$224M NWSA, NEWR, OUT, CARG, WDAY 13F-HR 5/16/2022, 04:08 PM
Q4 2021 31 $2.78B +$1.04B -$219M +$824M NWSA, WDAY, Z, CARG, NEWR 13F-HR 2/14/2022, 03:42 PM
Q3 2021 31 $2.29B +$549M -$386M +$162M WDAY, NWSA, Z, MRVL, DAY 13F-HR 11/15/2021, 04:08 PM
Q2 2021 26 $2.21B +$711M -$442M +$269M NWSA, Z, CSOD, MRVL, VYX 13F-HR 8/16/2021, 04:02 PM
Q1 2021 28 $1.87B +$543M -$1.49B -$946M Z, NWSA, CSOD, DAY, TWTR 13F-HR 5/17/2021, 04:24 PM
Q4 2020 39 $2.72B +$705M -$527M +$178M Z, NWSA, SFIX, WDAY, CSOD 13F-HR 2/16/2021, 03:06 PM
Q3 2020 40 $2.46B +$779M -$318M +$462M Z, NUAN, WDAY, NWSA, GEN 13F-HR 11/16/2020, 03:13 PM
Q2 2020 38 $2.04B +$884M -$239M +$645M NUAN, WDAY, AMZN, Z, GEN 13F-HR 8/14/2020, 04:15 PM
Q1 2020 43 $1.53B +$852M -$318M +$534M ORCL, NUAN, NFLX, DIS, AMZN 13F-HR 5/15/2020, 04:11 PM
Q4 2019 40 $1.92B +$863M -$118M +$745M GEN, EA, ORCL, CRM, DIS 13F-HR 2/14/2020, 03:03 PM
Q3 2019 33 $1.23B +$544M -$243M +$301M EA, ORCL, DIS, MRVLXXXX, SVMK 13F-HR 11/14/2019, 03:00 PM
Q2 2019 33 $1.5B +$587M -$176M +$411M DIS, ZNGA, Z, MRVLXXXX, VIAB 13F-HR 8/14/2019, 04:02 PM
Q1 2019 31 $1.4B +$500M -$195M +$304M ZNGA, ELLI, MRVLXXXX, NFLX, RAMP 13F-HR 5/15/2019, 04:17 PM
Q4 2018 33 $1.1B +$219M -$635M -$416M ELLI, ZNGA, ADSK, NFLX, RP 13F-HR 2/14/2019, 03:24 PM
Q3 2018 43 $2.86B +$902M -$399M +$503M FOXA, QRVO, RP, ZNGA, MRVLXXXX 13F-HR 11/14/2018, 03:20 PM
Q2 2018 39 $2.42B +$1.01B -$245M +$768M QRVO, ZNGA, NFLX, Z, MRVLXXXX 13F-HR 8/14/2018, 04:20 PM
Q1 2018 1 $52.1M AVGOXXXX New Holdings 5/16/2018, 04:02 PM
Q1 2018 38 $1.94B +$870M -$499M +$371M QRVO, MRVLXXXX, GRUBXXXX, RP, FLEX 13F-HR 5/15/2018, 04:22 PM
Q4 2017 31 $1.8B +$403M -$270M +$133M GRUBXXXX, MRVLXXXX, AMZN, SYMC, QRVO 13F-HR 2/14/2018, 05:14 PM
Q3 2017 29 $1.78B +$313M -$122M +$191M MRVLXXXX, GRUBXXXX, QRVO, WDAY, PEGA 13F-HR 11/14/2017, 03:20 PM
Q2 2017 29 $1.66B +$475M -$238M +$237M MRVLXXXX, PEGA, GRUBXXXX, QRVO, SYMC 13F-HR 8/14/2017, 04:49 PM
Q1 2017 27 $1.51B +$468M -$318M +$150M MRVLXXXX, AAPL, SYMC, P, QRVO 13F-HR 5/15/2017, 04:26 PM
Q4 2016 30 $1.41B +$316M -$274M +$41.7M MRVLXXXX, AMZN, SYMC, NVDA, HEWJ 13F-HR 2/14/2017, 03:58 PM
Q3 2016 35 $1.86B +$626M -$194M +$432M MRVLXXXX, SYMC, AMZN, AVGOXXXX, EA 13F-HR 11/14/2016, 03:50 PM
Q2 2016 32 $1.48B +$446M -$160M +$285M MRVLXXXX, AMZN, ZNGA, NVDA, EA 13F-HR 8/15/2016, 04:28 PM
Q1 2016 36 $1.57B +$881M -$285M +$596M WDC, EA, SYMC, PCLN, AVGOXXXX 13F-HR 5/16/2016, 04:17 PM
Q4 2015 36 $1.7B +$682M -$306M +$376M NFLX, AMZN, W, TMUS, EA 13F-HR 2/16/2016, 03:34 PM
Q3 2015 41 $1.73B +$803M -$368M +$435M NFLX, EA, AVGOXXXX, TMUS, RHT 13F-HR 11/16/2015, 03:40 PM
Q2 2015 39 $2.04B +$848M -$188M +$660M AAPL, AVGOXXXX, NFLX, TMUS, NFLX 13F-HR 8/14/2015, 04:05 PM
Q1 2015 38 $1.77B +$892M -$120M +$772M AVGOXXXX, AAPL, ORCL, TMUS, RHT 13F-HR 5/15/2015, 04:41 PM
Q4 2014 49 $1.73B +$722M -$478M +$244M EBAY, TMUS, CRM, AVGOXXXX, FTNT 13F-HR 2/17/2015, 03:58 PM
Q3 2014 44 $2.06B +$925M -$164M +$760M TWC, FOXA, ADSK, YHOO, EBAY 13F-HR 11/14/2014, 03:12 PM
Q2 2014 49 $2.07B +$1.22B -$275M +$941M EXPE, ADSK, WDC, TMUS, EA 13F-HR 8/14/2014, 04:02 PM
Q1 2014 40 $2.01B +$1.01B -$215M +$799M AMZN, INTU, AOL, P, YHOO 13F-HR 5/15/2014, 04:16 PM
Q4 2013 4 $188K P, TMUS, GME, VCI New Holdings 5/15/2014, 04:24 PM
Q4 2013 40 $1.63B TMUS, AOL, CRM, YHOO, CHTRXXXX 13F-HR 2/14/2014, 03:20 PM
Q3 2013 2 $39.3K GME, VCI New Holdings 5/15/2014, 04:22 PM
Q1 2013 1 $16.2K LVLT New Holdings 5/15/2014, 04:19 PM