Chief Financial Officer, Chief Compliance Officer

0001172661-24-002486.txt : 20240515 0001172661-24-002486.hdr.sgml : 20240515 20240515160533 ACCESSION NUMBER: 0001172661-24-002486 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Contour Asset Management LLC CENTRAL INDEX KEY: 0001510669 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14201 FILM NUMBER: 24950381 BUSINESS ADDRESS: STREET 1: 99 PARK AVENUE STREET 2: SUITE 1540 CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 646 553 2491 MAIL ADDRESS: STREET 1: 99 PARK AVENUE STREET 2: SUITE 1540 CITY: NEW YORK STATE: NY ZIP: 10016 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001510669 XXXXXXXX 03-31-2024 03-31-2024 false Contour Asset Management LLC

99 PARK AVENUE SUITE 1540 NEW YORK NY 10016

13F HOLDINGS REPORT 028-14201 000154645 801-71771 N Alpa Rana Chief Financial Officer, Chief Compliance Officer 646-553-2496 Alpa Rana New York NY 05-15-2024 1 53 2561702532 1 000302016 802-117344 Brummer Multi-Strategy AB INFORMATION TABLE 2 contour13fq218.inftab.xml AMAZON COM INC COM 023135106 9439827 52333 SH SOLE 1 52333 0 0 AMAZON COM INC COM 023135106 173128724 959800 SH SOLE 959800 0 0 BLOCK INC CL A 852234103 4852185 57368 SH SOLE 1 57368 0 0 BLOCK INC CL A 852234103 97292544 1150302 SH SOLE 1150302 0 0 BROADCOM INC COM 11135F101 4501092 3396 SH SOLE 1 3396 0 0 BROADCOM INC COM 11135F101 89063575 67197 SH SOLE 67197 0 0 CARVANA CO CL A 146869102 1940877 22078 SH SOLE 1 22078 0 0 CARVANA CO CL A 146869102 38683916 440040 SH SOLE 440040 0 0 COMCAST CORP NEW CL A 20030N101 4285624 98861 SH SOLE 1 98861 0 0 COMCAST CORP NEW CL A 20030N101 85884717 1981193 SH SOLE 1981193 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 3077058 11584 SH SOLE 1 11584 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 60950397 229456 SH SOLE 229456 0 0 GLOBAL E ONLINE LTD SHS M5216V106 3477677 95672 SH SOLE 1 95672 0 0 GLOBAL E ONLINE LTD SHS M5216V106 68876525 1894815 SH SOLE 1894815 0 0 HASHICORP INC COM CL A 418100103 1711568 63509 SH SOLE 1 63509 0 0 HASHICORP INC COM CL A 418100103 34444202 1278078 SH SOLE 1278078 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 1627142 24804 SH SOLE 1 24804 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 32179686 490544 SH SOLE 490544 0 0 MARVELL TECHNOLOGY INC COM 573874104 5110094 72095 SH SOLE 1 72095 0 0 MARVELL TECHNOLOGY INC COM 573874104 101836982 1436752 SH SOLE 1436752 0 0 MICROSOFT CORP COM 594918104 9059364 21533 SH SOLE 1 21533 0 0 MICROSOFT CORP COM 594918104 179184648 425900 SH SOLE 425900 0 0 MONGODB INC CL A 60937P106 4019637 11208 SH SOLE 1 11208 0 0 MONGODB INC CL A 60937P106 78265290 218228 SH SOLE 218228 0 0 NEWS CORP NEW CL A 65249B109 85765680 3276000 SH SOLE 3276000 0 0 NVIDIA CORPORATION COM 67066G104 3054033 3380 SH SOLE 1 3380 0 0 NVIDIA CORPORATION COM 67066G104 61010178 67522 SH SOLE 67522 0 0 ORACLE CORP COM 68389X105 12976015 103304 SH SOLE 1 103304 0 0 ORACLE CORP COM 68389X105 256074827 2038650 SH SOLE 2038650 0 0 PINTEREST INC CL A 72352L106 6397655 184530 SH SOLE 1 184530 0 0 PINTEREST INC CL A 72352L106 125176035 3610500 SH SOLE 3610500 0 0 QORVO INC COM 74736K101 4225400 36797 SH SOLE 1 36797 0 0 QORVO INC COM 74736K101 84272818 733892 SH SOLE 733892 0 0 SALESFORCE INC COM 79466L302 6362126 21124 SH SOLE 1 21124 0 0 SALESFORCE INC COM 79466L302 125643261 417170 SH SOLE 417170 0 0 SEMTECH CORP COM 816850101 1910692 69505 SH SOLE 1 69505 0 0 SEMTECH CORP COM 816850101 38361910 1395486 SH SOLE 1395486 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4369920 16559 SH SOLE 1 16559 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 86506420 327800 SH SOLE 327800 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2336251 17172 SH SOLE 1 17172 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 46636171 342787 SH SOLE 342787 0 0 TERADATA CORP DEL COM 88076W103 565665 14628 SH SOLE 1 14628 0 0 TERADATA CORP DEL COM 88076W103 11207880 289834 SH SOLE 289834 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 1914241 22153 SH SOLE 1 22153 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 38097651 440894 SH SOLE 440894 0 0 TRIMBLE INC COM 896239100 11034329 171447 SH SOLE 1 171447 0 0 TRIMBLE INC COM 896239100 219853760 3416000 SH SOLE 3416000 0 0 UNITY SOFTWARE INC COM 91332U101 1198857 44901 SH SOLE 1 44901 0 0 UNITY SOFTWARE INC COM 91332U101 24377100 913000 SH SOLE 913000 0 0 WAYFAIR INC CL A 94419L101 1764880 26000 SH SOLE 1 26000 0 0 WAYFAIR INC CL A 94419L101 67438780 993500 SH SOLE 993500 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 6653592 136400 SH SOLE 1 136400 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 133623054 2739300 SH SOLE 2739300 0 0