Contour Asset Management LLC Purchases and Sells in Q3 2024

Contour Asset Management LLC

$3.01 Billion
Q3 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRMB	487K + 12.2%	$49.82 - $62.06 $24.3M - $30.3M	4.48M $278M
Z	33.3K + 1.2%	$41.77 - $67.84 $1.39M - $2.26M	2.82M $180M
MRVL	519K + 30.04%	$56.15 - $76.24 $29.1M - $39.5M	2.25M $162M
NWSA	1.6M + 56.1%	$25.41 - $28.44 $40.6M - $45.4M	4.45M $118M
AVGO	523K + 1193.24%	$136.27 - $1745.86 $71.2M - $913M	567K $97.8M
SPOT	17.6K + 5.08%	$290.16 - $384.01 $5.11M - $6.76M	364K $134M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	639K New	$238.42 - $276.53 $152M - $177M	639K $175M
ZI	11.8M New	$8.01 - $12.68 $94.8M - $150M	11.8M $122M
HPQ	2.67M New	$32.02 - $38.11 $85.4M - $102M	2.67M $95.6M
VZ	1.37M New	$38.89 - $45.0 $53.2M - $61.6M	1.37M $61.5M
HUBS	88.4K New	$450.09 - $592.58 $39.8M - $52.4M	88.4K $47M
PYPL	581K New	$57.22 - $80.08 $33.3M - $46.6M	581K $45.4M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-195K - 54.88%	$395.15 - $467.56 $76.9M - $91M	160K $68.9M
ORCL	-802K - 40.54%	$125.9 - $170.35 $101M - $137M	1.18M $200M
AMZN	-213K - 22.55%	$161.02 - $200.0 $34.2M - $42.5M	730K $136M
W	-763K - 52.02%	$38.21 - $57.23 $29.2M - $43.7M	704K $39.6M
T	-2.14M - 19.53%	$18.21 - $22.28 $39M - $47.7M	8.83M $194M
CYBR	-55.3K - 18.06%	$241.52 - $291.61 $13.4M - $16.1M	251K $73.2M

Activity Summary All Purchases 17 New Holdings 7 Increased Positions 10 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Contour Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Contour Asset Management LLC with notifications on news.