0001172661-24-001433.txt : 20240214 0001172661-24-001433.hdr.sgml : 20240214 20240214160650 ACCESSION NUMBER: 0001172661-24-001433 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 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: 24637917 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 12-31-2023 12-31-2023 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 646-553-2496 Alpa Rana New York NY 02-14-2024 1 45 3681614802 1 000302016 802-117344 Brummer Multi-Strategy AB INFORMATION TABLE 2 contour13fq218.inftab.xml ADOBE INC COM 00724F101 100949493 169208 SH SOLE 169208 0 0 ADOBE INC COM 00724F101 3130360 5247 SH SOLE 1 5247 0 0 AMAZON COM INC COM 023135106 212412120 1398000 SH SOLE 1398000 0 0 AMAZON COM INC COM 023135106 6953838 45767 SH SOLE 1 45767 0 0 APPLOVIN CORP COM CL A 03831W108 1728095 43365 SH SOLE 1 43365 0 0 APPLOVIN CORP COM CL A 03831W108 55685872 1397387 SH SOLE 1397387 0 0 BILL HOLDINGS INC COM 090043100 2268202 27800 SH SOLE 1 27800 0 0 BILL HOLDINGS INC COM 090043100 72859870 893000 SH SOLE 893000 0 0 BROADCOM INC COM 11135F101 5282095 4732 SH SOLE 1 4732 0 0 BROADCOM INC COM 11135F101 170105338 152390 SH SOLE 152390 0 0 COGNEX CORP COM 192422103 16858494 403893 SH SOLE 403893 0 0 COGNEX CORP COM 192422103 522418 12516 SH SOLE 1 12516 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 71578749 326769 SH SOLE 326769 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 2216567 10119 SH SOLE 1 10119 0 0 GLOBAL E ONLINE LTD SHS M5216V106 2635474 66502 SH SOLE 1 66502 0 0 GLOBAL E ONLINE LTD SHS M5216V106 85116205 2147772 SH SOLE 2147772 0 0 HASHICORP INC COM CL A 418100103 31220852 1320679 SH SOLE 1320679 0 0 HASHICORP INC COM CL A 418100103 968365 40963 SH SOLE 1 40963 0 0 INTUIT COM 461202103 3342660 5348 SH SOLE 1 5348 0 0 INTUIT COM 461202103 107772048 172427 SH SOLE 172427 0 0 MARVELL TECHNOLOGY INC COM 573874104 3377842 56008 SH SOLE 1 56008 0 0 MARVELL TECHNOLOGY INC COM 573874104 108949473 1806491 SH SOLE 1806491 0 0 META PLATFORMS INC CL A 30303M102 6365971 17985 SH SOLE 1 17985 0 0 META PLATFORMS INC CL A 30303M102 204529415 577832 SH SOLE 577832 0 0 MICROSOFT CORP COM 594918104 268918237 715132 SH SOLE 715132 0 0 MICROSOFT CORP COM 594918104 8415023 22378 SH SOLE 1 22378 0 0 MONGODB INC CL A 60937P106 2791219 6827 SH SOLE 1 6827 0 0 MONGODB INC CL A 60937P106 90036129 220218 SH SOLE 220218 0 0 NETFLIX INC COM 64110L106 7108448 14600 SH SOLE 1 14600 0 0 NETFLIX INC COM 64110L106 250061568 513600 SH SOLE 513600 0 0 NEWS CORP NEW CL A 65249B109 130353994 5309735 SH SOLE 5309735 0 0 ORACLE CORP COM 68389X105 340749760 3232000 SH SOLE 3232000 0 0 ORACLE CORP COM 68389X105 11275739 106950 SH SOLE 1 106950 0 0 PINTEREST INC CL A 72352L106 250096451 6752064 SH SOLE 6752064 0 0 PINTEREST INC CL A 72352L106 7820477 211136 SH SOLE 1 211136 0 0 SEMTECH CORP COM 816850101 1606638 73329 SH SOLE 1 73329 0 0 SEMTECH CORP COM 816850101 45541513 2078572 SH SOLE 2078572 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 6010489 31986 SH SOLE 1 31986 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 192231930 1023000 SH SOLE 1023000 0 0 TRIMBLE INC COM 896239100 8555464 160817 SH SOLE 1 160817 0 0 TRIMBLE INC COM 896239100 273660800 5144000 SH SOLE 5144000 0 0 UNITY SOFTWARE INC COM 91332U101 8598717 210289 SH SOLE 1 210289 0 0 UNITY SOFTWARE INC COM 91332U101 245789790 6011000 SH SOLE 6011000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 247409360 4276000 SH SOLE 4276000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 7753240 134000 SH SOLE 1 134000 0 0