Generalist · New York, NY
Contour Asset Management LLC
- Software
- $523M
- Weight of 13F
- 12.0%
- Names
- 6
- Vs prior quarter
- −$60.6M
Filed 14 August 2026.
53 positions in the whole 13F.
Software held
- AppLovinAPP253,636 shares · 25.0% of their software$131MNew
- TrimbleTRMB2,332,879 shares · 22.8% of their software$119M+$9.2M
- Global-EGLBE3,034,019 shares · 20.1% of their software$105M−$9.8M
- Zeta GlobalZETA4,207,812 shares · 15.8% of their software$82.8M+$2.2M
- BILLBILL1,400,202 shares · 9.7% of their software$50.6M−$77.4M
- CloudflareNET140,946 shares · 6.6% of their software$34.6MNew