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Contour Asset Management LLC Buys Workday Inc, Coursera Inc, News Corp, Sells Trimble Inc, , Zoom Video Communications Inc

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Nov 16, 2021
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New York, NY, based Investment company Contour Asset Management LLC (Current Portfolio) buys Workday Inc, Coursera Inc, News Corp, Ncino Inc, BlackLine Inc, sells Trimble Inc, , Zoom Video Communications Inc, Upwork Inc, TripAdvisor Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Contour Asset Management LLC. As of 2021Q3, Contour Asset Management LLC owns 31 stocks with a total value of $2.3 billion. These are the details of the buys and sells.

For the details of Contour Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/contour+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Contour Asset Management LLC
  1. Workday Inc (WDAY) - 935,053 shares, 10.19% of the total portfolio. Shares added by 122.22%
  2. News Corp (NWSA) - 9,221,975 shares, 9.46% of the total portfolio. Shares added by 32.14%
  3. Zillow Group Inc (Z) - 1,627,856 shares, 6.26% of the total portfolio. Shares added by 10.90%
  4. Marvell Technology Inc (MRVL) - 2,091,386 shares, 5.50% of the total portfolio. Shares reduced by 11.22%
  5. Ceridian HCM Holding Inc (CDAY) - 1,104,447 shares, 5.42% of the total portfolio. Shares reduced by 2.25%
New Purchase: Coursera Inc (COUR)

Contour Asset Management LLC initiated holding in Coursera Inc. The purchase prices were between $30.92 and $43.31, with an estimated average price of $37.71. The stock is now traded at around $36.540000. The impact to a portfolio due to this purchase was 2.84%. The holding were 2,056,373 shares as of 2021-09-30.

New Purchase: BlackLine Inc (BL)

Contour Asset Management LLC initiated holding in BlackLine Inc. The purchase prices were between $105.62 and $126.23, with an estimated average price of $114.91. The stock is now traded at around $124.710000. The impact to a portfolio due to this purchase was 1.56%. The holding were 303,208 shares as of 2021-09-30.

New Purchase: Toast Inc (TOST)

Contour Asset Management LLC initiated holding in Toast Inc. The purchase prices were between $49.78 and $62.51, with an estimated average price of $54.68. The stock is now traded at around $48.000000. The impact to a portfolio due to this purchase was 1.45%. The holding were 664,004 shares as of 2021-09-30.

New Purchase: Activision Blizzard Inc (ATVI)

Contour Asset Management LLC initiated holding in Activision Blizzard Inc. The purchase prices were between $72.81 and $94.4, with an estimated average price of $83.7. The stock is now traded at around $66.140000. The impact to a portfolio due to this purchase was 0.87%. The holding were 257,326 shares as of 2021-09-30.

New Purchase: Zendesk Inc (ZEN)

Contour Asset Management LLC initiated holding in Zendesk Inc. The purchase prices were between $115.3 and $150.84, with an estimated average price of $129.39. The stock is now traded at around $104.130000. The impact to a portfolio due to this purchase was 0.55%. The holding were 107,757 shares as of 2021-09-30.

New Purchase: CCC Intelligent Solutions Holdings Inc (CCCS)

Contour Asset Management LLC initiated holding in CCC Intelligent Solutions Holdings Inc. The purchase prices were between $0 and $11.87, with an estimated average price of $10.39. The stock is now traded at around $13.180000. The impact to a portfolio due to this purchase was 0.51%. The holding were 1,101,898 shares as of 2021-09-30.

Added: Workday Inc (WDAY)

Contour Asset Management LLC added to a holding in Workday Inc by 122.22%. The purchase prices were between $226.15 and $277.74, with an estimated average price of $247.92. The stock is now traded at around $299.840000. The impact to a portfolio due to this purchase was 5.6%. The holding were 935,053 shares as of 2021-09-30.

Added: News Corp (NWSA)

Contour Asset Management LLC added to a holding in News Corp by 32.14%. The purchase prices were between $21.86 and $26.14, with an estimated average price of $23.68. The stock is now traded at around $23.630000. The impact to a portfolio due to this purchase was 2.3%. The holding were 9,221,975 shares as of 2021-09-30.

Added: Ncino Inc (NCNO)

Contour Asset Management LLC added to a holding in Ncino Inc by 903.80%. The purchase prices were between $60 and $78.14, with an estimated average price of $66.72. The stock is now traded at around $70.890000. The impact to a portfolio due to this purchase was 2.1%. The holding were 752,851 shares as of 2021-09-30.

Added: Twitter Inc (TWTR)

Contour Asset Management LLC added to a holding in Twitter Inc by 45.29%. The purchase prices were between $59.66 and $71.69, with an estimated average price of $65.71. The stock is now traded at around $52.120000. The impact to a portfolio due to this purchase was 1.43%. The holding were 1,741,495 shares as of 2021-09-30.

Added: Zynga Inc (ZNGA)

Contour Asset Management LLC added to a holding in Zynga Inc by 1570.65%. The purchase prices were between $7.47 and $11.16, with an estimated average price of $9.11. The stock is now traded at around $7.370000. The impact to a portfolio due to this purchase was 1.43%. The holding were 4,627,703 shares as of 2021-09-30.

Added: Avaya Holdings Corp (AVYA)

Contour Asset Management LLC added to a holding in Avaya Holdings Corp by 44.96%. The purchase prices were between $18.75 and $27, with an estimated average price of $22.1. The stock is now traded at around $20.410000. The impact to a portfolio due to this purchase was 1.18%. The holding were 4,426,765 shares as of 2021-09-30.

Sold Out: Trimble Inc (TRMB)

Contour Asset Management LLC sold out a holding in Trimble Inc. The sale prices were between $78.71 and $95.72, with an estimated average price of $87.85.

Sold Out: Upwork Inc (UPWK)

Contour Asset Management LLC sold out a holding in Upwork Inc. The sale prices were between $40.38 and $60.7, with an estimated average price of $48.83.

Sold Out: Amazon.com Inc (AMZN)

Contour Asset Management LLC sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.



Here is the complete portfolio of Contour Asset Management LLC. Also check out:

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