Contour Asset Management LLC 13F Holdings

CIK 0001510669 · NEW YORK, NY

As of Sep 30, 2025, Contour Asset Management LLC reported 31 positions worth $4.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
IRON MOUNTAIN INCIRMReal Estate3,165,830$322.7M8.09%
ALPHABET INCGOOGLEquity1,100,259$267.5M6.70%
BLOCK INCXYZTechnology3,578,592$258.6M6.48%
TRIMBLE INCTRMBTechnology3,099,003$253.0M6.34%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services876,429$226.4M5.67%
QORVO INCQRVOTechnology2,353,003$214.3M5.37%
TERADYNE INCTERTechnology1,516,451$208.7M5.23%
ZILLOW GROUP INCZCommunication Services2,512,666 93.6M4.85%
ZETA GLOBAL HOLDINGS CORPZETATechnology8,834,719 75.5M4.40%
BILL HOLDINGS INCBILLTechnology3,238,438 71.5M4.30%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical4,631,035 65.6M4.15%
ROCKET COMPANIES INCRKTFinancial Services7,122,169 38.0M3.46%
AMAZON.COM INCAMZNEquity613,042 34.6M3.37%
CHARTER COMMUNICATIONS INCCHTRCommunication Services484,839 33.4M3.34%
PAYPAL HOLDINGS INCPYPLFinancial Services1,851,547 24.2M3.11%
LIBERTY MEDIA CORPFWONKCommunication Services1,179,311 23.2M3.09%
AIRBNB INCABNBIndustrials962,568 16.9M2.93%
BROADCOM INCAVGOTechnology306,743 01.2M2.54%
DRAFTKINGS INCDKNGConsumer Cyclical2,419,653$90.5M2.27%
MARVELL TECHNOLOGY INCMRVLTechnology1,041,086$87.5M2.19%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services4,191,999$79.3M1.99%
SNAP INCSNAPCommunication Services9,853,000$76.0M1.90%
LIBERTY GLOBAL LTDLBTYACommunication Services4,325,889$49.6M1.24%
WARNER BROS DISCOVERY INCWBDCommunication Services2,380,384$46.5M1.17%
ZOOMINFO TECHNOLOGIES INCGTMTechnology3,840,173$41.9M1.05%