13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002392
Total Value
$2.40B
Positions
51
Other Managers
1
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIMBLE INC | TRMB | 3,438,513 | $225.7M | 9.41% |
| 2 | BLOCK INC | BSQKZ | 3,184,444 | $173.0M | 7.21% |
| 3 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 832,611 | $172.6M | 7.19% |
| 4 | QORVO INC | QRVO | 2,000,335 | $144.8M | 6.04% |
| 5 | NEWS CORP NEW | NWSLL | 5,057,179 | $137.7M | 5.74% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,694,144 | $131.8M | 5.49% |
| 7 | GLOBAL PMTS INC | 37940X102 | 1,321,600 | $129.4M | 5.40% |
| 8 | CARVANA CO | CVNA | 614,740 | $128.5M | 5.36% |
| 9 | IRON MTN INC DEL | 46284V101 | 1,367,236 | $117.6M | 4.90% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 2,978,792 | $106.2M | 4.43% |
| 11 | PINTEREST INC | PINS | 3,140,134 | $97.3M | 4.06% |
| 12 | DRAFTKINGS INC NEW | DKNG | 2,389,009 | $79.3M | 3.31% |
| 13 | NUTANIX INC | NTNX | 990,961 | $69.2M | 2.88% |
| 14 | META PLATFORMS INC | META | 119,500 | $68.9M | 2.87% |
| 15 | BILL HOLDINGS INC | BILL | 1,368,194 | $62.8M | 2.62% |
| 16 | CDW CORP | CDW | 384,355 | $61.6M | 2.57% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 865,393 | $53.3M | 2.22% |
| 18 | TEXAS INSTRS INC | 882508104 | 270,405 | $48.6M | 2.03% |
| 19 | BROADCOM INC | AVGO | 270,500 | $45.3M | 1.89% |
| 20 | RINGCENTRAL INC | RNG | 1,760,773 | $43.6M | 1.82% |
| 21 | APPLOVIN CORP | APP | 163,165 | $43.2M | 1.80% |
| 22 | ZILLOW GROUP INC | Z | 610,228 | $41.8M | 1.74% |
| 23 | LIBERTY GLOBAL LTD | LBTYK | 3,165,420 | $36.4M | 1.52% |
| 24 | FLUTTER ENTMT PLC | G3643J108 | 146,786 | $32.5M | 1.36% |
| 25 | DELL TECHNOLOGIES INC | DELL | 298,815 | $27.2M | 1.14% |
| 26 | WAYFAIR INC | W | 434,615 | $13.9M | 0.58% |
| 27 | TRIMBLE INC | TRMB | 161,975 | $10.6M | 0.44% |
| 28 | LIBERTY GLOBAL LTD | LBTYK | 754,987 | $9.0M | 0.38% |
| 29 | BLOCK INC | BSQKZ | 150,143 | $8.2M | 0.34% |
| 30 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 39,288 | $8.1M | 0.34% |
| 31 | GLOBAL PMTS INC | 37940X102 | 72,730 | $7.1M | 0.30% |
| 32 | QORVO INC | QRVO | 94,658 | $6.9M | 0.29% |
| 33 | SIX FLAGS ENTERTAINMENT CORP | FUN | 173,808 | $6.2M | 0.26% |
| 34 | CARVANA CO | CVNA | 28,374 | $5.9M | 0.25% |
| 35 | IRON MTN INC DEL | 46284V101 | 60,014 | $5.2M | 0.22% |
| 36 | GLOBAL E ONLINE LTD | GLBE | 140,494 | $5.0M | 0.21% |
| 37 | PINTEREST INC | PINS | 148,190 | $4.6M | 0.19% |
| 38 | DRAFTKINGS INC NEW | DKNG | 112,694 | $3.7M | 0.16% |
| 39 | NUTANIX INC | NTNX | 46,755 | $3.3M | 0.14% |
| 40 | BILL HOLDINGS INC | BILL | 65,306 | $3.0M | 0.12% |
| 41 | CDW CORP | CDW | 18,150 | $2.9M | 0.12% |
| 42 | MARVELL TECHNOLOGY INC | MRVL | 40,735 | $2.5M | 0.10% |
| 43 | TEXAS INSTRS INC | 882508104 | 12,871 | $2.3M | 0.10% |
| 44 | RINGCENTRAL INC | RNG | 82,941 | $2.1M | 0.09% |
| 45 | APPLOVIN CORP | APP | 7,697 | $2.0M | 0.09% |
| 46 | ZILLOW GROUP INC | Z | 28,719 | $2.0M | 0.08% |
| 47 | LIBERTY GLOBAL LTD | LBTYK | 149,109 | $1.7M | 0.07% |
| 48 | FLUTTER ENTMT PLC | G3643J108 | 7,084 | $1.6M | 0.07% |
| 49 | DELL TECHNOLOGIES INC | DELL | 14,130 | $1.3M | 0.05% |
| 50 | WAYFAIR INC | W | 20,842 | $667,569 | 0.03% |
| 51 | LIBERTY GLOBAL LTD | LBTYK | 35,267 | $422,146 | 0.02% |