13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003465
Total Value
$3.06B
Positions
55
Other Managers
1
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIMBLE INC | TRMB | 3,568,919 | $271.2M | 8.87% |
| 2 | BLOCK INC | BSQKZ | 3,414,381 | $231.9M | 7.58% |
| 3 | IRON MTN INC DEL | 46284V101 | 2,199,987 | $225.7M | 7.38% |
| 4 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 794,471 | $192.9M | 6.31% |
| 5 | QORVO INC | QRVO | 2,231,313 | $189.5M | 6.20% |
| 6 | NEWS CORP NEW | NWSLL | 5,152,190 | $153.1M | 5.01% |
| 7 | PINTEREST INC | PINS | 3,958,476 | $142.0M | 4.64% |
| 8 | BILL HOLDINGS INC | BILL | 2,790,572 | $129.1M | 4.22% |
| 9 | AMAZON COM INC | AMZN | 548,659 | $120.4M | 3.94% |
| 10 | GLOBAL E ONLINE LTD | GLBE | 3,579,714 | $120.1M | 3.93% |
| 11 | BROADCOM INC | AVGO | 431,706 | $119.0M | 3.89% |
| 12 | GLOBAL PMTS INC | 37940X102 | 1,160,939 | $92.9M | 3.04% |
| 13 | SNAP INC | SNAP | 10,034,000 | $87.2M | 2.85% |
| 14 | CARVANA CO | CVNA | 252,053 | $84.9M | 2.78% |
| 15 | UPSTART HLDGS INC | UPST | 1,307,000 | $84.5M | 2.76% |
| 16 | SIX FLAGS ENTERTAINMENT CORP | FUN | 2,665,631 | $81.1M | 2.65% |
| 17 | FLUTTER ENTMT PLC | G3643J108 | 250,729 | $71.6M | 2.34% |
| 18 | ZETA GLOBAL HOLDINGS CORP | ZETA | 4,495,000 | $69.6M | 2.28% |
| 19 | META PLATFORMS INC | META | 76,432 | $56.4M | 1.84% |
| 20 | RINGCENTRAL INC | RNG | 1,799,567 | $51.0M | 1.67% |
| 21 | DRAFTKINGS INC NEW | DKNG | 1,099,114 | $47.1M | 1.54% |
| 22 | LIBERTY MEDIA CORP DEL | FWONB | 439,000 | $45.9M | 1.50% |
| 23 | DOCUSIGN INC | DOCU | 587,360 | $45.7M | 1.50% |
| 24 | COINBASE GLOBAL INC | COIN | 122,445 | $42.9M | 1.40% |
| 25 | DOXIMITY INC | DOCS | 688,586 | $42.2M | 1.38% |
| 26 | LIBERTY GLOBAL LTD | LBTYK | 3,869,103 | $38.7M | 1.27% |
| 27 | AURORA INNOVATION INC | AUROW | 4,639,345 | $24.3M | 0.79% |
| 28 | NUTANIX INC | NTNX | 288,169 | $22.0M | 0.72% |
| 29 | LIBERTY GLOBAL LTD | LBTYK | 1,669,676 | $17.2M | 0.56% |
| 30 | TRIMBLE INC | TRMB | 220,130 | $16.7M | 0.55% |
| 31 | BLOCK INC | BSQKZ | 210,432 | $14.3M | 0.47% |
| 32 | IRON MTN INC DEL | 46284V101 | 135,361 | $13.9M | 0.45% |
| 33 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 48,971 | $11.9M | 0.39% |
| 34 | QORVO INC | QRVO | 137,337 | $11.7M | 0.38% |
| 35 | PINTEREST INC | PINS | 243,754 | $8.7M | 0.29% |
| 36 | BILL HOLDINGS INC | BILL | 171,795 | $7.9M | 0.26% |
| 37 | AMAZON COM INC | AMZN | 33,781 | $7.4M | 0.24% |
| 38 | GLOBAL E ONLINE LTD | GLBE | 220,416 | $7.4M | 0.24% |
| 39 | GLOBAL PMTS INC | 37940X102 | 71,505 | $5.7M | 0.19% |
| 40 | CARVANA CO | CVNA | 15,533 | $5.2M | 0.17% |
| 41 | SNAP INC | SNAP | 600,000 | $5.2M | 0.17% |
| 42 | UPSTART HLDGS INC | UPST | 80,200 | $5.2M | 0.17% |
| 43 | SIX FLAGS ENTERTAINMENT CORP | FUN | 163,886 | $5.0M | 0.16% |
| 44 | ZETA GLOBAL HOLDINGS CORP | ZETA | 276,000 | $4.3M | 0.14% |
| 45 | FLUTTER ENTMT PLC | G3643J108 | 14,236 | $4.1M | 0.13% |
| 46 | RINGCENTRAL INC | RNG | 110,856 | $3.1M | 0.10% |
| 47 | DRAFTKINGS INC NEW | DKNG | 67,681 | $2.9M | 0.09% |
| 48 | LIBERTY MEDIA CORP DEL | FWONB | 26,969 | $2.8M | 0.09% |
| 49 | DOCUSIGN INC | DOCU | 36,143 | $2.8M | 0.09% |
| 50 | COINBASE GLOBAL INC | COIN | 7,520 | $2.6M | 0.09% |
| 51 | DOXIMITY INC | DOCS | 42,398 | $2.6M | 0.09% |
| 52 | LIBERTY GLOBAL LTD | LBTYK | 238,308 | $2.4M | 0.08% |
| 53 | AURORA INNOVATION INC | AUROW | 285,763 | $1.5M | 0.05% |
| 54 | NUTANIX INC | NTNX | 17,731 | $1.4M | 0.04% |
| 55 | LIBERTY GLOBAL LTD | LBTYK | 102,817 | $1.1M | 0.03% |