13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005057
Total Value
$3.99B
Positions
61
Other Managers
1
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IRON MTN INC DEL | 46284V101 | 2,958,679 | $301.6M | 7.56% |
| 2 | ALPHABET INC | GOOG | 1,028,393 | $250.0M | 6.27% |
| 3 | BLOCK INC | BSQKZ | 3,344,395 | $241.7M | 6.06% |
| 4 | TRIMBLE INC | TRMB | 2,896,305 | $236.5M | 5.93% |
| 5 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 817,616 | $211.2M | 5.29% |
| 6 | QORVO INC | QRVO | 2,195,912 | $200.0M | 5.01% |
| 7 | TERADYNE INC | TER | 1,416,703 | $195.0M | 4.89% |
| 8 | ZILLOW GROUP INC | Z | 2,348,549 | $181.0M | 4.54% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 8,258,873 | $164.1M | 4.11% |
| 10 | BILL HOLDINGS INC | BILL | 3,027,587 | $160.4M | 4.02% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 4,328,985 | $154.8M | 3.88% |
| 12 | ROCKET COS INC | 77311W101 | 6,657,346 | $129.0M | 3.23% |
| 13 | AMAZON COM INC | AMZN | 573,033 | $125.8M | 3.15% |
| 14 | CHARTER COMMUNICATIONS INC N | 16119P108 | 453,206 | $124.7M | 3.12% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,102,378 | $115.1M | 2.89% |
| 16 | PAYPAL HLDGS INC | PYPL | 1,711,962 | $114.8M | 2.88% |
| 17 | AIRBNB INC | ABNB | 900,021 | $109.3M | 2.74% |
| 18 | BROADCOM INC | AVGO | 306,743 | $101.2M | 2.54% |
| 19 | DRAFTKINGS INC NEW | DKNG | 2,261,948 | $84.6M | 2.12% |
| 20 | MARVELL TECHNOLOGY INC | MRVL | 973,577 | $81.8M | 2.05% |
| 21 | PARAMOUNT SKYDANCE CORP | PSKY | 3,917,999 | $74.1M | 1.86% |
| 22 | SNAP INC | SNAP | 9,433,000 | $72.7M | 1.82% |
| 23 | LIBERTY GLOBAL LTD | LBTYK | 4,043,648 | $46.3M | 1.16% |
| 24 | WARNER BROS DISCOVERY INC | WBD | 2,227,384 | $43.5M | 1.09% |
| 25 | ZOOMINFO TECHNOLOGIES INC | GTM | 3,589,673 | $39.2M | 0.98% |
| 26 | CARVANA CO | CVNA | 101,275 | $38.2M | 0.96% |
| 27 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 159,941 | $36.3M | 0.91% |
| 28 | ROBLOX CORP | RBLX | 257,396 | $35.7M | 0.89% |
| 29 | LUMEN TECHNOLOGIES INC | LUMN | 4,650,119 | $28.5M | 0.71% |
| 30 | IRON MTN INC DEL | 46284V101 | 207,151 | $21.1M | 0.53% |
| 31 | LIBERTY GLOBAL LTD | LBTYK | 1,738,911 | $20.4M | 0.51% |
| 32 | DOORDASH INC | DASH | 67,941 | $18.5M | 0.46% |
| 33 | ALPHABET INC | GOOG | 71,866 | $17.5M | 0.44% |
| 34 | BLOCK INC | BSQKZ | 234,197 | $16.9M | 0.42% |
| 35 | TRIMBLE INC | TRMB | 202,698 | $16.6M | 0.41% |
| 36 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 58,813 | $15.2M | 0.38% |
| 37 | QORVO INC | QRVO | 157,091 | $14.3M | 0.36% |
| 38 | TERADYNE INC | TER | 99,748 | $13.7M | 0.34% |
| 39 | ZILLOW GROUP INC | Z | 164,117 | $12.6M | 0.32% |
| 40 | ZETA GLOBAL HOLDINGS CORP | ZETA | 575,846 | $11.4M | 0.29% |
| 41 | BILL HOLDINGS INC | BILL | 210,851 | $11.2M | 0.28% |
| 42 | GLOBAL E ONLINE LTD | GLBE | 302,050 | $10.8M | 0.27% |
| 43 | PAYPAL HLDGS INC | PYPL | 139,585 | $9.4M | 0.23% |
| 44 | ROCKET COS INC | 77311W101 | 464,823 | $9.0M | 0.23% |
| 45 | AMAZON COM INC | AMZN | 40,009 | $8.8M | 0.22% |
| 46 | CHARTER COMMUNICATIONS INC N | 16119P108 | 31,633 | $8.7M | 0.22% |
| 47 | LIBERTY MEDIA CORP DEL | FWONB | 76,933 | $8.0M | 0.20% |
| 48 | AIRBNB INC | ABNB | 62,547 | $7.6M | 0.19% |
| 49 | DRAFTKINGS INC NEW | DKNG | 157,705 | $5.9M | 0.15% |
| 50 | MARVELL TECHNOLOGY INC | MRVL | 67,509 | $5.7M | 0.14% |
| 51 | PARAMOUNT SKYDANCE CORP | PSKY | 274,000 | $5.2M | 0.13% |
| 52 | SNAP INC | SNAP | 420,000 | $3.2M | 0.08% |
| 53 | LIBERTY GLOBAL LTD | LBTYK | 282,241 | $3.2M | 0.08% |
| 54 | WARNER BROS DISCOVERY INC | WBD | 153,000 | $3.0M | 0.07% |
| 55 | ZOOMINFO TECHNOLOGIES INC | GTM | 250,500 | $2.7M | 0.07% |
| 56 | CARVANA CO | CVNA | 6,926 | $2.6M | 0.07% |
| 57 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 11,090 | $2.5M | 0.06% |
| 58 | ROBLOX CORP | RBLX | 17,764 | $2.5M | 0.06% |
| 59 | LUMEN TECHNOLOGIES INC | LUMN | 320,674 | $2.0M | 0.05% |
| 60 | LIBERTY GLOBAL LTD | LBTYK | 119,395 | $1.4M | 0.04% |
| 61 | DOORDASH INC | DASH | 4,667 | $1.3M | 0.03% |