13F HOLDINGS REPORT
Contour Asset Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001084
Total Value
$4.29B
Positions
57
Other Managers
1
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 985,252 | $308.4M | 7.20% |
| 2 | BLOCK INC | BSQKZ | 4,368,958 | $284.4M | 6.64% |
| 3 | SALESFORCE INC | CRM | 1,042,143 | $276.1M | 6.44% |
| 4 | BILL HOLDINGS INC | BILL | 4,380,415 | $238.9M | 5.57% |
| 5 | TRIMBLE INC | TRMB | 2,950,758 | $231.2M | 5.39% |
| 6 | IRON MTN INC DEL | 46284V101 | 2,634,859 | $218.6M | 5.10% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 843,628 | $216.0M | 5.04% |
| 8 | AIRBNB INC | ABNB | 1,563,957 | $212.3M | 4.95% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 10,379,566 | $211.2M | 4.93% |
| 10 | ZILLOW GROUP INC | Z | 3,027,672 | $206.5M | 4.82% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 4,503,449 | $177.0M | 4.13% |
| 12 | QORVO INC | QRVO | 2,091,971 | $176.8M | 4.13% |
| 13 | WORKDAY INC | WDAY | 797,139 | $171.2M | 3.99% |
| 14 | TERADYNE INC | TER | 810,774 | $156.9M | 3.66% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,124,403 | $110.8M | 2.58% |
| 16 | SUNRUN INC | RUN | 4,954,145 | $91.2M | 2.13% |
| 17 | MONGODB INC | MDB | 185,061 | $77.7M | 1.81% |
| 18 | DOORDASH INC | DASH | 334,543 | $75.8M | 1.77% |
| 19 | LYFT INC | LYFT | 3,643,448 | $70.6M | 1.65% |
| 20 | ROCKET COS INC | 77311W101 | 3,576,864 | $69.2M | 1.62% |
| 21 | BROADCOM INC | AVGO | 192,946 | $66.8M | 1.56% |
| 22 | PAYCOM SOFTWARE INC | PAYC | 352,183 | $56.1M | 1.31% |
| 23 | LIBERTY GLOBAL LTD | LBTYK | 4,815,391 | $53.6M | 1.25% |
| 24 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 177,463 | $45.9M | 1.07% |
| 25 | ROBLOX CORP | RBLX | 474,377 | $38.4M | 0.90% |
| 26 | TESLA INC | TSLA | 79,655 | $35.8M | 0.84% |
| 27 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 398,602 | $33.6M | 0.78% |
| 28 | SNAP INC | SNAP | 3,355,000 | $27.1M | 0.63% |
| 29 | FISERV INC | FISV | 400,519 | $26.9M | 0.63% |
| 30 | LIBERTY GLOBAL LTD | LBTYK | 2,423,874 | $26.8M | 0.62% |
| 31 | SALESFORCE INC | CRM | 92,274 | $24.4M | 0.57% |
| 32 | ALPHABET INC | GOOG | 75,682 | $23.7M | 0.55% |
| 33 | BLOCK INC | BSQKZ | 297,933 | $19.4M | 0.45% |
| 34 | BILL HOLDINGS INC | BILL | 330,155 | $18.0M | 0.42% |
| 35 | TRIMBLE INC | TRMB | 223,490 | $17.5M | 0.41% |
| 36 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 64,846 | $16.6M | 0.39% |
| 37 | IRON MTN INC DEL | 46284V101 | 197,323 | $16.4M | 0.38% |
| 38 | AIRBNB INC | ABNB | 120,041 | $16.3M | 0.38% |
| 39 | ZETA GLOBAL HOLDINGS CORP | ZETA | 783,060 | $15.9M | 0.37% |
| 40 | ZILLOW GROUP INC | Z | 232,802 | $15.9M | 0.37% |
| 41 | GLOBAL E ONLINE LTD | GLBE | 338,620 | $13.3M | 0.31% |
| 42 | QORVO INC | QRVO | 156,951 | $13.3M | 0.31% |
| 43 | WORKDAY INC | WDAY | 59,936 | $12.9M | 0.30% |
| 44 | TERADYNE INC | TER | 60,782 | $11.8M | 0.27% |
| 45 | LIBERTY MEDIA CORP DEL | FWONB | 84,824 | $8.4M | 0.19% |
| 46 | SUNRUN INC | RUN | 372,483 | $6.9M | 0.16% |
| 47 | MONGODB INC | MDB | 13,883 | $5.8M | 0.14% |
| 48 | DOORDASH INC | DASH | 25,088 | $5.7M | 0.13% |
| 49 | LYFT INC | LYFT | 273,436 | $5.3M | 0.12% |
| 50 | ROCKET COS INC | 77311W101 | 268,187 | $5.2M | 0.12% |
| 51 | PAYCOM SOFTWARE INC | PAYC | 26,412 | $4.2M | 0.10% |
| 52 | LIBERTY GLOBAL LTD | LBTYK | 367,742 | $4.1M | 0.10% |
| 53 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 13,545 | $3.5M | 0.08% |
| 54 | ROBLOX CORP | RBLX | 35,894 | $2.9M | 0.07% |
| 55 | TESLA INC | TSLA | 5,975 | $2.7M | 0.06% |
| 56 | FISERV INC | FISV | 30,645 | $2.1M | 0.05% |
| 57 | LIBERTY GLOBAL LTD | LBTYK | 185,081 | $2.0M | 0.05% |