Institutional Manager · CIK 0001510669
Contour Asset Management LLC
NEW YORK, NY · File #028-14201
Latest AUM
$4.29B
Positions
57
Top-10 Concentration
56.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202557 pos · $4.29B
- 13F HOLDINGS REPORTQ/E Sep 202561 pos · $3.99B
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $3.06B
- 13F HOLDINGS REPORTQ/E Mar 202551 pos · $2.40B
- 13F HOLDINGS REPORTQ/E Dec 202453 pos · $3.46B
- 13F HOLDINGS REPORTQ/E Sep 202453 pos · $3.03B
- 13F HOLDINGS REPORTQ/E Jun 202455 pos · $2.96B
- 13F HOLDINGS REPORTQ/E Mar 202453 pos · $2.56B
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $2.10B
- 13F HOLDINGS REPORTQ/E Sep 202323 pos · $2.22B
- 13F HOLDINGS REPORTQ/E Jun 202321 pos · $1.74B
- 13F HOLDINGS REPORTQ/E Mar 202326 pos · $1.62B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 985,252 | $308.4M | 7.23% |
| 2 | BLOCK INC | BSQKZ | 4,368,958 | $284.4M | 6.67% |
| 3 | SALESFORCE INC | CRM | 1,042,143 | $276.1M | 6.47% |
| 4 | BILL HOLDINGS INC | BILL | 4,380,415 | $238.9M | 5.60% |
| 5 | TRIMBLE INC | TRMB | 2,950,758 | $231.2M | 5.42% |
| 6 | IRON MTN INC DEL | 46284V101 | 2,634,859 | $218.6M | 5.13% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 843,628 | $216.0M | 5.07% |
| 8 | AIRBNB INC | ABNB | 1,563,957 | $212.3M | 4.98% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 10,379,566 | $211.2M | 4.95% |
| 10 | ZILLOW GROUP INC | Z | 3,027,672 | $206.5M | 4.84% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 4,503,449 | $177.0M | 4.15% |
| 12 | QORVO INC | QRVO | 2,091,971 | $176.8M | 4.15% |
| 13 | WORKDAY INC | WDAY | 797,139 | $171.2M | 4.01% |
| 14 | TERADYNE INC | TER | 810,774 | $156.9M | 3.68% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,124,403 | $110.8M | 2.60% |
| 16 | SUNRUN INC | RUN | 4,954,145 | $91.2M | 2.14% |
| 17 | MONGODB INC | MDB | 185,061 | $77.7M | 1.82% |
| 18 | DOORDASH INC | DASH | 334,543 | $75.8M | 1.78% |
| 19 | LYFT INC | LYFT | 3,643,448 | $70.6M | 1.65% |
| 20 | ROCKET COS INC | 77311W101 | 3,576,864 | $69.2M | 1.62% |