Contour Asset Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.4T
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRMBTRIMBLE INC | 3,600,488 | $236.4B | 9.85% | |
| 2 | XYZBLOCK INC | 3,334,587 | $181.2B | 7.55% | |
| 3 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 871,899 | $180.7B | 7.53% | |
| 4 | QRVOQORVO INC | 2,094,993 | $151.7B | 6.32% | |
| 5 | FUNSIX FLAGS ENTERTAINMENT CORP | 3,867,952 | $138.0B | 5.75% | |
| 6 | NWSANEWS CORP NEW | 5,057,179 | $137.7B | 5.74% | |
| 7 | GPNGLOBAL PMTS INC | 1,394,330 | $136.5B | 5.69% | |
| 8 | CVNACARVANA CO | 643,114 | $134.5B | 5.61% | |
| 9 | IRMIRON MTN INC DEL | 1,427,250 | $122.8B | 5.12% | |
| 10 | GLBEGLOBAL E ONLINE LTD | 3,119,286 | $111.2B | 4.64% | |
| 11 | PINSPINTEREST INC | 3,288,324 | $101.9B | 4.25% | |
| 12 | DKNGDRAFTKINGS INC NEW | 2,501,703 | $83.1B | 3.46% | |
| 13 | NTNXNUTANIX INC | 1,037,716 | $72.4B | 3.02% | |
| 14 | METAMETA PLATFORMS INC | 119,500 | $68.9B | 2.87% | |
| 15 | BILLBILL HOLDINGS INC | 1,433,500 | $65.8B | 2.74% | |
| 16 | CDWCDW CORP | 402,505 | $64.5B | 2.69% | |
| 17 | MRVLMARVELL TECHNOLOGY INC | 906,128 | $55.8B | 2.33% | |
| 18 | TXNTEXAS INSTRS INC | 283,276 | $50.9B | 2.12% | |
| 19 | RNGRINGCENTRAL INC | 1,843,714 | $45.7B | 1.90% | |
| 20 | AVGOBROADCOM INC | 270,500 | $45.3B | 1.89% | |
| 21 | APPAPPLOVIN CORP | 170,862 | $45.3B | 1.89% | |
| 22 | ZZILLOW GROUP INC | 638,947 | $43.8B | 1.83% | |
| 23 | LBTYALIBERTY GLOBAL LTD | 3,314,529 | $38.2B | 1.59% | |
| 24 | FLUTFLUTTER ENTMT PLC | 153,870 | $34.1B | 1.42% | |
| 25 | DELLDELL TECHNOLOGIES INC | 312,945 | $28.5B | 1.19% | |
| 26 | WWAYFAIR INC | 455,457 | $14.6B | 0.61% | |
| 27 | LBTYALIBERTY GLOBAL LTD | 790,254 | $9.5B | 0.39% |