Contour Asset Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.0T
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IRMIRON MTN INC DEL | 3,165,830 | $322.7B | 8.09% | |
| 2 | GOOGLALPHABET INC | 1,100,259 | $267.5B | 6.70% | |
| 3 | XYZBLOCK INC | 3,578,592 | $258.6B | 6.48% | |
| 4 | TRMBTRIMBLE INC | 3,099,003 | $253.0B | 6.34% | |
| 5 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 876,429 | $226.4B | 5.67% | |
| 6 | QRVOQORVO INC | 2,353,003 | $214.3B | 5.37% | |
| 7 | TERTERADYNE INC | 1,516,451 | $208.7B | 5.23% | |
| 8 | ZZILLOW GROUP INC | 2,512,666 | $193.6B | 4.85% | |
| 9 | ZETAZETA GLOBAL HOLDINGS CORP | 8,834,719 | $175.5B | 4.40% | |
| 10 | BILLBILL HOLDINGS INC | 3,238,438 | $171.5B | 4.30% | |
| 11 | GLBEGLOBAL E ONLINE LTD | 4,631,035 | $165.6B | 4.15% | |
| 12 | RKTROCKET COS INC | 7,122,169 | $138.0B | 3.46% | |
| 13 | AMZNAMAZON COM INC | 613,042 | $134.6B | 3.37% | |
| 14 | CHTRCHARTER COMMUNICATIONS INC N | 484,839 | $133.4B | 3.34% | |
| 15 | PYPLPAYPAL HLDGS INC | 1,851,547 | $124.2B | 3.11% | |
| 16 | FWONALIBERTY MEDIA CORP DEL | 1,179,311 | $123.2B | 3.09% | |
| 17 | ABNBAIRBNB INC | 962,568 | $116.9B | 2.93% | |
| 18 | AVGOBROADCOM INC | 306,743 | $101.2B | 2.54% | |
| 19 | DKNGDRAFTKINGS INC NEW | 2,419,653 | $90.5B | 2.27% | |
| 20 | MRVLMARVELL TECHNOLOGY INC | 1,041,086 | $87.5B | 2.19% | |
| 21 | PSKYPARAMOUNT SKYDANCE CORP | 4,191,999 | $79.3B | 1.99% | |
| 22 | SNAPSNAP INC | 9,853,000 | $76.0B | 1.90% | |
| 23 | LBTYALIBERTY GLOBAL LTD | 4,325,889 | $49.6B | 1.24% | |
| 24 | WBDWARNER BROS DISCOVERY INC | 2,380,384 | $46.5B | 1.17% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 3,840,173 | $41.9B | 1.05% | |
| 26 | CVNACARVANA CO | 108,201 | $40.8B | 1.02% | |
| 27 | MSGSMADISON SQUARE GRDN SPRT COR | 171,031 | $38.8B | 0.97% | |
| 28 | RBLXROBLOX CORP | 275,160 | $38.1B | 0.96% | |
| 29 | LUMNLUMEN TECHNOLOGIES INC | 4,970,793 | $30.4B | 0.76% | |
| 30 | LBTYALIBERTY GLOBAL LTD | 1,858,306 | $21.8B | 0.55% | |
| 31 | DASHDOORDASH INC | 72,608 | $19.7B | 0.49% |