Contour Asset Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.3T
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 1,060,934 | $332.1B | 7.75% | |
| 2 | XYZBLOCK INC | 4,666,891 | $303.8B | 7.09% | |
| 3 | CRMSALESFORCE INC | 1,134,417 | $300.5B | 7.01% | |
| 4 | BILLBILL HOLDINGS INC | 4,710,570 | $256.9B | 5.99% | |
| 5 | TRMBTRIMBLE INC | 3,174,248 | $248.7B | 5.80% | |
| 6 | IRMIRON MTN INC DEL | 2,832,182 | $234.9B | 5.48% | |
| 7 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 908,474 | $232.6B | 5.43% | |
| 8 | ABNBAIRBNB INC | 1,683,998 | $228.6B | 5.33% | |
| 9 | ZETAZETA GLOBAL HOLDINGS CORP | 11,162,626 | $227.2B | 5.30% | |
| 10 | ZZILLOW GROUP INC | 3,260,474 | $222.4B | 5.19% | |
| 11 | GLBEGLOBAL E ONLINE LTD | 4,842,069 | $190.3B | 4.44% | |
| 12 | QRVOQORVO INC | 2,248,922 | $190.1B | 4.43% | |
| 13 | WDAYWORKDAY INC | 857,075 | $184.1B | 4.30% | |
| 14 | TERTERADYNE INC | 871,556 | $168.7B | 3.94% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 1,209,227 | $119.1B | 2.78% | |
| 16 | RUNSUNRUN INC | 5,326,628 | $98.0B | 2.29% | |
| 17 | MDBMONGODB INC | 198,944 | $83.5B | 1.95% | |
| 18 | DASHDOORDASH INC | 359,631 | $81.4B | 1.90% | |
| 19 | LYFTLYFT INC | 3,916,884 | $75.9B | 1.77% | |
| 20 | RKTROCKET COS INC | 3,845,051 | $74.4B | 1.74% | |
| 21 | AVGOBROADCOM INC | 192,946 | $66.8B | 1.56% | |
| 22 | PAYCPAYCOM SOFTWARE INC | 378,595 | $60.3B | 1.41% | |
| 23 | LBTYALIBERTY GLOBAL LTD | 5,183,133 | $57.7B | 1.35% | |
| 24 | MSGSMADISON SQUARE GRDN SPRT COR | 191,008 | $49.4B | 1.15% | |
| 25 | RBLXROBLOX CORP | 510,271 | $41.3B | 0.96% | |
| 26 | TSLATESLA INC | 85,630 | $38.5B | 0.90% | |
| 27 | BAHBOOZ ALLEN HAMILTON HLDG COR | 398,602 | $33.6B | 0.78% | |
| 28 | FISVFISERV INC | 431,164 | $29.0B | 0.68% | |
| 29 | LBTYALIBERTY GLOBAL LTD | 2,608,955 | $28.8B | 0.67% | |
| 30 | SNAPSNAP INC | 3,355,000 | $27.1B | 0.63% |