Institutions / Contour Asset Management LLC
Contour Asset Management LLC
CIK 1510669 · Institution · as of Dec 31, 2025
Portfolio value
$4.29B
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $332.07M | 7.7% |
| Block, Inc. | $303.77M | 7.1% |
| Salesforce Inc | $300.52M | 7.0% |
| BILL Holdings Inc | $256.91M | 6.0% |
| Trimble Inc. | $248.70M | 5.8% |
| Iron Mountain Inc | $234.93M | 5.5% |
| Take Two Interactive Software Inc | $232.60M | 5.4% |
| Airbnb, Inc. | $228.55M | 5.3% |
| Zeta Global Holdings Corp. | $227.16M | 5.3% |
| Zillow Group, Inc. | $222.43M | 5.2% |
| Global E Online Ltd | $190.34M | 4.4% |
| Qorvo, Inc. | $190.06M | 4.4% |
| Workday Inc | $184.08M | 4.3% |
| Teradyne, Inc | $168.70M | 3.9% |
| Liberty Media Corp-Liberty Formula One | $119.12M | 2.8% |
| Sunrun Inc. | $98.01M | 2.3% |
| MongoDB, Inc. | $83.49M | 1.9% |
| DoorDash, Inc. | $81.45M | 1.9% |
| Lyft, Inc. | $75.87M | 1.8% |
| Rocket Companies, Inc. | $74.44M | 1.7% |
| Broadcom Inc. | $66.78M | 1.6% |
| Paycom Software, Inc. | $60.33M | 1.4% |
| Liberty Global Ltd | $57.74M | 1.3% |
| Madison Square Garden Sports Corp. | $49.40M | 1.2% |
| ROBLOX Corp | $41.35M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.