Contour Asset Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| Tesla Inc | $38.51M | 0.9% |
| Booz Allen Hamilton Holding Corp | $33.63M | 0.8% |
| FISERV INC | $28.96M | 0.7% |
| LIBERTY GLOBAL LTD | $28.80M | 0.7% |
| Snap Inc | $27.07M | 0.6% |