Contour Asset Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.1T
Holdings
29
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRMBTRIMBLE INC | 3,789,049 | $287.9B | 9.41% | |
| 2 | XYZBLOCK INC | 3,624,813 | $246.2B | 8.05% | |
| 3 | IRMIRON MTN INC DEL | 2,335,348 | $239.5B | 7.83% | |
| 4 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 843,442 | $204.8B | 6.70% | |
| 5 | QRVOQORVO INC | 2,368,650 | $201.1B | 6.58% | |
| 6 | NWSANEWS CORP NEW | 5,152,190 | $153.1B | 5.01% | |
| 7 | PINSPINTEREST INC | 4,202,230 | $150.7B | 4.93% | |
| 8 | BILLBILL HOLDINGS INC | 2,962,367 | $137.0B | 4.48% | |
| 9 | AMZNAMAZON COM INC | 582,440 | $127.8B | 4.18% | |
| 10 | GLBEGLOBAL E ONLINE LTD | 3,800,130 | $127.5B | 4.17% | |
| 11 | AVGOBROADCOM INC | 431,706 | $119.0B | 3.89% | |
| 12 | GPNGLOBAL PMTS INC | 1,232,444 | $98.6B | 3.23% | |
| 13 | SNAPSNAP INC | 10,634,000 | $92.4B | 3.02% | |
| 14 | CVNACARVANA CO | 267,586 | $90.2B | 2.95% | |
| 15 | UPSTUPSTART HLDGS INC | 1,387,200 | $89.7B | 2.93% | |
| 16 | FUNSIX FLAGS ENTERTAINMENT CORP | 2,829,517 | $86.1B | 2.82% | |
| 17 | FLUTFLUTTER ENTMT PLC | 264,965 | $75.7B | 2.48% | |
| 18 | ZETAZETA GLOBAL HOLDINGS CORP | 4,771,000 | $73.9B | 2.42% | |
| 19 | METAMETA PLATFORMS INC | 76,432 | $56.4B | 1.84% | |
| 20 | RNGRINGCENTRAL INC | 1,910,423 | $54.2B | 1.77% | |
| 21 | DKNGDRAFTKINGS INC NEW | 1,166,795 | $50.0B | 1.64% | |
| 22 | FWONALIBERTY MEDIA CORP DEL | 465,969 | $48.7B | 1.59% | |
| 23 | DOCUDOCUSIGN INC | 623,503 | $48.6B | 1.59% | |
| 24 | COINCOINBASE GLOBAL INC | 129,965 | $45.6B | 1.49% | |
| 25 | DOCSDOXIMITY INC | 730,984 | $44.8B | 1.47% | |
| 26 | LBTYALIBERTY GLOBAL LTD | 4,107,411 | $41.1B | 1.34% | |
| 27 | AURAURORA INNOVATION INC | 4,925,108 | $25.8B | 0.84% | |
| 28 | NTNXNUTANIX INC | 305,900 | $23.4B | 0.76% | |
| 29 | LBTYALIBERTY GLOBAL LTD | 1,772,493 | $18.3B | 0.60% |