Contour Asset Management as of March 31, 2025
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Trimble Navigation (TRMB) | 9.9 | $236M | 3.6M | 65.65 | |
| Block Cl A (XYZ) | 7.6 | $181M | 3.3M | 54.33 | |
| Take-Two Interactive Software (TTWO) | 7.5 | $181M | 872k | 207.25 | |
| Qorvo (QRVO) | 6.3 | $152M | 2.1M | 72.41 | |
| Six Flags Entertainment Corp (FUN) | 5.8 | $138M | 3.9M | 35.67 | |
| News Corp Cl A (NWSA) | 5.7 | $138M | 5.1M | 27.22 | |
| Global Payments (GPN) | 5.7 | $137M | 1.4M | 97.92 | |
| Carvana Cl A (CVNA) | 5.6 | $135M | 643k | 209.08 | |
| Iron Mountain (IRM) | 5.1 | $123M | 1.4M | 86.04 | |
| Global E Online SHS (GLBE) | 4.6 | $111M | 3.1M | 35.65 | |
| Pinterest Cl A (PINS) | 4.2 | $102M | 3.3M | 31.00 | |
| Draftkings Com Cl A (DKNG) | 3.5 | $83M | 2.5M | 33.21 | |
| Nutanix Cl A (NTNX) | 3.0 | $72M | 1.0M | 69.81 | |
| Meta Platforms Cl A (META) | 2.9 | $69M | 120k | 576.36 | |
| Bill Com Holdings Ord (BILL) | 2.7 | $66M | 1.4M | 45.89 | |
| Cdw (CDW) | 2.7 | $65M | 403k | 160.26 | |
| Marvell Technology (MRVL) | 2.3 | $56M | 906k | 61.57 | |
| Texas Instruments Incorporated (TXN) | 2.1 | $51M | 283k | 179.70 | |
| Ringcentral Cl A (RNG) | 1.9 | $46M | 1.8M | 24.76 | |
| Broadcom (AVGO) | 1.9 | $45M | 271k | 167.43 | |
| Applovin Corp Com Cl A (APP) | 1.9 | $45M | 171k | 264.97 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $44M | 639k | 68.56 | |
| Liberty Global Com Cl A (LBTYA) | 1.6 | $38M | 3.3M | 11.51 | |
| Flutter Entmt SHS (FLUT) | 1.4 | $34M | 154k | 221.55 | |
| Dell Technologies CL C (DELL) | 1.2 | $29M | 313k | 91.15 | |
| Wayfair Cl A (W) | 0.6 | $15M | 456k | 32.03 | |
| Liberty Global Com Cl C (LBTYK) | 0.4 | $9.5M | 790k | 11.97 |
