Contour Asset Management

Contour Asset Management as of June 30, 2025

Portfolio Holdings for Contour Asset Management

Contour Asset Management holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Trimble Navigation (TRMB) 9.4 $288M 3.8M 75.98
Block Cl A (XYZ) 8.1 $246M 3.6M 67.93
Iron Mountain (IRM) 7.8 $240M 2.3M 102.57
Take-Two Interactive Software (TTWO) 6.7 $205M 843k 242.85
Qorvo (QRVO) 6.6 $201M 2.4M 84.91
News Corp Cl A (NWSA) 5.0 $153M 5.2M 29.72
Pinterest Cl A (PINS) 4.9 $151M 4.2M 35.86
Bill Com Holdings Ord (BILL) 4.5 $137M 3.0M 46.26
Amazon (AMZN) 4.2 $128M 582k 219.39
Global E Online SHS (GLBE) 4.2 $128M 3.8M 33.54
Broadcom (AVGO) 3.9 $119M 432k 275.65
Global Payments (GPN) 3.2 $99M 1.2M 80.04
Snap Cl A (SNAP) 3.0 $92M 11M 8.69
Carvana Cl A (CVNA) 2.9 $90M 268k 336.96
Upstart Hldgs (UPST) 2.9 $90M 1.4M 64.68
Six Flags Entertainment Corp (FUN) 2.8 $86M 2.8M 30.43
Flutter Entmt SHS (FLUT) 2.5 $76M 265k 285.76
Zeta Global Holdings Corp Cl A (ZETA) 2.4 $74M 4.8M 15.49
Meta Platforms Cl A (META) 1.8 $56M 76k 738.09
Ringcentral Cl A (RNG) 1.8 $54M 1.9M 28.35
Draftkings Com Cl A (DKNG) 1.6 $50M 1.2M 42.89
Liberty Media Corp Del Com Lbty One S C (FWONK) 1.6 $49M 466k 104.50
Docusign (DOCU) 1.6 $49M 624k 77.89
Coinbase Global Com Cl A (COIN) 1.5 $46M 130k 350.49
Doximity Cl A (DOCS) 1.5 $45M 731k 61.34
Liberty Global Com Cl A (LBTYA) 1.3 $41M 4.1M 10.01
Aurora Innovation Class A Com (AUR) 0.8 $26M 4.9M 5.24
Nutanix Cl A (NTNX) 0.8 $23M 306k 76.44
Liberty Global Com Cl C (LBTYK) 0.6 $18M 1.8M 10.31