Contour Asset Management as of Dec. 31, 2025
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $332M | 1.1M | 313.00 | |
| Block Cl A (XYZ) | 7.1 | $304M | 4.7M | 65.09 | |
| salesforce (CRM) | 7.0 | $301M | 1.1M | 264.91 | |
| Bill Com Holdings Ord (BILL) | 6.0 | $257M | 4.7M | 54.54 | |
| Trimble Navigation (TRMB) | 5.8 | $249M | 3.2M | 78.35 | |
| Iron Mountain (IRM) | 5.5 | $235M | 2.8M | 82.95 | |
| Take-Two Interactive Software (TTWO) | 5.4 | $233M | 909k | 256.03 | |
| Airbnb Com Cl A (ABNB) | 5.3 | $229M | 1.7M | 135.72 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 5.3 | $227M | 11M | 20.35 | |
| Zillow Group Cl C Cap Stk (Z) | 5.2 | $222M | 3.3M | 68.22 | |
| Global E Online SHS (GLBE) | 4.4 | $190M | 4.8M | 39.31 | |
| Qorvo (QRVO) | 4.4 | $190M | 2.2M | 84.51 | |
| Workday Cl A (WDAY) | 4.3 | $184M | 857k | 214.78 | |
| Teradyne (TER) | 3.9 | $169M | 872k | 193.56 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.8 | $119M | 1.2M | 98.51 | |
| Sunrun (RUN) | 2.3 | $98M | 5.3M | 18.40 | |
| Mongodb Cl A (MDB) | 1.9 | $84M | 199k | 419.69 | |
| Doordash Cl A (DASH) | 1.9 | $81M | 360k | 226.48 | |
| Lyft Cl A Com (LYFT) | 1.8 | $76M | 3.9M | 19.37 | |
| Rocket Cos Com Cl A (RKT) | 1.7 | $74M | 3.8M | 19.36 | |
| Broadcom (AVGO) | 1.6 | $67M | 193k | 346.10 | |
| Paycom Software (PAYC) | 1.4 | $60M | 379k | 159.36 | |
| Liberty Global Com Cl A (LBTYA) | 1.3 | $58M | 5.2M | 11.14 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.2 | $49M | 191k | 258.65 | |
| Roblox Corp Cl A (RBLX) | 1.0 | $41M | 510k | 81.03 | |
| Tesla Motors (TSLA) | 0.9 | $39M | 86k | 449.72 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.8 | $34M | 399k | 84.36 | |
| Fiserv (FISV) | 0.7 | $29M | 431k | 67.17 | |
| Liberty Global Com Cl C (LBTYK) | 0.7 | $29M | 2.6M | 11.04 | |
| Snap Cl A (SNAP) | 0.6 | $27M | 3.4M | 8.07 |
