Filed: 8/14/2025ACC: 0001172661-25-003465
📋 What this filing means
CONTOUR ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $3.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$3.06B
Total AUM (reported)
67.69M
Total Shares
Allocation by class
COM$1.64B53.6%
CL A$985.32M32.2%
SHS$203.17M6.6%
COM CL A$136.71M4.5%
COM LBTY ONE S C$48.69M1.6%
CLASS A COM$25.81M0.8%
COM CL C$18.27M0.6%
Portfolio Concentration
Top 3$773.66M25.3%
4–10$1.10B36.0%
11–25$1.07B35.1%
Rest$108.58M3.6%
Top 3 weight
25.3%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 67.69M
Sole
Full voting authority
67.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
TRIMBLE INC
SOLEShares3.79M
TypeSH
Market value$287.89M
9.41%
Sole
3.79M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares3.62M
TypeSH
Market value$246.23M
8.05%
Sole
3.62M
Shared
0.00
None
0.00
IRON MTN INC DEL
SOLEShares2.34M
TypeSH
Market value$239.54M
7.83%
Sole
2.34M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares843.44K
TypeSH
Market value$204.83M
6.70%
Sole
843.44K
Shared
0.00
None
0.00
QORVO INC
SOLEShares2.37M
TypeSH
Market value$201.12M
6.58%
Sole
2.37M
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares5.15M
TypeSH
Market value$153.12M
5.01%
Sole
5.15M
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares4.20M
TypeSH
Market value$150.69M
4.93%
Sole
4.20M
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares2.96M
TypeSH
Market value$137.04M
4.48%
Sole
2.96M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares582.44K
TypeSH
Market value$127.78M
4.18%
Sole
582.44K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares3.80M
TypeSH
Market value$127.46M
4.17%
Sole
3.80M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares431.71K
TypeSH
Market value$119.00M
3.89%
Sole
431.71K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares1.23M
TypeSH
Market value$98.64M
3.23%
Sole
1.23M
Shared
0.00
None
0.00
SNAP INC
SOLEShares10.63M
TypeSH
Market value$92.41M
3.02%
Sole
10.63M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares267.59K
TypeSH
Market value$90.17M
2.95%
Sole
267.59K
Shared
0.00
None
0.00
UPSTART HLDGS INC
SOLEShares1.39M
TypeSH
Market value$89.72M
2.93%
Sole
1.39M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares2.83M
TypeSH
Market value$86.10M
2.82%
Sole
2.83M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares264.96K
TypeSH
Market value$75.72M
2.48%
Sole
264.96K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
SOLEShares4.77M
TypeSH
Market value$73.90M
2.42%
Sole
4.77M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares76.43K
TypeSH
Market value$56.41M
1.84%
Sole
76.43K
Shared
0.00
None
0.00
RINGCENTRAL INC
SOLEShares1.91M
TypeSH
Market value$54.16M
1.77%
Sole
1.91M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares1.17M
TypeSH
Market value$50.04M
1.64%
Sole
1.17M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares465.97K
TypeSH
Market value$48.69M
1.59%
Sole
465.97K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares623.50K
TypeSH
Market value$48.56M
1.59%
Sole
623.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares129.97K
TypeSH
Market value$45.55M
1.49%
Sole
129.97K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares730.98K
TypeSH
Market value$44.84M
1.47%
Sole
730.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRIMBLE INCSOLE | COM | 3.79M | SH | $287.89M 9.41% | 3.79M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 3.62M | SH | $246.23M 8.05% | 3.62M | 0.00 | 0.00 |
IRON MTN INC DELSOLE | COM | 2.34M | SH | $239.54M 7.83% | 2.34M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 843.44K | SH | $204.83M 6.70% | 843.44K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 2.37M | SH | $201.12M 6.58% | 2.37M | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 5.15M | SH | $153.12M 5.01% | 5.15M | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 4.20M | SH | $150.69M 4.93% | 4.20M | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 2.96M | SH | $137.04M 4.48% | 2.96M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 582.44K | SH | $127.78M 4.18% | 582.44K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 3.80M | SH | $127.46M 4.17% | 3.80M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 431.71K | SH | $119.00M 3.89% | 431.71K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 1.23M | SH | $98.64M 3.23% | 1.23M | 0.00 | 0.00 |
SNAP INCSOLE | CL A | 10.63M | SH | $92.41M 3.02% | 10.63M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 267.59K | SH | $90.17M 2.95% | 267.59K | 0.00 | 0.00 |
UPSTART HLDGS INCSOLE | COM | 1.39M | SH | $89.72M 2.93% | 1.39M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 2.83M | SH | $86.10M 2.82% | 2.83M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 264.96K | SH | $75.72M 2.48% | 264.96K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 4.77M | SH | $73.90M 2.42% | 4.77M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 76.43K | SH | $56.41M 1.84% | 76.43K | 0.00 | 0.00 |
RINGCENTRAL INCSOLE | CL A | 1.91M | SH | $54.16M 1.77% | 1.91M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 1.17M | SH | $50.04M 1.64% | 1.17M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 465.97K | SH | $48.69M 1.59% | 465.97K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 623.50K | SH | $48.56M 1.59% | 623.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 129.97K | SH | $45.55M 1.49% | 129.97K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 730.98K | SH | $44.84M 1.47% | 730.98K | 0.00 | 0.00 |
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