Filed: 11/14/2025ACC: 0001172661-25-005057
📋 What this filing means
CONTOUR ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $3.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$3.99B
Total AUM (reported)
82.93M
Total Shares
Allocation by class
COM$1.87B47.0%
CL A$781.02M19.6%
COM CL A$394.97M9.9%
CAP STK CL A$267.47M6.7%
CL C CAP STK$193.60M4.9%
SHS$165.61M4.2%
COM LBTY ONE S C$123.18M3.1%
Portfolio Concentration
Top 3$848.82M21.3%
4–10$1.44B36.2%
11–25$1.51B37.8%
Rest$189.76M4.8%
Top 3 weight
21.3%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 82.93M
Sole
Full voting authority
82.93M
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)
Sole21
Shared0
Other10
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
IRON MTN INC DEL
SOLEShares3.17M
TypeSH
Market value$322.72M
8.09%
Sole
3.17M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.10M
TypeSH
Market value$267.47M
6.70%
Sole
1.10M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares3.58M
TypeSH
Market value$258.62M
6.48%
Sole
3.58M
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares3.10M
TypeSH
Market value$253.03M
6.34%
Sole
3.10M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares876.43K
TypeSH
Market value$226.43M
5.67%
Sole
876.43K
Shared
0.00
None
0.00
QORVO INC
SOLEShares2.35M
TypeSH
Market value$214.31M
5.37%
Sole
2.35M
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares1.52M
TypeSH
Market value$208.72M
5.23%
Sole
1.52M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.51M
TypeSH
Market value$193.60M
4.85%
Sole
2.51M
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
SOLEShares8.83M
TypeSH
Market value$175.55M
4.40%
Sole
8.83M
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares3.24M
TypeSH
Market value$171.54M
4.30%
Sole
3.24M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares4.63M
TypeSH
Market value$165.61M
4.15%
Sole
4.63M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares7.12M
TypeSH
Market value$138.03M
3.46%
Sole
7.12M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares613.04K
TypeSH
Market value$134.61M
3.37%
Sole
613.04K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares484.84K
TypeSH
Market value$133.38M
3.34%
Sole
484.84K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares1.85M
TypeSH
Market value$124.16M
3.11%
Sole
1.85M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares1.18M
TypeSH
Market value$123.18M
3.09%
Sole
1.18M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares962.57K
TypeSH
Market value$116.88M
2.93%
Sole
962.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares306.74K
TypeSH
Market value$101.20M
2.54%
Sole
306.74K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares2.42M
TypeSH
Market value$90.50M
2.27%
Sole
2.42M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares1.04M
TypeSH
Market value$87.52M
2.19%
Sole
1.04M
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
DFNDShares4.19M
TypeSH
Market value$79.31M
1.99%
Sole
4.19M
Shared
0.00
None
0.00
SNAP INC
DFNDShares9.85M
TypeSH
Market value$75.97M
1.90%
Sole
9.85M
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares4.33M
TypeSH
Market value$49.57M
1.24%
Sole
4.33M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares2.38M
TypeSH
Market value$46.49M
1.17%
Sole
2.38M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
DFNDShares3.84M
TypeSH
Market value$41.90M
1.05%
Sole
3.84M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IRON MTN INC DELSOLE | COM | 3.17M | SH | $322.72M 8.09% | 3.17M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.10M | SH | $267.47M 6.70% | 1.10M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 3.58M | SH | $258.62M 6.48% | 3.58M | 0.00 | 0.00 |
TRIMBLE INCDFND | COM | 3.10M | SH | $253.03M 6.34% | 3.10M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 876.43K | SH | $226.43M 5.67% | 876.43K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 2.35M | SH | $214.31M 5.37% | 2.35M | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 1.52M | SH | $208.72M 5.23% | 1.52M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.51M | SH | $193.60M 4.85% | 2.51M | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 8.83M | SH | $175.55M 4.40% | 8.83M | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 3.24M | SH | $171.54M 4.30% | 3.24M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 4.63M | SH | $165.61M 4.15% | 4.63M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 7.12M | SH | $138.03M 3.46% | 7.12M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 613.04K | SH | $134.61M 3.37% | 613.04K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 484.84K | SH | $133.38M 3.34% | 484.84K | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 1.85M | SH | $124.16M 3.11% | 1.85M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 1.18M | SH | $123.18M 3.09% | 1.18M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 962.57K | SH | $116.88M 2.93% | 962.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 306.74K | SH | $101.20M 2.54% | 306.74K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 2.42M | SH | $90.50M 2.27% | 2.42M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 1.04M | SH | $87.52M 2.19% | 1.04M | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPDFND | COM CL B | 4.19M | SH | $79.31M 1.99% | 4.19M | 0.00 | 0.00 |
SNAP INCDFND | CL A | 9.85M | SH | $75.97M 1.90% | 9.85M | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 4.33M | SH | $49.57M 1.24% | 4.33M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 2.38M | SH | $46.49M 1.17% | 2.38M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCDFND | COMMON STOCK | 3.84M | SH | $41.90M 1.05% | 3.84M | 0.00 | 0.00 |
Page 1 of 2