Filed: 2/17/2026ACC: 0001172661-26-001084
📋 What this filing means
CONTOUR ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $4.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$4.29B
Total AUM (reported)
71.61M
Total Shares
Allocation by class
COM$1.93B44.9%
CL A$1.03B24.1%
COM CL A$360.73M8.4%
CAP STK CL A$332.07M7.7%
CL C CAP STK$222.43M5.2%
SHS$190.34M4.4%
COM LBTY ONE S C$119.12M2.8%
Portfolio Concentration
Top 3$936.36M21.8%
4–10$1.65B38.5%
11–25$1.54B36.0%
Rest$156.97M3.7%
Top 3 weight
21.8%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 71.61M
Sole
Full voting authority
71.61M
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)
Sole15
Shared0
Other15
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
ALPHABET INC
SOLEShares1.06M
TypeSH
Market value$332.07M
7.75%
Sole
1.06M
Shared
0.00
None
0.00
BLOCK INC
DFNDShares4.67M
TypeSH
Market value$303.77M
7.09%
Sole
4.67M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.13M
TypeSH
Market value$300.52M
7.01%
Sole
1.13M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares4.71M
TypeSH
Market value$256.91M
5.99%
Sole
4.71M
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares3.17M
TypeSH
Market value$248.70M
5.80%
Sole
3.17M
Shared
0.00
None
0.00
IRON MTN INC DEL
SOLEShares2.83M
TypeSH
Market value$234.93M
5.48%
Sole
2.83M
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
DFNDShares908.47K
TypeSH
Market value$232.60M
5.43%
Sole
908.47K
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares1.68M
TypeSH
Market value$228.55M
5.33%
Sole
1.68M
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares11.16M
TypeSH
Market value$227.16M
5.30%
Sole
11.16M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares3.26M
TypeSH
Market value$222.43M
5.19%
Sole
3.26M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares4.84M
TypeSH
Market value$190.34M
4.44%
Sole
4.84M
Shared
0.00
None
0.00
QORVO INC
SOLEShares2.25M
TypeSH
Market value$190.06M
4.43%
Sole
2.25M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares857.08K
TypeSH
Market value$184.08M
4.30%
Sole
857.08K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares871.56K
TypeSH
Market value$168.70M
3.94%
Sole
871.56K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.21M
TypeSH
Market value$119.12M
2.78%
Sole
1.21M
Shared
0.00
None
0.00
SUNRUN INC
DFNDShares5.33M
TypeSH
Market value$98.01M
2.29%
Sole
5.33M
Shared
0.00
None
0.00
MONGODB INC
DFNDShares198.94K
TypeSH
Market value$83.49M
1.95%
Sole
198.94K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares359.63K
TypeSH
Market value$81.45M
1.90%
Sole
359.63K
Shared
0.00
None
0.00
LYFT INC
DFNDShares3.92M
TypeSH
Market value$75.87M
1.77%
Sole
3.92M
Shared
0.00
None
0.00
ROCKET COS INC
DFNDShares3.85M
TypeSH
Market value$74.44M
1.74%
Sole
3.85M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares192.95K
TypeSH
Market value$66.78M
1.56%
Sole
192.95K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares378.60K
TypeSH
Market value$60.33M
1.41%
Sole
378.60K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares5.18M
TypeSH
Market value$57.74M
1.35%
Sole
5.18M
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
DFNDShares191.01K
TypeSH
Market value$49.40M
1.15%
Sole
191.01K
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares510.27K
TypeSH
Market value$41.35M
0.96%
Sole
510.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 1.06M | SH | $332.07M 7.75% | 1.06M | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 4.67M | SH | $303.77M 7.09% | 4.67M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.13M | SH | $300.52M 7.01% | 1.13M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 4.71M | SH | $256.91M 5.99% | 4.71M | 0.00 | 0.00 |
TRIMBLE INCDFND | COM | 3.17M | SH | $248.70M 5.80% | 3.17M | 0.00 | 0.00 |
IRON MTN INC DELSOLE | COM | 2.83M | SH | $234.93M 5.48% | 2.83M | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARDFND | COM | 908.47K | SH | $232.60M 5.43% | 908.47K | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 1.68M | SH | $228.55M 5.33% | 1.68M | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 11.16M | SH | $227.16M 5.30% | 11.16M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 3.26M | SH | $222.43M 5.19% | 3.26M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 4.84M | SH | $190.34M 4.44% | 4.84M | 0.00 | 0.00 |
QORVO INCSOLE | COM | 2.25M | SH | $190.06M 4.43% | 2.25M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 857.08K | SH | $184.08M 4.30% | 857.08K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 871.56K | SH | $168.70M 3.94% | 871.56K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.21M | SH | $119.12M 2.78% | 1.21M | 0.00 | 0.00 |
SUNRUN INCDFND | COM | 5.33M | SH | $98.01M 2.29% | 5.33M | 0.00 | 0.00 |
MONGODB INCDFND | CL A | 198.94K | SH | $83.49M 1.95% | 198.94K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 359.63K | SH | $81.45M 1.90% | 359.63K | 0.00 | 0.00 |
LYFT INCDFND | CL A COM | 3.92M | SH | $75.87M 1.77% | 3.92M | 0.00 | 0.00 |
ROCKET COS INCDFND | COM CL A | 3.85M | SH | $74.44M 1.74% | 3.85M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 192.95K | SH | $66.78M 1.56% | 192.95K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 378.60K | SH | $60.33M 1.41% | 378.60K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 5.18M | SH | $57.74M 1.35% | 5.18M | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORDFND | CL A | 191.01K | SH | $49.40M 1.15% | 191.01K | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 510.27K | SH | $41.35M 0.96% | 510.27K | 0.00 | 0.00 |
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