Contour Asset Management LLC Top Holdings and 13F Report (2025) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $2.40 billion in total holdings as of March 31, 2025.Contour Asset Management LLC owns shares of 27 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 43.08% of the portfolio was purchased this quarter.About 73.24% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 28 new stocks and bought additional shares in 7 stocks.Contour Asset Management LLC sold shares of 8 stocks and completely divested from 13 stocks this quarter.Largest Holdings Trimble $236,372,037BLOCK INC $181,168,112Take-Two Interactive Software $180,701,068Qorvo $151,698,443SIX FLAGS ENTERTAINMENT CORP $137,969,847 Largest New Holdings this Quarter 874054109 - Take-Two Interactive Software $180,701,068 Holding74736K101 - Qorvo $151,698,443 Holding46284V101 - Iron Mountain $122,800,590 Holding30303M102 - Meta Platforms $68,875,020 Holding090043100 - BILL $65,783,315 Holding Largest Purchases this Quarter Take-Two Interactive Software 871,899 shares (about $180.70M)Qorvo 2,094,993 shares (about $151.70M)Iron Mountain 1,427,250 shares (about $122.80M)Meta Platforms 119,500 shares (about $68.88M)BILL 1,433,500 shares (about $65.78M) Largest Sales this Quarter Zillow Group 1,831,663 shares (about $125.58M)Texas Instruments 533,780 shares (about $95.92M)Trimble 1,080,694 shares (about $70.95M)Marvell Technology 825,524 shares (about $50.83M)Nutanix 389,522 shares (about $27.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofContour Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRMBTrimble$236,372,037$70,947,561 ▼-23.1%3,600,4889.9%IndustrialsBLOCK INC$181,168,112$18,988,607 ▲11.7%3,334,5877.6%CL ATTWOTake-Two Interactive Software$180,701,068$180,701,068 ▲New Holding871,8997.5%Consumer DiscretionaryQRVOQorvo$151,698,443$151,698,443 ▲New Holding2,094,9936.3%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$137,969,847$457,575 ▼-0.3%3,867,9525.8%COMNWSANews$137,656,412$8,860,736 ▼-6.0%5,057,1795.7%Consumer DiscretionaryGPNGlobal Payments$136,532,794$7,474,234 ▲5.8%1,394,3305.7%Business ServicesCVNACarvana$134,462,275$56,032,185 ▲71.4%643,1145.6%Retail/WholesaleIRMIron Mountain$122,800,590$122,800,590 ▲New Holding1,427,2505.1%Business ServicesGLBEGlobal-E Online$111,202,546$16,840,347 ▲17.8%3,119,2864.6%Retail/WholesalePINSPinterest$101,938,044$9,654,268 ▲10.5%3,288,3244.2%Computer and TechnologyDKNGDraftKings$83,081,557$46,858,546 ▲129.4%2,501,7033.5%Consumer DiscretionaryNTNXNutanix$72,442,954$27,192,531 ▼-27.3%1,037,7163.0%Computer and TechnologyMETAMeta Platforms$68,875,020$68,875,020 ▲New Holding119,5002.9%Computer and TechnologyBILLBILL$65,783,315$65,783,315 ▲New Holding1,433,5002.7%Computer and TechnologyCDWCDW$64,505,451$64,505,451 ▲New Holding402,5052.7%Computer and TechnologyMRVLMarvell Technology$55,790,301$50,827,513 ▼-47.7%906,1282.3%Computer and TechnologyTXNTexas Instruments$50,904,698$95,920,268 ▼-65.3%283,2762.1%Computer and TechnologyRNGRingCentral$45,650,358$45,650,358 ▲New Holding1,843,7141.9%Computer and TechnologyAVGOBroadcom$45,289,815$45,289,815 ▲New Holding270,5001.9%Computer and TechnologyAPPLOVIN CORP$45,273,304$45,273,304 ▲New Holding170,8621.9%COM CL AZZillow Group$43,806,207$125,578,817 ▼-74.1%638,9471.8%FinanceLIBERTY GLOBAL LTD$38,150,229$14,940,521 ▲64.4%3,314,5291.6%COM CL AFLUTTER ENTMT PLC$34,089,898$34,089,898 ▲New Holding153,8701.4%SHSDELLDell Technologies$28,524,937$28,524,937 ▲New Holding312,9451.2%Computer and TechnologyWWayfair$14,588,287$12,171,335 ▼-45.5%455,4570.6%Retail/WholesaleLIBERTY GLOBAL LTD$9,459,340$9,459,340 ▲New Holding790,2540.4%COM CL CTAT&T$0$252,638,751 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$216,440,562 ▼-100.0%00.0%Computer and TechnologyWDAYWorkday$0$183,515,580 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$156,154,857 ▼-100.0%00.0%Business ServicesAMZNAmazon.com$0$120,006,330 ▼-100.0%00.0%Retail/WholesaleADSKAutodesk$0$101,610,168 ▼-100.0%00.0%Computer and TechnologyZIZoomInfo Technologies$0$101,325,281 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$88,752,297 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$47,887,620 ▼-100.0%00.0%Computer and TechnologyHCPHashiCorp$0$38,662,534 ▼-100.0%00.0%Computer and TechnologyUPWKUpwork$0$24,633,074 ▼-100.0%00.0%Computer and TechnologyDNBDun & Bradstreet$0$17,018,242 ▼-100.0%00.0%Business ServicesFVRRFiverr International$0$16,286,533 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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