Contour Asset Management LLC Top Holdings and 13F Report (2025) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $3.06 billion in total holdings as of June 30, 2025.Contour Asset Management LLC owns shares of 29 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 31.82% of the portfolio was purchased this quarter.About 20.48% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 27 new stocks and bought additional shares in 13 stocks.Contour Asset Management LLC sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings Trimble $287,891,943BLOCK INC $246,233,547Iron Mountain $239,536,645Take-Two Interactive Software $204,829,889Qorvo $201,122,072 Largest New Holdings this Quarter 023135106 - Amazon.com $127,781,512 Holding83304A106 - Snap $92,409,460 Holding91680M107 - Upstart $89,724,096 Holding98956A105 - ZETA GLOBAL HOLDINGS CORP $73,902,790 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $48,693,761 Holding Largest Purchases this Quarter Amazon.com 582,440 shares (about $127.78M)Iron Mountain 908,098 shares (about $93.14M)Snap 10,634,000 shares (about $92.41M)Upstart 1,387,200 shares (about $89.72M)ZETA GLOBAL HOLDINGS CORP 4,771,000 shares (about $73.90M) Largest Sales this Quarter Carvana 375,528 shares (about $126.54M)DraftKings 1,334,908 shares (about $57.25M)Nutanix 731,816 shares (about $55.94M)Meta Platforms 43,068 shares (about $31.79M)SIX FLAGS ENTERTAINMENT CORP 1,038,435 shares (about $31.60M) 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$287,891,943$14,326,865 ▲5.2%3,789,0499.4%IndustrialsBLOCK INC$246,233,547$19,715,052 ▲8.7%3,624,8138.1%CL AIRMIron Mountain$239,536,645$93,143,612 ▲63.6%2,335,3487.8%Business ServicesTTWOTake-Two Interactive Software$204,829,889$6,910,782 ▼-3.3%843,4426.7%Consumer DiscretionaryQRVOQorvo$201,122,072$23,236,216 ▲13.1%2,368,6506.6%Computer and TechnologyNWSANews$153,123,087$2,823,727 ▲1.9%5,152,1905.0%Consumer DiscretionaryPINSPinterest$150,691,967$32,772,669 ▲27.8%4,202,2304.9%Computer and TechnologyBILLBILL$137,039,098$70,725,388 ▲106.7%2,962,3674.5%Computer and TechnologyAMZNAmazon.com$127,781,512$127,781,512 ▲New Holding582,4404.2%Retail/WholesaleGLBEGlobal-e Online$127,456,361$22,835,508 ▲21.8%3,800,1304.2%Retail/WholesaleAVGOBroadcom$118,999,759$44,436,434 ▲59.6%431,7063.9%Computer and TechnologyGPNGlobal Payments$98,644,818$12,957,355 ▼-11.6%1,232,4443.2%Business ServicesSNAPSnap$92,409,460$92,409,460 ▲New Holding10,634,0003.0%Computer and TechnologyCVNACarvana$90,165,779$126,537,915 ▼-58.4%267,5862.9%Retail/WholesaleUPSTUpstart$89,724,096$89,724,096 ▲New Holding1,387,2002.9%FinanceSIX FLAGS ENTERTAINMENT CORP$86,102,202$31,599,577 ▼-26.8%2,829,5172.8%COMFLUTTER ENTMT PLC$75,716,398$31,746,507 ▲72.2%264,9652.5%SHSZETA GLOBAL HOLDINGS CORP$73,902,790$73,902,790 ▲New Holding4,771,0002.4%CL AMETAMeta Platforms$56,413,695$31,788,060 ▼-36.0%76,4321.8%Computer and TechnologyRNGRingcentral$54,160,492$1,891,200 ▲3.6%1,910,4231.8%Computer and TechnologyDKNGDraftKings$50,043,837$57,254,203 ▼-53.4%1,166,7951.6%Consumer DiscretionaryFWONKLiberty Media Corporation - Liberty Formula One Series C$48,693,761$48,693,761 ▲New Holding465,9691.6%Consumer DiscretionaryDOCUDocusign$48,564,648$48,564,648 ▲New Holding623,5031.6%Computer and TechnologyCOINCoinbase Global$45,551,433$45,551,433 ▲New Holding129,9651.5%FinanceDOCSDoximity$44,838,558$44,838,558 ▲New Holding730,9841.5%MedicalLIBERTY GLOBAL LTD$41,115,184$7,936,749 ▲23.9%4,107,4111.3%COM CL AAURAurora Innovation$25,807,566$25,807,566 ▲New Holding4,925,1080.8%Business ServicesNTNXNutanix$23,382,996$55,940,015 ▼-70.5%305,9000.8%Computer and TechnologyLIBERTY GLOBAL LTD$18,274,403$10,126,884 ▲124.3%1,772,4930.6%COM CL CCDWCDW$0$64,505,451 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$55,790,301 ▼-100.0%00.0%Computer and TechnologyTXNTexas Instruments$0$50,904,698 ▼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$45,273,304 ▼-100.0%00.0%COM CL AZZillow Group$0$43,806,207 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$28,524,937 ▼-100.0%00.0%Computer and TechnologyWWayfair$0$14,588,287 ▼-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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