Contour Asset Management LLC Top Holdings and 13F Report (2025) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $3.46 billion in total holdings as of December 31, 2024.Contour Asset Management LLC owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 31.94% of the portfolio was purchased this quarter.About 29.87% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 28 new stocks and bought additional shares in 8 stocks.Contour Asset Management LLC sold shares of 9 stocks and completely divested from 11 stocks this quarter.Largest Holdings Trimble $330,772,321BLOCK INC $253,702,119AT&T $252,638,751Salesforce $216,440,562Marvell Technology $191,260,963 Largest New Holdings this Quarter 83001C108 - SIX FLAGS ENTERTAINMENT CORP $187,014,788 Holding98138H101 - Workday $183,515,580 Holding882508104 - Texas Instruments $153,206,171 Holding37940X102 - Global Payments $147,695,080 Holding67059N108 - Nutanix $87,318,421 Holding Largest Purchases this Quarter SIX FLAGS ENTERTAINMENT CORP 3,880,780 shares (about $187.01M)Workday 711,218 shares (about $183.52M)Texas Instruments 817,056 shares (about $153.21M)Global Payments 1,318,000 shares (about $147.70M)Nutanix 1,427,238 shares (about $87.32M) Largest Sales this Quarter Oracle 644,021 shares (about $107.32M)Carvana 317,240 shares (about $64.51M)Marvell Technology 513,566 shares (about $56.72M)Amazon.com 183,000 shares (about $40.15M)Autodesk 125,462 shares (about $37.08M) 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$330,772,321$13,984,533 ▲4.4%4,681,1829.6%IndustrialsBLOCK INC$253,702,119$18,192,959 ▲7.7%2,985,0827.3%CL ATAT&T$252,638,751$51,656,318 ▲25.7%11,095,2467.3%Computer and TechnologyCRMSalesforce$216,440,562$2,761,231 ▲1.3%647,3866.3%Computer and TechnologyMRVLMarvell Technology$191,260,963$56,723,365 ▼-22.9%1,731,6525.5%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$187,014,788$187,014,788 ▲New Holding3,880,7805.4%COMWDAYWorkday$183,515,580$183,515,580 ▲New Holding711,2185.3%Computer and TechnologyZZillow Group$182,948,671$25,745,038 ▼-12.3%2,470,6105.3%FinanceSPOTSpotify Technology$156,154,857$6,825,677 ▼-4.2%349,0434.5%Business ServicesTXNTexas Instruments$153,206,171$153,206,171 ▲New Holding817,0564.4%Computer and TechnologyNWSANews$148,239,613$25,796,773 ▲21.1%5,382,7024.3%Consumer DiscretionaryGPNGlobal Payments$147,695,080$147,695,080 ▲New Holding1,318,0004.3%Business ServicesGLBEGlobal-E Online$144,335,784$12,024,901 ▲9.1%2,646,9064.2%Retail/WholesaleAMZNAmazon.com$120,006,330$40,148,370 ▼-25.1%547,0003.5%Retail/WholesaleADSKAutodesk$101,610,168$37,082,803 ▼-26.7%343,7772.9%Computer and TechnologyZIZoomInfo Technologies$101,325,281$23,069,166 ▼-18.5%9,640,8452.9%Computer and TechnologyORCLOracle$88,752,297$107,319,659 ▼-54.7%532,5992.6%Computer and TechnologyNTNXNutanix$87,318,421$87,318,421 ▲New Holding1,427,2382.5%Computer and TechnologyPINSPinterest$86,329,984$86,329,984 ▲New Holding2,976,8962.5%Computer and TechnologyCVNACarvana$76,284,403$64,513,926 ▼-45.8%375,1202.2%Retail/WholesaleMDBMongoDB$47,887,620$4,881,560 ▲11.4%205,6941.4%Computer and TechnologyDKNGDraftKings$40,575,007$40,575,007 ▲New Holding1,090,7261.2%Consumer DiscretionaryHCPHashiCorp$38,662,534$927,125 ▼-2.3%1,130,1531.1%Computer and TechnologyWWayfair$37,027,366$5,826,086 ▲18.7%835,4551.1%Retail/WholesaleLIBERTY GLOBAL LTD$25,730,310$25,730,310 ▲New Holding2,016,4820.7%COM CL AUPWKUpwork$24,633,074$24,633,074 ▲New Holding1,506,6100.7%Computer and TechnologyDNBDun & Bradstreet$17,018,242$17,018,242 ▲New Holding1,365,8300.5%Business ServicesFVRRFiverr International$16,286,533$16,286,533 ▲New Holding513,2850.5%Retail/WholesaleAVGOBroadcom$0$97,751,265 ▼-100.0%00.0%Computer and TechnologyHPQHP$0$95,625,116 ▼-100.0%00.0%Computer and TechnologyCYBRCyberArk Software$0$73,197,901 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$68,878,551 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$64,495,914 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$61,473,347 ▼-100.0%00.0%Computer and TechnologyQRVOQorvo$0$56,485,473 ▼-100.0%00.0%Computer and TechnologyHUBSHubSpot$0$47,015,767 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$45,362,038 ▼-100.0%00.0%Computer and TechnologyBEBloom Energy$0$31,334,783 ▼-100.0%00.0%EnergyRKTRocket Companies$0$28,768,977 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
