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Contour Asset Management LLC

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13F filer, CIK 1510669, NEW YORK, NY

Contour Asset Management LLC reported $3,058,217,996 across 29 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 61.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003465

Period
2025-06-30
Reported value
$3.06B
Holdings
29
Top 10 weight
61.33%
New
9
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+582,440$128M
IRMadded+908,098$93.1M
SNAPnew+10,634,000$92.4M
UPSTnew+1,387,200$89.7M
ZETAnew+4,771,000$73.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVNAreduced-375,528-$127M
CDWexited-402,505-$64.5M
DKNGreduced-1,334,908-$57.3M
NTNXreduced-731,816-$55.9M
MRVLexited-906,128-$55.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003465, largest first. % of portfolio is the value over $3,058,217,996, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483,269 shares; 2024Q4: 4,681,182 shares; 2025Q1: 3,600,488 shares; 2025Q2: 3,789,049 shares 3,789,049$288M9.41%+188,561Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771,022 shares; 2024Q4: 2,985,082 shares; 2025Q1: 3,334,587 shares; 2025Q2: 3,624,813 shares 3,624,813$246M8.05%+290,226Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427,250 shares; 2025Q2: 2,335,348 shares 2,335,348$240M7.83%+908,098Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871,899 shares; 2025Q2: 843,442 shares 843,442$205M6.7%-28,457Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,810 shares; 2024Q4: not reported; 2025Q1: 2,094,993 shares; 2025Q2: 2,368,650 shares 2,368,650$201M6.58%+273,657Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446,000 shares; 2024Q4: 5,382,702 shares; 2025Q1: 5,057,179 shares; 2025Q2: 5,152,190 shares 5,152,190$153M5.01%+95,011Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,976,896 shares; 2025Q1: 3,288,324 shares; 2025Q2: 4,202,230 shares 4,202,230$151M4.93%+913,906Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,433,500 shares; 2025Q2: 2,962,367 shares 2,962,367$137M4.48%+1,528,867Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,000 shares; 2024Q4: 547,000 shares; 2025Q1: not reported; 2025Q2: 582,440 shares 582,440$128M4.18%newTimeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426,387 shares; 2024Q4: 2,646,906 shares; 2025Q1: 3,119,286 shares; 2025Q2: 3,800,130 shares 3,800,130$127M4.17%+680,844Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,674 shares; 2024Q4: not reported; 2025Q1: 270,500 shares; 2025Q2: 431,706 shares 431,706$119M3.89%+161,206Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,318,000 shares; 2025Q1: 1,394,330 shares; 2025Q2: 1,232,444 shares 1,232,444$98.6M3.23%-161,886Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,634,000 shares 10,634,000$92.4M3.02%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,360 shares; 2024Q4: 375,120 shares; 2025Q1: 643,114 shares; 2025Q2: 267,586 shares 267,586$90.2M2.95%-375,528Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387,200 shares 1,387,200$89.7M2.93%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,880,780 shares; 2025Q1: 3,867,952 shares; 2025Q2: 2,829,517 shares 2,829,517$86.1M2.82%-1,038,435Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,870 shares; 2025Q2: 264,965 shares 264,965$75.7M2.48%+111,095Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,771,000 shares 4,771,000$73.9M2.42%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,500 shares; 2025Q2: 76,432 shares 76,432$56.4M1.84%-43,068Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,843,714 shares; 2025Q2: 1,910,423 shares 1,910,423$54.2M1.77%+66,709Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,090,726 shares; 2025Q1: 2,501,703 shares; 2025Q2: 1,166,795 shares 1,166,795$50M1.64%-1,334,908Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465,969 shares 465,969$48.7M1.59%newTimeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623,503 shares 623,503$48.6M1.59%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,965 shares 129,965$45.6M1.49%newTimeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730,984 shares 730,984$44.8M1.47%newTimeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,016,482 shares; 2025Q1: 3,314,529 shares; 2025Q2: 4,107,411 shares 4,107,411$41.1M1.34%+792,882Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,925,108 shares 4,925,108$25.8M0.84%newTimeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,427,238 shares; 2025Q1: 1,037,716 shares; 2025Q2: 305,900 shares 305,900$23.4M0.76%-731,816Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790,254 shares; 2025Q2: 1,772,493 shares 1,772,493$18.3M0.6%+982,239Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CDWCDW CORP402,505$64.5Mshares
MRVLMARVELL TECHNOLOGY INC906,128$55.8Mshares
TXNTEXAS INSTRS INC283,276$50.9Mshares
APPAPPLOVIN CORP170,862$45.3Mshares
ZZILLOW GROUP INC638,947$43.8Mshares
DELLDELL TECHNOLOGIES INC312,945$28.5Mshares
WWAYFAIR INC455,457$14.6Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003465 base2025-08-14acceptance time not in the bulk data set