Skip to content
Disclosery

Contour Asset Management LLC

Follow

13F filer, CIK 1510669, NEW YORK, NY

Contour Asset Management LLC reported $3,990,070,249 across 31 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 57.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005057

Period
2025-09-30
Reported value
$3.99B
Holdings
31
Top 10 weight
57.44%
New
15
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+1,100,259$267M
TERnew+1,516,451$209M
Znew+2,512,666$194M
RKTnew+7,122,169$138M
CHTRnew+484,839$133M

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
NWSAexited-5,152,190-$153M
PINSexited-4,202,230-$151M
GPNexited-1,232,444-$98.6M
UPSTexited-1,387,200-$89.7M
FUNexited-2,829,517-$86.1M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005057, largest first. % of portfolio is the value over $3,990,070,249, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427,250 shares; 2025Q2: 2,335,348 shares; 2025Q3: 3,165,830 shares 3,165,830$323M8.09%+830,482Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,881 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100,259 shares 1,100,259$267M6.7%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,578,592 shares 3,578,592$259M6.48%-46,221Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,099,003 shares 3,099,003$253M6.34%-690,046Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871,899 shares; 2025Q2: 843,442 shares; 2025Q3: 876,429 shares 876,429$226M5.67%+32,987Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,810 shares; 2024Q4: not reported; 2025Q1: 2,094,993 shares; 2025Q2: 2,368,650 shares; 2025Q3: 2,353,003 shares 2,353,003$214M5.37%-15,647Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516,451 shares 1,516,451$209M5.23%newTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818,281 shares; 2024Q4: 2,470,610 shares; 2025Q1: 638,947 shares; 2025Q2: not reported; 2025Q3: 2,512,666 shares 2,512,666$194M4.85%newTimeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,771,000 shares; 2025Q3: 8,834,719 shares 8,834,719$176M4.4%+4,063,719Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,433,500 shares; 2025Q2: 2,962,367 shares; 2025Q3: 3,238,438 shares 3,238,438$172M4.3%+276,071Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,631,035 shares 4,631,035$166M4.15%+830,905Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122,169 shares 7,122,169$138M3.46%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,000 shares; 2024Q4: 547,000 shares; 2025Q1: not reported; 2025Q2: 582,440 shares; 2025Q3: 613,042 shares 613,042$135M3.37%+30,602Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 484,839 shares 484,839$133M3.34%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851,547 shares 1,851,547$124M3.11%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465,969 shares; 2025Q3: 1,179,311 shares 1,179,311$123M3.09%+713,342Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 962,568 shares 962,568$117M2.93%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,674 shares; 2024Q4: not reported; 2025Q1: 270,500 shares; 2025Q2: 431,706 shares; 2025Q3: 306,743 shares 306,743$101M2.54%-124,963Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,090,726 shares; 2025Q1: 2,501,703 shares; 2025Q2: 1,166,795 shares; 2025Q3: 2,419,653 shares 2,419,653$90.5M2.27%+1,252,858Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245,218 shares; 2024Q4: 1,731,652 shares; 2025Q1: 906,128 shares; 2025Q2: not reported; 2025Q3: 1,041,086 shares 1,041,086$87.5M2.19%newTimeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191,999 shares 4,191,999$79.3M1.99%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,634,000 shares; 2025Q3: 9,853,000 shares 9,853,000$76M1.9%-781,000Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,016,482 shares; 2025Q1: 3,314,529 shares; 2025Q2: 4,107,411 shares; 2025Q3: 4,325,889 shares 4,325,889$49.6M1.24%+218,478Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380,384 shares 2,380,384$46.5M1.17%newTimeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,835,818 shares; 2024Q4: 9,640,845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840,173 shares 3,840,173$41.9M1.05%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,360 shares; 2024Q4: 375,120 shares; 2025Q1: 643,114 shares; 2025Q2: 267,586 shares; 2025Q3: 108,201 shares 108,201$40.8M1.02%-159,385Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171,031 shares 171,031$38.8M0.97%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,160 shares 275,160$38.1M0.96%newTimeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,970,793 shares 4,970,793$30.4M0.76%newTimeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790,254 shares; 2025Q2: 1,772,493 shares; 2025Q3: 1,858,306 shares 1,858,306$21.8M0.55%+85,813Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,608 shares 72,608$19.7M0.49%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
NWSANEWS CORP NEW5,152,190$153Mshares
PINSPINTEREST INC4,202,230$151Mshares
GPNGLOBAL PMTS INC1,232,444$98.6Mshares
UPSTUPSTART HLDGS INC1,387,200$89.7Mshares
FUNSIX FLAGS ENTERTAINMENT CORP2,829,517$86.1Mshares
FLUTFLUTTER ENTMT PLC264,965$75.7Mshares
METAMETA PLATFORMS INC76,432$56.4Mshares
RNGRINGCENTRAL INC1,910,423$54.2Mshares
DOCUDOCUSIGN INC623,503$48.6Mshares
COINCOINBASE GLOBAL INC129,965$45.6Mshares
DOCSDOXIMITY INC730,984$44.8Mshares
AURAURORA INNOVATION INC4,925,108$25.8Mshares
NTNXNUTANIX INC305,900$23.4Mshares

How Q3 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 0001172661-25-005057 base2025-11-14acceptance time not in the bulk data set