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Contour Asset Management LLC

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13F filer, CIK 1510669, NEW YORK, NY

Contour Asset Management LLC reported $4,285,784,750 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 60.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001084

Period
2025-12-31
Reported value
$4.29B
Holdings
30
Top 10 weight
60.38%
New
9
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMnew+1,134,417$301M
WDAYnew+857,075$184M
RUNnew+5,326,628$98M
ABNBadded+721,430$97.9M
MDBnew+198,944$83.5M

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
AMZNexited-613,042-$135M
CHTRexited-484,839-$133M
TERreduced-644,895-$125M
PYPLexited-1,851,547-$124M
DKNGexited-2,419,653-$90.5M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001084, largest first. % of portfolio is the value over $4,285,784,750, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,881 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100,259 shares; 2025Q4: 1,060,934 shares 1,060,934$332M7.75%-39,325Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,666,891 shares 4,666,891$304M7.09%+1,088,299Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,127 shares; 2024Q4: 647,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,134,417 shares 1,134,417$301M7.01%newTimeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,710,570 shares 4,710,570$257M5.99%+1,472,132Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,174,248 shares 3,174,248$249M5.8%+75,245Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,832,182 shares 2,832,182$235M5.48%-333,648Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871,899 shares; 2025Q2: 843,442 shares; 2025Q3: 876,429 shares; 2025Q4: 908,474 shares 908,474$233M5.43%+32,045Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 962,568 shares; 2025Q4: 1,683,998 shares 1,683,998$229M5.33%+721,430Timeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,771,000 shares; 2025Q3: 8,834,719 shares; 2025Q4: 11,162,626 shares 11,162,626$227M5.3%+2,327,907Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,260,474 shares 3,260,474$222M5.19%+747,808Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,842,069 shares 4,842,069$190M4.44%+211,034Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,248,922 shares 2,248,922$190M4.43%-104,081Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 711,218 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857,075 shares 857,075$184M4.3%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516,451 shares; 2025Q4: 871,556 shares 871,556$169M3.94%-644,895Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465,969 shares; 2025Q3: 1,179,311 shares; 2025Q4: 1,209,227 shares 1,209,227$119M2.78%+29,916Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,326,628 shares 5,326,628$98M2.29%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,726 shares; 2024Q4: 205,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,944 shares 198,944$83.5M1.95%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,608 shares; 2025Q4: 359,631 shares 359,631$81.4M1.9%+287,023Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,916,884 shares 3,916,884$75.9M1.77%newTimeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122,169 shares; 2025Q4: 3,845,051 shares 3,845,051$74.4M1.74%-3,277,118Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,674 shares; 2024Q4: not reported; 2025Q1: 270,500 shares; 2025Q2: 431,706 shares; 2025Q3: 306,743 shares; 2025Q4: 192,946 shares 192,946$66.8M1.56%-113,797Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378,595 shares 378,595$60.3M1.41%newTimeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,183,133 shares 5,183,133$57.7M1.35%+857,244Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171,031 shares; 2025Q4: 191,008 shares 191,008$49.4M1.15%+19,977Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,160 shares; 2025Q4: 510,271 shares 510,271$41.3M0.96%+235,111Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,630 shares 85,630$38.5M0.9%newTimeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 398,602 shares 398,602$33.6M0.78%newTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431,164 shares 431,164$29M0.68%newTimeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790,254 shares; 2025Q2: 1,772,493 shares; 2025Q3: 1,858,306 shares; 2025Q4: 2,608,955 shares 2,608,955$28.8M0.67%+750,649Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,634,000 shares; 2025Q3: 9,853,000 shares; 2025Q4: 3,355,000 shares 3,355,000$27.1M0.63%-6,498,000Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC613,042$135Mshares
CHTRCHARTER COMMUNICATIONS INC484,839$133Mshares
PYPLPAYPAL HLDGS INC1,851,547$124Mshares
DKNGDRAFTKINGS INC NEW2,419,653$90.5Mshares
MRVLMARVELL TECHNOLOGY INC1,041,086$87.5Mshares
SKYDPARAMOUNT SKYDANCE CORP4,191,999$79.3Mshares
WBDWARNER BROS DISCOVERY INC2,380,384$46.5Mshares
GTMZOOMINFO TECHNOLOGIES INC3,840,173$41.9Mshares
CVNACARVANA CO108,201$40.8Mshares
LUMNLUMEN TECHNOLOGIES INC4,970,793$30.4Mshares

How Q4 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 0001172661-26-001084 base2026-02-17acceptance time not in the bulk data set