Contour Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MAPLEBEAR INC(CART) | 0 | 3,894,073 | +3,894,073 | 0 | 145,871,975 | 4.74% | +145,871,975 |
| PAYPAL HLDGS INC(PYPL) | 0 | 2,448,456 | +2,448,456 | 0 | 110,743,665 | 3.60% | +110,743,665 |
| TESLA INC(TSLA) | 85,630 | 400,469 | +314,839 | 38,509,524 | 148,874,351 | 4.84% | +110,364,827 |
| ROBLOX CORP(RBLX) | 510,271 | 2,502,196 | +1,991,925 | 41,347,259 | 141,524,205 | 4.60% | +100,176,946 |
| ORACLE CORP(ORCL) | 0 | 639,117 | +639,117 | 0 | 94,020,501 | 3.06% | +94,020,501 |
| BROADCOM INC(AVGO) | 192,946 | 494,842 | +301,896 | 66,778,611 | 153,158,547 | 4.98% | +86,379,936 |
| MKS INC.(MKSI) | 0 | 374,868 | +374,868 | 0 | 86,148,415 | 2.80% | +86,148,415 |
| LYFT INC(LYFT) | 3,916,884 | 11,951,878 | +8,034,994 | 75,870,043 | 158,959,978 | 5.17% | +83,089,935 |
| VIASAT INC(VSAT) | 0 | 1,528,068 | +1,528,068 | 0 | 69,985,515 | 2.27% | +69,985,515 |
| ROCKET COS INC(RKT) | 3,845,051 | 9,869,326 | +6,024,275 | 74,440,187 | 140,637,896 | 4.57% | +66,197,709 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 0 | 488,809 | +488,809 | 0 | 56,139,714 | 1.82% | +56,139,714 |
| APPLIED MATLS INC | 0 | 141,341 | +141,341 | 0 | 48,308,940 | 1.57% | +48,308,940 |
| LIBERTY MEDIA CORP DEL(FWONA) | 1,209,227 | 1,836,690 | +627,463 | 119,120,952 | 156,155,384 | 5.08% | +37,034,432 |
| WAYFAIR INC(W) | 0 | 328,708 | +328,708 | 0 | 24,722,128 | 0.80% | +24,722,128 |
| ENPHASE ENERGY INC(ENPH) | 0 | 620,559 | +620,559 | 0 | 23,463,336 | 0.76% | +23,463,336 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 191,008 | 205,253 | +14,245 | 49,404,219 | 65,968,314 | 2.14% | +16,564,095 |
| LIBERTY GLOBAL LTD(LBTYA) | 5,183,133 | 6,069,913 | +886,780 | 57,740,102 | 73,385,248 | 2.39% | +15,645,146 |
| ALPHABET INC(GOOG) | 1,060,934 | 1,171,443 | +110,509 | 332,072,342 | 336,860,149 | 10.95% | +4,787,807 |
| LIBERTY GLOBAL LTD(LBTYA) | 2,608,955 | 2,615,646 | +6,691 | 28,802,863 | 30,681,527 | 1.00% | +1,878,664 |
| SNAP INC(SNAP) | 3,355,000 | 0 | -3,355,000 | 27,074,850 | 0 | — | -27,074,850 |
| FISERV INC(FISV) | 431,164 | 0 | -431,164 | 28,961,286 | 0 | — | -28,961,286 |
| BLOCK INC(XYZ) | 4,666,891 | 4,534,324 | -132,567 | 303,767,935 | 272,875,618 | 8.87% | -30,892,317 |
| BOOZ ALLEN HAMILTON HLDG COR | 398,602 | 0 | -398,602 | 33,626,065 | 0 | — | -33,626,065 |
| PAYCOM SOFTWARE INC(PAYC) | 378,595 | 0 | -378,595 | 60,332,899 | 0 | — | -60,332,899 |
| GLOBAL E ONLINE LTD SHS | 4,842,069 | 3,732,385 | -1,109,684 | 190,341,772 | 115,144,078 | 3.74% | -75,197,694 |
| DOORDASH INC(DASH) | 359,631 | 0 | -359,631 | 81,449,229 | 0 | — | -81,449,229 |
| MONGODB INC(MDB) | 198,944 | 0 | -198,944 | 83,494,807 | 0 | — | -83,494,807 |
| IRON MTN INC DEL(IRM) | 2,832,182 | 1,444,823 | -1,387,359 | 234,929,497 | 147,574,221 | 4.80% | -87,355,276 |
| QORVO INC(QRVO) | 2,248,922 | 1,210,071 | -1,038,851 | 190,056,398 | 93,659,495 | 3.04% | -96,396,903 |
| SUNRUN INC(RUN) | 5,326,628 | 0 | -5,326,628 | 98,009,955 | 0 | — | -98,009,955 |
| BILL HOLDINGS INC | 4,710,570 | 3,341,743 | -1,368,827 | 256,914,488 | 127,988,757 | 4.16% | -128,925,731 |
| TRIMBLE INC(TRMB) | 3,174,248 | 1,689,299 | -1,484,949 | 248,702,331 | 110,192,974 | 3.58% | -138,509,357 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 11,162,626 | 5,062,355 | -6,100,271 | 227,159,439 | 80,592,692 | 2.62% | -146,566,747 |
| TERADYNE INC(TER) | 871,556 | 0 | -871,556 | 168,698,379 | 0 | — | -168,698,379 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 908,474 | 320,372 | -588,102 | 232,596,598 | 63,273,471 | 2.06% | -169,323,127 |
| WORKDAY INC(WDAY) | 857,075 | 0 | -857,075 | 184,082,568 | 0 | — | -184,082,568 |
| ZILLOW GROUP INC(Z) | 3,260,474 | 0 | -3,260,474 | 222,429,536 | 0 | — | -222,429,536 |
| AIRBNB INC | 1,683,998 | 0 | -1,683,998 | 228,552,209 | 0 | — | -228,552,209 |
| SALESFORCE INC(CRM) | 1,134,417 | 0 | -1,134,417 | 300,518,407 | 0 | — | -300,518,407 |