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) | 0 | 400,469 | +400,469 | 0 | 148,874,351 | 4.84% | +148,874,351 |
| ROBLOX CORP(RBLX) | 0 | 2,502,196 | +2,502,196 | 0 | 141,524,205 | 4.60% | +141,524,205 |
| ORACLE CORP(ORCL) | 0 | 639,117 | +639,117 | 0 | 94,020,501 | 3.06% | +94,020,501 |
| BROADCOM INC(AVGO) | 0 | 494,842 | +494,842 | 0 | 153,158,547 | 4.98% | +153,158,547 |
| MKS INC.(MKSI) | 0 | 374,868 | +374,868 | 0 | 86,148,415 | 2.80% | +86,148,415 |
| LYFT INC(LYFT) | 0 | 11,951,878 | +11,951,878 | 0 | 158,959,978 | 5.17% | +158,959,978 |
| VIASAT INC(VSAT) | 0 | 1,528,068 | +1,528,068 | 0 | 69,985,515 | 2.27% | +69,985,515 |
| ROCKET COS INC(RKT) | 0 | 9,869,326 | +9,869,326 | 0 | 140,637,896 | 4.57% | +140,637,896 |
| 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) | 0 | 1,836,690 | +1,836,690 | 0 | 156,155,384 | 5.08% | +156,155,384 |
| 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) | 0 | 205,253 | +205,253 | 0 | 65,968,314 | 2.14% | +65,968,314 |
| LIBERTY GLOBAL LTD(LBTYA) | 0 | 6,069,913 | +6,069,913 | 0 | 73,385,248 | 2.39% | +73,385,248 |
| ALPHABET INC(GOOG) | 0 | 1,171,443 | +1,171,443 | 0 | 336,860,149 | 10.95% | +336,860,149 |
| LIBERTY GLOBAL LTD(LBTYA) | 0 | 2,615,646 | +2,615,646 | 0 | 30,681,527 | 1.00% | +30,681,527 |
| SNAP INC(SNAP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FISERV INC(FISV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BLOCK INC(XYZ) | 0 | 4,534,324 | +4,534,324 | 0 | 272,875,618 | 8.87% | +272,875,618 |
| BOOZ ALLEN HAMILTON HLDG COR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PAYCOM SOFTWARE INC(PAYC) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GLOBAL E ONLINE LTD | 0 | 3,732,385 | +3,732,385 | 0 | 115,144,078 | 3.74% | +115,144,078 |
| DOORDASH INC(DASH) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MONGODB INC(MDB) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| IRON MTN INC DEL(IRM) | 0 | 1,444,823 | +1,444,823 | 0 | 147,574,221 | 4.80% | +147,574,221 |
| QORVO INC(QRVO) | 0 | 1,210,071 | +1,210,071 | 0 | 93,659,495 | 3.04% | +93,659,495 |
| SUNRUN INC(RUN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BILL HOLDINGS INC | 0 | 3,341,743 | +3,341,743 | 0 | 127,988,757 | 4.16% | +127,988,757 |
| TRIMBLE INC(TRMB) | 0 | 1,689,299 | +1,689,299 | 0 | 110,192,974 | 3.58% | +110,192,974 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 0 | 5,062,355 | +5,062,355 | 0 | 80,592,692 | 2.62% | +80,592,692 |
| TERADYNE INC(TER) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 0 | 320,372 | +320,372 | 0 | 63,273,471 | 2.06% | +63,273,471 |
| WORKDAY INC(WDAY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ZILLOW GROUP INC(Z) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AIRBNB INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SALESFORCE INC(CRM) | 0 | 0 | 0 | 0 | 0 | — | 0 |