Contour Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 1,100,259 | +1,100,259 | 0 | 267,472,963 | 6.70% | +267,472,963 |
| TERADYNE INC(TER) | 0 | 1,516,451 | +1,516,451 | 0 | 208,724,316 | 5.23% | +208,724,316 |
| ZILLOW GROUP INC(Z) | 0 | 2,512,666 | +2,512,666 | 0 | 193,600,915 | 4.85% | +193,600,915 |
| ROCKET COS INC(RKT) | 0 | 7,122,169 | +7,122,169 | 0 | 138,027,635 | 3.46% | +138,027,635 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 0 | 484,839 | +484,839 | 0 | 133,381,633 | 3.34% | +133,381,633 |
| PAYPAL HLDGS INC(PYPL) | 0 | 1,851,547 | +1,851,547 | 0 | 124,164,742 | 3.11% | +124,164,742 |
| AIRBNB INC | 0 | 962,568 | +962,568 | 0 | 116,875,007 | 2.93% | +116,875,007 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 4,771,000 | 8,834,719 | +4,063,719 | 73,902,790 | 175,545,867 | 4.40% | +101,643,077 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 1,041,086 | +1,041,086 | 0 | 87,524,100 | 2.19% | +87,524,100 |
| IRON MTN INC DEL(IRM) | 2,335,348 | 3,165,830 | +830,482 | 239,536,645 | 322,724,710 | 8.09% | +83,188,065 |
| PARAMOUNT SKYDANCE CORP(PSKY) | 0 | 4,191,999 | +4,191,999 | 0 | 79,312,621 | 1.99% | +79,312,621 |
| LIBERTY MEDIA CORP DEL(FWONA) | 465,969 | 1,179,311 | +713,342 | 48,693,761 | 123,179,034 | 3.09% | +74,485,273 |
| WARNER BROS DISCOVERY INC(WBD) | 0 | 2,380,384 | +2,380,384 | 0 | 46,488,900 | 1.17% | +46,488,900 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 0 | 3,840,173 | +3,840,173 | 0 | 41,896,287 | 1.05% | +41,896,287 |
| DRAFTKINGS INC NEW(DKNG) | 1,166,795 | 2,419,653 | +1,252,858 | 50,043,837 | 90,495,022 | 2.27% | +40,451,185 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 0 | 171,031 | +171,031 | 0 | 38,824,037 | 0.97% | +38,824,037 |
| GLOBAL E ONLINE LTD | 3,800,130 | 4,631,035 | +830,905 | 127,456,361 | 165,605,812 | 4.15% | +38,149,451 |
| ROBLOX CORP(RBLX) | 0 | 275,160 | +275,160 | 0 | 38,115,163 | 0.96% | +38,115,163 |
| BILL HOLDINGS INC | 2,962,367 | 3,238,438 | +276,071 | 137,039,098 | 171,540,060 | 4.30% | +34,500,962 |
| LUMEN TECHNOLOGIES INC(LUMN) | 0 | 4,970,793 | +4,970,793 | 0 | 30,421,253 | 0.76% | +30,421,253 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 843,442 | 876,429 | +32,987 | 204,829,889 | 226,434,197 | 5.67% | +21,604,308 |
| DOORDASH INC(DASH) | 0 | 72,608 | +72,608 | 0 | 19,748,650 | 0.49% | +19,748,650 |
| QORVO INC(QRVO) | 2,368,650 | 2,353,003 | -15,647 | 201,122,072 | 214,311,513 | 5.37% | +13,189,441 |
| BLOCK INC(XYZ) | 3,624,813 | 3,578,592 | -46,221 | 246,233,547 | 258,624,844 | 6.48% | +12,391,297 |
| LIBERTY GLOBAL LTD(LBTYA) | 4,107,411 | 4,325,889 | +218,478 | 41,115,184 | 49,574,688 | 1.24% | +8,459,504 |
| AMAZON COM INC(AMZN) | 582,440 | 613,042 | +30,602 | 127,781,512 | 134,605,632 | 3.37% | +6,824,120 |
| LIBERTY GLOBAL LTD(LBTYA) | 1,772,493 | 1,858,306 | +85,813 | 18,274,403 | 21,835,095 | 0.55% | +3,560,692 |
| SNAP INC(SNAP) | 10,634,000 | 9,853,000 | -781,000 | 92,409,460 | 75,966,630 | 1.90% | -16,442,830 |
| BROADCOM INC(AVGO) | 431,706 | 306,743 | -124,963 | 118,999,759 | 101,197,583 | 2.54% | -17,802,176 |
| NUTANIX INC(NTNX) | 305,900 | 0 | -305,900 | 23,382,996 | 0 | — | -23,382,996 |
| AURORA INNOVATION INC | 4,925,108 | 0 | -4,925,108 | 25,807,566 | 0 | — | -25,807,566 |
| TRIMBLE INC(TRMB) | 3,789,049 | 3,099,003 | -690,046 | 287,891,943 | 253,033,595 | 6.34% | -34,858,348 |
| DOXIMITY INC(DOCS) | 730,984 | 0 | -730,984 | 44,838,558 | 0 | — | -44,838,558 |
| COINBASE GLOBAL INC(COIN) | 129,965 | 0 | -129,965 | 45,551,433 | 0 | — | -45,551,433 |
| DOCUSIGN INC(DOCU) | 623,503 | 0 | -623,503 | 48,564,648 | 0 | — | -48,564,648 |
| CARVANA CO(CVNA) | 267,586 | 108,201 | -159,385 | 90,165,779 | 40,817,745 | 1.02% | -49,348,034 |
| RINGCENTRAL INC(RNG) | 1,910,423 | 0 | -1,910,423 | 54,160,492 | 0 | — | -54,160,492 |
| META PLATFORMS INC(META) | 76,432 | 0 | -76,432 | 56,413,695 | 0 | — | -56,413,695 |
| FLUTTER ENTMT PLC(FLUT) | 264,965 | 0 | -264,965 | 75,716,398 | 0 | — | -75,716,398 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 2,829,517 | 0 | -2,829,517 | 86,102,202 | 0 | — | -86,102,202 |
| UPSTART HLDGS INC(UPST) | 1,387,200 | 0 | -1,387,200 | 89,724,096 | 0 | — | -89,724,096 |
| GLOBAL PMTS INC(GPN) | 1,232,444 | 0 | -1,232,444 | 98,644,818 | 0 | — | -98,644,818 |
| PINTEREST INC(PINS) | 4,202,230 | 0 | -4,202,230 | 150,691,967 | 0 | — | -150,691,967 |
| NEWS CORP NEW(NWS) | 5,152,190 | 0 | -5,152,190 | 153,123,087 | 0 | — | -153,123,087 |