Contour Asset Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SALESFORCE INC | 0 | 1,134,417 | +1,134,417 | 0 | 300,518,407 | +300,518,407 |
| WORKDAY INC | 0 | 857,075 | +857,075 | 0 | 184,082,568 | +184,082,568 |
| AIRBNB INC | 962,568 | 1,683,998 | +721,430 | 116,875,007 | 228,552,209 | +111,677,202 |
| SUNRUN INC | 0 | 5,326,628 | +5,326,628 | 0 | 98,009,955 | +98,009,955 |
| BILL HOLDINGS INC | 3,238,438 | 4,710,570 | +1,472,132 | 171,540,060 | 256,914,488 | +85,374,428 |
| MONGODB INC | 0 | 198,944 | +198,944 | 0 | 83,494,807 | +83,494,807 |
| LYFT INC | 0 | 3,916,884 | +3,916,884 | 0 | 75,870,043 | +75,870,043 |
| ALPHABET INC | 1,100,259 | 1,060,934 | -39,325 | 267,472,963 | 332,072,342 | +64,599,379 |
| DOORDASH INC | 72,608 | 359,631 | +287,023 | 19,748,650 | 81,449,229 | +61,700,579 |
| PAYCOM SOFTWARE INC | 0 | 378,595 | +378,595 | 0 | 60,332,899 | +60,332,899 |
| ZETA GLOBAL HOLDINGS CORP | 8,834,719 | 11,162,626 | +2,327,907 | 175,545,867 | 227,159,439 | +51,613,572 |
| BLOCK INC | 3,578,592 | 4,666,891 | +1,088,299 | 258,624,844 | 303,767,935 | +45,143,091 |
| TESLA INC | 0 | 85,630 | +85,630 | 0 | 38,509,524 | +38,509,524 |
| BOOZ ALLEN HAMILTON HLDG COR | 0 | 398,602 | +398,602 | 0 | 33,626,065 | +33,626,065 |
| FISERV INC | 0 | 431,164 | +431,164 | 0 | 28,961,286 | +28,961,286 |
| ZILLOW GROUP INC | 2,512,666 | 3,260,474 | +747,808 | 193,600,915 | 222,429,536 | +28,828,621 |
| GLOBAL E ONLINE LTD | 4,631,035 | 4,842,069 | +211,034 | 165,605,812 | 190,341,772 | +24,735,960 |
| MADISON SQUARE GRDN SPRT COR | 171,031 | 191,008 | +19,977 | 38,824,037 | 49,404,219 | +10,580,182 |
| LIBERTY GLOBAL LTD | 4,325,889 | 5,183,133 | +857,244 | 49,574,688 | 57,740,102 | +8,165,414 |
| LIBERTY GLOBAL LTD | 1,858,306 | 2,608,955 | +750,649 | 21,835,095 | 28,802,863 | +6,967,768 |
| TAKE-TWO INTERACTIVE SOFTWAR | 876,429 | 908,474 | +32,045 | 226,434,197 | 232,596,598 | +6,162,401 |
| ROBLOX CORP | 275,160 | 510,271 | +235,111 | 38,115,163 | 41,347,259 | +3,232,096 |
| LIBERTY MEDIA CORP DEL | 1,179,311 | 1,209,227 | +29,916 | 123,179,034 | 119,120,952 | -4,058,082 |
| TRIMBLE INC | 3,099,003 | 3,174,248 | +75,245 | 253,033,595 | 248,702,331 | -4,331,264 |
| QORVO INC | 2,353,003 | 2,248,922 | -104,081 | 214,311,513 | 190,056,398 | -24,255,115 |
| BROADCOM INC | 306,743 | 192,946 | -113,797 | 101,197,583 | 66,778,611 | -34,418,972 |
| TERADYNE INC | 1,516,451 | 871,556 | -644,895 | 208,724,316 | 168,698,379 | -40,025,937 |
| SNAP INC | 9,853,000 | 3,355,000 | -6,498,000 | 75,966,630 | 27,074,850 | -48,891,780 |
| ROCKET COS INC | 7,122,169 | 3,845,051 | -3,277,118 | 138,027,635 | 74,440,187 | -63,587,448 |
| IRON MTN INC DEL | 3,165,830 | 2,832,182 | -333,648 | 322,724,710 | 234,929,497 | -87,795,213 |