The Analysis of Contour Asset Management LLC's Holdings
Currently, Contour Asset Management LLC holds 31 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in GOOGL (+1.1M shares, valued at $267.5M), TER (+1.5M shares, valued at $208.7M), Z (+2.5M shares, valued at $193.6M); decreased their positions in CVNA (-159.4K shares, valued at $60.1M), TRMB (-690.0K shares, valued at $56.3M), AVGO (-125.0K shares, valued at $41.2M); initiated new positions in GOOGL (+1.1M shares, valued at $267.5M), TER (+1.5M shares, valued at $208.7M), Z (+2.5M shares, valued at $193.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IRM IRON MTN INC DEL3.2M shares35.56%2025-09-302025-11-14
GOOGL ALPHABET INC1.1M sharesnew addition2025-09-302025-11-14 XYZ BLOCK INC3.6M shares-1.28%2025-09-302025-11-14 TRMB TRIMBLE INC3.1M shares-18.21%2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWAR876.4K shares3.91%2025-09-302025-11-14 QRVO QORVO INC2.4M shares-0.66%2025-09-302025-11-14 TER TERADYNE INC1.5M sharesnew addition2025-09-302025-11-14 Z ZILLOW GROUP INC2.5M sharesnew addition2025-09-302025-11-14 ZETA ZETA GLOBAL HOLDINGS CORP8.8M shares85.18%2025-09-302025-11-14 BILL BILL HOLDINGS INC3.2M shares9.32%2025-09-302025-11-14 GLBE GLOBAL E ONLINE LTD4.6M shares21.87%2025-09-302025-11-14 RKT ROCKET COS INC7.1M sharesnew addition2025-09-302025-11-14 AMZN AMAZON COM INC613.0K shares5.25%2025-09-302025-11-14 CHTR CHARTER COMMUNICATIONS INC N484.8K sharesnew addition2025-09-302025-11-14 PYPL PAYPAL HLDGS INC1.9M sharesnew addition2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL1.2M shares153.09%2025-09-302025-11-14 ABNB AIRBNB INC962.6K sharesnew addition2025-09-302025-11-14 AVGO BROADCOM INC306.7K shares-28.95%2025-09-302025-11-14 DKNG DRAFTKINGS INC NEW2.4M shares107.38%2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC1.0M sharesnew addition2025-09-302025-11-14 PSKY PARAMOUNT SKYDANCE CORP4.2M sharesnew addition2025-09-302025-11-14 SNAP SNAP INC9.9M shares-7.34%2025-09-302025-11-14 LBTYA LIBERTY GLOBAL LTD4.3M shares5.32%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC2.4M sharesnew addition2025-09-302025-11-14 GTM ZOOMINFO TECHNOLOGIES INC3.8M sharesnew addition2025-09-302025-11-14 CVNA CARVANA CO108.2K shares-59.56%2025-09-302025-11-14 MSGS MADISON SQUARE GRDN SPRT COR171.0K sharesnew addition2025-09-302025-11-14 RBLX ROBLOX CORP275.2K sharesnew addition2025-09-302025-11-14 LUMN LUMEN TECHNOLOGIES INC5.0M sharesnew addition2025-09-302025-11-14 LBTYK LIBERTY GLOBAL LTD1.9M shares4.84%2025-09-302025-11-14 DASH DOORDASH INC72.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available