CONTOUR ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZETA | 11.16M | $227.16M |
 | RUN | 5.33M | $98.01M |
 | LBTYA | 5.18M | $57.74M |
 | GLBE | 4.84M | $190.34M |
 | BILL | 4.71M | $256.91M |
 | XYZ | 4.67M | $303.77M |
 | LYFT | 3.92M | $75.87M |
 | RKT | 3.85M | $74.44M |
 | SNAP | 3.35M | $27.07M |
 | Z | 3.26M | $222.43M |
 | TRMB | 3.17M | $248.70M |
 | IRM | 2.83M | $234.93M |
 | LBTYK | 2.61M | $28.80M |
 | QRVO | 2.25M | $190.06M |
 | ABNB | 1.68M | $228.55M |
 | FWONK | 1.21M | $119.12M |
 | CRM | 1.13M | $300.52M |
 | GOOGL | 1.06M | $332.07M |
 | TTWO | 908K | $232.60M |
 | TER | 872K | $168.70M |
Zeta Global Holdings Corp.
ZETA
Shares Held
11.16M
Value
$227.16M
Sunrun Inc.
RUN
Shares Held
5.33M
Value
$98.01M
Liberty Global plc
LBTYA
Shares Held
5.18M
Value
$57.74M
Global-e Online Ltd.
GLBE
Shares Held
4.84M
Value
$190.34M
Bill.com Holdings, Inc.
BILL
Shares Held
4.71M
Value
$256.91M
Block, Inc.
XYZ
Shares Held
4.67M
Value
$303.77M
Lyft, Inc.
LYFT
Shares Held
3.92M
Value
$75.87M
Rocket Companies, Inc.
RKT
Shares Held
3.85M
Value
$74.44M
Snap Inc.
SNAP
Shares Held
3.35M
Value
$27.07M
Zillow Group, Inc. Class C
Z
Shares Held
3.26M
Value
$222.43M
Trimble Inc.
TRMB
Shares Held
3.17M
Value
$248.70M
Iron Mountain Incorporated
IRM
Shares Held
2.83M
Value
$234.93M
Liberty Global plc
LBTYK
Shares Held
2.61M
Value
$28.80M
Qorvo, Inc.
QRVO
Shares Held
2.25M
Value
$190.06M
Airbnb, Inc.
ABNB
Shares Held
1.68M
Value
$228.55M
Formula One Group
FWONK
Shares Held
1.21M
Value
$119.12M
Salesforce, Inc.
CRM
Shares Held
1.13M
Value
$300.52M
Alphabet Inc.
GOOGL
Shares Held
1.06M
Value
$332.07M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
908K
Value
$232.60M
Teradyne, Inc.
TER
Shares Held
872K
Value
$168.70M