Contour Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Contour Asset Management LLC held in its portfolio 30 assets valued at $4,285,784,750 (i.e. $4.29B).
The most valuable assets in the portfolio included: ALPHABET INC ($332.07M), BLOCK INC ($303.77M), and SALESFORCE INC ($300.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Contour Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 1060934 | 332072342 | CAP STK CL A |
| BLOCK INC | 4666891 | 303767935 | CL A |
| SALESFORCE INC | 1134417 | 300518407 | COM |
| BILL HOLDINGS INC | 4710570 | 256914488 | COM |
| TRIMBLE INC | 3174248 | 248702331 | COM |
| IRON MTN INC DEL | 2832182 | 234929497 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 908474 | 232596598 | COM |
| AIRBNB INC | 1683998 | 228552209 | COM CL A |
| ZETA GLOBAL HOLDINGS CORP | 11162626 | 227159439 | CL A |
| ZILLOW GROUP INC | 3260474 | 222429536 | CL C CAP STK |
| GLOBAL E ONLINE LTD | 4842069 | 190341772 | SHS |
| QORVO INC | 2248922 | 190056398 | COM |
| WORKDAY INC | 857075 | 184082568 | CL A |
| TERADYNE INC | 871556 | 168698379 | COM |
| LIBERTY MEDIA CORP DEL | 1209227 | 119120952 | COM LBTY ONE S C |
| SUNRUN INC | 5326628 | 98009955 | COM |
| MONGODB INC | 198944 | 83494807 | CL A |
| DOORDASH INC | 359631 | 81449229 | CL A |
| LYFT INC | 3916884 | 75870043 | CL A COM |
| ROCKET COS INC | 3845051 | 74440187 | COM CL A |
| BROADCOM INC | 192946 | 66778611 | COM |
| PAYCOM SOFTWARE INC | 378595 | 60332899 | COM |
| LIBERTY GLOBAL LTD | 5183133 | 57740102 | COM CL A |
| MADISON SQUARE GRDN SPRT COR | 191008 | 49404219 | CL A |
| ROBLOX CORP | 510271 | 41347259 | CL A |
| TESLA INC | 85630 | 38509524 | COM |
| BOOZ ALLEN HAMILTON HLDG COR | 398602 | 33626065 | CL A |
| FISERV INC | 431164 | 28961286 | COM |
| LIBERTY GLOBAL LTD | 2608955 | 28802863 | COM CL C |
| SNAP INC | 3355000 | 27074850 | CL A |
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