Contour Asset Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 51
- Total Value
- 2398717839
- Accession Number
- 0001172661-25-002392
- Form Type
- 13F-HR
- CIK
- 0001510669
- Manager Name
- Contour Asset Management LLC
Data Enrichment
92% identified47 identified4 unidentified
Holdings
51 positions
Manager:
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852234103
Shares:
3334587(+11.7%)
Value:
$181.2B(-28.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Trimble Inc.(TRMBcusip896239100) | 3.6M | All Managers (Combined) | $236.4M | ||
(cusip852234103)✕ | 3.3M | All Managers (Combined) | $181.2M | ||
871.9K | QoQ NEW(+871.9K) YoY NEW(+871.9K) | All Managers (Combined) | $180.7M | QoQ NEW(+$180.7M) YoY NEW(+$180.7M) | |
Qorvo, Inc.(QRVOcusip74736K101) | 2.1M | QoQ NEW(+2.1M) | All Managers (Combined) | $151.7M | QoQ NEW(+$151.7M) |
3.9M | YoY NEW(+3.9M) | All Managers (Combined) | $138.0M | YoY NEW(+$138.0M) | |
5.1M | All Managers (Combined) | $137.7M | |||
1.4M | YoY NEW(+1.4M) | All Managers (Combined) | $136.5M | YoY NEW(+$136.5M) | |
Carvana Co.(CVNAcusip146869102) | 643.1K | All Managers (Combined) | $134.5M | ||
1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $122.8M | QoQ NEW(+$122.8M) YoY NEW(+$122.8M) | |
3.1M | All Managers (Combined) | $111.2M | |||
Pinterest, Inc.(PINScusip72352L106) | 3.3M | All Managers (Combined) | $101.9M | ||
Draftkings Inc.(DKNGcusip26142V105) | 2.5M | YoY NEW(+2.5M) | All Managers (Combined) | $83.1M | YoY NEW(+$83.1M) |
Nutanix, Inc.(NTNXcusip67059N108) | 1.0M | YoY NEW(+1.0M) | All Managers (Combined) | $72.4M | YoY NEW(+$72.4M) |
119.5K | QoQ NEW(+119.5K) YoY NEW(+119.5K) | All Managers (Combined) | $68.9M | QoQ NEW(+$68.9M) YoY NEW(+$68.9M) | |
1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $65.8M | QoQ NEW(+$65.8M) YoY NEW(+$65.8M) | |
402.5K | QoQ NEW(+402.5K) YoY NEW(+402.5K) | All Managers (Combined) | $64.5M | QoQ NEW(+$64.5M) YoY NEW(+$64.5M) | |
906.1K | All Managers (Combined) | $55.8M | |||
283.3K | YoY NEW(+283.3K) | All Managers (Combined) | $50.9M | YoY NEW(+$50.9M) | |
1.8M | QoQ NEW(+1.8M) YoY NEW(+1.8M) | All Managers (Combined) | $45.7M | QoQ NEW(+$45.7M) YoY NEW(+$45.7M) | |
Broadcom Inc.(AVGOcusip11135F101) | 270.5K | QoQ NEW(+270.5K) | All Managers (Combined) | $45.3M | QoQ NEW(+$45.3M) |