Contour-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "RNG",
  "QRVO",
  "GLBE",
  "AVGO",
  "APP",
  "FUN",
  "META",
  "LBTYK",
  "MRVL",
  "IRM",
  "TXN",
  null,
  "NTNX",
  "GPN",
  "TTWO",
  "NWSA",
  "DKNG",
  "W",
  "Z",
  "LBTYA",
  "TRMB",
  "BILL",
  null,
  "CVNA",
  "CDW",
  "DELL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: contour-asset-management
Manager Name: Contour-Asset-Management

Data Enrichment

92% identified

47 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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AppLovin Corp

APP|03831W108

Shares:170.9K

Value:$45.3M

% of Portfolio:1.9% ($45.3M/$2.4B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:638.9K

Value:$43.8M

% of Portfolio:1.8% ($43.8M/$2.4B)

Liberty Global Ltd.

LBTYA|G61188101

Shares:3.3M

Value:$38.2M

% of Portfolio:1.6% ($38.2M/$2.4B)

G3643J108

Shares:153.9K

Value:$34.1M

% of Portfolio:1.4% ($34.1M/$2.4B)

Dell Technologies Inc.

DELL|24703L202

Shares:312.9K

Value:$28.5M

% of Portfolio:1.2% ($28.5M/$2.4B)

Wayfair Inc.

W|94419L101

Shares:455.5K

Value:$14.6M

% of Portfolio:0.6% ($14.6M/$2.4B)

Liberty Global Ltd.

LBTYK|G61188127

Shares:790.3K

Value:$9.5M

% of Portfolio:0.4% ($9.5M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	170.9K	QoQ NEW(+170.9K) YoY NEW(+170.9K)	All Managers (Combined)	$45.3M	1.9% ($45.3M/$2.4B)	QoQ NEW(+$45.3M) YoY NEW(+$45.3M)
ZILLOW GROUP, INC.(Zcusip98954M200)	638.9K	QoQ -74.13% (-1.8M) YoY -77.78% (-2.2M)	All Managers (Combined)	$43.8M	1.8% ($43.8M/$2.4B)	QoQ -76.05% (-$139.1M) YoY -68.77% (-$96.5M)
Liberty Global Ltd.(LBTYAcusipG61188101)	3.3M	QoQ +64.37% (+1.3M) YoY NEW(+3.3M)	All Managers (Combined)	$38.2M	1.6% ($38.2M/$2.4B)	QoQ +48.26% (+$12.4M) YoY NEW(+$38.2M)
(cusipG3643J108)✕	153.9K	QoQ NEW(+153.9K) YoY NEW(+153.9K)	All Managers (Combined)	$34.1M	1.4% ($34.1M/$2.4B)	QoQ NEW(+$34.1M) YoY NEW(+$34.1M)
Dell Technologies Inc.(DELLcusip24703L202)	312.9K	QoQ NEW(+312.9K) YoY NEW(+312.9K)	All Managers (Combined)	$28.5M	1.2% ($28.5M/$2.4B)	QoQ NEW(+$28.5M) YoY NEW(+$28.5M)
Wayfair Inc.(Wcusip94419L101)	455.5K	QoQ -45.48% (-380.0K) YoY -55.32% (-564.0K)	All Managers (Combined)	$14.6M	0.6% ($14.6M/$2.4B)	QoQ -60.60% (-$22.4M) YoY -78.91% (-$54.6M)
Liberty Global Ltd.(LBTYKcusipG61188127)	790.3K	QoQ NEW(+790.3K) YoY NEW(+790.3K)	All Managers (Combined)	$9.5M	0.4% ($9.5M/$2.4B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)