Contour Asset Management LLC
Investment Portfolio & 13F Holdings Analysis
About
Contour Asset Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 51 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
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
- Manager Name
- Contour-Asset-Management
Data Enrichment
92% identified47 identified4 unidentified
Holdings
51 positions • $2.4B total value
Manager:
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852234103
Shares:3.3M
Value:$181.2M
% of Portfolio:7.6% ($181.2M/$2.4B)
Shares:871.9K
Value:$180.7M
% of Portfolio:7.5% ($180.7M/$2.4B)
Shares:3.9M
Value:$138.0M
% of Portfolio:5.8% ($138.0M/$2.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
TRIMBLE INC.(TRMBcusip896239100) | 3.6M | All Managers (Combined) | $236.4M | 9.9% ($236.4M/$2.4B) | ||
(cusip852234103)✕ | 3.3M | All Managers (Combined) | $181.2M | 7.6% ($181.2M/$2.4B) | ||
| 871.9K | QoQ NEW(+871.9K) YoY NEW(+871.9K) | All Managers (Combined) | $180.7M | 7.5% ($180.7M/$2.4B) | QoQ NEW(+$180.7M) YoY NEW(+$180.7M) | |
Qorvo, Inc.(QRVOcusip74736K101) | 2.1M | QoQ NEW(+2.1M) | All Managers (Combined) | $151.7M | 6.3% ($151.7M/$2.4B) | QoQ NEW(+$151.7M) |
| 3.9M | YoY NEW(+3.9M) | All Managers (Combined) | $138.0M | 5.8% ($138.0M/$2.4B) | YoY NEW(+$138.0M) | |
| 5.1M | All Managers (Combined) | $137.7M | 5.7% ($137.7M/$2.4B) | |||
| 1.4M | YoY NEW(+1.4M) | All Managers (Combined) | $136.5M | 5.7% ($136.5M/$2.4B) | YoY NEW(+$136.5M) | |
CARVANA CO.(CVNAcusip146869102) | 643.1K | All Managers (Combined) | $134.5M | 5.6% ($134.5M/$2.4B) | ||
| 1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $122.8M | 5.1% ($122.8M/$2.4B) | QoQ NEW(+$122.8M) YoY NEW(+$122.8M) | |
| 3.1M | All Managers (Combined) | $111.2M | 4.6% ($111.2M/$2.4B) | |||
PINTEREST, INC.(PINScusip72352L106) | 3.3M | All Managers (Combined) | $101.9M | 4.2% ($101.9M/$2.4B) | ||
DraftKings Inc.(DKNGcusip26142V105) | 2.5M | YoY NEW(+2.5M) | All Managers (Combined) | $83.1M | 3.5% ($83.1M/$2.4B) | YoY NEW(+$83.1M) |
Nutanix, Inc.(NTNXcusip67059N108) | 1.0M | YoY NEW(+1.0M) | All Managers (Combined) | $72.4M | 3.0% ($72.4M/$2.4B) | YoY NEW(+$72.4M) |
| 119.5K | QoQ NEW(+119.5K) YoY NEW(+119.5K) | All Managers (Combined) | $68.9M | 2.9% ($68.9M/$2.4B) | QoQ NEW(+$68.9M) YoY NEW(+$68.9M) | |
| 1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $65.8M | 2.7% ($65.8M/$2.4B) | QoQ NEW(+$65.8M) YoY NEW(+$65.8M) | |
| 402.5K | QoQ NEW(+402.5K) YoY NEW(+402.5K) | All Managers (Combined) | $64.5M | 2.7% ($64.5M/$2.4B) | QoQ NEW(+$64.5M) YoY NEW(+$64.5M) | |
| 906.1K | All Managers (Combined) | $55.8M | 2.3% ($55.8M/$2.4B) | |||
| 283.3K | YoY NEW(+283.3K) | All Managers (Combined) | $50.9M | 2.1% ($50.9M/$2.4B) | YoY NEW(+$50.9M) | |
| 1.8M | QoQ NEW(+1.8M) YoY NEW(+1.8M) | All Managers (Combined) | $45.7M | 1.9% ($45.7M/$2.4B) | QoQ NEW(+$45.7M) YoY NEW(+$45.7M) | |
Broadcom Inc.(AVGOcusip11135F101) | 270.5K | QoQ NEW(+270.5K) | All Managers (Combined) | $45.3M | 1.9% ($45.3M/$2.4B) | QoQ NEW(+$45.3M) |