The Analysis of Contour Asset Management LLC's Holdings
Currently, Contour Asset Management LLC holds 30 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in CRM (+1.1M shares, valued at $300.5M), WDAY (+857.1K shares, valued at $184.1M), RUN (+5.3M shares, valued at $98.0M); decreased their positions in TER (-644.9K shares, valued at $124.8M), RKT (-3.3M shares, valued at $63.4M), SNAP (-6.5M shares, valued at $52.4M); initiated new positions in CRM (+1.1M shares, valued at $300.5M), WDAY (+857.1K shares, valued at $184.1M), RUN (+5.3M shares, valued at $98.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC1.1M shares-3.57%2025-12-312026-02-17
XYZ BLOCK INC4.7M shares30.41%2025-12-312026-02-17 CRM SALESFORCE INC1.1M sharesnew addition2025-12-312026-02-17 TRMB TRIMBLE INC3.2M shares2.43%2025-12-312026-02-17 IRM IRON MTN INC DEL2.8M shares-10.54%2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR908.5K shares3.66%2025-12-312026-02-17 ABNB AIRBNB INC1.7M shares74.95%2025-12-312026-02-17 ZETA ZETA GLOBAL HOLDINGS CORP11.2M shares26.35%2025-12-312026-02-17 Z ZILLOW GROUP INC3.3M shares29.76%2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD4.8M shares4.56%2025-12-312026-02-17 QRVO QORVO INC2.2M shares-4.42%2025-12-312026-02-17 WDAY WORKDAY INC857.1K sharesnew addition2025-12-312026-02-17 TER TERADYNE INC871.6K shares-42.53%2025-12-312026-02-17 RUN SUNRUN INC5.3M sharesnew addition2025-12-312026-02-17 MDB MONGODB INC198.9K sharesnew addition2025-12-312026-02-17 DASH DOORDASH INC359.6K shares395.30%2025-12-312026-02-17 LYFT LYFT INC3.9M sharesnew addition2025-12-312026-02-17 RKT ROCKET COS INC3.8M shares-46.01%2025-12-312026-02-17 BROADCOM INC BROADCOM INC192.9K shares-37.10%2025-12-312026-02-17 PAYC PAYCOM SOFTWARE INC378.6K sharesnew addition2025-12-312026-02-17 MSGS MADISON SQUARE GRDN SPRT COR191.0K shares11.68%2025-12-312026-02-17 RBLX ROBLOX CORP510.3K shares85.45%2025-12-312026-02-17 TSLA TESLA INC85.6K sharesnew addition2025-12-312026-02-17 BAH BOOZ ALLEN HAMILTON HLDG COR398.6K sharesnew addition2025-12-312026-02-17 FI FISERV INC431.2K sharesnew addition2025-12-312026-02-17 SNAP SNAP INC3.4M shares-65.95%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available