Contour Asset Management LLC Purchases and Sells in Q3 2025

Contour Asset Management LLC

$3.66 Billion
Q3 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZETA	4.06M + 85.18%	$14.0 - $22.08 $56.9M - $89.7M	8.83M $176M
IRM	830K + 35.56%	$89.46 - $104.46 $74.3M - $86.8M	3.17M $323M
DKNG	1.25M + 107.38%	$37.4 - $48.23 $46.9M - $60.4M	2.42M $90.5M
GLBE	831K + 21.87%	$30.6 - $37.65 $25.4M - $31.3M	4.63M $166M
BILL	276K + 9.32%	$39.02 - $54.53 $10.8M - $15.1M	3.24M $172M
TTWO	33K + 3.91%	$217.37 - $259.96 $7.17M - $8.58M	876K $226M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	1.1M New	$174.36 - $254.72 $192M - $280M	1.1M $267M
TER	1.52M New	$90.15 - $137.64 $137M - $209M	1.52M $209M
Z	2.51M New	$71.0 - $90.32 $178M - $227M	2.51M $194M
RKT	7.12M New	$13.31 - $21.16 $94.8M - $151M	7.12M $138M
CHTR	485K New	$256.57 - $418.22 $124M - $203M	485K $133M
PYPL	1.85M New	$65.64 - $78.22 $122M - $145M	1.85M $124M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVNA	-159K - 59.56%	$326.09 - $392.66 $52M - $62.6M	108K $40.8M
TRMB	-690K - 18.21%	$76.46 - $85.24 $52.8M - $58.8M	3.1M $253M
AVGO	-125K - 28.95%	$264.74 - $369.57 $33.1M - $46.2M	307K $101M
SNAP	-781K - 7.34%	$6.99 - $10.35 $5.46M - $8.08M	9.85M $76M
SQ	-46.2K - 1.28%	N/A	3.58M $205M
QRVO	-15.6K - 0.66%	$83.6 - $96.31 $1.31M - $1.51M	2.35M $214M

Activity Summary All Purchases 25 New Holdings 15 Increased Positions 10 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Contour Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Contour Asset Management LLC with notifications on news.