Contour Asset Management LLC
Top Portfolio Positions
27 positions ·
$4,142,590,780 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZETA |
Zeta Global Holdings Corp.
Technology
|
22,325,252 | $454,318,878 | 10.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,060,934 | $332,072,342 | 8.02% | |
| XYZ |
Block, Inc.
Technology
|
4,666,891 | $303,767,934 | 7.33% | |
| CRM |
Salesforce, Inc.
Technology
|
1,134,417 | $300,518,407 | 7.25% | |
| BILL |
BILL Holdings, Inc.
Technology
|
4,710,570 | $256,914,487 | 6.20% | |
| TRMB |
Trimble Inc.
Technology
|
3,174,248 | $248,702,330 | 6.00% | |
| IRM |
Iron Mountain Inc
Real Estate
|
2,832,182 | $234,929,496 | 5.67% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
908,474 | $232,596,597 | 5.61% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
1,683,998 | $228,552,208 | 5.52% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
4,842,069 | $190,341,732 | 4.59% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BILL
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $256,914,487 | 4,710,570 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $171,540,060 | 3,238,438 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,039,096 | 2,962,367 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $65,783,314 | 1,433,500 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $49,508,812 | 606,800 | Shares | Sole | 2024-02-16 | |
| 2021-03-31 | $21,449,610 | 147,420 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,359,384 | 149,153 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,030,521 | 179,748 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $54,091,178 | 599,614 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||