§ 13F · FUND PROFILE
Contour Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 57Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4285.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 985K | $308.4T | 7.2% | NEW |
| 2 | XYZ | BLOCK INC | 4.37M | $284.4T | 6.6% | NEW |
| 3 | CRM | SALESFORCE INC | 1.04M | $276.1T | 6.4% | NEW |
| 4 | BILL | BILL HOLDINGS INC | 4.38M | $238.9T | 5.6% | NEW |
| 5 | TRMB | TRIMBLE INC | 2.95M | $231.2T | 5.4% | NEW |
| 6 | IRM | IRON MTN INC DEL | 2.63M | $218.6T | 5.1% | NEW |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 844K | $216.0T | 5.0% | NEW |
| 8 | ABNB | AIRBNB INC | 1.56M | $212.3T | 5.0% | NEW |
| 9 | ZETA | ZETA GLOBAL HOLDINGS CORP | 10.38M | $211.2T | 4.9% | NEW |
| 10 | Z | ZILLOW GROUP INC | 3.03M | $206.5T | 4.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONTOUR SIGNAL
AC read
Contour Asset Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed