Fund Update: Contour Asset Management LLC Just Disclosed New Holdings

Contour Asset Management LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 1,410,977 shares of $DKNG (~$42,506,550). This was a increase of ~129.36% from their previous position.
• An increase of 267,994 shares of $CVNA (~$58,177,872). This was a increase of ~71.44% from their previous position.
• A decrease of 1,831,663 shares of $Z (~$139,142,464). This was a increase of ~-74.14% from their previous position.
• A decrease of 825,524 shares of $MRVL (~$135,470,662). This was a increase of ~-47.67% from their previous position.
• An increase of 349,505 shares of $XYZ (~$72,534,007). This was a increase of ~11.71% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Contour Asset Management LLC for more details.