Contour Asset Management LLC
Contour Asset Management LLC reported 53 holdings worth US$4.22B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Contour Asset Management LLC reported 53 holdings worth US$4.22B as of Jun 30, 2026. Largest: Block, Inc., At&t Inc. and Zebra Technologies Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$4.22B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Block, Inc. | 8.25M | US$627M | 14.8% |
| At&t Inc. | 12.1M | US$250M | 5.9% |
| Zebra Technologies Corporation | 948K | US$249M | 5.9% |
| Alphabet Inc (google) Class C | 692K | US$247M | 5.9% |
| Amazon.com, Inc. | 1.03M | US$245M | 5.8% |
| Rocket Companies, Inc. | 15M | US$236M | 5.6% |
| Wayfair Inc. | 2.4M | US$221M | 5.2% |
| Maplebear Inc. | 3.85M | US$182M | 4.3% |
| Roblox Corporation | 3.11M | US$169M | 4.0% |
| Lyft, Inc. | 11.2M | US$163M | 3.9% |
| Liberty Media Corporation - Series A Liberty Formula One | 1.7M | US$162M | 3.8% |
| Iron Mountain Incorporated (delaware) | 1.27M | US$161M | 3.8% |
| Applovin Corporation | 254K | US$131M | 3.1% |
| Trimble Inc. | 2.33M | US$119M | 2.8% |
| Draftkings Inc. | 4.62M | US$117M | 2.8% |
| Stmicroelectronics Nv | 1.39M | US$104M | 2.5% |
| Zeta Global Holdings Corp. | 4.21M | US$82.8M | 2.0% |
| Sphere Entertainment Co. | 354K | US$61.3M | 1.5% |
| Sandisk Corporation | 22,936 | US$52.2M | 1.2% |
| Bill Holdings, Inc. | 1.4M | US$50.6M | 1.2% |
| Hewlett Packard Enterprise Company | 922K | US$41.6M | 0.98% |
| Everpure, Inc. | 515K | US$40.6M | 0.96% |
| Cloudflare, Inc. | 141K | US$34.6M | 0.82% |
| Netapp, Inc. | 154K | US$23.8M | 0.56% |
| Madison Square Garden Sports Corp. | 0 | US$0 | 0.00% |
| Mks Inc. | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |
| Qorvo, Inc. | 0 | US$0 | 0.00% |
| Take-two Interactive Software, Inc. | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Viasat, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Enphase Energy, Inc. | 0 | US$0 | 0.00% |
| Liberty Global Ltd. | 0 | US$0 | 0.00% |
Source
View original at SEC
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