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Contour Asset Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,224,379,229
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BLOCK INC · CL A · 852234103 · shares: $626,731,948
- AT&T INC · COM · 00206R102 · shares: $250,143,333
- ZEBRA TECHNOLOGIES CORPORATI · CL A · 989207105 · shares: $249,498,346
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $247,240,002
- AMAZON COM INC · COM · 023135106 · shares: $244,902,930
- ROCKET COS INC · COM CL A · 77311W101 · shares: $235,636,490
- WAYFAIR INC · CL A · 94419L101 · shares: $221,465,307
- EATON CORP PLC · SHS · G29183103 · shares: $197,086,040
- MAPLEBEAR INC · COM · 565394103 · shares: $182,369,046
- ROBLOX CORP · CL A · 771049103 · shares: $168,967,850
Reported holdings
53 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BLOCK INC | CL A | 852234103 | — | 7,874,917 shares | $598,493,692 |
| AT&T INC | COM | 00206R102 | — | 11,441,377 shares | $236,836,504 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 897,309 shares | $236,225,567 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 654,605 shares | $233,936,189 |
| AMAZON COM INC | COM | 023135106 | — | 972,088 shares | $231,687,454 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 14,157,675 shares | $222,983,381 |
| WAYFAIR INC | CL A | 94419L101 | — | 2,269,231 shares | $209,722,329 |
| EATON CORP PLC | SHS | G29183103 | — | 462,513 shares | $197,086,040 |
| MAPLEBEAR INC | COM | 565394103 | — | 3,624,262 shares | $171,608,806 |
| ROBLOX CORP | CL A | 771049103 | — | 2,939,969 shares | $159,875,514 |
| LYFT INC | CL A COM | 55087P104 | — | 10,568,163 shares | $154,400,861 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 1,607,362 shares | $152,924,421 |
| IRON MTN INC DEL | COM | 46284V101 | — | 1,205,946 shares | $152,323,039 |
| FERRARI N V | COM | N3167Y103 | — | 382,901 shares | $142,550,213 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 240,049 shares | $123,680,446 |
| TRIMBLE INC | COM | 896239100 | — | 2,206,550 shares | $112,931,229 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 4,370,547 shares | $110,400,017 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 2,866,451 shares | $99,551,843 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 1,315,981 shares | $98,553,817 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 3,978,010 shares | $78,287,237 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 335,164 shares | $57,993,427 |
| SANDISK CORP | COM | 80004C200 | — | 21,663 shares | $49,255,813 |
| BILL HOLDINGS INC | COM | 090043100 | — | 1,322,492 shares | $47,821,311 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 873,296 shares | $39,394,383 |
| EVERPURE INC | CL A | 74624M102 | — | 485,902 shares | $38,284,219 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 132,911 shares | $32,600,410 |
| BLOCK INC | CL A | 852234103 | — | 371,556 shares | $28,238,256 |
| NETAPP INC | COM | 64110D104 | — | 145,922 shares | $22,582,889 |
| AT&T INC | COM | 00206R102 | — | 642,842 shares | $13,306,829 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 37,227 shares | $13,303,813 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 50,417 shares | $13,272,779 |
| AMAZON COM INC | COM | 023135106 | — | 55,448 shares | $13,215,476 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 803,372 shares | $12,653,109 |
| WAYFAIR INC | CL A | 94419L101 | — | 127,061 shares | $11,742,978 |
| MAPLEBEAR INC | COM | 565394103 | — | 227,249 shares | $10,760,240 |
| ROBLOX CORP | CL A | 771049103 | — | 167,200 shares | $9,092,336 |
| LYFT INC | CL A COM | 55087P104 | — | 605,065 shares | $8,840,000 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 91,603 shares | $8,715,109 |
| IRON MTN INC DEL | COM | 46284V101 | — | 68,738 shares | $8,682,297 |
| FERRARI N V | COM | N3167Y103 | — | 21,496 shares | $8,002,746 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 13,587 shares | $7,000,430 |
| TRIMBLE INC | COM | 896239100 | — | 126,329 shares | $6,465,518 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 250,229 shares | $6,320,785 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 167,568 shares | $5,819,637 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 75,312 shares | $5,640,116 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 229,802 shares | $4,522,503 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 19,318 shares | $3,342,594 |
| SANDISK CORP | COM | 80004C200 | — | 1,273 shares | $2,894,458 |
| BILL HOLDINGS INC | COM | 090043100 | — | 77,710 shares | $2,809,994 |
| EVERPURE INC | CL A | 74624M102 | — | 29,354 shares | $2,312,802 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 48,969 shares | $2,208,992 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 8,035 shares | $1,970,825 |
| NETAPP INC | COM | 64110D104 | — | 8,100 shares | $1,253,556 |