Contour Asset Management LLC 13F Holdings · Q2 2026
Contour Asset Management LLC reported 27 securities worth $4.22B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XYZ (14.84%), T (5.92%), ZBRA (5.91%). Among its top 25 positions this quarter: 12 new, 5 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | $626.7M | 14.84% | 8.2M | Added |
| 2 | T | AT&T INC | $250.1M | 5.92% | 12.1M | New |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $249.5M | 5.91% | 947,726 | New |
| 4 | GOOGL | ALPHABET INC | $247.2M | 5.85% | 691,832 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $244.9M | 5.80% | 1.0M | New |
| 6 | RKT | ROCKET COS INC | $235.6M | 5.58% | 15.0M | Added |
| 7 | W | WAYFAIR INC | $221.5M | 5.24% | 2.4M | Added |
| 8 | ETN | EATON CORP PLC | $197.1M | 4.67% | 462,513 | New |
| 9 | CART | MAPLEBEAR INC | $182.4M | 4.32% | 3.9M | Trimmed |
| 10 | RBLX | ROBLOX CORP | $169.0M | 4.00% | 3.1M | Added |
| 11 | LYFT | LYFT INC | $163.2M | 3.86% | 11.2M | Trimmed |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | $161.6M | 3.83% | 1.7M | Trimmed |
| 13 | IRM | IRON MTN INC DEL | $161.0M | 3.81% | 1.3M | Trimmed |
| 14 | RACE | FERRARI N V | $150.6M | 3.56% | 404,397 | New |
| 15 | APP | APPLOVIN CORP | $130.7M | 3.09% | 253,636 | New |
| 16 | TRMB | TRIMBLE INC | $119.4M | 2.83% | 2.3M | Added |
| 17 | DKNG | DRAFTKINGS INC NEW | $116.7M | 2.76% | 4.6M | New |
| 18 | GLBE | GLOBAL E ONLINE LTD | $105.4M | 2.49% | 3.0M | Trimmed |
| 19 | STM | STMICROELECTRONICS N V | $104.2M | 2.47% | 1.4M | New |
| 20 | ZETA | ZETA GLOBAL HOLDINGS CORP | $82.8M | 1.96% | 4.2M | Trimmed |
| 21 | SPHR | SPHERE ENTERTAINMENT CO | $61.3M | 1.45% | 354,482 | New |
| 22 | SNDK | SANDISK CORP | $52.2M | 1.23% | 22,936 | New |
| 23 | BILL | BILL HOLDINGS INC | $50.6M | 1.20% | 1.4M | Trimmed |
| 24 | HPE | HEWLETT PACKARD ENTERPRISE C | $41.6M | 0.98% | 922,265 | New |
| 25 | P | EVERPURE INC | $40.6M | 0.96% | 515,256 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR