Holders — by stockHoldings — by fund
Contour Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001510669
$4.22B
disclosed book value
27
positions
14.8%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XYZBLOCK INC | 8.2M | $626.7M | 14.8% |
| 2 | TAT&T INC | 12.1M | $250.1M | 5.9% |
| 3 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 947,726 | $249.5M | 5.9% |
| 4 | GOOGLALPHABET INC | 691,832 | $247.2M | 5.9% |
| 5 | AMZNAMAZON COM INC | 1.0M | $244.9M | 5.8% |
| 6 | RKTROCKET COS INC | 15.0M | $235.6M | 5.6% |
| 7 | WWAYFAIR INC | 2.4M | $221.5M | 5.2% |
| 8 | EATON CORP PLC | 462,513 | $197.1M | 4.7% |
| 9 | CARTMAPLEBEAR INC | 3.9M | $182.4M | 4.3% |
| 10 | RBLXROBLOX CORP | 3.1M | $169.0M | 4% |
| 11 | LYFTLYFT INC | 11.2M | $163.2M | 3.9% |
| 12 | FWONKLIBERTY MEDIA CORP DEL | 1.7M | $161.6M | 3.8% |
| 13 | IRMIRON MTN INC DEL | 1.3M | $161.0M | 3.8% |
| 14 | FERRARI N V | 404,397 | $150.6M | 3.6% |
| 15 | APPAPPLOVIN CORP | 253,636 | $130.7M | 3.1% |
| 16 | TRMBTRIMBLE INC | 2.3M | $119.4M | 2.8% |
| 17 | DKNGDRAFTKINGS INC NEW | 4.6M | $116.7M | 2.8% |
| 18 | GLOBAL E ONLINE LTD | 3.0M | $105.4M | 2.5% |
| 19 | STMSTMICROELECTRONICS N V | 1.4M | $104.2M | 2.5% |
| 20 | ZETAZETA GLOBAL HOLDINGS CORP | 4.2M | $82.8M | 2% |
| 21 | SPHRSPHERE ENTERTAINMENT CO | 354,482 | $61.3M | 1.5% |
| 22 | SNDKSANDISK CORP | 22,936 | $52.2M | 1.2% |
| 23 | BILLBILL HOLDINGS INC | 1.4M | $50.6M | 1.2% |
| 24 | HPEHEWLETT PACKARD ENTERPRISE C | 922,265 | $41.6M | 1% |
| 25 | PEVERPURE INC | 515,256 | $40.6M | 1% |
| 26 | NETCLOUDFLARE INC | 140,946 | $34.6M | 0.8% |
| 27 | NTAPNETAPP INC | 154,022 | $23.8M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.