Contour Asset Management as of June 30, 2026
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Block Cl A (XYZ) | 14.8 | $627M | 8.2M | 76.00 | |
| At&t (T) | 5.9 | $250M | 12M | 20.70 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.9 | $250M | 948k | 263.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $247M | 692k | 357.37 | |
| Amazon (AMZN) | 5.8 | $245M | 1.0M | 238.34 | |
| Rocket Cos Com Cl A (RKT) | 5.6 | $236M | 15M | 15.75 | |
| Wayfair Cl A (W) | 5.2 | $222M | 2.4M | 92.42 | |
| Eaton Corp SHS (ETN) | 4.7 | $197M | 463k | 426.12 | |
| Maplebear (CART) | 4.3 | $182M | 3.9M | 47.35 | |
| Roblox Corp Cl A (RBLX) | 4.0 | $169M | 3.1M | 54.38 | |
| Lyft Cl A Com (LYFT) | 3.9 | $163M | 11M | 14.61 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.8 | $162M | 1.7M | 95.14 | |
| Iron Mountain (IRM) | 3.8 | $161M | 1.3M | 126.31 | |
| Ferrari Nv Ord (RACE) | 3.6 | $151M | 404k | 372.29 | |
| Applovin Corp Com Cl A (APP) | 3.1 | $131M | 254k | 515.23 | |
| Trimble Navigation (TRMB) | 2.8 | $119M | 2.3M | 51.18 | |
| Draftkings Com Cl A (DKNG) | 2.8 | $117M | 4.6M | 25.26 | |
| Global E Online SHS (GLBE) | 2.5 | $105M | 3.0M | 34.73 | |
| Stmicroelectronics N V Ny Registry (STM) | 2.5 | $104M | 1.4M | 74.89 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 2.0 | $83M | 4.2M | 19.68 | |
| Sphere Entertainment Cl A (SPHR) | 1.5 | $61M | 355k | 173.03 | |
| Sandisk Corp (SNDK) | 1.2 | $52M | 23k | 2273.73 | |
| Bill Com Holdings Ord (BILL) | 1.2 | $51M | 1.4M | 36.16 | |
| Hewlett Packard Enterprise (HPE) | 1.0 | $42M | 922k | 45.11 | |
| Everpure Cl A (P) | 1.0 | $41M | 515k | 78.79 | |
| Cloudflare Cl A Com (NET) | 0.8 | $35M | 141k | 245.28 | |
| NetApp (NTAP) | 0.6 | $24M | 154k | 154.76 |
