Contour Asset Management LLC
27 holdingsFiling period: 2026-03-31Current AUM: $3.51Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.17M | $336.9M | $417.2M | 11.87% | +110.5K | 2026-03-31 |
| 2 | XYZ | BLOCK INC | 4.53M | $272.9M | $368.4M | 10.48% | -132,567 | 2026-03-31 |
| 3 | LYFT | LYFT INC | 11.95M | $159.0M | $189.6M | 5.39% | +8.03M | 2026-03-31 |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 1.84M | $156.2M | $180.2M | 5.13% | +627.5K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 494.8K | $153.2M | $192.6M | 5.48% | +301.9K | 2026-03-31 |
| 6 | TSLA | TESLA INC | 400.5K | $148.9M | $124.6M | 3.55% | +314.8K | 2026-03-31 |
| 7 | IRM | IRON MTN INC DEL | 1.44M | $147.6M | $176.7M | 5.03% | -1,387,359 | 2026-03-31 |
| 8 | CART | MAPLEBEAR INC | 3.89M | $145.9M | $173.7M | 4.94% | -- | 2026-03-31 |
| 9 | RBLX | ROBLOX CORP | 2.50M | $141.5M | $89.1M | 2.53% | +1.99M | 2026-03-31 |
| 10 | RKT | ROCKET COS INC | 9.87M | $140.6M | $127.3M | 3.62% | +6.02M | 2026-03-31 |
| 11 | BILL | BILL HOLDINGS INC | 3.34M | $128.0M | $150.8M | 4.29% | -1,368,827 | 2026-03-31 |
| 12 | — | GLOBAL E ONLINE LTD | 3.73M | $115.1M | $115.1M | 3.28% | -1,109,684 | 2026-03-31 |
| 13 | PYPL | PAYPAL HLDGS INC | 2.45M | $110.7M | $140.1M | 3.99% | -- | 2026-03-31 |
| 14 | TRMB | TRIMBLE INC | 1.69M | $110.2M | $95.6M | 2.72% | -1,484,949 | 2026-03-31 |
| 15 | ORCL | ORACLE CORP | 639.1K | $94.0M | $83.0M | 2.36% | -- | 2026-03-31 |
| 16 | QRVO | QORVO INC | 1.21M | $93.7M | $109.6M | 3.12% | -1,038,851 | 2026-03-31 |
| 17 | MKSI | MKS INC. | 374.9K | $86.1M | $111.5M | 3.17% | -- | 2026-03-31 |
| 18 | ZETA | ZETA GLOBAL HOLDINGS CORP | 5.06M | $80.6M | $109.3M | 3.11% | -6,100,271 | 2026-03-31 |
| 19 | — | LIBERTY GLOBAL LTD | 6.07M | $73.4M | $73.4M | 2.09% | +886.8K | 2026-03-31 |
| 20 | VSAT | VIASAT INC | 1.53M | $70.0M | $117.6M | 3.35% | -- | 2026-03-31 |
| 21 | MSGS | MADISON SQUARE GRDN SPRT COR | 205.3K | $66.0M | $80.8M | 2.30% | +14.2K | 2026-03-31 |
| 22 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 320.4K | $63.3M | $77.8M | 2.21% | -588,102 | 2026-03-31 |
| 23 | AKAM | AKAMAI TECHNOLOGIES INC | 488.8K | $56.1M | $56.3M | 1.60% | -- | 2026-03-31 |
| 24 | AMAT | APPLIED MATLS INC | 141.3K | $48.3M | $71.8M | 2.04% | -- | 2026-03-31 |
| 25 | — | LIBERTY GLOBAL LTD | 2.62M | $30.7M | $30.7M | 0.87% | +6.7K | 2026-03-31 |
← Scroll →
Page 1 of 2