Contour Asset Management LLC
27 holdingsFiling period: 2026-06-30Current AUM: $4.35Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XYZ | Block Inc | 8.25M | $626.7M | $614.8M | 14.14% | +3.71M | 2026-06-30 |
| 2 | T | AT&T Inc | 12.08M | $250.1M | $252.0M | 5.79% | -- | 2026-06-30 |
| 3 | ZBRA | Zebra Technologies Corporati | 947.7K | $249.5M | $364.1M | 8.37% | -- | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 691.8K | $247.2M | $219.2M | 5.04% | -479,611 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 1.03M | $244.9M | $255.9M | 5.89% | -- | 2026-06-30 |
| 6 | RKT | Rocket Cos Inc | 14.96M | $235.6M | $171.9M | 3.95% | +5.09M | 2026-06-30 |
| 7 | W | Wayfair Inc | 2.40M | $221.5M | $270.9M | 6.23% | +2.07M | 2026-06-30 |
| 8 | — | Eaton Corp PLC | 462.5K | $197.1M | $197.1M | 4.53% | -- | 2026-06-30 |
| 9 | CART | Maplebear Inc | 3.85M | $182.4M | $234.5M | 5.39% | -42,562 | 2026-06-30 |
| 10 | RBLX | Roblox Corp | 3.11M | $169.0M | $168.9M | 3.88% | +605.0K | 2026-06-30 |
| 11 | LYFT | Lyft Inc | 11.17M | $163.2M | $190.6M | 4.38% | -778,650 | 2026-06-30 |
| 12 | FWONK | Liberty Media Corp Del | 1.70M | $161.6M | $151.4M | 3.48% | -137,725 | 2026-06-30 |
| 13 | IRM | Iron Mtn Inc Del | 1.27M | $161.0M | $144.1M | 3.31% | -170,139 | 2026-06-30 |
| 14 | — | Ferrari N V | 404.4K | $150.6M | $150.6M | 3.46% | -- | 2026-06-30 |
| 15 | APP | Applovin Corp | 253.6K | $130.7M | $66.1M | 1.52% | -- | 2026-06-30 |
| 16 | TRMB | Trimble Inc | 2.33M | $119.4M | $147.8M | 3.40% | +643.6K | 2026-06-30 |
| 17 | DKNG | Draftkings Inc New | 4.62M | $116.7M | $98.1M | 2.25% | -- | 2026-06-30 |
| 18 | — | Global E Online Ltd | 3.03M | $105.4M | $105.4M | 2.42% | -698,366 | 2026-06-30 |
| 19 | STM | Stmicroelectronics N V | 1.39M | $104.2M | $62.9M | 1.45% | -- | 2026-06-30 |
| 20 | ZETA | Zeta Global Holdings Corp | 4.21M | $82.8M | $141.8M | 3.26% | -854,543 | 2026-06-30 |
| 21 | SPHR | Sphere Entertainment Co | 354.5K | $61.3M | $39.1M | 0.90% | -- | 2026-06-30 |
| 22 | SNDK | Sandisk Corp | 22.9K | $52.1M | $28.8M | 0.66% | -- | 2026-06-30 |
| 23 | BILL | Bill Holdings Inc | 1.40M | $50.6M | $69.9M | 1.61% | -1,941,541 | 2026-06-30 |
| 24 | HPE | Hewlett Packard Enterprise C | 922.3K | $41.6M | $54.2M | 1.25% | -- | 2026-06-30 |
| 25 | P | Everpure Inc | 515.3K | $40.6M | $67.7M | 1.56% | -- | 2026-06-30 |
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