Contour Asset Management LLC
27 holdingsFiling period: 2026-06-30Current AUM: $4.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | 8.25M | $626.7M | $645.8M | 14.79% | +3.71M | 2026-06-30 |
| 2 | T | AT&T INC | 12.08M | $250.1M | $322.9M | 7.39% | -- | 2026-06-30 |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 947.7K | $249.5M | $324.8M | 7.44% | -- | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 691.8K | $247.2M | $238.7M | 5.46% | -479,611 | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 1.03M | $244.9M | $255.3M | 5.84% | -- | 2026-06-30 |
| 6 | RKT | ROCKET COS INC | 14.96M | $235.6M | $197.3M | 4.52% | +5.09M | 2026-06-30 |
| 7 | W | WAYFAIR INC | 2.40M | $221.5M | $248.5M | 5.69% | +2.07M | 2026-06-30 |
| 8 | — | EATON CORP PLC | 462.5K | $197.1M | $197.1M | 4.51% | -- | 2026-06-30 |
| 9 | CART | MAPLEBEAR INC | 3.85M | $182.4M | $180.3M | 4.13% | -42,562 | 2026-06-30 |
| 10 | RBLX | ROBLOX CORP | 3.11M | $169.0M | $156.1M | 3.57% | +605.0K | 2026-06-30 |
| 11 | LYFT | LYFT INC | 11.17M | $163.2M | $175.3M | 4.01% | -778,650 | 2026-06-30 |
| 12 | FWONK | LIBERTY MEDIA CORP DEL | 1.70M | $161.6M | $161.4M | 3.70% | -137,725 | 2026-06-30 |
| 13 | IRM | IRON MTN INC DEL | 1.27M | $161.0M | $142.8M | 3.27% | -170,139 | 2026-06-30 |
| 14 | — | FERRARI N V | 404.4K | $150.6M | $150.6M | 3.45% | -- | 2026-06-30 |
| 15 | APP | APPLOVIN CORP | 253.6K | $130.7M | $84.1M | 1.92% | -- | 2026-06-30 |
| 16 | TRMB | TRIMBLE INC | 2.33M | $119.4M | $137.2M | 3.14% | +643.6K | 2026-06-30 |
| 17 | DKNG | DRAFTKINGS INC NEW | 4.62M | $116.7M | $113.9M | 2.61% | -- | 2026-06-30 |
| 18 | — | GLOBAL E ONLINE LTD | 3.03M | $105.4M | $105.4M | 2.41% | -698,366 | 2026-06-30 |
| 19 | STM | STMICROELECTRONICS N V | 1.39M | $104.2M | $66.7M | 1.53% | -- | 2026-06-30 |
| 20 | ZETA | ZETA GLOBAL HOLDINGS CORP | 4.21M | $82.8M | $130.6M | 2.99% | -854,543 | 2026-06-30 |
| 21 | SPHR | SPHERE ENTERTAINMENT CO | 354.5K | $61.3M | $51.1M | 1.17% | -- | 2026-06-30 |
| 22 | SNDK | SANDISK CORP | 22.9K | $52.1M | $35.1M | 0.80% | -- | 2026-06-30 |
| 23 | BILL | BILL HOLDINGS INC | 1.40M | $50.6M | $70.0M | 1.60% | -1,941,541 | 2026-06-30 |
| 24 | HPE | HEWLETT PACKARD ENTERPRISE C | 922.3K | $41.6M | $51.5M | 1.18% | -- | 2026-06-30 |
| 25 | P | EVERPURE INC | 515.3K | $40.6M | $50.0M | 1.14% | -- | 2026-06-30 |
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