Contour Asset Management LLC

CIK 0001510669 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Contour Asset Management LLC reported 27 positions worth $4.22B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: XYZ (14.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.22B
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.1%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XYZBLOCK INCSH$626.7M14.84%8,246,473
2TAT&T INCSH$250.1M5.92%12,084,219
3ZBRAZEBRA TECHNOLOGIES CORPORATISH$249.5M5.91%947,726
4GOOGLALPHABET INCSH$247.2M5.85%691,832
5AMZNAMAZON COM INCSH$244.9M5.80%1,027,536
6RKTROCKET COS INCSH$235.6M5.58%14,961,047
7WWAYFAIR INCSH$221.5M5.24%2,396,292
8ETNEATON CORP PLCSH$197.1M4.67%462,513
9CARTMAPLEBEAR INCSH$182.4M4.32%3,851,511
10RBLXROBLOX CORPSH$169.0M4.00%3,107,169

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Contour Asset Management LLC hold as of Q2 2026?

Contour Asset Management LLC reported 27 positions worth $4.22B in its Q2 2026 13F filing. Largest positions: XYZ (14.8%), T (5.9%), ZBRA (5.9%), GOOGL (5.9%) and AMZN (5.8%).

What did Contour Asset Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Contour Asset Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.