Contour Asset Management LLC
CIK 0001510669 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
XYZ
BLOCK INC
14.8%
T
AT&T INC
5.9%
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
5.9%
GOOGL
ALPHABET INC
5.9%
AMZN
AMAZON COM INC
5.8%
RKT
ROCKET COS INC
5.6%
W
WAYFAIR INC
5.2%
ETN
EATON CORP PLC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.