EdgeMarket › What Contour Asset Management Llc reported owning
What Contour Asset Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.1BPositions
27Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 336.9M | 10.9% | 1.2M | 344.82 | +73.0% |
| XYZ Block, Inc. | 272.9M | 8.9% | 4.5M | 82.16 | +10.8% |
| LYFT Lyft, Inc. | 159.0M | 5.2% | 12.0M | 17.47 | +12.2% |
| FWONK Liberty Media Corp | 156.2M | 5.1% | 1.8M | 104.94 | +3.2% |
| AVGO Broadcom Inc. | 153.2M | 5.0% | 494.8K | 368.45 | +26.5% |
| TSLA Tesla, Inc. | 148.9M | 4.8% | 400.5K | 362.86 | +12.0% |
| IRM IRON MOUNTAIN INC | 147.6M | 4.8% | 1.4M | 122.02 | +33.7% |
| CART Maplebear Inc. | 145.9M | 4.7% | 3.9M | 49.83 | +9.5% |
| RBLX Roblox Corp | 141.5M | 4.6% | 2.5M | 38.37 | -67.6% |
| RKT Rocket Companies, Inc. | 140.6M | 4.6% | 9.9M | 13.93 | -21.6% |
| BILL BILL Holdings, Inc. | 128.0M | 4.2% | 3.3M | 47.82 | +14.8% |
| GLBE Global-E Online Ltd. | 115.1M | 3.7% | 3.7M | 40.55 | +27.4% |
| PYPL PayPal Holdings, Inc. | 110.7M | 3.6% | 2.4M | 61.55 | -9.6% |
| TRMB TRIMBLE INC. | 110.2M | 3.6% | 1.7M | 60.25 | -24.9% |
| ORCL ORACLE CORP | 94.0M | 3.1% | 639.1K | 146.47 | -37.7% |
| QRVO Qorvo, Inc. | 93.7M | 3.0% | 1.2M | 95.56 | +7.3% |
| MKSI MKS INC | 86.1M | 2.8% | 374.9K | 279.11 | +180.9% |
| ZETA Zeta Global Holdings Corp. | 80.6M | 2.6% | 5.1M | 29.07 | +60.0% |
| LBTYA Liberty Global Ltd. | 73.4M | 2.4% | 6.1M | 10.65 | -6.0% |
| VSAT VIASAT INC | 70.0M | 2.3% | 1.5M | 74.72 | +187.7% |
| MSGS Madison Square Garden Sports Corp. | 66.0M | 2.1% | 205.3K | 406.16 | +107.7% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 63.3M | 2.1% | 320.4K | 239.62 | +4.8% |
| AKAM AKAMAI TECHNOLOGIES INC | 56.1M | 1.8% | 488.8K | 110.42 | +45.2% |
| AMAT APPLIED MATERIALS INC /DE | 48.3M | 1.6% | 141.3K | 492.32 | +205.9% |
| LBTYK Liberty Global Ltd. | 30.7M | 1.0% | 2.6M | 10.41 | -8.8% |
| W Wayfair Inc. | 24.7M | 0.8% | 328.7K | 101.52 | +27.0% |
| ENPH Enphase Energy, Inc. | 23.5M | 0.8% | 620.6K | 38.61 | +8.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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