Contour Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.08B
Q ending 2026-03-31
Prior quarter
$4.29B
Q ending 2025-12-31
Change
-28.2% QoQ · +28.3% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $336.9M | 1.2M |
| Block Inc | XYZ | Shares | $272.9M | 4.5M |
| Lyft Inc | LYFT | Shares | $159.0M | 12.0M |
| Liberty Media Corp Del | FWONK | Shares | $156.2M | 1.8M |
| Broadcom Inc | AVGO | Shares | $153.2M | 495K |
| Tesla Inc | TSLA | Shares | $148.9M | 400K |
| Iron Mtn Inc Del | IRM | Shares | $147.6M | 1.4M |
| Maplebear Inc | CART | Shares | $145.9M | 3.9M |
| Roblox Corp | RBLX | Shares | $141.5M | 2.5M |
| Rocket Cos Inc | RKT | Shares | $140.6M | 9.9M |
| Bill Holdings Inc | BILL | Shares | $128.0M | 3.3M |
| Global E Online Ltd | Shares | $115.1M | 3.7M | |
| Paypal Hldgs Inc | PYPL | Shares | $110.7M | 2.4M |
| Trimble Inc | TRMB | Shares | $110.2M | 1.7M |
| Oracle Corp | ORCL | Shares | $94.0M | 639K |
| Qorvo Inc | QRVO | Shares | $93.7M | 1.2M |
| Mks Inc. | MKSI | Shares | $86.1M | 375K |
| Zeta Global Holdings Corp | ZETA | Shares | $80.6M | 5.1M |
| Liberty Global Ltd | Shares | $73.4M | 6.1M | |
| Viasat Inc | VSAT | Shares | $70.0M | 1.5M |
| Madison Square Grdn Sprt Cor | MSGS | Shares | $66.0M | 205K |
| Take-Two Interactive Softwar | TTWO | Shares | $63.3M | 320K |
| Akamai Technologies Inc | AKAM | Shares | $56.1M | 489K |
| Applied Matls Inc | AMAT | Shares | $48.3M | 141K |
| Liberty Global Ltd | Shares | $30.7M | 2.6M | |
| Wayfair Inc | W | Shares | $24.7M | 329K |
| Enphase Energy Inc | ENPH | Shares | $23.5M | 621K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.