Contour Asset Management LLC

Name: Contour Asset Management LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1510669.

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Reported value$4.22bn
Positions27

Holdings: 27 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 53 lines; lines for the same security and option type are added together here.

Contour Asset Management LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Block IncXYZ	CL A	852234103	627	14.8%	8,246,473	Added+3,712,149
AT&T IncT	COM	00206R102	250	5.9%	12,084,219	New+12,084,219
Zebra Technologies CorporatiZBRA	CL A	989207105	249	5.9%	947,726	New+947,726
Alphabet IncGOOGL	CAP STK CL A	02079K305	247	5.9%	691,832	Reduced−479,611
Amazon Com IncAMZN	COM	023135106	245	5.8%	1,027,536	New+1,027,536
Rocket Cos IncRKT	COM CL A	77311W101	236	5.6%	14,961,047	Added+5,091,721
Wayfair IncW	CL A	94419L101	221	5.2%	2,396,292	Added+2,067,584
Eaton Corp plc	SHS	G29183103	197	4.7%	462,513	New+462,513
Maplebear IncCART	COM	565394103	182	4.3%	3,851,511	Reduced−42,562
Roblox CorpRBLX	CL A	771049103	169	4.0%	3,107,169	Added+604,973
Lyft IncLYFT	CL A COM	55087P104	163	3.9%	11,173,228	Reduced−778,650
Liberty Media Corp DelFWONA	COM LBTY ONE S C	531229755	162	3.8%	1,698,965	Reduced−137,725
Iron MTN Inc DelIRM	COM	46284V101	161	3.8%	1,274,684	Reduced−170,139
Ferrari N V	COM	N3167Y103	151	3.6%	404,397	New+404,397
Applovin CorpAPP	COM CL A	03831W108	131	3.1%	253,636	New+253,636
Trimble IncTRMB	COM	896239100	119	2.8%	2,332,879	Added+643,580
Draftkings Inc NewDKNG	COM CL A	26142V105	117	2.8%	4,620,776	New+4,620,776
Global E Online Ltd	SHS	M5216V106	105	2.5%	3,034,019	Reduced−698,366
Stmicroelectronics N VSTM	NY REGISTRY	861012102	104	2.5%	1,391,293	New+1,391,293
Zeta Global Holdings CorpZETA	CL A	98956A105	82.8	2.0%	4,207,812	Reduced−854,543
Sphere Entertainment CoSPHR	CL A	55826T102	61.3	1.5%	354,482	New+354,482
Sandisk CorpSNDK	COM	80004C200	52.2	1.2%	22,936	New+22,936
Bill Holdings IncBILL	COM	090043100	50.6	1.2%	1,400,202	Reduced−1,941,541
Hewlett Packard Enterprise CHPE	COM	42824C109	41.6	1.0%	922,265	New+922,265
Everpure IncP	CL A	74624M102	40.6	1.0%	515,256	New+515,256
Cloudflare IncNET	CL A COM	18915M107	34.6	0.8%	140,946	New+140,946
Netapp IncNTAP	COM	64110D104	23.8	0.6%	154,022	New+154,022

Sold out: 14 positions

Held at the end of the quarter before and not reported this quarter.

Contour Asset Management LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Akamai Technologies IncAKAM	COM	00971T101	0.0%	Sold out−488,809
Applied Matls IncAMAT	COM	038222105	0.0%	Sold out−141,341
Broadcom IncAVGO	COM	11135F101	0.0%	Sold out−494,842
Enphase Energy IncENPH	COM	29355A107	0.0%	Sold out−620,559
Liberty Global Ltd	COM CL A	G61188101	0.0%	Sold out−6,069,913
Liberty Global Ltd	COM CL C	G61188127	0.0%	Sold out−2,615,646
Madison Square GRDN SPRT CorMSGS	CL A	55825T103	0.0%	Sold out−205,253
MKS Inc.MKSI	COM	55306N104	0.0%	Sold out−374,868
Oracle CorpORCL	COM	68389X105	0.0%	Sold out−639,117
Paypal Holdings IncPYPL	COM	70450Y103	0.0%	Sold out−2,448,456
Qorvo Inc	COM	74736K101	0.0%	Sold out−1,210,071
Take-Two Interactive SoftwarTTWO	COM	874054109	0.0%	Sold out−320,372
Tesla IncTSLA	COM	88160R101	0.0%	Sold out−400,469
Viasat IncVSAT	COM	92552V100	0.0%	Sold out−1,528,068

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003748 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.