# Contour Asset Management LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1510669.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $4.22bn
- Positions: 27 (53 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1510669/000117266126003748/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $626.7m | 14.8% | 8,246,473 |  | Added +3,712,149 |
| [AT&T INC (T)](/companies/t.md) | COM | $250.1m | 5.9% | 12,084,219 |  | New +12,084,219 |
| [ZEBRA TECHNOLOGIES CORPORATI (ZBRA)](/companies/zbra.md) | CL A | $249.5m | 5.9% | 947,726 |  | New +947,726 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $247.2m | 5.9% | 691,832 |  | Reduced −479,611 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $244.9m | 5.8% | 1,027,536 |  | New +1,027,536 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $235.6m | 5.6% | 14,961,047 |  | Added +5,091,721 |
| [WAYFAIR INC (W)](/companies/w.md) | CL A | $221.5m | 5.2% | 2,396,292 |  | Added +2,067,584 |
| EATON CORP PLC | SHS | $197.1m | 4.7% | 462,513 |  | New +462,513 |
| [MAPLEBEAR INC (CART)](/companies/cart.md) | COM | $182.4m | 4.3% | 3,851,511 |  | Reduced −42,562 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $169.0m | 4.0% | 3,107,169 |  | Added +604,973 |
| [LYFT INC (LYFT)](/companies/lyft.md) | CL A COM | $163.2m | 3.9% | 11,173,228 |  | Reduced −778,650 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $161.6m | 3.8% | 1,698,965 |  | Reduced −137,725 |
| [IRON MTN INC DEL (IRM)](/companies/irm.md) | COM | $161.0m | 3.8% | 1,274,684 |  | Reduced −170,139 |
| FERRARI N V | COM | $150.6m | 3.6% | 404,397 |  | New +404,397 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $130.7m | 3.1% | 253,636 |  | New +253,636 |
| [TRIMBLE INC (TRMB)](/companies/trmb.md) | COM | $119.4m | 2.8% | 2,332,879 |  | Added +643,580 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $116.7m | 2.8% | 4,620,776 |  | New +4,620,776 |
| GLOBAL E ONLINE LTD | SHS | $105.4m | 2.5% | 3,034,019 |  | Reduced −698,366 |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $104.2m | 2.5% | 1,391,293 |  | New +1,391,293 |
| [ZETA GLOBAL HOLDINGS CORP (ZETA)](/companies/zeta.md) | CL A | $82.8m | 2.0% | 4,207,812 |  | Reduced −854,543 |
| [SPHERE ENTERTAINMENT CO (SPHR)](/companies/sphr.md) | CL A | $61.3m | 1.5% | 354,482 |  | New +354,482 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $52.2m | 1.2% | 22,936 |  | New +22,936 |
| [BILL HOLDINGS INC (BILL)](/companies/bill.md) | COM | $50.6m | 1.2% | 1,400,202 |  | Reduced −1,941,541 |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $41.6m | 1.0% | 922,265 |  | New +922,265 |
| [EVERPURE INC (P)](/companies/p.md) | CL A | $40.6m | 1.0% | 515,256 |  | New +515,256 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $34.6m | 0.8% | 140,946 |  | New +140,946 |
| [NETAPP INC (NTAP)](/companies/ntap.md) | COM | $23.8m | 0.6% | 154,022 |  | New +154,022 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AKAMAI TECHNOLOGIES INC (AKAM)](/companies/akam.md) | COM | $0 | 0.0% | 0 |  | Sold out −488,809 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $0 | 0.0% | 0 |  | Sold out −141,341 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $0 | 0.0% | 0 |  | Sold out −494,842 |
| [ENPHASE ENERGY INC (ENPH)](/companies/enph.md) | COM | $0 | 0.0% | 0 |  | Sold out −620,559 |
| LIBERTY GLOBAL LTD | COM CL A | $0 | 0.0% | 0 |  | Sold out −6,069,913 |
| LIBERTY GLOBAL LTD | COM CL C | $0 | 0.0% | 0 |  | Sold out −2,615,646 |
| [MADISON SQUARE GRDN SPRT COR (MSGS)](/companies/msgs.md) | CL A | $0 | 0.0% | 0 |  | Sold out −205,253 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $0 | 0.0% | 0 |  | Sold out −374,868 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $0 | 0.0% | 0 |  | Sold out −639,117 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,448,456 |
| QORVO INC | COM | $0 | 0.0% | 0 |  | Sold out −1,210,071 |
| [TAKE-TWO INTERACTIVE SOFTWAR (TTWO)](/companies/ttwo.md) | COM | $0 | 0.0% | 0 |  | Sold out −320,372 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $0 | 0.0% | 0 |  | Sold out −400,469 |
| [VIASAT INC (VSAT)](/companies/vsat.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,528,068 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003748. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.