13F-HR filed by Contour Asset Management LLC
Contour Asset Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 27 holding rows worth $3,076,911,094.
- Accession
- 0001172661-26-002310
- Filer
- CIK 1510669
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 54 entries on the cover page, a total value of $3,076,911,094 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,076,911,094 with VALUE read as dollars as filed, 13F file number 028-14201. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerBrummer Multi-Strategy AB
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,171,443 | $336,860,149 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 4,534,324 | $272,875,618 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 11,951,878 | $158,959,978 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,836,690 | $156,155,384 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 494,842 | $153,158,547 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 400,469 | $148,874,351 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 1,444,823 | $147,574,221 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 3,894,073 | $145,871,975 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 2,502,196 | $141,524,205 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 9,869,326 | $140,637,896 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 3,341,743 | $127,988,757 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 3,732,385 | $115,144,078 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 2,448,456 | $110,743,665 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 1,689,299 | $110,192,974 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 639,117 | $94,020,501 | dollars as filed | |
| QORVO INC COM | 74736K101 | Stock | 1,210,071 | $93,659,495 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 374,868 | $86,148,415 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 5,062,355 | $80,592,692 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188101 | COM CL A | 6,069,913 | $73,385,248 | dollars as filed | |
| VIASAT INC | 92552V100 | COM | 1,528,068 | $69,985,515 | dollars as filed | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 205,253 | $65,968,314 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 320,372 | $63,273,471 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 488,809 | $56,139,714 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 141,341 | $48,308,940 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188127 | COM CL C | 2,615,646 | $30,681,527 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 328,708 | $24,722,128 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 620,559 | $23,463,336 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002310 | this filing | 2026-05-15 | acceptance time not in the bulk data set |