13F-HR filed by Contour Asset Management LLC
Contour Asset Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 27 holding rows worth $4,224,379,229.
- Accession
- 0001172661-26-003748
- Filer
- CIK 1510669
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 53 entries on the cover page, a total value of $4,224,379,229 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,224,379,229 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 |
|---|---|---|---|---|---|---|
| BLOCK INC CL A | 852234103 | Stock | 8,246,473 | $626,731,948 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,084,219 | $250,143,333 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 947,726 | $249,498,346 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 691,832 | $247,240,002 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,027,536 | $244,902,930 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 14,961,047 | $235,636,490 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 2,396,292 | $221,465,307 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 462,513 | $197,086,040 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 3,851,511 | $182,369,046 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 3,107,169 | $168,967,850 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 11,173,228 | $163,240,861 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,698,965 | $161,639,530 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 1,274,684 | $161,005,336 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 404,397 | $150,552,959 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 253,636 | $130,680,876 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 2,332,879 | $119,396,747 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 4,620,776 | $116,720,802 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 3,034,019 | $105,371,480 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 1,391,293 | $104,193,933 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 4,207,812 | $82,809,740 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 354,482 | $61,336,021 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 22,936 | $52,150,271 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 1,400,202 | $50,631,305 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 922,265 | $41,603,375 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 515,256 | $40,597,021 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 140,946 | $34,571,235 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 154,022 | $23,836,445 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003748 | this filing | 2026-08-14 | acceptance time not in the bulk data set |