Skip to content
Disclosery

Contour Asset Management LLC

Follow

13F filer, CIK 1510669, NEW YORK, NY

Contour Asset Management LLC reported $3,076,911,094 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 58.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002310

Period
2026-03-31
Reported value
$3.08B
Holdings
27
Top 10 weight
58.58%
New
9
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CARTnew+3,894,073$146M
TSLAadded+314,839$117M
RBLXadded+1,991,925$113M
PYPLnew+2,448,456$111M
LYFTadded+8,034,994$107M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-1,134,417-$301M
ABNBexited-1,683,998-$229M
Zexited-3,260,474-$222M
WDAYexited-857,075-$184M
TERexited-871,556-$169M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002310, largest first. % of portfolio is the value over $3,076,911,094, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,881 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100,259 shares; 2025Q4: 1,060,934 shares; 2026Q1: 1,171,443 shares 1,171,443$337M10.95%+110,509Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771,022 shares; 2024Q4: 2,985,082 shares; 2025Q1: 3,334,587 shares; 2025Q2: 3,624,813 shares; 2025Q3: 3,578,592 shares; 2025Q4: 4,666,891 shares; 2026Q1: 4,534,324 shares 4,534,324$273M8.87%-132,567Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,916,884 shares; 2026Q1: 11,951,878 shares 11,951,878$159M5.17%+8,034,994Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465,969 shares; 2025Q3: 1,179,311 shares; 2025Q4: 1,209,227 shares; 2026Q1: 1,836,690 shares 1,836,690$156M5.08%+627,463Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,674 shares; 2024Q4: not reported; 2025Q1: 270,500 shares; 2025Q2: 431,706 shares; 2025Q3: 306,743 shares; 2025Q4: 192,946 shares; 2026Q1: 494,842 shares 494,842$153M4.98%+301,896Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,630 shares; 2026Q1: 400,469 shares 400,469$149M4.84%+314,839Timeline
IRMIRON MTN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427,250 shares; 2025Q2: 2,335,348 shares; 2025Q3: 3,165,830 shares; 2025Q4: 2,832,182 shares; 2026Q1: 1,444,823 shares 1,444,823$148M4.8%-1,387,359Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,894,073 shares 3,894,073$146M4.74%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,160 shares; 2025Q4: 510,271 shares; 2026Q1: 2,502,196 shares 2,502,196$142M4.6%+1,991,925Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,122,169 shares; 2025Q4: 3,845,051 shares; 2026Q1: 9,869,326 shares 9,869,326$141M4.57%+6,024,275Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,433,500 shares; 2025Q2: 2,962,367 shares; 2025Q3: 3,238,438 shares; 2025Q4: 4,710,570 shares; 2026Q1: 3,341,743 shares 3,341,743$128M4.16%-1,368,827Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,426,387 shares; 2024Q4: 2,646,906 shares; 2025Q1: 3,119,286 shares; 2025Q2: 3,800,130 shares; 2025Q3: 4,631,035 shares; 2025Q4: 4,842,069 shares; 2026Q1: 3,732,385 shares 3,732,385$115M3.74%-1,109,684Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851,547 shares; 2025Q4: not reported; 2026Q1: 2,448,456 shares 2,448,456$111M3.6%newTimeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483,269 shares; 2024Q4: 4,681,182 shares; 2025Q1: 3,600,488 shares; 2025Q2: 3,789,049 shares; 2025Q3: 3,099,003 shares; 2025Q4: 3,174,248 shares; 2026Q1: 1,689,299 shares 1,689,299$110M3.58%-1,484,949Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176,620 shares; 2024Q4: 532,599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639,117 shares 639,117$94M3.06%newTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,810 shares; 2024Q4: not reported; 2025Q1: 2,094,993 shares; 2025Q2: 2,368,650 shares; 2025Q3: 2,353,003 shares; 2025Q4: 2,248,922 shares; 2026Q1: 1,210,071 shares 1,210,071$93.7M3.04%-1,038,851Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374,868 shares 374,868$86.1M2.8%newTimeline
ZETAZETA GLOBAL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,771,000 shares; 2025Q3: 8,834,719 shares; 2025Q4: 11,162,626 shares; 2026Q1: 5,062,355 shares 5,062,355$80.6M2.62%-6,100,271Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,016,482 shares; 2025Q1: 3,314,529 shares; 2025Q2: 4,107,411 shares; 2025Q3: 4,325,889 shares; 2025Q4: 5,183,133 shares; 2026Q1: 6,069,913 shares 6,069,913$73.4M2.39%+886,780Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,528,068 shares 1,528,068$70M2.27%newTimeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171,031 shares; 2025Q4: 191,008 shares; 2026Q1: 205,253 shares 205,253$66M2.14%+14,245Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871,899 shares; 2025Q2: 843,442 shares; 2025Q3: 876,429 shares; 2025Q4: 908,474 shares; 2026Q1: 320,372 shares 320,372$63.3M2.06%-588,102Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488,809 shares 488,809$56.1M1.82%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,341 shares 141,341$48.3M1.57%newTimeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790,254 shares; 2025Q2: 1,772,493 shares; 2025Q3: 1,858,306 shares; 2025Q4: 2,608,955 shares; 2026Q1: 2,615,646 shares 2,615,646$30.7M1%+6,691Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,000 shares; 2024Q4: 835,455 shares; 2025Q1: 455,457 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328,708 shares 328,708$24.7M0.8%newTimeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620,559 shares 620,559$23.5M0.76%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRMSALESFORCE INC1,134,417$301Mshares
ABNBAIRBNB INC1,683,998$229Mshares
ZZILLOW GROUP INC3,260,474$222Mshares
WDAYWORKDAY INC857,075$184Mshares
TERTERADYNE INC871,556$169Mshares
RUNSUNRUN INC5,326,628$98Mshares
MDBMONGODB INC198,944$83.5Mshares
DASHDOORDASH INC359,631$81.4Mshares
PAYCPAYCOM SOFTWARE INC378,595$60.3Mshares
BAHBOOZ ALLEN HAMILTON HLDG COR398,602$33.6Mshares
FISVFISERV INC431,164$29Mshares
SNAPSNAP INC3,355,000$27.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002310 base2026-05-15acceptance time not in the bulk data set