Contour Asset Management LLC
Net buyer this quarter
$4.22B
27
+$564M
62.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XYZ | $627M | 14.84% | Not reported | +81.9% | Q2 2019 |
 T | $250M | 5.92% | 0.17% | Not reported | Q2 2024 |
 ZBRA | $249M | 5.91% | 1.99% | Not reported | Q4 2014 |
 GOOGL | $247M | 5.85% | 0.01% | -40.9% | Q4 2015 |
 AMZN | $245M | 5.80% | 0.01% | Not reported | Q3 2013 |
 RKT | $236M | 5.58% | Not reported | +51.6% | Q3 2024 |
 W | $221M | 5.24% | Not reported | +629.0% | Q2 2015 |
 ETN | $197M | 4.67% | 0.12% | New | Q2 2026 |
 CART | $182M | 4.32% | 1.65% | -1.1% | Q1 2026 |
 RBLX | $169M | 4.00% | 0.44% | +24.2% | Q3 2025 |
 LYFT | $163M | 3.86% | 2.94% | -6.5% | Q1 2019 |
 FWONK | $162M | 3.83% | Not reported | -7.5% | Q1 2024 |
 IRM | $161M | 3.81% | 0.43% | -11.8% | Q1 2025 |
 RACE | $151M | 3.56% | 0.22% | New | Q2 2026 |
 APP | $131M | 3.09% | 0.08% | Not reported | Q3 2023 |
 TRMB | $119M | 2.83% | 1.00% | +38.1% | Q2 2018 |
 DKNG | $117M | 2.76% | Not reported | Not reported | Q4 2024 |
 GLBE | $105M | 2.49% | 1.79% | -18.7% | Q4 2023 |
 STM | $104M | 2.47% | 0.16% | New | Q2 2026 |
 ZETA | $82.8M | 1.96% | Not reported | -16.9% | Q2 2025 |
 SPHR | $61.3M | 1.45% | Not reported | Not reported | Q2 2020 |
 SNDK | $52.2M | 1.23% | 0.02% | Not reported | Q3 2015 |
 BILL | $50.6M | 1.20% | 1.52% | -58.1% | Q2 2020 |
 HPE | $41.6M | 0.98% | 0.07% | Not reported | Q2 2016 |
 P | $40.6M | 0.96% | 0.16% | New | Q2 2026 |
 NET | $34.6M | 0.82% | Not reported | New | Q2 2026 |
 NTAP | $23.8M | 0.56% | 0.08% | Not reported | Q3 2013 |
| Q1 2026 | |||||
| GOOGL | $337M | 10.95% | 0.01% | +10.4% | Q4 2015 |
| XYZ | $273M | 8.87% | Not reported | -2.8% | Q2 2019 |
| LYFT | $159M | 5.17% | 3.00% | +205.1% | Q1 2019 |
| FWONK | $156M | 5.08% | Not reported | +51.9% | Q1 2024 |
 AVGO | $153M | 4.98% | 0.01% | +156.5% | Q1 2016 |
 TSLA | $149M | 4.84% | 0.01% | +367.7% | Q4 2025 |
| IRM | $148M | 4.80% | 0.49% | -49.0% | Q1 2025 |
| CART | $146M | 4.74% | 1.65% | New | Q1 2026 |
| RBLX | $142M | 4.60% | 0.35% | +390.4% | Q3 2025 |
| RKT | $141M | 4.57% | Not reported | +156.7% | Q3 2024 |
| BILL | $128M | 4.16% | 3.38% | -29.1% | Q2 2020 |
| GLBE | $115M | 3.74% | 2.21% | -22.9% | Q4 2023 |
 PYPL | $111M | 3.60% | 0.27% | Not reported | Q1 2020 |
| TRMB | $110M | 3.58% | 0.72% | -46.8% | Q2 2018 |
 ORCL | $94M | 3.06% | 0.02% | Not reported | Q1 2015 |
 QRVO | $93.7M | 3.04% | 1.38% | -46.2% | Q3 2016 |
 MKSI | $86.1M | 2.80% | 0.56% | New | Q1 2026 |
| ZETA | $80.6M | 2.62% | Not reported | -54.7% | Q2 2025 |
 LBTYA | $73.4M | 2.39% | Not reported | +17.1% | Q4 2013 |
 VSAT | $70M | 2.27% | 1.12% | New | Q1 2026 |
 MSGS | $66M | 2.14% | 0.82% | +7.5% | Q1 2020 |
 TTWO | $63.3M | 2.06% | 0.17% | -64.7% | Q3 2018 |
 AKAM | $56.1M | 1.82% | 0.34% | Not reported | Q4 2013 |
 AMAT | $48.3M | 1.57% | 0.02% | Not reported | Q4 2018 |
| LBTYK | $30.7M | 1.00% | Not reported | +0.3% | Q1 2025 |
| W | $24.7M | 0.80% | Not reported | Not reported | Q2 2015 |
 ENPH | $23.5M | 0.76% | 0.47% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $332M | 7.75% | 0.01% | -3.6% | Q4 2015 |
| XYZ | $304M | 7.09% | Not reported | +30.4% | Q2 2019 |
 CRM | $301M | 7.01% | 0.12% | Not reported | Q2 2013 |
| BILL | $257M | 5.99% | 4.70% | +45.5% | Q2 2020 |
| TRMB | $249M | 5.80% | 1.33% | +2.4% | Q2 2018 |
| IRM | $235M | 5.48% | 0.96% | -10.5% | Q1 2025 |
| TTWO | $233M | 5.43% | 0.49% | +3.7% | Q3 2018 |
 ABNB | $229M | 5.33% | Not reported | +75.0% | Q3 2025 |
| ZETA | $227M | 5.30% | Not reported | +26.4% | Q2 2025 |
 Z | $222M | 5.19% | Not reported | +29.8% | Q2 2013 |
| GLBE | $190M | 4.44% | 2.86% | +4.6% | Q4 2023 |
| QRVO | $190M | 4.43% | 2.43% | -4.4% | Q3 2016 |
 WDAY | $184M | 4.30% | 0.39% | Not reported | Q2 2013 |
 TER | $169M | 3.94% | 0.56% | -42.5% | Q1 2014 |
| FWONK | $119M | 2.78% | Not reported | +2.5% | Q1 2024 |
 RUN | $98M | 2.29% | 2.28% | New | Q4 2025 |
 MDB | $83.5M | 1.95% | 0.24% | Not reported | Q4 2022 |
 DASH | $81.4M | 1.90% | Not reported | +395.3% | Q4 2020 |
| LYFT | $75.9M | 1.77% | 0.98% | Not reported | Q1 2019 |
| RKT | $74.4M | 1.74% | Not reported | -46.0% | Q3 2024 |
| AVGO | $66.8M | 1.56% | 0.00% | -37.1% | Q1 2016 |
 PAYC | $60.3M | 1.41% | 0.69% | Not reported | Q1 2016 |
| LBTYA | $57.7M | 1.35% | Not reported | +19.8% | Q4 2013 |
| MSGS | $49.4M | 1.15% | 0.77% | +11.7% | Q1 2020 |
| RBLX | $41.3M | 0.96% | 0.07% | +85.5% | Q3 2025 |
| TSLA | $38.5M | 0.90% | 0.00% | New | Q4 2025 |
 BAH | $33.6M | 0.78% | 0.33% | New | Q4 2025 |
 FISV | $29M | 0.68% | 0.08% | Not reported | Q3 2022 |
| LBTYK | $28.8M | 0.67% | Not reported | +40.4% | Q1 2025 |
 SNAP | $27.1M | 0.63% | 0.19% | -66.0% | Q3 2019 |
| Q3 2025 | |||||
| IRM | $323M | 8.09% | 1.07% | +35.6% | Q1 2025 |
| GOOGL | $267M | 6.70% | 0.01% | Not reported | Q4 2015 |
| XYZ | $259M | 6.48% | Not reported | -1.3% | Q2 2019 |
| TRMB | $253M | 6.34% | 1.30% | -18.2% | Q2 2018 |
| TTWO | $226M | 5.67% | 0.47% | +3.9% | Q3 2018 |
| QRVO | $214M | 5.37% | 2.54% | -0.7% | Q3 2016 |
| TER | $209M | 5.23% | 0.96% | Not reported | Q1 2014 |
| Z | $194M | 4.85% | Not reported | Not reported | Q2 2013 |
| ZETA | $176M | 4.40% | Not reported | +85.2% | Q2 2025 |
| BILL | $172M | 4.30% | 3.19% | +9.3% | Q2 2020 |
| GLBE | $166M | 4.15% | 2.74% | +21.9% | Q4 2023 |
| RKT | $138M | 3.46% | Not reported | Not reported | Q3 2024 |
| AMZN | $135M | 3.37% | 0.01% | +5.3% | Q3 2013 |
 CHTR | $133M | 3.34% | 0.18% | Not reported | Q2 2013 |
| PYPL | $124M | 3.11% | 0.20% | Not reported | Q1 2020 |
| FWONK | $123M | 3.09% | Not reported | +153.1% | Q1 2024 |
| ABNB | $117M | 2.93% | Not reported | New | Q3 2025 |
| AVGO | $101M | 2.54% | 0.01% | -29.0% | Q1 2016 |
| DKNG | $90.5M | 2.27% | Not reported | +107.4% | Q4 2024 |
 MRVL | $87.5M | 2.19% | 0.12% | Not reported | Q3 2015 |
 PSKY | $79.3M | 1.99% | 419199.90% | New | Q3 2025 |
| SNAP | $76M | 1.90% | 0.56% | -7.3% | Q3 2019 |
| LBTYA | $49.6M | 1.24% | Not reported | +5.3% | Q4 2013 |
 WBD | $46.5M | 1.17% | 0.10% | Not reported | Q1 2023 |
 GTM | $41.9M | 1.05% | 1.22% | Not reported | Q2 2023 |
 CVNA | $40.8M | 1.02% | Not reported | -59.6% | Q1 2024 |
| MSGS | $38.8M | 0.97% | 0.69% | Not reported | Q1 2020 |
| RBLX | $38.1M | 0.96% | 0.04% | New | Q3 2025 |
 LUMN | $30.4M | 0.76% | 0.48% | New | Q3 2025 |
| LBTYK | $21.8M | 0.55% | Not reported | +4.8% | Q1 2025 |
| DASH | $19.7M | 0.49% | Not reported | Not reported | Q4 2020 |