Contour Asset Management
$3.1B Assets Reported
39 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1,171,443 | $337M | 10.9% |
| XYZ | BLOCK INC | 4,534,324 | $273M | 8.9% |
| LYFT | LYFT INC | 11,951,878 | $159M | 5.2% |
| FWONK | LIBERTY MEDIA CORP DEL | 1,836,690 | $156M | 5.1% |
| AVGO | BROADCOM INC | 494,842 | $153M | 5.0% |
| TSLA | TESLA INC | 400,469 | $149M | 4.8% |
| IRM | IRON MTN INC DEL | 1,444,823 | $148M | 4.8% |
| CART | MAPLEBEAR INC | 3,894,073 | $146M | 4.7% |
| RBLX | ROBLOX CORP | 2,502,196 | $142M | 4.6% |
| RKT | ROCKET COS INC | 9,869,326 | $141M | 4.6% |
Track Contour Asset Management's 13F portfolio: $3.1B in reported holdings, 39 positions. Top holdings, AUM, and quarterly changes on SentiSense.