Contour Asset Management
$4.2B 13F equity value
41 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Contour Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XYZ | BLOCK INC | 8,246,473 | $627M | 14.8% |
| T | AT&T INC | 12,084,219 | $250M | 5.9% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 947,726 | $249M | 5.9% |
| GOOGL | ALPHABET INC | 691,832 | $247M | 5.9% |
| AMZN | AMAZON COM INC | 1,027,536 | $245M | 5.8% |
| RKT | ROCKET COS INC | 14,961,047 | $236M | 5.6% |
| W | WAYFAIR INC | 2,396,292 | $221M | 5.2% |
| ETN | EATON CORP PLC | 462,513 | $197M | 4.7% |
| CART | MAPLEBEAR INC | 3,851,511 | $182M | 4.3% |
| RBLX | ROBLOX CORP | 3,107,169 | $169M | 4.0% |
Track Contour Asset Management's 13F portfolio: $4.2B in reported holdings, 41 positions. Top holdings and quarterly changes on SentiSense.
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