Contour Asset Management LLC Top Holdings and 13F Report (2026) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $4.22 billion in total holdings as of June 30, 2026.Contour Asset Management LLC owns shares of 27 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 54.85% of the portfolio was purchased this quarter.About 34.29% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 27 new stocks and bought additional shares in 5 stocks.Contour Asset Management LLC sold shares of 8 stocks and completely divested from 14 stocks this quarter.Largest Holdings BLOCK INC $626,731,948AT&T $250,143,333Zebra Technologies $249,498,346Alphabet $247,240,002Amazon.com $244,902,930 Largest New Holdings this Quarter 00206R102 - AT&T $250,143,333 Holding989207105 - Zebra Technologies $249,498,346 Holding023135106 - Amazon.com $244,902,930 HoldingG29183103 - Eaton $197,086,040 HoldingN3167Y103 - Ferrari $150,552,959 Holding Largest Purchases this Quarter BLOCK INC 3,712,149 shares (about $282.12M)AT&T 12,084,219 shares (about $250.14M)Zebra Technologies 947,726 shares (about $249.50M)Amazon.com 1,027,536 shares (about $244.90M)Eaton 462,513 shares (about $197.09M) Largest Sales this Quarter Alphabet 479,611 shares (about $171.40M)BILL 1,941,541 shares (about $70.21M)Global-e Online 698,366 shares (about $24.25M)Iron Mountain 170,139 shares (about $21.49M)ZETA GLOBAL HOLDINGS CORP 854,543 shares (about $16.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofContour Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLOCK INC$626,731,948$282,123,324 â–²81.9%8,246,47314.8%CL ATAT&T$250,143,333$250,143,333 â–²New Holding12,084,2195.9%Communication ServicesZBRAZebra Technologies$249,498,346$249,498,346 â–²New Holding947,7265.9%TechnologyGOOGLAlphabet$247,240,002$171,398,583 â–¼-40.9%691,8325.9%Communication ServicesAMZNAmazon.com$244,902,930$244,902,930 â–²New Holding1,027,5365.8%Consumer DiscretionaryRKTRocket Companies$235,636,490$80,194,606 â–²51.6%14,961,0475.6%FinanceWWayfair$221,465,307$191,086,114 â–²629.0%2,396,2925.2%Consumer DiscretionaryETNEaton$197,086,040$197,086,040 â–²New Holding462,5134.7%IndustrialsMAPLEBEAR INC$182,369,046$2,015,311 â–¼-1.1%3,851,5114.3%COMRBLXRoblox$168,967,850$32,898,432 â–²24.2%3,107,1694.0%Communication ServicesLYFTLyft$163,240,861$11,376,076 â–¼-6.5%11,173,2283.9%IndustrialsFWONKLiberty Media Corporation - Liberty Formula One Series C$161,639,530$13,103,156 â–¼-7.5%1,698,9653.8%Communication ServicesIRMIron Mountain$161,005,336$21,490,257 â–¼-11.8%1,274,6843.8%Real EstateRACEFerrari$150,552,959$150,552,959 â–²New Holding404,3973.6%Consumer DiscretionaryAPPLOVIN CORP$130,680,876$130,680,876 â–²New Holding253,6363.1%COM CL ATRMBTrimble$119,396,747$32,938,424 â–²38.1%2,332,8792.8%TechnologyDKNGDraftKings$116,720,802$116,720,802 â–²New Holding4,620,7762.8%Consumer DiscretionaryGLBEGlobal-e Online$105,371,480$24,254,251 â–¼-18.7%3,034,0192.5%Consumer DiscretionarySTMSTMicroelectronics$104,193,933$104,193,933 â–²New Holding1,391,2932.5%TechnologyZETA GLOBAL HOLDINGS CORP$82,809,740$16,817,406 â–¼-16.9%4,207,8122.0%CL ASPHRSphere Entertainment$61,336,021$61,336,021 â–²New Holding354,4821.5%Communication ServicesSANDISK CORP$52,150,271$52,150,271 â–²New Holding22,9361.2%COMBILLBILL$50,631,305$70,206,124 â–¼-58.1%1,400,2021.2%TechnologyHPEHewlett Packard Enterprise$41,603,375$41,603,375 â–²New Holding922,2651.0%TechnologyEVERPURE INC$40,597,021$40,597,021 â–²New Holding515,2561.0%CL ANETCloudflare$34,571,235$34,571,235 â–²New Holding140,9460.8%TechnologyNTAPNetApp$23,836,445$23,836,445 â–²New Holding154,0220.6%TechnologyAVGOBroadcom$0$153,158,547 â–¼-100.0%00.0%TechnologyTSLATesla$0$148,874,351 â–¼-100.0%00.0%Consumer DiscretionaryPYPLPayPal$0$110,743,665 â–¼-100.0%00.0%FinanceORCLOracle$0$94,020,501 â–¼-100.0%00.0%TechnologyQRVOQorvo$0$93,659,495 â–¼-100.0%00.0%TechnologyMKSIMKS$0$86,148,415 â–¼-100.0%00.0%TechnologyLIBERTY GLOBAL LTD$0$73,385,248 â–¼-100.0%00.0%COM CL AVSATViasat$0$69,985,515 â–¼-100.0%00.0%TechnologyMSGSMadison Square Garden$0$65,968,314 â–¼-100.0%00.0%Communication ServicesTTWOTake-Two Interactive Software$0$63,273,471 â–¼-100.0%00.0%Communication ServicesAKAMAkamai Technologies$0$56,139,714 â–¼-100.0%00.0%TechnologyAMATApplied Materials$0$48,308,940 â–¼-100.0%00.0%TechnologyLIBERTY GLOBAL LTD$0$30,681,527 â–¼-100.0%00.0%COM CL CENPHEnphase Energy$0$23,463,336 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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