Contour Asset Management LLC Top Holdings and 13F Report (2026) About Contour Asset Management LLCInvestment ActivityContour Asset Management LLC has $3.08 billion in total holdings as of March 31, 2026.Contour Asset Management LLC owns shares of 27 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 41.46% of the portfolio was purchased this quarter.About 69.68% of the portfolio was sold this quarter.This quarter, Contour Asset Management LLC has purchased 30 new stocks and bought additional shares in 10 stocks.Contour Asset Management LLC sold shares of 8 stocks and completely divested from 12 stocks this quarter.Largest Holdings Alphabet $336,860,149BLOCK INC $272,875,618Lyft $158,959,978Liberty Media Corporation - Liberty Formula One Series C $156,155,384Broadcom $153,158,547 Largest New Holdings this Quarter 565394103 - MAPLEBEAR INC $145,871,975 Holding70450Y103 - PayPal $110,743,665 Holding68389X105 - Oracle $94,020,501 Holding55306N104 - MKS $86,148,415 Holding92552V100 - Viasat $69,985,515 Holding Largest Purchases this Quarter MAPLEBEAR INC 3,894,073 shares (about $145.87M)Tesla 314,839 shares (about $117.04M)Roblox 1,991,925 shares (about $112.66M)PayPal 2,448,456 shares (about $110.74M)Lyft 8,034,994 shares (about $106.87M) Largest Sales this Quarter Iron Mountain 1,387,359 shares (about $141.70M)Take-Two Interactive Software 588,102 shares (about $116.15M)ZETA GLOBAL HOLDINGS CORP 6,100,271 shares (about $97.12M)Trimble 1,484,949 shares (about $96.86M)Qorvo 1,038,851 shares (about $80.41M) 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 PortfolioSectorGOOGLAlphabet$336,860,149$31,777,968 â–²10.4%1,171,44310.9%Computer and TechnologyBLOCK INC$272,875,618$7,977,882 â–¼-2.8%4,534,3248.9%CL ALYFTLyft$158,959,978$106,865,421 â–²205.1%11,951,8785.2%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$156,155,384$53,346,904 â–²51.9%1,836,6905.1%Consumer DiscretionaryAVGOBroadcom$153,158,547$93,439,831 â–²156.5%494,8425.0%Computer and TechnologyTSLATesla$148,874,351$117,041,398 â–²367.7%400,4694.8%Auto/Tires/TrucksIRMIron Mountain$147,574,221$141,704,848 â–¼-49.0%1,444,8234.8%Business ServicesMAPLEBEAR INC$145,871,975$145,871,975 â–²New Holding3,894,0734.7%COMRBLXRoblox$141,524,205$112,663,277 â–²390.4%2,502,1964.6%Consumer DiscretionaryRKTRocket Companies$140,637,896$85,845,919 â–²156.7%9,869,3264.6%FinanceBILLBILL$127,988,757$52,426,074 â–¼-29.1%3,341,7434.2%Computer and TechnologyGLBEGlobal-e Online$115,144,078$34,233,752 â–¼-22.9%3,732,3853.7%Retail/WholesalePYPLPayPal$110,743,665$110,743,665 â–²New Holding2,448,4563.6%Business ServicesTRMBTrimble$110,192,974$96,863,223 â–¼-46.8%1,689,2993.6%IndustrialsORCLOracle$94,020,501$94,020,501 â–²New Holding639,1173.1%Computer and TechnologyQRVOQorvo$93,659,495$80,407,067 â–¼-46.2%1,210,0713.0%Computer and TechnologyMKSIMKS$86,148,415$86,148,415 â–²New Holding374,8682.8%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$80,592,692$97,116,315 â–¼-54.6%5,062,3552.6%CL ALIBERTY GLOBAL LTD$73,385,248$10,721,170 â–²17.1%6,069,9132.4%COM CL AVSATViasat$69,985,515$69,985,515 â–²New Holding1,528,0682.3%Computer and TechnologyMSGSMadison Square Garden$65,968,314$4,578,343 â–²7.5%205,2532.1%Consumer DiscretionaryTTWOTake-Two Interactive Software$63,273,471$116,150,147 â–¼-64.7%320,3722.1%Consumer DiscretionaryAKAMAkamai Technologies$56,139,714$56,139,714 â–²New Holding488,8091.8%Computer and TechnologyAMATApplied Materials$48,308,940$48,308,940 â–²New Holding141,3411.6%Computer and TechnologyLIBERTY GLOBAL LTD$30,681,527$78,485 â–²0.3%2,615,6461.0%COM CL CWWayfair$24,722,128$24,722,128 â–²New Holding328,7080.8%Retail/WholesaleENPHEnphase Energy$23,463,336$23,463,336 â–²New Holding620,5590.8%EnergyCRMSalesforce$0$300,518,407 â–¼-100.0%00.0%Computer and TechnologyABNBAirbnb$0$228,552,209 â–¼-100.0%00.0%Consumer DiscretionaryZZillow Group$0$222,429,536 â–¼-100.0%00.0%Computer and TechnologyWDAYWorkday$0$184,082,568 â–¼-100.0%00.0%Computer and TechnologyTERTeradyne$0$168,698,379 â–¼-100.0%00.0%Computer and TechnologyRUNSunrun$0$98,009,955 â–¼-100.0%00.0%EnergyMDBMongoDB$0$83,494,807 â–¼-100.0%00.0%Computer and TechnologyDOORDASH INC$0$81,449,229 â–¼-100.0%00.0%CL APAYCPaycom Software$0$60,332,899 â–¼-100.0%00.0%Computer and TechnologyBAHBooz Allen Hamilton$0$33,626,065 â–¼-100.0%00.0%Business ServicesFISERV INC$0$28,961,286 â–¼-100.0%00.0%COMSNAPSnap$0$27,074,850 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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