Contour Asset Management LLC
CIK 1510669
13F filing for Q2 2026・No. 1,026
- Holdings
- US$4.22B
- Quarter change
- +US$1.15B
- Entries
- 53
- Net bought (estimate)
- +US$868.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 14
- Cut 8
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
27 stocks worth US$4.22B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| XYZBLOCK INCCL A | Added | 8,246,473 | US$626.73M | 14.84% |
| TAT&T INCCOM | New | 12,084,219 | US$250.14M | 5.92% |
| ZBRAZEBRA TECHNOLOGIES CORPORATICL A | New | 947,726 | US$249.5M | 5.91% |
| GOOGLAlphabetCAP STK CL A | Cut | 691,832 | US$247.24M | 5.85% |
| AMZNAmazonCOM | New | 1,027,536 | US$244.9M | 5.80% |
| RKTROCKET COS INCCOM CL A | Added | 14,961,047 | US$235.64M | 5.58% |
| WWAYFAIR INCCL A | Added | 2,396,292 | US$221.47M | 5.24% |
| ETNEATON CORP PLCSHS | New | 462,513 | US$197.09M | 4.67% |
| CARTMAPLEBEAR INCCOM | Cut | 3,851,511 | US$182.37M | 4.32% |
| RBLXROBLOX CORPCL A | Added | 3,107,169 | US$168.97M | 4.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.