Filed: 5/15/2026ACC: 0001172661-26-002310
📋 What this filing means
CONTOUR ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $3.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$3.08B
Total AUM (reported)
68.92M
Total Shares
Allocation by class
COM$1.48B48.1%
CL A$585.68M19.0%
CAP STK CL A$336.86M10.9%
COM CL A$214.02M7.0%
CL A COM$158.96M5.2%
COM LBTY ONE S C$156.16M5.1%
SHS$115.14M3.7%
Portfolio Concentration
Top 3$768.70M25.0%
4–10$1.03B33.6%
11–25$1.23B39.9%
Rest$48.19M1.6%
Top 3 weight
25.0%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 68.92M
Sole
Full voting authority
68.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ALPHABET INC
SOLEShares1.17M
TypeSH
Market value$336.86M
10.95%
Sole
1.17M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares4.53M
TypeSH
Market value$272.88M
8.87%
Sole
4.53M
Shared
0.00
None
0.00
LYFT INC
DFNDShares11.95M
TypeSH
Market value$158.96M
5.17%
Sole
11.95M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares1.84M
TypeSH
Market value$156.16M
5.08%
Sole
1.84M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares494.84K
TypeSH
Market value$153.16M
4.98%
Sole
494.84K
Shared
0.00
None
0.00
TESLA INC
SOLEShares400.47K
TypeSH
Market value$148.87M
4.84%
Sole
400.47K
Shared
0.00
None
0.00
IRON MTN INC DEL
DFNDShares1.44M
TypeSH
Market value$147.57M
4.80%
Sole
1.44M
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares3.89M
TypeSH
Market value$145.87M
4.74%
Sole
3.89M
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares2.50M
TypeSH
Market value$141.52M
4.60%
Sole
2.50M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares9.87M
TypeSH
Market value$140.64M
4.57%
Sole
9.87M
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares3.34M
TypeSH
Market value$127.99M
4.16%
Sole
3.34M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares3.73M
TypeSH
Market value$115.14M
3.74%
Sole
3.73M
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares2.45M
TypeSH
Market value$110.74M
3.60%
Sole
2.45M
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares1.69M
TypeSH
Market value$110.19M
3.58%
Sole
1.69M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares639.12K
TypeSH
Market value$94.02M
3.06%
Sole
639.12K
Shared
0.00
None
0.00
QORVO INC
SOLEShares1.21M
TypeSH
Market value$93.66M
3.04%
Sole
1.21M
Shared
0.00
None
0.00
MKS INC.
DFNDShares374.87K
TypeSH
Market value$86.15M
2.80%
Sole
374.87K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares5.06M
TypeSH
Market value$80.59M
2.62%
Sole
5.06M
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares6.07M
TypeSH
Market value$73.39M
2.39%
Sole
6.07M
Shared
0.00
None
0.00
VIASAT INC
DFNDShares1.53M
TypeSH
Market value$69.99M
2.27%
Sole
1.53M
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares205.25K
TypeSH
Market value$65.97M
2.14%
Sole
205.25K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
DFNDShares320.37K
TypeSH
Market value$63.27M
2.06%
Sole
320.37K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
DFNDShares488.81K
TypeSH
Market value$56.14M
1.82%
Sole
488.81K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares141.34K
TypeSH
Market value$48.31M
1.57%
Sole
141.34K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
DFNDShares2.62M
TypeSH
Market value$30.68M
1.00%
Sole
2.62M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 1.17M | SH | $336.86M 10.95% | 1.17M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 4.53M | SH | $272.88M 8.87% | 4.53M | 0.00 | 0.00 |
LYFT INCDFND | CL A COM | 11.95M | SH | $158.96M 5.17% | 11.95M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 1.84M | SH | $156.16M 5.08% | 1.84M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 494.84K | SH | $153.16M 4.98% | 494.84K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 400.47K | SH | $148.87M 4.84% | 400.47K | 0.00 | 0.00 |
IRON MTN INC DELDFND | COM | 1.44M | SH | $147.57M 4.80% | 1.44M | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 3.89M | SH | $145.87M 4.74% | 3.89M | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 2.50M | SH | $141.52M 4.60% | 2.50M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 9.87M | SH | $140.64M 4.57% | 9.87M | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 3.34M | SH | $127.99M 4.16% | 3.34M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 3.73M | SH | $115.14M 3.74% | 3.73M | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 2.45M | SH | $110.74M 3.60% | 2.45M | 0.00 | 0.00 |
TRIMBLE INCDFND | COM | 1.69M | SH | $110.19M 3.58% | 1.69M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 639.12K | SH | $94.02M 3.06% | 639.12K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 1.21M | SH | $93.66M 3.04% | 1.21M | 0.00 | 0.00 |
MKS INC.DFND | COM | 374.87K | SH | $86.15M 2.80% | 374.87K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 5.06M | SH | $80.59M 2.62% | 5.06M | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 6.07M | SH | $73.39M 2.39% | 6.07M | 0.00 | 0.00 |
VIASAT INCDFND | COM | 1.53M | SH | $69.99M 2.27% | 1.53M | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 205.25K | SH | $65.97M 2.14% | 205.25K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARDFND | COM | 320.37K | SH | $63.27M 2.06% | 320.37K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCDFND | COM | 488.81K | SH | $56.14M 1.82% | 488.81K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 141.34K | SH | $48.31M 1.57% | 141.34K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDDFND | COM CL C | 2.62M | SH | $30.68M 1.00% | 2.62M | 0.00 | 0.00 |
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