Filed: 8/14/2026ACC: 0001172661-26-003748
📋 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 $4.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$4.22B
Total AUM (reported)
81.68M
Total Shares
Allocation by class
CL A$1.45B34.4%
COM$1.28B30.2%
COM CL A$483.04M11.4%
SHS$302.46M7.2%
CAP STK CL A$247.24M5.9%
CL A COM$197.81M4.7%
COM LBTY ONE S C$161.64M3.8%
Portfolio Concentration
Top 3$1.13B26.7%
4–10$1.50B35.5%
11–25$1.54B36.5%
Rest$58.41M1.4%
Top 3 weight
26.7%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 81.68M
Sole
Full voting authority
81.68M
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)
Sole11
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
BLOCK INC
DFNDShares8.25M
TypeSH
Market value$626.73M
14.84%
Sole
8.25M
Shared
0.00
None
0.00
AT&T INC
DFNDShares12.08M
TypeSH
Market value$250.14M
5.92%
Sole
12.08M
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
DFNDShares947.73K
TypeSH
Market value$249.50M
5.91%
Sole
947.73K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares691.83K
TypeSH
Market value$247.24M
5.85%
Sole
691.83K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares1.03M
TypeSH
Market value$244.90M
5.80%
Sole
1.03M
Shared
0.00
None
0.00
ROCKET COS INC
DFNDShares14.96M
TypeSH
Market value$235.64M
5.58%
Sole
14.96M
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares2.40M
TypeSH
Market value$221.47M
5.24%
Sole
2.40M
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares462.51K
TypeSH
Market value$197.09M
4.67%
Sole
462.51K
Shared
0.00
None
0.00
MAPLEBEAR INC
DFNDShares3.85M
TypeSH
Market value$182.37M
4.32%
Sole
3.85M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares3.11M
TypeSH
Market value$168.97M
4.00%
Sole
3.11M
Shared
0.00
None
0.00
LYFT INC
DFNDShares11.17M
TypeSH
Market value$163.24M
3.86%
Sole
11.17M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares1.70M
TypeSH
Market value$161.64M
3.83%
Sole
1.70M
Shared
0.00
None
0.00
IRON MTN INC DEL
DFNDShares1.27M
TypeSH
Market value$161.01M
3.81%
Sole
1.27M
Shared
0.00
None
0.00
FERRARI N V
SOLEShares404.40K
TypeSH
Market value$150.55M
3.56%
Sole
404.40K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares253.64K
TypeSH
Market value$130.68M
3.09%
Sole
253.64K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares2.33M
TypeSH
Market value$119.40M
2.83%
Sole
2.33M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares4.62M
TypeSH
Market value$116.72M
2.76%
Sole
4.62M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
DFNDShares3.03M
TypeSH
Market value$105.37M
2.49%
Sole
3.03M
Shared
0.00
None
0.00
STMICROELECTRONICS N V
DFNDShares1.39M
TypeSH
Market value$104.19M
2.47%
Sole
1.39M
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
DFNDShares4.21M
TypeSH
Market value$82.81M
1.96%
Sole
4.21M
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
DFNDShares354.48K
TypeSH
Market value$61.34M
1.45%
Sole
354.48K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares22.94K
TypeSH
Market value$52.15M
1.23%
Sole
22.94K
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares1.40M
TypeSH
Market value$50.63M
1.20%
Sole
1.40M
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares922.26K
TypeSH
Market value$41.60M
0.98%
Sole
922.26K
Shared
0.00
None
0.00
EVERPURE INC
SOLEShares515.26K
TypeSH
Market value$40.60M
0.96%
Sole
515.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLOCK INCDFND | CL A | 8.25M | SH | $626.73M 14.84% | 8.25M | 0.00 | 0.00 |
AT&T INCDFND | COM | 12.08M | SH | $250.14M 5.92% | 12.08M | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATIDFND | CL A | 947.73K | SH | $249.50M 5.91% | 947.73K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 691.83K | SH | $247.24M 5.85% | 691.83K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 1.03M | SH | $244.90M 5.80% | 1.03M | 0.00 | 0.00 |
ROCKET COS INCDFND | COM CL A | 14.96M | SH | $235.64M 5.58% | 14.96M | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 2.40M | SH | $221.47M 5.24% | 2.40M | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 462.51K | SH | $197.09M 4.67% | 462.51K | 0.00 | 0.00 |
MAPLEBEAR INCDFND | COM | 3.85M | SH | $182.37M 4.32% | 3.85M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 3.11M | SH | $168.97M 4.00% | 3.11M | 0.00 | 0.00 |
LYFT INCDFND | CL A COM | 11.17M | SH | $163.24M 3.86% | 11.17M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 1.70M | SH | $161.64M 3.83% | 1.70M | 0.00 | 0.00 |
IRON MTN INC DELDFND | COM | 1.27M | SH | $161.01M 3.81% | 1.27M | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 404.40K | SH | $150.55M 3.56% | 404.40K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 253.64K | SH | $130.68M 3.09% | 253.64K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 2.33M | SH | $119.40M 2.83% | 2.33M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 4.62M | SH | $116.72M 2.76% | 4.62M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDDFND | SHS | 3.03M | SH | $105.37M 2.49% | 3.03M | 0.00 | 0.00 |
STMICROELECTRONICS N VDFND | NY REGISTRY | 1.39M | SH | $104.19M 2.47% | 1.39M | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPDFND | CL A | 4.21M | SH | $82.81M 1.96% | 4.21M | 0.00 | 0.00 |
SPHERE ENTERTAINMENT CODFND | CL A | 354.48K | SH | $61.34M 1.45% | 354.48K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 22.94K | SH | $52.15M 1.23% | 22.94K | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 1.40M | SH | $50.63M 1.20% | 1.40M | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 922.26K | SH | $41.60M 0.98% | 922.26K | 0.00 | 0.00 |
EVERPURE INCSOLE | CL A | 515.26K | SH | $40.60M 0.96% | 515.26K | 0.00 | 0.00 |
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