Universe · entity
Contour Asset Management LLC
Institutional manager (13F) · CIK 1510669
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $3.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $337M | 1,171,443 |
| 2 | BLOCK INC | $273M | 4,534,324 |
| 3 | LYFT INC | $159M | 11,951,878 |
| 4 | LIBERTY MEDIA CORP DEL | $156M | 1,836,690 |
| 5 | BROADCOM INC | $153M | 494,842 |
| 6 | TESLA INC | $149M | 400,469 |
| 7 | IRON MTN INC DEL | $148M | 1,444,823 |
| 8 | MAPLEBEAR INC | $146M | 3,894,073 |
| 9 | ROBLOX CORP | $142M | 2,502,196 |
| 10 | ROCKET COS INC | $141M | 9,869,326 |
| 11 | BILL HOLDINGS INC | $128M | 3,341,743 |
| 12 | GLOBAL E ONLINE LTD | $115M | 3,732,385 |
| 13 | PAYPAL HLDGS INC | $111M | 2,448,456 |
| 14 | TRIMBLE INC | $110M | 1,689,299 |
| 15 | ORACLE CORP | $94M | 639,117 |
| 16 | QORVO INC | $94M | 1,210,071 |
| 17 | MKS INC. | $86M | 374,868 |
| 18 | ZETA GLOBAL HOLDINGS CORP | $81M | 5,062,355 |
| 19 | LIBERTY GLOBAL LTD | $73M | 6,069,913 |
| 20 | VIASAT INC | $70M | 1,528,068 |
| 21 | MADISON SQUARE GRDN SPRT COR | $66M | 205,253 |
| 22 | TAKE-TWO INTERACTIVE SOFTWAR | $63M | 320,372 |
| 23 | AKAMAI TECHNOLOGIES INC | $56M | 488,809 |
| 24 | APPLIED MATLS INC | $48M | 141,341 |
| 25 | LIBERTY GLOBAL LTD | $31M | 2,615,646 |
| 26 | WAYFAIR INC | $25M | 328,708 |
| 27 | ENPHASE ENERGY INC | $23M | 620,559 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.