§ 13F · FUND PROFILE
Contour Asset Management LLC.
AUM · $4.2B (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.6B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | 7.87M | $598M | 14.2% | +82% |
| 2 | T | AT&T INC | 11.44M | $237M | 5.6% | NEW |
| 3 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 897K | $236M | 5.6% | NEW |
| 4 | GOOGL | ALPHABET INC | 655K | $234M | 5.5% | −41% |
| 5 | AMZN | AMAZON COM INC | 972K | $232M | 5.5% | NEW |
| 6 | RKT | ROCKET COS INC | 14.16M | $223M | 5.3% | +52% |
| 7 | W | WAYFAIR INC | 2.27M | $210M | 5.0% | +629% |
| 8 | ETN | EATON CORP PLC | 463K | $197M | 4.7% | NEW |
| 9 | CART | MAPLEBEAR INC | 3.62M | $172M | 4.1% | −1% |
| 10 | RBLX | ROBLOX CORP | 2.94M | $160M | 3.8% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONTOUR SIGNAL
AC read
Contour Asset Management LLC is a Other fund managing $4.2 billion in assets. The fund runs a portfolio of 53 positions.
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