§ 13F · FUND PROFILE
Contour Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$617M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.10M | $315M | 10.3% | +10% |
| 2 | XYZ | BLOCK INC | 4.24M | $255M | 8.3% | −3% |
| 3 | LYFT | LYFT INC | 11.17M | $149M | 4.8% | +205% |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 1.72M | $146M | 4.8% | +52% |
| 5 | AVGO | BROADCOM INC | 463K | $143M | 4.7% | +156% |
| 6 | TSLA | TESLA INC | 375K | $139M | 4.5% | +368% |
| 7 | IRM | IRON MTN INC DEL | 1.35M | $138M | 4.5% | −49% |
| 8 | CART | MAPLEBEAR INC | 3.64M | $136M | 4.4% | NEW |
| 9 | RBLX | ROBLOX CORP | 2.34M | $132M | 4.3% | +390% |
| 10 | RKT | ROCKET COS INC | 9.23M | $131M | 4.3% | +157% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONTOUR SIGNAL
AC read
Contour Asset Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed