Contour Asset Management LLC
Top Portfolio Positions
25 positions ·
$2,970,666,848 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
1,171,443 | $336,860,148 | 11.34% | |
| XYZ |
Block, Inc.
Technology
|
4,534,324 | $272,875,618 | 9.19% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
10,124,710 | $161,185,381 | 5.43% | |
| LYFT |
Lyft, Inc.
Technology
|
11,951,878 | $158,959,976 | 5.35% | |
| AVGO |
Broadcom Inc.
Technology
|
494,842 | $153,158,546 | 5.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
400,469 | $148,874,350 | 5.01% | |
| IRM |
Iron Mountain Inc
Real Estate
|
1,444,823 | $147,574,220 | 4.97% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
3,894,073 | $145,871,973 | 4.91% | |
| RBLX |
Roblox Corp
Communication Services
|
2,502,196 | $141,524,205 | 4.76% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
9,869,326 | $140,637,894 | 4.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MKSI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,148,414 | 374,868 | Shares | Defined | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||