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 TRMB
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,192,973 | 1,689,299 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $248,702,330 | 3,174,248 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $253,033,594 | 3,099,003 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,891,942 | 3,789,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,372,036 | 3,600,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,772,319 | 4,681,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,366,172 | 4,483,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,445,582 | 3,995,808 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $230,888,088 | 3,587,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $185,126,264 | 3,479,817 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $163,609,767 | 3,037,686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,270,593 | 1,270,695 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,068,618 | 1,164,987 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $84,129,423 | 1,028,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $90,525,389 | 1,163,715 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $87,980,892 | 1,317,671 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $78,821,437 | 1,618,510 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||