Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$626,731,948
+$353,856,330 QoQ
Shares Held
8,246,473
+81.9% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
14.84%
of 13F equity value
Holder Rank
#10
of 1,079 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Contour Asset Management LLC holds $767,949,365 across 4 Software - Infrastructure names. XYZ ranks #1 (81.6% of the industry book) .
All Filings in XYZ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,731,948 | 8,246,473 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $272,875,618 | 4,534,324 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,767,934 | 4,666,891 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $258,624,843 | 3,578,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,233,546 | 3,624,813 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $181,168,111 | 3,334,587 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $253,702,119 | 2,985,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $186,018,706 | 2,771,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $163,729,339 | 2,538,833 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $102,144,728 | 1,207,670 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $31,501,523 | 711,738 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $68,977,897 | 1,097,675 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $77,916,222 | 1,267,755 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,615,020 | 535,509 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||