Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Contour Asset Management LLC (CIK 1510669) reported $3.08B across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($336.9M, 10.95%), SQ ($272.9M, 8.87%), LYFT ($159.0M, 5.17%), FWONK ($156.2M, 5.08%), AVGO ($153.2M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $336.9M | 10.95% | 1.2M | Added |
| 2 | SQ | BLOCK INC | $272.9M | 8.87% | 4.5M | Trimmed |
| 3 | LYFT | LYFT INC | $159.0M | 5.17% | 12.0M | Added |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $156.2M | 5.08% | 1.8M | Added |
| 5 | AVGO | BROADCOM INC | $153.2M | 4.98% | 494,842 | Added |
| 6 | TSLA | TESLA INC | $148.9M | 4.84% | 400,469 | Added |
| 7 | IRM | IRON MTN INC DEL | $147.6M | 4.80% | 1.4M | Trimmed |
| 8 | CART | MAPLEBEAR INC | $145.9M | 4.74% | 3.9M | New |
| 9 | RBLX | ROBLOX CORP | $141.5M | 4.60% | 2.5M | Added |
| 10 | RKT | ROCKET COS INC | $140.6M | 4.57% | 9.9M | Added |
| 11 | BILL | BILL HOLDINGS INC | $128.0M | 4.16% | 3.3M | Trimmed |
| 12 | GLBE | GLOBAL E ONLINE LTD | $115.1M | 3.74% | 3.7M | Trimmed |
| 13 | PYPL | PAYPAL HLDGS INC | $110.7M | 3.60% | 2.4M | New |
| 14 | TRMB | TRIMBLE INC | $110.2M | 3.58% | 1.7M | Trimmed |
| 15 | ORCL | ORACLE CORP | $94.0M | 3.06% | 639,117 | New |
| 16 | QRVO | QORVO INC | $93.7M | 3.04% | 1.2M | Trimmed |
| 17 | MKSI | MKS INC. | $86.1M | 2.80% | 374,868 | New |
| 18 | ZETA | ZETA GLOBAL HOLDINGS CORP | $80.6M | 2.62% | 5.1M | Trimmed |
| 19 | LBTYA | LIBERTY GLOBAL LTD | $73.4M | 2.39% | 6.1M | Added |
| 20 | VSAT | VIASAT INC | $70.0M | 2.27% | 1.5M | New |
| 21 | MSGS | MADISON SQUARE GRDN SPRT COR | $66.0M | 2.14% | 205,253 | Added |
| 22 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $63.3M | 2.06% | 320,372 | Trimmed |
| 23 | AKAM | AKAMAI TECHNOLOGIES INC | $56.1M | 1.82% | 488,809 | New |
| 24 | AMAT | APPLIED MATLS INC | $48.3M | 1.57% | 141,341 | New |
| 25 | LBTYK | LIBERTY GLOBAL LTD | $30.7M | 1.00% | 2.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31