Contour Asset Management LLC: 13F holdings
CIK 15106692026Q2
| Positions | 27 |
|---|
| Reported value | $4.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 27 (+0 vs prior quarter) |
|---|
| Reported value | $4.2bn (+37.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XYZ BLOCK INC | 8,246,473 | $626.7m | 14.8% |
| T AT&T INC | 12,084,219 | $250.1m | 5.9% |
| ZBRA ZEBRA TECHNOLOGIES CORPORATI | 947,726 | $249.5m | 5.9% |
| GOOGL ALPHABET INC | 691,832 | $247.2m | 5.9% |
| AMZN AMAZON COM INC | 1,027,536 | $244.9m | 5.8% |
| RKT ROCKET COS INC | 14,961,047 | $235.6m | 5.6% |
| W WAYFAIR INC | 2,396,292 | $221.5m | 5.2% |
| EATON CORP PLC | 462,513 | $197.1m | 4.7% |
| CART MAPLEBEAR INC | 3,851,511 | $182.4m | 4.3% |
| RBLX ROBLOX CORP | 3,107,169 | $169.0m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510669")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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