account_balance
Investment manager · 13F filer · SEC CIK 1510669
Contour Asset Management LLC
Reported value$4.22Bas of Jun 30, 2026
Positions27 14 new, 14 sold out
Top 10 weight62.1%XYZ alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XYZBlock Inc
14.8%Added +82%
TAT&T Inc
5.9%New
ZBRAZebra Technologies Corporati
5.9%New
GOOGLAlphabet Inc
5.9%Trimmed −41%
AMZNAmazon Com Inc
5.8%New
RKTRocket Cos Inc
5.6%Added +52%
WWayfair Inc
5.2%Added +629%
ETNEaton Corp PLC
4.7%New
CARTMaplebear Inc
4.3%
RBLXRoblox Corp
4.0%Added +24%
LYFTLyft Inc
3.9%Trimmed −7%
FWONKLiberty Media Corp
3.8%Trimmed −7%
XYZBlock Inc
14.8%Added +82%
T5.9%ZBRA5.9%GOOGL5.9%AMZN5.8%RKT5.6%W5.2%ETN4.7%CART4.3%RBLX4.0%LYFT3.9%FWONK3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XYZ Block Inc 14.8% Added +82%T AT&T Inc 5.9% NewZBRA Zebra Technologies Corporati 5.9% NewGOOGL Alphabet Inc 5.9% Trimmed −41%AMZN Amazon Com Inc 5.8% NewRKT Rocket Cos Inc 5.6% Added +52%W Wayfair Inc 5.2% Added +629%ETN Eaton Corp PLC 4.7% NewCART Maplebear Inc 4.3% HeldRBLX Roblox Corp 4.0% Added +24%LYFT Lyft Inc 3.9% Trimmed −7%FWONK Liberty Media Corp 3.8% Trimmed −7%
What changed