Contour Asset Management
Contour Asset Management reported 27 stocks worth $4.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XYZ (14.8%), T (5.9%) and ZBRA (5.9%). Compared with Q1 2026, the fund opened new positions in T, ZBRA and AMZN, added to XYZ, RKT and W, trimmed GOOGL, CART and LYFT and sold out of AVGO, TSLA and PYPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XYZ Block Inc A | $627M | 14.8% | 8.2M | +3.7M (+82%) | 8 of 8 | |
| 2 |  T At&T Inc | $250M | 5.9% | 12.1M | New position | 3 of 8 | |
| 3 |  ZBRA Zebra Technologies Corporati | $249M | 5.9% | 948K | New position | 1 of 8 | |
| 4 |  GOOGL Alphabet Inc | $247M | 5.8% | 692K | −480K (−41%) | 5 of 8 | |
| 5 |  AMZN Amazon Com Inc | $245M | 5.8% | 1M | New position | 5 of 8 | |
| 6 |  RKT Rocket Companies Cla A | $236M | 5.6% | 15M | +5.1M (+52%) | 5 of 8 | |
| 7 |  W Wayfair Inc | $221M | 5.2% | 2.4M | +2.1M (+629%) | 5 of 8 | |
| 8 |  ETN Eaton Corp PLC | $197M | 4.7% | 463K | New position | 1 of 8 | |
| 9 |  CART Maplebear Inc | $182M | 4.3% | 3.9M | −43K (−1%) | 2 of 8 | |
| 10 |  RBLX Roblox Corp | $169M | 4.0% | 3.1M | +605K (+24%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVGO Broadcom Inc | $153M | 495K |
 TSLA Tesla Inc | $149M | 400K |
 PYPL Paypal Hldgs Inc | $111M | 2.4M |
 ORCL Oracle Corp | $94M | 639K |
QORVO INC | $93.7M | 1.2M |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Contour Asset Management 13F FAQ
What does Contour Asset Management own?
Contour Asset Management reported 27 stocks worth $4.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XYZ (14.8%), T (5.9%) and ZBRA (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Contour Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 5 added to, 8 trimmed and 14 sold out. New positions include T, ZBRA and AMZN. It sold all of AVGO, TSLA and PYPL.
When will Contour Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Contour Asset Management's portfolio worth?
The Q2 2026 filing reports $4.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.