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Asset Manager ← All Institutions

Contour Asset Management LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
27
-10
New Purchases
0
Added To
0
Closed
27
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $0 0%
Large Cap 13 $0 0%
Mid Cap 11 $0 0%

Portfolio Analytics

Avg Market Cap
$331.7B
Median Market Cap
$34.0B
Avg P/E
66.8
Median P/E
34.9
Avg Dividend Yield
0.00%
Avg Beta
1.40
# Stocks
27
# ETFs / Funds
0

Top Holdings (27 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVGO —% -$67M -192,946 -100.0% SOLD
2 IRM —% -$235M -2,832,182 -100.0% SOLD
3 RKT —% -$74M -3,845,051 -100.0% SOLD
4 MSGS —% -$49M -191,008 -100.0% SOLD
5 BILL —% -$257M -4,710,570 -100.0% SOLD
6 BAH —% -$34M -398,602 -100.0% SOLD
7 ZETA —% -$227M -11,162,626 -100.0% SOLD
8 MDB —% -$83M -198,944 -100.0% SOLD
9 LYFT —% -$76M -3,916,884 -100.0% SOLD
10 GLBE —% -$190M -4,842,069 -100.0% SOLD
11 DASH —% -$81M -359,631 -100.0% SOLD
12 TTWO —% -$233M -908,474 -100.0% SOLD
13 ABNB —% -$229M -1,683,998 -100.0% SOLD
14 CRM —% -$301M -1,134,417 -100.0% SOLD
15 RUN —% -$98M -5,326,628 -100.0% SOLD
16 GOOGL —% -$332M -1,060,934 -100.0% SOLD
17 QRVO —% -$190M -2,248,922 -100.0% SOLD
18 TSLA —% -$39M -85,630 -100.0% SOLD
19 TRMB —% -$249M -3,174,248 -100.0% SOLD
20 TER —% -$169M -871,556 -100.0% SOLD
21 SNAP —% -$27M -3,355,000 -100.0% SOLD
22 WDAY —% -$184M -857,075 -100.0% SOLD
23 Z —% -$222M -3,260,474 -100.0% SOLD
24 PAYC —% -$60M -378,595 -100.0% SOLD
25 RBLX —% -$41M -510,271 -100.0% SOLD
26 SQ —% -$304M -4,666,891 -100.0% SOLD
27 FI —% -$29M -431,164 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CRM —%
IRM —%
RKT —%
MSGS —%
BILL —%
BAH —%
ZETA —%
MDB —%
LYFT —%
GLBE —%
DASH —%
TTWO —%
ABNB —%
RUN —%
AVGO —%
View SEC EDGAR Filings for Contour Asset Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms