Contour Asset Management LLC - Portfolio Stock Holdings

Contour Asset Management LLC disclosed 39 stock positions in a recent SEC 13F filing. $3,055,629,371 of stock holdings were filed, with the largest holdings including GOOGL, XYZ, and LYFT. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $5,915,396,845 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.