Contour Asset Management LLC - Portfolio Stock Holdings

Contour Asset Management LLC disclosed 41 stock positions in a recent SEC 13F filing. $4,224,379,227 of stock holdings were filed, with the largest holdings including XYZ, T, and ZBRA. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.