Contour Asset Management LLC - Q12026 Holdings

Contour Asset Management LLC holds 27 stocks with a total portfolio value of $ 3.08B as of Q12026. In Q12026, Contour Asset Management LLC added 9 new positions, increased stakes in 10 stocks, reduced 8 holdings, and fully exited 12 positions. The largest holding is Alphabet Inc (GOOGL), representing 10.95% of the total portfolio.