Stock Taper 
CONTOUR ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 22.94K | $52.15M |
 Cloudflare, Inc. | NET | 140.95K | $34.57M |
 NetApp, Inc. | NTAP | 154.02K | $23.84M |
 AppLovin Corporation | APP | 253.64K | $130.68M |
 Sphere Entertainment Co. | SPHR | 354.48K | $61.34M |
 Ferrari N.V. | RACE | 404.4K | $150.55M |
 Eaton Corporation plc | ETN | 462.51K | $197.09M |
 Alphabet Inc. | GOOGL | 691.83K | $247.24M |
 Hewlett Packard Enterprise Company | HPE | 922.26K | $41.6M |
 Zebra Technologies Corporation | ZBRA | 947.73K | $249.5M |
 Amazon.com, Inc. | AMZN | 1.03M | $244.9M |
 Iron Mountain Incorporated | IRM | 1.27M | $161.01M |
 STMicroelectronics N.V. | STM | 1.39M | $104.19M |
 Bill.com Holdings, Inc. | BILL | 1.4M | $50.63M |
 Liberty Media Corporation | FWONK | 1.7M | $161.64M |
 Trimble Inc. | TRMB | 2.33M | $119.4M |
 Wayfair Inc. | W | 2.4M | $221.47M |
 Global-e Online Ltd. | GLBE | 3.03M | $105.37M |
 Roblox Corporation | RBLX | 3.11M | $168.97M |
 Maplebear Inc. | CART | 3.85M | $182.37M |