Stock Taper 
CONTOUR ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ferrari N.V. | RACE | 404.4K | $150.55M |
 Sphere Entertainment Co. | SPHR | 354.48K | $61.34M |
 AppLovin Corporation | APP | 253.64K | $130.68M |
 NetApp, Inc. | NTAP | 154.02K | $23.84M |
 Cloudflare, Inc. | NET | 140.95K | $34.57M |
 Sandisk Corporation | SNDK | 22.94K | $52.15M |