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Contour Asset Management LLC
správce aktiv · portfolio $4.22 mld. · 53 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 41
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Block Inc US:XYZ | 8 246 473 | $627 mil. | 14.84% | +3 712 149 |
| AT&T Inc. US:T | 12 084 219 | $250 mil. | 5.92% | nová |
| Zebra Technologies Corporati… US:ZBRA | 947 726 | $249 mil. | 5.91% | nová |
| Alphabet Inc. US:GOOGL | 691 832 | $247 mil. | 5.85% | −479 611 |
| Amazon.com, Inc. US:AMZN | 1 027 536 | $245 mil. | 5.80% | nová |
| Rocket Companies Inc US:RKT | 14 961 047 | $236 mil. | 5.58% | +5 091 721 |
| Wayfair Inc US:W | 2 396 292 | $221 mil. | 5.24% | +2 067 584 |
| EATON CORP PLC CUSIP G29183103 | 462 513 | $197 mil. | 4.67% | nová |
| Maplebear Inc. US:CART | 3 851 511 | $182 mil. | 4.32% | −42 562 |
| Roblox Corp US:RBLX | 3 107 169 | $169 mil. | 4.00% | +604 973 |
| Lyft, Inc. US:LYFT | 11 173 228 | $163 mil. | 3.86% | −778 650 |
| Liberty Media Corporation Se… US:FWONK | 1 698 965 | $162 mil. | 3.83% | −137 725 |
| Iron Mountain Incorporated US:IRM | 1 274 684 | $161 mil. | 3.81% | −170 139 |
| FERRARI N V CUSIP N3167Y103 | 404 397 | $151 mil. | 3.56% | nová |
| Applovin Corp US:APP | 253 636 | $131 mil. | 3.09% | nová |
| Trimble Inc US:TRMB | 2 332 879 | $119 mil. | 2.83% | +643 580 |
| DraftKings Inc. US:DKNG | 4 620 776 | $117 mil. | 2.76% | nová |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 3 034 019 | $105 mil. | 2.49% | −698 366 |
| STMicroelectronics NV ADR US:STM · depozitní certifikát | 1 391 293 | $104 mil. | 2.47% | nová |
| Zeta Global Holdings Corp US:ZETA | 4 207 812 | $82.8 mil. | 1.96% | −854 543 |
| Sphere Entertainment Co. US:SPHR | 354 482 | $61.3 mil. | 1.45% | nová |
| Sandisk Corp US:SNDK | 22 936 | $52.2 mil. | 1.23% | nová |
| Bill Com Holdings Inc US:BILL | 1 400 202 | $50.6 mil. | 1.20% | −1 941 541 |
| Hewlett Packard Enterprise C… US:HPE | 922 265 | $41.6 mil. | 0.98% | nová |
| Everpure, Inc. US:P | 515 256 | $40.6 mil. | 0.96% | nová |
| Cloudflare Inc US:NET | 140 946 | $34.6 mil. | 0.82% | nová |
| NetApp Inc US:NTAP | 154 022 | $23.8 mil. | 0.56% | nová |
| AKAMAI TECHNOLOGIES INC US:AKAM | 0 (bylo 488 809) | — | — | prodána |
| Applied Materials Inc US:AMAT | 0 (bylo 141 341) | — | — | prodána |
| Broadcom Inc. US:AVGO | 0 (bylo 494 842) | — | — | prodána |
| Enphase Energy Inc US:ENPH | 0 (bylo 620 559) | — | — | prodána |
| MKS Instruments Inc US:MKSI | 0 (bylo 374 868) | — | — | prodána |
| Madison Square Garden Sports… US:MSGS | 0 (bylo 205 253) | — | — | prodána |
| Oracle Corporation US:ORCL | 0 (bylo 639 117) | — | — | prodána |
| PayPal Holdings Inc US:PYPL | 0 (bylo 2 448 456) | — | — | prodána |
| Qorvo Inc US:QRVO | 0 (bylo 1 210 071) | — | — | prodána |
| Take-Two Interactive Softwar… US:TTWO | 0 (bylo 320 372) | — | — | prodána |
| Tesla, Inc. US:TSLA | 0 (bylo 400 469) | — | — | prodána |
| ViaSat Inc US:VSAT | 0 (bylo 1 528 068) | — | — | prodána |
| LIBERTY GLOBAL LTD CUSIP G61188101 | 0 (bylo 6 069 913) | — | — | prodána |
| LIBERTY GLOBAL LTD CUSIP G61188127 | 0 (bylo 2 615 646) | — | — | prodána |
Ve společnostech z naší databáze 1
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Block Inc | 1.52% | 8 246 473 | 2026-06-30 |
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