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