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