Contour Asset Management LLC
NEW YORK NY · SEC CIK 0001510669
$30.77亿2026Q1 申报市值
27持仓数
58.6%前十大占比 · 第一大 10.9%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CART 新建仓+$1.46亿
TSLA 加仓+$1.17亿
RBLX 加仓+$1.13亿
LYFT 加仓+$1.07亿
ORCL 新建仓+$9,402.05万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$3.01亿
ABNB 清仓-$2.29亿
Z 清仓-$2.22亿
WDAY 清仓-$1.84亿
TER 清仓-$1.69亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,134,417 | -100.0% | -$3.01亿 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,683,998 | -100.0% | -$2.29亿 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -3,260,474 | -100.0% | -$2.22亿 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -857,075 | -100.0% | -$1.84亿 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -871,556 | -100.0% | -$1.69亿 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -5,326,628 | -100.0% | -$9,801.00万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -198,944 | -100.0% | -$8,349.48万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -359,631 | -100.0% | -$8,144.92万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -378,595 | -100.0% | -$6,033.29万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -398,602 | -100.0% | -$3,362.61万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -431,164 | -100.0% | -$2,896.13万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -3,355,000 | -100.0% | -$2,707.49万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $2,346.33万 | 0.76% | 620,559 | 620,559 | — | $2,346.33万 | 新建仓 |
| W | WAYFAIR INC | $2,472.21万 | 0.80% | 328,708 | 328,708 | — | $2,472.21万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $3,068.15万 | 1.00% | 2,615,646 | 6,691 | 0.3% | $7.85万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,830.89万 | 1.57% | 141,341 | 141,341 | — | $4,830.89万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $5,613.97万 | 1.82% | 488,809 | 488,809 | — | $5,613.97万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,327.35万 | 2.06% | 320,372 | -588,102 | -64.7% | -$1.16亿 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $6,596.83万 | 2.14% | 205,253 | 14,245 | 7.5% | $457.83万 | 加仓 |
| VSAT | VIASAT INC | $6,998.55万 | 2.27% | 1,528,068 | 1,528,068 | — | $6,998.55万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $7,338.52万 | 2.39% | 6,069,913 | 886,780 | 17.1% | $1,072.12万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $8,059.27万 | 2.62% | 5,062,355 | -6,100,271 | -54.6% | -$9,711.63万 | 减仓 |
| MKSI | MKS INC. | $8,614.84万 | 2.80% | 374,868 | 374,868 | — | $8,614.84万 | 新建仓 |
| — | QORVO INC | $9,365.95万 | 3.04% | 1,210,071 | -1,038,851 | -46.2% | -$8,040.71万 | 减仓 |
| ORCL | ORACLE CORP | $9,402.05万 | 3.06% | 639,117 | 639,117 | — | $9,402.05万 | 新建仓 |
| TRMB | TRIMBLE INC | $1.10亿 | 3.58% | 1,689,299 | -1,484,949 | -46.8% | -$9,686.32万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1.11亿 | 3.60% | 2,448,456 | 596,909 | 32.2% | $2,699.82万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $1.15亿 | 3.74% | 3,732,385 | -1,109,684 | -22.9% | -$3,423.38万 | 减仓 |
| BILL | BILL HOLDINGS INC | $1.28亿 | 4.16% | 3,341,743 | -1,368,827 | -29.1% | -$5,242.61万 | 减仓 |
| RKT | ROCKET COS INC | $1.41亿 | 4.57% | 9,869,326 | 6,024,275 | 156.7% | $8,584.59万 | 加仓 |
| RBLX | ROBLOX CORP | $1.42亿 | 4.60% | 2,502,196 | 1,991,925 | 390.4% | $1.13亿 | 加仓 |
| CART | MAPLEBEAR INC | $1.46亿 | 4.74% | 3,894,073 | 3,894,073 | — | $1.46亿 | 新建仓 |
| IRM | IRON MTN INC DEL | $1.48亿 | 4.80% | 1,444,823 | -1,387,359 | -49.0% | -$1.42亿 | 减仓 |
| TSLA | TESLA INC | $1.49亿 | 4.84% | 400,469 | 314,839 | 367.7% | $1.17亿 | 加仓 |
| AVGO | BROADCOM INC | $1.53亿 | 4.98% | 494,842 | 301,896 | 156.5% | $9,343.98万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.56亿 | 5.08% | 1,836,690 | 627,463 | 51.9% | $5,334.69万 | 加仓 |
| LYFT | LYFT INC | $1.59亿 | 5.17% | 11,951,878 | 8,034,994 | 205.1% | $1.07亿 | 加仓 |
| XYZ | BLOCK INC | $2.73亿 | 8.87% | 4,534,324 | -132,567 | -2.8% | -$797.79万 | 减仓 |
| GOOGL | ALPHABET INC | $3.37亿 | 10.95% | 1,171,443 | 110,509 | 10.4% | $3,177.80万 | 加仓 |