Contour Asset Management LLC
NEW YORK NY · SEC CIK 0001510669
$42.24亿2026Q2 申报市值
27持仓数
62.1%前十大占比 · 第一大 14.8%
14 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XYZ 加仓+$2.82亿
T 新建仓+$2.50亿
ZBRA 新建仓+$2.49亿
AMZN 新建仓+$2.45亿
ETN 新建仓+$1.97亿
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$1.71亿
AVGO 清仓-$1.53亿
TSLA 清仓-$1.49亿
PYPL 清仓-$1.11亿
ORCL 清仓-$9,402.05万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | $6.27亿 | 14.84% | 8,246,473 | 3,712,149 | 81.9% | $2.82亿 | 加仓 |
| T | AT&T INC | $2.50亿 | 5.92% | 12,084,219 | 12,084,219 | — | $2.50亿 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.49亿 | 5.91% | 947,726 | 947,726 | — | $2.49亿 | 新建仓 |
| GOOGL | ALPHABET INC | $2.47亿 | 5.85% | 691,832 | -479,611 | -40.9% | -$1.71亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.45亿 | 5.80% | 1,027,536 | 1,027,536 | — | $2.45亿 | 新建仓 |
| RKT | ROCKET COS INC | $2.36亿 | 5.58% | 14,961,047 | 5,091,721 | 51.6% | $8,019.46万 | 加仓 |
| W | WAYFAIR INC | $2.21亿 | 5.24% | 2,396,292 | 2,067,584 | 629.0% | $1.91亿 | 加仓 |
| ETN | EATON CORP PLC | $1.97亿 | 4.67% | 462,513 | 462,513 | — | $1.97亿 | 新建仓 |
| CART | MAPLEBEAR INC | $1.82亿 | 4.32% | 3,851,511 | -42,562 | -1.1% | -$201.53万 | 减仓 |
| RBLX | ROBLOX CORP | $1.69亿 | 4.00% | 3,107,169 | 604,973 | 24.2% | $3,289.84万 | 加仓 |
| LYFT | LYFT INC | $1.63亿 | 3.86% | 11,173,228 | -778,650 | -6.5% | -$1,137.61万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.62亿 | 3.83% | 1,698,965 | -137,725 | -7.5% | -$1,310.32万 | 减仓 |
| IRM | IRON MTN INC DEL | $1.61亿 | 3.81% | 1,274,684 | -170,139 | -11.8% | -$2,149.03万 | 减仓 |
| RACE | FERRARI N V | $1.51亿 | 3.56% | 404,397 | 404,397 | — | $1.51亿 | 新建仓 |
| APP | APPLOVIN CORP | $1.31亿 | 3.09% | 253,636 | 253,636 | — | $1.31亿 | 新建仓 |
| TRMB | TRIMBLE INC | $1.19亿 | 2.83% | 2,332,879 | 643,580 | 38.1% | $3,293.84万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1.17亿 | 2.76% | 4,620,776 | 4,620,776 | — | $1.17亿 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $1.05亿 | 2.49% | 3,034,019 | -698,366 | -18.7% | -$2,425.43万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1.04亿 | 2.47% | 1,391,293 | 1,391,293 | — | $1.04亿 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $8,280.97万 | 1.96% | 4,207,812 | -854,543 | -16.9% | -$1,681.74万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $6,133.60万 | 1.45% | 354,482 | 354,482 | — | $6,133.60万 | 新建仓 |
| SNDK | SANDISK CORP | $5,215.03万 | 1.23% | 22,936 | 22,936 | — | $5,215.03万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $5,063.13万 | 1.20% | 1,400,202 | -1,941,541 | -58.1% | -$7,020.61万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,160.34万 | 0.98% | 922,265 | 922,265 | — | $4,160.34万 | 新建仓 |
| P | EVERPURE INC | $4,059.70万 | 0.96% | 515,256 | 515,256 | — | $4,059.70万 | 新建仓 |
| NET | CLOUDFLARE INC | $3,457.12万 | 0.82% | 140,946 | 140,946 | — | $3,457.12万 | 新建仓 |
| NTAP | NETAPP INC | $2,383.64万 | 0.56% | 154,022 | 154,022 | — | $2,383.64万 | 新建仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -494,842 | -100.0% | -$1.53亿 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -400,469 | -100.0% | -$1.49亿 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -2,448,456 | -100.0% | -$1.11亿 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -639,117 | -100.0% | -$9,402.05万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -1,210,071 | -100.0% | -$9,365.95万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -374,868 | -100.0% | -$8,614.84万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -6,069,913 | -100.0% | -$7,338.52万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -1,528,068 | -100.0% | -$6,998.55万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -205,253 | -100.0% | -$6,596.83万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -320,372 | -100.0% | -$6,327.35万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -488,809 | -100.0% | -$5,613.97万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -141,341 | -100.0% | -$4,830.89万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -2,615,646 | -100.0% | -$3,068.15万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -620,559 | -100.0% | -$2,346.33万 | 清仓 |