StockDriftsStockDriftsTop 27 Contour Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.95% | 1.17M | $336.9M | +10.42%(+110.51K) | $183.85(+115.82%) | 2026-03-31 | |
| XYZ | BLOCK INC | 8.87% | 4.53M | $272.9M | -2.84%(-132.57K) | $79.32(-11.30%) | 2026-03-31 | |
| LYFT | LYFT INC | 5.17% | 11.95M | $159.0M | +205.14%(+8.03M) | $17.76(-26.98%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 5.08% | 1.84M | $156.2M | +51.89%(+627.46K) | $89.91(-0.41%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.98% | 494.8K | $153.2M | +156.47%(+301.90K) | $256.15(+65.99%) | 2026-03-31 | |
| TSLA | TESLA INC | 4.84% | 400.5K | $148.9M | +367.67%(+314.84K) | $418.54(+0.88%) | 2026-03-31 | |
| IRM | IRON MTN INC DEL | 4.8% | 1.44M | $147.6M | -48.99%(-1.39M) | $96.83(+29.17%) | 2026-03-31 | |
| CART | MAPLEBEAR INC | 4.74% | 3.89M | $145.9M | new | $41.22(-3.66%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 4.6% | 2.50M | $141.5M | +390.37%(+1.99M) | $78.48(-45.40%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 4.57% | 9.87M | $140.6M | +156.68%(+6.02M) | $16.77(-20.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.56% |
| Top 20 Holdings Unweighted | +16.20% | +56.89% |
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