§ 13F · FUND PROFILE
Curi Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5450.3T (13F)Positions · 1273Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 431K | $223.4T | 4.1% | — |
| 2 | JPM | JPMORGAN CHASE & CO. | 364K | $114.8T | 2.1% | — |
| 3 | NVDA | NVIDIA CORPORATION | 608K | $113.5T | 2.1% | — |
| 4 | AAPL | APPLE INC | 439K | $111.9T | 2.1% | — |
| 5 | AMZN | AMAZON COM INC | 505K | $110.9T | 2.0% | — |
| 6 | SCHX | SCHWAB STRATEGIC TR | 3.40M | $89.6T | 1.6% | — |
| 7 | GOOGL | ALPHABET INC | 339K | $82.5T | 1.5% | — |
| 8 | V | VISA INC | 235K | $80.1T | 1.5% | — |
| 9 | IVV | ISHARES TR | 97K | $64.7T | 1.2% | — |
| 10 | GOOG | ALPHABET INC | 256K | $62.4T | 1.1% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURI SIGNAL
AC read
Curi Capital, LLC is a Other fund managing $5450263.4 trillion in assets. The fund runs a massive portfolio of 1,273 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed