13F Insight
DOSSIER · 13F-HR · Q2 2026

Curi Capital, LLC

$6.5B in tracked AUM across 1,569 positions as of Q2 2026.

CC
CIK 0001332905 · last filed Jun 30, 2026
Total AUM
$6.5B
as of Q2 2026
Holdings
1,569
+29 QoQ
positions
Whale Score
50
50
tracked
Activity
895
+119 new, −90 sold
changes this Q
AI Analysis · Q2 2026

Curi Capital, LLC filed its latest 13F-HR for Q2 2026. 895 position changes this quarter — 119 new, 90 exited, 331 added, 355 trimmed.

Quarter at a glance — Q2 2026

895 material changes this filing.

TRIM
AMDADVANCED MICRO DEVICES INC
-20K sh
+$39M
1.0%
ADD
GOOGLALPHABET INC
+10K sh
+$31M
2.2%
ADD
MUMICRON TECHNOLOGY INC
+21K sh
+$30M
0.5%
TRIM
AMATAPPLIED MATLS INC
-17K sh
+$28M
1.0%
ADD
INTCINTEL CORP
+184K sh
+$27M
0.4%
TRIM
PANWPALO ALTO NETWORKS INC
-21K sh
+$27M
0.9%
ADD
WECWEC ENERGY GROUP INC
+220K sh
+$26M
0.4%

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$192M662K3.0%02
MSFT
MICROSOFT CORP
$173M463K2.7%03
NVDA
NVIDIA CORPORATION
$161M802K2.5%04
GOOGL
ALPHABET INC
$146M407K2.2%05
AMZN
AMAZON COM INC
$133M560K2.1%06
IEFA
ISHARES TR
$125M1.3M1.9%07
JPM
JPMORGAN CHASE & CO
$122M374K1.9%08
IVV
ISHARES TR
$95M127K1.5%09
SPY
STATE STR SPDR S&P 500 ETF T
$92M124K1.4%10
SCHX
SCHWAB STRATEGIC TR
$92M3.1M1.4%

Filing history

2026Q2Jun 30
$6.5B▲ 15.4%
1,569 positionsView →2026Q1Mar 31
$5.6B▼ 2.6%
1,518 positionsView →2025Q4Dec 31
$5.8B▲ 5.9%
1,541 positionsView →2025Q3Sep 30
$5.5B▲ 3.5%
1,273 positionsLocked2025Q2Jun 30
$5.3B▲ 29.9%
1,171 positionsLocked2025Q1Mar 31
$4.1B▼ 6.6%
476 positionsLocked2024Q4Dec 31
$4.3B▼ 1.5%
512 positionsLocked2024Q3Sep 30
$4.4B▲ 5.6%
539 positionsLocked2024Q2Jun 30
$4.2B▼ 4.4%
526 positionsLocked2024Q1Mar 31
$4.4B▲ 33.3%
560 positionsLocked2023Q4Dec 31
$3.3B▲ 12.0%
504 positionsLocked2023Q3Sep 30
$2.9B▼ 4.0%
497 positionsLocked
Showing 12 of 79