Long-term investor
Curi Capital, LLC @curicapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001332905).
Record
- Tracked since 2025-06-30 (471 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +3.6% · 6 months +20.4% · 1 year +21.9% · all +21.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.9% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- 46432F842 · 1.9% · long · since 2025-06-30
- JPM · 1.9% · long · since 2025-06-30
- 464287200 · 1.5% · long · since 2025-06-30
- 808524201 · 1.4% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30
- 02079K107 · 1.4% · long · since 2025-06-30
- V · 1.2% · long · since 2025-06-30