Position in ADSK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$45,486,697
+$45,165,184 QoQ
Shares Held
233,961
+17320.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2
of 83 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Derivatives in ADSK
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$452,086
PutShares
1,736
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $736,635,386 across 26 Software - Application names. ADSK ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
527,268 | $197,894,224 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
1,120,357 | $137,859,928 | |
| 3 | CRM |
Salesforce, Inc.
|
672,874 | $105,412,439 | |
| 4 | ADBE |
Adobe Inc.
|
279,696 | $57,343,273 | |
| 5 | DDOG |
Datadog, Inc.
|
207,512 | $54,027,822 | |
| 6 | ADSK |
Autodesk, Inc.
This page
|
233,961 | $45,486,697 | |
| 7 | ADP |
Automatic Data Processing Inc
|
154,943 | $34,699,484 | |
| 8 | INTU |
Intuit Inc.
|
123,040 | $32,113,440 |
All Filings in ADSK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,486,697 | 233,961 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $321,513 | 1,343 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $297,193 | 1,004 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $318,940 | 1,004 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $435,254 | 1,406 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $386,154 | 1,475 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $482,665 | 1,633 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $444,623 | 1,614 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $399,384 | 1,614 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $452,086 | 1,736 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $593,847 | 2,439 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $466,581 | 2,255 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $275,609 | 1,347 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $240,216 | 1,154 | Shares | Other | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||