Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,968
-$264,967 QoQ
Shares Held
1,608
-26.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 762 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $28,264,954 across 6 Financial Data & Stock Exchanges names. FDS ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
50,457 | $19,440,962 | |
| 2 | CME |
Cme Group Inc.
|
29,063 | $6,417,981 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
12,330 | $971,849 | |
| 4 | MCO |
Moodys Corp /De/
|
1,591 | $720,595 | |
| 5 | FDS |
Factset Research Systems Inc
This page
|
1,608 | $369,968 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,791 | $343,599 |
All Filings in FDS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,968 | 1,608 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $634,935 | 2,188 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||