Position in IBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,811,863
+$4,969,979 QoQ
Shares Held
116,681
+1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#305
of 3,616 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$646,783
PutShares
2,300
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 Information Technology Services
Technology · as of Jun 30, 2026Curi Capital, LLC holds $35,218,404 across 6 Information Technology Services names. IBM ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
116,681 | $32,811,863 | |
| 2 | ACN |
Accenture plc
|
13,733 | $1,708,934 | |
| 3 | IT |
Gartner Inc
|
2,113 | $273,887 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,656 | $226,788 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
12,068 | $136,488 | |
| 6 | WIT |
Wipro Ltd
|
26,864 | $60,444 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,783 | 2,300 | Put | Other | 2026-08-14 | |
| 2026-06-30 | $32,811,863 | 116,681 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,390 | 1,000 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $27,841,884 | 114,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,210 | 1,000 | Put | Other | 2026-02-17 | |
| 2025-12-31 | $31,353,235 | 105,848 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $29,794,402 | 105,594 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $31,408,513 | 106,549 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $19,716,251 | 79,290 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,669,688 | 62,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,082,022 | 54,650 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,886,859 | 57,166 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,821,130 | 56,667 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,929,394 | 48,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,114,472 | 50,709 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,731,178 | 50,304 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,120,723 | 46,691 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,852,392 | 34,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,433,228 | 20,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $775,980 | 5,496 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $275,382 | 2,118 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $281,487 | 2,106 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $448,327 | 3,227 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $329,387 | 2,247 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $387,518 | 3,185 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||