Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,367,696
+$7,755,241 QoQ
Shares Held
219,971
+977.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#22
of 319 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $8,367,696 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
219,971 | $8,367,696 |
All Filings in IX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,367,696 | 219,971 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $612,455 | 20,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,806,145 | 61,812 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $1,391,104 | 61,772 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,103,054 | 52,803 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||