Position in KDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$301,914
-$110,544 QoQ
Shares Held
59,432
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#45
of 91 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $7,045,796 across 7 Software - Infrastructure names. KDK ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,202 | $4,924,607 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,196 | $606,216 | |
| 3 | ORCL |
Oracle Corp
|
2,742 | $401,838 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,050 | $358,069 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,045 | $314,152 | |
| 6 | KDK |
Kodiak AI, Inc.
This page
|
59,432 | $301,914 | |
| 7 | REKR |
Rekor Systems, Inc.
|
200,000 | $139,000 |
All Filings in KDK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,914 | 59,432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,458 | 59,432 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $648,997 | 59,432 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||