Position in KDK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$106,756
-$305,702 QoQ
Shares Held
21,015
-64.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 6 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 $599,811,129 across 24 Software - Infrastructure names. KDK ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
1,073,881 | $366,214,897 | |
| 2 | MSFT |
Microsoft Corp
|
236,411 | $88,186,028 | |
| 3 | ORCL |
Oracle Corp
|
198,382 | $29,072,881 | |
| 4 | SNPS |
Synopsys Inc
|
44,214 | $19,722,537 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
134,171 | $15,653,730 | |
| 6 | FTNT |
Fortinet, Inc.
|
93,748 | $14,401,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
90,395 | $10,685,592 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
55,231 | $10,537,245 |
All Filings in KDK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,756 | 21,015 | Shares | Sole | 2026-07-13 | |
| 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. | ||||||