Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,898,833
+$10,957,721 QoQ
Shares Held
114,209
+151.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#125
of 1,603 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Curi Capital, LLC holds $231,661,896 across 11 Drug Manufacturers - General names. NVS ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
65,624 | $78,711,400 | |
| 2 | MRK |
Merck & Co., Inc.
|
375,369 | $48,234,916 | |
| 3 | AZN |
Astrazeneca PLC
|
119,992 | $22,752,882 | |
| 4 | JNJ |
Johnson & Johnson
|
88,578 | $22,496,153 | |
| 5 | ABBV |
AbbVie Inc.
|
88,110 | $22,172,000 | |
| 6 | NVS |
Novartis AG
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|
114,209 | $17,898,833 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
58,608 | $7,404,533 | |
| 8 | AMGN |
Amgen Inc
|
19,312 | $6,993,261 |
All Filings in NVS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,898,833 | 114,209 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,941,112 | 45,441 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,142,572 | 66,313 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $5,494,827 | 42,848 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,287,463 | 60,222 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,226,158 | 55,850 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $222,229 | 2,629 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||