Position in PUBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$656,511
New position
Shares Held
50,039
first reported quarter
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 17 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $736,635,386 across 26 Software - Application names. PUBM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
527,268 | $197,894,224 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
1,120,357 | $137,859,928 | |
| 3 | CRM |
Salesforce, Inc.
|
672,874 | $105,412,439 | |
| 4 | ADBE |
Adobe Inc.
|
279,696 | $57,343,273 | |
| 5 | DDOG |
Datadog, Inc.
|
207,512 | $54,027,822 | |
| 6 | ADSK |
Autodesk, Inc.
|
233,961 | $45,486,697 | |
| 7 | ADP |
Automatic Data Processing Inc
|
154,943 | $34,699,484 | |
| 8 | INTU |
Intuit Inc.
|
123,040 | $32,113,440 |
All Filings in PUBM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,511 | 50,039 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||