Curi Capital, LLC

Position in V — Visa Inc.

CIK 1332905 CHICAGO, IL

Position in V

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$80,788,431

+$6,900,726 QoQ

Shares Held

235,473

-3.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#435

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

Curi Capital, LLC holds $105,546,471 across 5 Credit Services names. V ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	235,473	$80,788,431
2	MA	Mastercard Inc	31,625	$16,242,599
3	COF	Capital One Financial Corp	30,740	$6,167,058
4	AXP	American Express Co	6,210	$2,100,531
5	PYPL	PayPal Holdings, Inc.	5,740	$247,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,788,431	235,473	-3.7%	Shares	Other	2026-08-14
2026-03-31	$73,887,705	244,467	-4.3%	Shares	Other	2026-05-15
2025-12-31	$89,568,878	255,393	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$89,266,772	261,488	-2.1%	Shares	Other	2025-11-13
2025-06-30	$94,819,297	267,059	+5.3%	Shares	Other	2025-08-14
2025-03-31	$88,894,529	253,651	-9.7%	Shares	Sole	2025-05-15
2024-12-31	$88,755,093	280,835	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$79,538,635	289,284	+1.0%	Shares	Sole	2024-11-06
2024-06-30	$75,151,985	286,326	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$80,650,212	288,986	+18.9%	Shares	Sole	2024-05-15
2023-12-31	$63,279,369	243,055	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$56,692,174	246,477	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$59,114,946	248,926	+1.3%	Shares	Sole	2023-08-11
2023-03-31	$55,393,492	245,691	+1.2%	Shares	Sole	2023-05-11
2022-12-31	$50,439,765	242,779	-4.0%	Shares	Sole	2023-02-14
2022-09-30	$44,948,292	253,016	-6.6%	Shares	Sole	2022-11-14
2022-06-30	$53,315,055	270,786	-4.8%	Shares	Sole	2022-08-01
2022-03-31	$63,111,528	284,581	-2.2%	Shares	Sole	2022-05-06
2021-12-31	$63,068,027	291,025	-0.8%	Shares	Sole	2022-01-26
2021-09-30	$65,361,532	293,430	+2.0%	Shares	Sole	2021-10-20
2021-06-30	$67,296,669	287,814	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$60,668,055	286,535	+2.5%	Shares	Sole	2021-05-12
2020-12-31	$61,143,783	279,540	+6.5%	Shares	Other	2021-02-11
2020-09-30	$52,473,527	262,407	-1.5%	Shares	Other	2020-11-10
2020-06-30	$51,466,669	266,432	+1.5%	Shares	Sole	2020-08-05
2020-03-31	$42,288,038	262,463	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.