Curi Capital, LLC
•CIK: 1332905•Filing: Q4 2025
Curi RMB Capital, LLC, managed by the seasoned fund manager Curi, is known for its contrarian and opportunistic investment style, currently managing $5.5 billion in assets across 866 positions. The fund recently made notable moves by adding BX, CBK, and XBI, while significantly cutting positions in CRM and AAPL by 99%, and increasing stakes in EXK by 655% and PNC by 133%.
Total AUM
$5.5B
QoQ Performance
+1.8%
Positions
719
Top 10 Concentration
25.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.6%
NVDA2.5%
JPM2.4%
AMZN2.3%
GOOGL2.3%
SCHX1.7%
IVV1.7%
V1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.0%
Technology16.3%
Financial7.4%
Healthcare6.0%
Consumer5.0%
ETF3.6%
Consumer Staples1.0%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
+496 more exited positions
Changes from Q3 2025
NEW3 new positions
↑82 increased
↓112 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022