Kurv Investment Management LLC
CIK 2027462 · View on SEC EDGAR ↗
- Portfolio value
- $166.0M
- Positions
- 54
- As of
- June 30, 2026
#7,066 of 9,443 by 13F value · top 74.8%
Portfolio value QoQ: -4.1% 13F does not disclose cash
- Top 10 holdings weight
- 51.34%
- Top 25 holdings weight
- 79.70%
- Positions above 1%
- 35
- Effective number of positions
- 25.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.79% Est. buys $51,985,410 · sells $16,587,392
- New positions
- 25
- Increased
- 24
- Decreased
- 5
- Closed
- 4
Put-notional exposure: 2.5% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 96.0% · Options excluded: 34.5%
Sector breakdown
Technology
39.1%
Communication Services
18.2%
Retail
8.2%
Industrials
6.3%
Consumer Discretionary
5.3%
Communications
1.4%
Utilities
1.2%
Health Care
1.1%
Financial Services
1.0%
Other/Unmapped
18.1%
Full portfolio 54 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $14,884,461 | 8.97% | 41,650 | $4,886,942 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $13,018,403 | 7.84% | 93,235 | $7,426,902 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,952,751 | 7.20% | 50,150 | $3,108,138 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $10,136,880 | 6.11% | 17,450 | $5,352,524 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $9,638,291 | 5.81% | 25,515 | $1,609,420 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5,530,950 | 3.33% | 7,650 | $3,361,522 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,336,609 | 3.22% | 9,474 | $868,564 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $5,215,425 | 3.14% | 18,024 | $-163,082 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4,787,561 | 2.88% | 625 | Call option | Up ×1 | ||
| SIL SIL | $4,705,669 | 2.84% | 12,514 | Call option | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,385,757 | 2.64% | 619 | Call option | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3,975,932 | 2.40% | 9,453 | $1,023,910 | Up ×2 | ||
| CLOA iShares AAA CLO Active ETF | $3,703,898 | 2.23% | 6,725 | Call option | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,572,007 | 2.15% | 17,852 | $946,299 | Up ×2 | ||
| SIVR | $3,525,294 | 2.12% | 4,827 | Call option | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $3,520,020 | 2.12% | 49,300 | $-502,606 | Up ×2 | ||
| TER Teradyne, Inc. - Common Stock | $3,173,990 | 1.91% | 6,560 | $370,143 | Down ×1 | ||
| GDX GDX | $3,061,997 | 1.84% | 2,568 | Call option | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2,944,128 | 1.77% | 40,800 | $440,791 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $2,748,828 | 1.66% | 9,775 | $713,460 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $2,660,963 | 1.60% | 14,025 | ||||
| HWM Howmet Aerospace Inc. Common Stock | $2,645,582 | 1.59% | 9,840 | $740,355 | Up ×2 | ||
| SIL SIL | $2,493,050 | 1.50% | 32,185 | $158,162 | Up ×2 | ||
| SLV | $2,363,981 | 1.42% | 4,130 | Put option | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,296,343 | 1.38% | 19,550 | $974,491 | Up ×1 | ||
| GDX GDX | $2,289,153 | 1.38% | 30,340 | $29,101 | Up ×2 | ||
| BWXT BWX Technologies, Inc. Common Stock | $2,274,485 | 1.37% | 11,685 | $330,613 | Up ×2 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $2,146,433 | 1.29% | 4,675 | $197,508 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,022,673 | 1.22% | 891 | Call option | Up ×1 | ||
| VST Vistra Corp. Common Stock | $1,983,668 | 1.20% | 12,505 | $381,679 | Up ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $1,901,199 | 1.15% | 3,690 | $709,055 | Up ×1 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $1,798,160 | 1.08% | 51,865 | $952,421 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,743,869 | 1.05% | 4,675 | $271,056 | Up ×2 | ||
| RDDT Reddit, Inc. Class A Common Stock | $1,743,611 | 1.05% | 10,045 | $660,949 | Up ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1,726,822 | 1.04% | 17,220 | $752,550 | Up ×2 | ||
| IAU | $1,647,082 | 0.99% | 1,519 | Call option | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,498,347 | 0.90% | 964 | Call option | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,404,414 | 0.85% | 12,300 | $210,710 | Up ×2 | ||
| VGK | $1,270,549 | 0.77% | 14,350 | $275,369 | Up ×1 | ||
| TSLP | $923,224 | 0.56% | 48,506 | $191,734 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $876,709 | 0.53% | 493 | Call option | Up ×1 | ||
| GLD | $743,725 | 0.45% | 355 | Put option | Up ×1 | ||
| GOOP | $676,379 | 0.41% | 16,676 | ||||
| QQQ Invesco QQQ Trust, Series 1 | $669,000 | 0.40% | 400 | Put option | Up ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $643,900 | 0.39% | 94 | Call option | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $615,060 | 0.37% | 34 | Call option | Up ×1 | ||
| CLOA iShares AAA CLO Active ETF | $599,664 | 0.36% | 11,552 | Up ×1 | |||
| ICSH | $598,867 | 0.36% | 11,840 | Up ×1 | |||
| VUSB | $399,036 | 0.24% | 8,016 | Up ×1 | |||
| IBHG | $398,147 | 0.24% | 18,032 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $359,657 | 0.22% | 307 | Call option | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $288,592 | 0.17% | 840 | Call option | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $237,527 | 0.14% | 168 | Put option | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $206,072 | 0.12% | 157 | Put option | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TSLA | $4,787,561 | 625 | 2.88% |
| SIL | $4,705,669 | 12,514 | 2.84% |
| MSFT | $4,385,757 | 619 | 2.64% |
| CLOA | $3,703,898 | 6,725 | 2.23% |
| SIVR | $3,525,294 | 4,827 | 2.12% |
| GDX | $3,061,997 | 2,568 | 1.84% |
| RTX | $2,660,963 | 14,025 | 1.60% |
| SLV | $2,363,981 | 4,130 | 1.42% |
| GOOGL | $2,022,673 | 891 | 1.22% |
| IAU | $1,647,082 | 1,519 | 0.99% |
| AMZN | $1,498,347 | 964 | 0.90% |
| AAPL | $876,709 | 493 | 0.53% |
| GLD | $743,725 | 355 | 0.45% |
| GOOP | $676,379 | 16,676 | 0.41% |
| QQQ | $669,000 | 400 | 0.40% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| INTC | Trimmed | -43K | +$7.4M |
| AMD | Trimmed | -7K | +$5.4M |
| GOOGL | Bought more | +5K | +$4.9M |
| AMAT | Bought more | +936 | +$3.4M |
| AMZN | Bought more | +6K | +$3.1M |
| AVGO | Trimmed | -2K | +$1.6M |
| TSLA | Bought more | +1K | +$1.0M |
| CSCO | Bought more | +2K | +$974K |
| HIMS | Bought more | +7K | +$952K |
| NVDA | Bought more | +2K | +$946K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RTX | March 31, 2026 | 10,032 | $1,839,869 | 10.2% |
| FOUR | June 30, 2026 | 27,412 | $1,195,711 | -2.9% |
| ISRG | June 30, 2026 | 2,628 | $1,189,893 | -6.1% |
| COIN | March 31, 2026 | 3,638 | $822,697 | 7.3% |
| GOOP | March 31, 2026 | 11,957 | $466,323 | No longer tracked |
| AMZP | June 30, 2026 | 14,648 | $460,746 | No longer tracked |
| GLXY | March 31, 2026 | 16,920 | $378,331 | 35.6% |
| BMNR | March 31, 2026 | 12,708 | $345,022 | 14.0% |
| FRSH | June 30, 2026 | 29,370 | $236,135 | 26.2% |