Kurv Investment Management LLC
13F Reported Value
ⓘ$173.0M
incl. option notional
Equity Holdings
ⓘ$94.6M
Option Notional
ⓘ$78.4M
$40.7M puts / $37.7M calls
Holdings
62
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Kurv Investment Management LLC disclosed 62 positions worth $173.0M in its Form 13F-HR for Q1 2026 — $94.6M in common stock plus $78.4M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SLV (iShares Silver Trust) puts, followed by $GOOG and $GLD. During the quarter the fund opened 20 new positions and exited 10 — including a new stake in $SIVR and a full exit from $COIN. The portfolio is most concentrated in Technology (58.0% of disclosed assets). All figures are sourced directly from Kurv Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 2027462.
Sector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$10.8M5,542 sh - 80.2#45
Quality
$10.0M36,554 sh - —
Quality
$9.6M1,302 sh - 74.6
Quality
$8.8M44,014 sh - —
Quality
$8.4M4,977 sh - —
Quality
$8.4M6,860 sh - 86.4
Quality
$8.0M27,364 sh - —
Quality
$5.9M2,897 sh - 41.5
Quality
$5.6M135,749 sh - 76.1
Quality
$5.4M21,808 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 iShares Silver Trust$SLVPUT | — | $10.8M | 5,542 |
 Alphabet Inc.$GOOG | 80.2#45 | $10.0M | 36,554 |
 SPDR GOLD TRUST$GLDPUT | — | $9.6M | 1,302 |
 AMAZON COM INC$AMZN | 74.6 | $8.8M | 44,014 |
 abrdn Silver ETF Trust$SIVRCALL | — | $8.4M | 4,977 |
| iShares Silver Trust$SLVCALL | — | $8.4M | 6,860 |
 Broadcom Inc.$AVGO | 86.4 | $8.0M | 27,364 |
| abrdn Silver ETF Trust$SIVRPUT | — | $5.9M | 2,897 |
 INTEL CORP$INTC | 41.5 | $5.6M | 135,749 |
 Apple Inc.$AAPL | 76.1 | $5.4M | 21,808 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kurv Investment Management LLC's 62 positions.
Showing top 10 of 62 holdings.
Sector Allocation
Technology
$54.9M
Industrials
$10.4M
Consumer Discretionary
$8.8M
Other
$6.8M
Communication Services
$6.0M
Financials
$2.2M
Healthcare
$2.0M
Materials
$1.9M
Full Holdings — Kurv Investment Management LLC (Q1 2026)
All 62 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SLVPUT | iShares Silver Trust | $10.8M | — | +639% | — |
| 2 | $GOOG | Alphabet Inc. | $10.0M | 10.6% | +4% | 80.2 |
| 3 | $GLDPUT | SPDR GOLD TRUST | $9.6M | — | +234% | — |
| 4 | $AMZN | AMAZON COM INC | $8.8M | 9.3% | +36% | 74.6 |
| 5 | $SIVRCALL | abrdn Silver ETF Trust | $8.4M | — | NEW | — |
| 6 | $SLVCALL | iShares Silver Trust | $8.4M | — | -33% | — |
| 7 | $AVGO | Broadcom Inc. | $8.0M | 8.5% | +39% | 86.4 |
| 8 | $SIVRPUT | abrdn Silver ETF Trust | $5.9M | — | NEW | — |
| 9 | $INTC | INTEL CORP | $5.6M | 5.9% | +76% | 41.5 |
| 10 | $AAPL | Apple Inc. | $5.4M | 5.7% | +22% | 76.1 |
| 11 | $GLDCALL | SPDR GOLD TRUST | $4.9M | — | +13% | — |
| 12 |  $AMD | ADVANCED MICRO DEVICES INC | $4.8M | 5.1% | +75% | 78.8 |
| 13 |  $META | Meta Platforms, Inc. | $4.5M | 4.7% | +22% | 80.9 |
| 14 |  $NFLX | NETFLIX INC | $4.0M | 4.3% | +58% | 86.7 |
| 15 | $AMZNCALL | AMAZON COM INC | $3.4M | — | -5% | 74.6 |
| 16 | — | ISHARES GOLD TR | $3.3M | — | NEW | — |
| 17 |  $TSLA | Tesla, Inc. | $3.0M | 3.1% | +22% | 50.1 |
| 18 | $TSLACALL | Tesla, Inc. | $2.9M | — | -9% | 50.1 |
| 19 |  $TER | TERADYNE, INC | $2.8M | 3.0% | +66% | 74.6 |
| 20 |  $NVDA | NVIDIA CORP | $2.6M | 2.8% | +22% | 90.2 |
| 21 |  $UBER | Uber Technologies, Inc | $2.5M | 2.6% | +23% | 79.3 |
| 22 | — | GLOBAL X FDS | $2.3M | 2.5% | +48% | — |
| 23 |  $RTX | RTX Corp | $2.3M | 2.4% | +23% | 70 |
| 24 | — | VANECK ETF TRUST | $2.3M | 2.4% | +47% | — |
| 25 |  $AMAT | APPLIED MATERIALS INC /DE | $2.2M | 2.3% | +47% | 74.8 |
| 26 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.0M | 2.1% | +23% | 66.7 |
| 27 | $TSLAPUT | Tesla, Inc. | $2.0M | — | NEW | 50.1 |
| 28 |  $SPOT | Spotify Technology S.A. | $1.9M | 2.1% | +23% | — |
| 29 |  $BWXT | BWX Technologies, Inc. | $1.9M | 2.1% | +66% | 68 |
| 30 | $GOOGPUT | Alphabet Inc. | $1.9M | — | NEW | 80.2 |
| 31 |  $HWM | Howmet Aerospace Inc. | $1.9M | 2.0% | +66% | 79.1 |
| 32 | $GOOGCALL | Alphabet Inc. | $1.9M | — | -30% | 80.2 |
| 33 |  $MSFTPUT | MICROSOFT CORP | $1.8M | — | NEW | 83.7 |
| 34 | — | GLOBAL X FDS | $1.8M | — | NEW | — |
| 35 |  $MUPUT | MICRON TECHNOLOGY INC | $1.7M | — | NEW | 88.4 |
| 36 |  $VST | Vistra Corp. | $1.6M | 1.7% | NEW | 62.9 |
| 37 | $NFLXCALL | NETFLIX INC | $1.6M | — | -11% | 86.7 |
| 38 | $MSFT | MICROSOFT CORP | $1.5M | 1.6% | +23% | 83.7 |
| 39 | $AMZNPUT | AMAZON COM INC | $1.4M | — | NEW | 74.6 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 1.4% | -39% | 72.3 |
| 41 |  $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $1.3M | — | -100% | — |
| 42 |  $FOUR | Shift4 Payments, Inc. | $1.2M | 1.3% | +66% | 60 |
| 43 |  $SHOP | SHOPIFY INC. | $1.2M | 1.3% | +66% | — |
| 44 |  $APP | AppLovin Corp | $1.2M | 1.3% | -15% | 86.8 |
| 45 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 1.3% | +23% | 81.4 |
| 46 | $SLV | iShares Silver Trust | $1.2M | 1.3% | NEW | — |
| 47 |  $RDDT | Reddit, Inc. | $1.1M | 1.1% | +66% | 79.3 |
| 48 | — | VANGUARD INTL EQUITY INDEX F | $995,180 | 1.1% | NEW | — |
| 49 |  $HOOD | Robinhood Markets, Inc. | $974,272 | 1.0% | +66% | 75.8 |
| 50 | $MSFTCALL | MICROSOFT CORP | $871,842 | — | -24% | 83.7 |
| 51 |  $HIMS | Hims & Hers Health, Inc. | $845,739 | 0.9% | +66% | 50.9 |
| 52 | $AAPLPUT | Apple Inc. | $770,618 | — | NEW | 76.1 |
| 53 | — | KURV ETF TR | $731,490 | 0.8% | +23% | — |
| 54 | $NVDAPUT | NVIDIA CORP | $725,888 | — | NEW | 90.2 |
| 55 | $AAPLCALL | Apple Inc. | $631,532 | — | -46% | 76.1 |
| 56 | — | GLOBAL X FDS | $577,437 | — | NEW | — |
| 57 | $NFLXPUT | NETFLIX INC | $529,551 | — | NEW | 86.7 |
| 58 | — | UNITED STS COMMODITY INDEX F | $501,089 | — | NEW | — |
| 59 | — | UNITED STS COMMODITY INDEX F | $492,352 | — | NEW | — |
| 60 | — | KURV ETF TR | $460,746 | 0.5% | NEW | — |
| 61 | $AVGOCALL | Broadcom Inc. | $253,446 | — | NEW | 86.4 |
| 62 |  $FRSH | Freshworks Inc. | $236,135 | 0.3% | +66% | 55.5 |
New Positions (20)
$SIVRCALL abrdn Silver ETF Trust$8.4M$SIVRPUT abrdn Silver ETF Trust$5.9M$TSLAPUT Tesla, Inc.$2.0M$GOOGPUT Alphabet Inc.$1.9M$MSFTPUT MICROSOFT CORP$1.8M$MUPUT MICRON TECHNOLOGY INC$1.7M$VST Vistra Corp.$1.6M$AMZNPUT AMAZON COM INC$1.4M$SLV iShares Silver Trust$1.2M$AAPLPUT Apple Inc.$770,618$NVDAPUT NVIDIA CORP$725,888Exited Positions (10)
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