Kurv Investment Management LLC
Sector Allocation
- Technology65.8%$85.3M
- Consumer Discretionary12.3%$15.9M
- Other7.4%$9.6M
- Communication Services4.4%$5.7M
- Industrials3.8%$4.9M
- Materials2.0%$2.6M
- Utilities1.5%$2.0M
- Healthcare1.4%$1.8M
- Financials1.3%$1.7M
AUM History
13fpro.ai/research/fund/kurv-investment-management-llc-2027462
Conviction and streaks
Concentrating · top 10 = 64.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$14.9MINTC
$13.0MAMZN
$12.0MAMD
$10.1MAVGO
$9.6MAMAT
$5.5MMETA
$5.3MAAPL
$5.2MTSLA
$4.0MNVDA
$3.6MNFLX
$3.5MTER
$3.2MUBER
$2.9MIBM
$2.7MRTX
$2.7MHWM
$2.6M- GLOBAL$2.5M
CSCO
$2.3M- VANECK$2.3M
BWXT
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kurv-investment-management-llc-2027462
Kurv Investment Management LLC 13F holdings — Q2 2026
$166.0M portfolio (-4.1% QoQ) · 54 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio
Includes $36.3M of put/call options ($4.2M puts, $32.1M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $129.6M. Weights use the stock portfolio.
$14.9M
11.5% of stocks
+14%This quarter-8.7%Since filed3+ qtrsHeld$13.0M
10.0% of stocks
-31%This quarter-13.5%Since filed3+ qtrsHeld$12.0M
9.2% of stocks
+14%This quarter-6.0%Since filed3+ qtrsHeld$10.1M
7.8% of stocks
-28%This quarter+10.0%Since filed3+ qtrsHeld$9.6M
7.4% of stocks
-7%This quarter-21.2%Since filed3+ qtrsHeld$5.5M
4.3% of stocks
+14%This quarter-27.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.3M
4.1% of stocks
+14%This quarter+6.0%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.2M
4.0% of stocks
-17%This quarter+12.7%Since filed3+ qtrsHeld$4.0M
3.1% of stocks
+14%This quarter+15.2%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$3.6M
2.8% of stocks
+12%This quarter-4.1%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Kurv Investment Management LLC (Q2 2026)
54 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $4.8M | — | 625 | +36% | — | — | 13F | |
| 12 | — CALL | GLOBAL X FDS - GLOBAL X SILVER | — | $4.7M | — | 13K | New | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $4.4M | — | 619 | +183% | — | — | 13F | |
| 14 | — CALL | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $3.7M | — | 6,725 | New | — | — | 13F |
| 15 | abrdn Silver ETF Trust | Financials | $3.5M | — | 4,827 | -3% | — | — | 13F | |
| 16 | NETFLIX INC | Communication Services | $3.5M | 2.7% | 49K | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TERADYNE, INC | Technology | $3.2M | 2.5% | 6,560 | -35% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — CALL | VANECK ETF TRUST - GOLD MINERS ETF | — | $3.1M | — | 2,568 | New | — | — | 13F |
| 19 | Uber Technologies, Inc | Technology | $2.9M | 2.3% | 41K | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.7M | 2.1% | 9,775 | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | RTX Corp | Industrials | $2.7M | 2.0% | 14K | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Howmet Aerospace Inc. | Materials | $2.6M | 2.0% | 9,840 | +15% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | GLOBAL X FDS - GLOBAL X SILVER | — | $2.5M | 1.9% | 32K | +15% | — | — | 13F |
| 24 | iShares Silver Trust | Financials | $2.4M | — | 4,130 | -25% | — | — | 13F | |
| 25 | CISCO SYSTEMS, INC. | Technology | $2.3M | 1.8% | 20K | +14% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.3M | 1.8% | 30K | +15% | |||
| 27 | $BWXT | BWX Technologies, Inc. | Industrials | $2.3M | 1.8% | 12K | +15% | |||
| 28 | $SPOT | Spotify Technology S.A. | Communication Services | $2.1M | 1.7% | 4,675 | +14% | |||
| 29 | $GOOGL CALL | Alphabet Inc. | Technology | $2.0M | — | 891 | +141% | |||
| 30 | $VST | Vistra Corp. | Utilities | $2.0M | 1.5% | 13K | +15% | |||
| 31 | $APP | AppLovin Corp | Technology | $1.9M | 1.5% | 3,690 | +15% | |||
| 32 | $HIMS | Hims & Hers Health, Inc. | Healthcare | $1.8M | 1.4% | 52K | +15% | |||
| 33 | $MSFT | MICROSOFT CORP | Technology | $1.7M | 1.4% | 4,675 | +14% | |||
| 34 | $RDDT | Reddit, Inc. | Technology | $1.7M | 1.4% | 10K | +15% | |||
| 35 | $HOOD | Robinhood Markets, Inc. | Financials | $1.7M | 1.3% | 17K | +15% | |||
| 36 | $IAU CALL | ISHARES GOLD TRUST | Financials | $1.6M | — | 1,519 | New | |||
| 37 | $AMZN CALL | AMAZON COM INC | Consumer Discretionary | $1.5M | — | 964 | +63% | |||
| 38 | $SHOP | SHOPIFY INC. | Technology | $1.4M | 1.1% | 12K | +15% | |||
| 39 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $1.3M | 1.0% | 14K | +15% | |||
| 40 | — | KURV ETF TR - KURV YIELD PREM | — | $923K | 0.7% | 49K | +14% | |||
| 41 | $AAPL CALL | Apple Inc. | Technology | $877K | — | 493 | +149% | |||
| 42 | $GLD PUT | SPDR GOLD TRUST | Financials | $744K | — | 355 | -73% | |||
| 43 | — | KURV ETF TR - KURV YIELD PREM | — | $676K | 0.5% | 17K | New | |||
| 44 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $669K | — | 400 | New | |||
| 45 | $MRVL CALL | Marvell Technology, Inc. | Technology | $644K | — | 94 | New | |||
| 46 | $AMAT CALL | APPLIED MATERIALS INC /DE | Technology | $615K | — | 34 | New | |||
| 47 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $600K | 0.5% | 12K | New | |||
| 48 | — | ISHARES TR - ULTRA SHORT DUR | — | $599K | 0.5% | 12K | New | |||
| 49 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $399K | 0.3% | 8,016 | New | |||
| 50 | — | ISHARES TR - IBON 2027 TE ETF | — | $398K | 0.3% | 18K | New | |||
| 51 | $NVDA CALL | NVIDIA CORP | Technology | $360K | — | 307 | New | |||
| 52 | $NFLX CALL | NETFLIX INC | Communication Services | $289K | — | 840 | +14% | |||
| 53 | $GOOGL PUT | Alphabet Inc. | Technology | $238K | — | 168 | -60% | |||
| 54 | $AMZN PUT | AMAZON COM INC | Consumer Discretionary | $206K | — | 157 | -73% |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 32 added to, 10 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- CALLGLOBAL X FDS - GLOBAL X SILVER$4.7M
first bought this quarter
- CALLBLACKROCK ETF TRUST II - ISHARES AAA CLO$3.7M
first bought this quarter
- CALLVANECK ETF TRUST - GOLD MINERS ETF$3.1M
first bought this quarter
$IAUCALLISHARES GOLD TRUST$1.6M
first bought this quarter
- KURV ETF TR - KURV YIELD PREM$676K
first bought this quarter
$MRVLCALLMarvell Technology, Inc.$644K
first bought this quarter
+6 more in the Excel export
Added to (32)
$MSFTCALLMICROSOFT CORP+183%
now $4.4M
now $14.9M · held 3+ qtrs, 2 adds in a row
now $12.0M · held 3+ qtrs, 2 adds in a row
now $4.8M
now $2.0M
now $5.5M · held 3+ qtrs, 2 adds in a row
+26 more in the Excel export
Trimmed (10)
now $13.0M · held 3+ qtrs
now $10.1M · held 3+ qtrs
$GLDPUTSPDR GOLD TRUST-73%
now $744K
now $3.2M · held 3+ qtrs
now $5.2M · held 3+ qtrs
$SLVPUTiShares Silver Trust-25%
now $2.4M
+4 more in the Excel export
Holdings by quarter
Every 13F Kurv Investment Management LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kurv Investment Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kurv Investment Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-5.9%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kurv Investment Management LLC disclosed 54 positions worth $166.0M in its Form 13F-HR for Q2 2026 — $129.6M in common stock plus $36.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $GOOGL (Alphabet Inc.) at 11.5% of the equity portfolio, followed by $INTC and $AMZN. During the quarter the fund opened 12 new positions and exited 20 and a full exit from $SLV. The portfolio is most concentrated in Technology (65.8% of disclosed assets). All figures are sourced directly from Kurv Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 2027462.
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Every holding in Kurv Investment Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.