Kurv Investment Management LLC
13F Reported Value
ⓘ$166.0M
incl. option notional
Equity Holdings
ⓘ$129.6M
Option Notional
ⓘ$36.3M
$4.2M puts / $32.1M calls
Holdings
54
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG (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 (63.7% of disclosed assets). All figures are sourced directly from Kurv Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 2027462.
AI Fund Analysis
ConcentratingSector 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 — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$14.9M41,650 sh - 45.6#1,864
Quality
$13.0M93,235 sh - 68.7#300
Quality
$12.0M50,150 sh - 79.8
Quality
$10.1M17,450 sh - 84.5
Quality
$9.6M25,515 sh - 72.3
Quality
$5.5M7,650 sh - 79.6
Quality
$5.3M9,474 sh - 76.4
Quality
$5.2M18,024 sh - 53.9
Quality
$4.8M625 sh GLOBAL X FDS - GLOBAL X SILVER CALL
—Quality
$4.7M12,514 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 78.2#57 | $14.9M | 41,650 |
 INTEL CORP$INTC | 45.6#1,864 | $13.0M | 93,235 |
 AMAZON COM INC$AMZN | 68.7#300 | $12.0M | 50,150 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $10.1M | 17,450 |
 Broadcom Inc.$AVGO | 84.5 | $9.6M | 25,515 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $5.5M | 7,650 |
 Meta Platforms, Inc.$META | 79.6 | $5.3M | 9,474 |
 Apple Inc.$AAPL | 76.4 | $5.2M | 18,024 |
 Tesla, Inc.$TSLACALL | 53.9 | $4.8M | 625 |
| GLOBAL X FDS - GLOBAL X SILVER CALL | — | $4.7M | 12,514 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kurv Investment Management LLC's 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Technology
$82.5M
Consumer Discretionary
$12.0M
Industrials
$11.7M
Other
$9.6M
Communication Services
$5.7M
Materials
$2.6M
Utilities
$2.0M
Healthcare
$1.8M
Full Holdings — Kurv Investment Management LLC (Q2 2026)
All 54 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 | $GOOG | Alphabet Inc. | $14.9M | 11.5% | +14% | 78.2 |
| 2 | $INTC | INTEL CORP | $13.0M | 10.0% | -31% | 45.6 |
| 3 | $AMZN | AMAZON COM INC | $12.0M | 9.2% | +14% | 68.7 |
| 4 | $AMD | ADVANCED MICRO DEVICES INC | $10.1M | 7.8% | -28% | 79.8 |
| 5 | $AVGO | Broadcom Inc. | $9.6M | 7.4% | -7% | 84.5 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $5.5M | 4.3% | +14% | 72.3 |
| 7 | $META | Meta Platforms, Inc. | $5.3M | 4.1% | +14% | 79.6 |
| 8 | $AAPL | Apple Inc. | $5.2M | 4.0% | -17% | 76.4 |
| 9 | $TSLACALL | Tesla, Inc. | $4.8M | — | +36% | 53.9 |
| 10 | — | GLOBAL X FDS - GLOBAL X SILVER | $4.7M | — | NEW | — |
| 11 |  $MSFTCALL | MICROSOFT CORP | $4.4M | — | +183% | 79.8 |
| 12 | $TSLA | Tesla, Inc. | $4.0M | 3.1% | +14% | 53.9 |
| 13 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $3.7M | — | NEW | — |
| 14 |  $NVDA | NVIDIA CORP | $3.6M | 2.8% | +12% | 85.9 |
| 15 |  $SIVRCALL | abrdn Silver ETF Trust | $3.5M | — | -3% | — |
| 16 |  $NFLX | NETFLIX INC | $3.5M | 2.7% | +14% | 78.8 |
| 17 |  $TER | TERADYNE, INC | $3.2M | 2.5% | -35% | 77.3 |
| 18 | — | VANECK ETF TRUST - GOLD MINERS ETF | $3.1M | — | NEW | — |
| 19 |  $UBER | Uber Technologies, Inc | $2.9M | 2.3% | +14% | 73.5 |
| 20 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.7M | 2.1% | +14% | 70 |
| 21 |  $RTX | RTX Corp | $2.7M | 2.0% | +14% | 73.2 |
| 22 |  $HWM | Howmet Aerospace Inc. | $2.6M | 2.0% | +15% | 73.9 |
| 23 | — | GLOBAL X FDS - GLOBAL X SILVER | $2.5M | 1.9% | +15% | — |
| 24 |  $SLVPUT | iShares Silver Trust | $2.4M | — | -25% | — |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 1.8% | +14% | 70.3 |
| 26 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.3M | 1.8% | +15% | — |
| 27 |  $BWXT | BWX Technologies, Inc. | $2.3M | 1.8% | +15% | 63.8 |
| 28 |  $SPOT | Spotify Technology S.A. | $2.1M | 1.7% | +14% | — |
| 29 | $GOOGCALL | Alphabet Inc. | $2.0M | — | +141% | 78.2 |
| 30 |  $VST | Vistra Corp. | $2.0M | 1.5% | +15% | 71.9 |
| 31 |  $APP | AppLovin Corp | $1.9M | 1.5% | +15% | 84.4 |
| 32 |  $HIMS | Hims & Hers Health, Inc. | $1.8M | 1.4% | +15% | 53.4 |
| 33 | $MSFT | MICROSOFT CORP | $1.7M | 1.4% | +14% | 79.8 |
| 34 |  $RDDT | Reddit, Inc. | $1.7M | 1.4% | +15% | 79.8 |
| 35 |  $HOOD | Robinhood Markets, Inc. | $1.7M | 1.3% | +15% | 82.1 |
| 36 |  $IAUCALL | ISHARES GOLD TRUST | $1.6M | — | NEW | — |
| 37 | $AMZNCALL | AMAZON COM INC | $1.5M | — | +63% | 68.7 |
| 38 |  $SHOP | SHOPIFY INC. | $1.4M | 1.1% | +15% | 64.9 |
| 39 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $1.3M | 1.0% | +15% | — |
| 40 | — | KURV ETF TR - KURV YIELD PREM | $923,224 | 0.7% | +14% | — |
| 41 | $AAPLCALL | Apple Inc. | $876,709 | — | +149% | 76.4 |
| 42 |  $GLDPUT | SPDR GOLD TRUST | $743,725 | — | -73% | — |
| 43 | — | KURV ETF TR - KURV YIELD PREM | $676,379 | 0.5% | NEW | — |
| 44 |  $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $669,000 | — | NEW | — |
| 45 |  $MRVLCALL | Marvell Technology, Inc. | $643,900 | — | NEW | 76.5 |
| 46 | $AMATCALL | APPLIED MATERIALS INC /DE | $615,060 | — | NEW | 72.3 |
| 47 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $599,664 | 0.5% | NEW | — |
| 48 | — | ISHARES TR - ULTRA SHORT DUR | $598,867 | 0.5% | NEW | — |
| 49 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $399,036 | 0.3% | NEW | — |
| 50 | — | ISHARES TR - IBON 2027 TE ETF | $398,147 | 0.3% | NEW | — |
| 51 | $NVDACALL | NVIDIA CORP | $359,657 | — | NEW | 85.9 |
| 52 | $NFLXCALL | NETFLIX INC | $288,592 | — | +14% | 78.8 |
| 53 | $GOOGPUT | Alphabet Inc. | $237,527 | — | -60% | 78.2 |
| 54 | $AMZNPUT | AMAZON COM INC | $206,072 | — | -73% | 68.7 |
New Positions (12)
$IAUCALL ISHARES GOLD TRUST$1.6M$MRVLCALL Marvell Technology, Inc.$643,900$AMATCALL APPLIED MATERIALS INC /DE$615,060$NVDACALL NVIDIA CORP$359,657Exited Positions (20)
$SLVCALL iShares Silver Trust$SIVRPUT abrdn Silver ETF Trust$GLDCALL SPDR GOLD TRUST$TSLAPUT Tesla, Inc.$MSFTPUT MICROSOFT CORP
$MUPUT MICRON TECHNOLOGY INC
$FOUR Shift4 Payments, Inc.
$ISRG INTUITIVE SURGICAL INC$SLV iShares Silver Trust$AAPLPUT Apple Inc.$NVDAPUT NVIDIA CORP$NFLXPUT NETFLIX INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Kurv Investment Management LLC
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