Kurv Investment Management LLC — 13F Holdings & Portfolio
CIK 2027462 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$173.0M
Long-equity book
Holdings
62
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+5 / −5 / ↑16 / ↓6
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTEL CORP$2.7M +96.5%
- ADVANCED MICRO DEVICES INC$1.8M +60.3%
- TERADYNE INC$1.6M +137.5%
- NETFLIX INC.$1.5M +56.8%
- AMAZON COM INC$1.4M +18.5%
Top Trims
- APPLOVIN CORP-$1.3M -52.8%
- ALPHABET INC-$955.6K -8.7%
- CISCO SYS INC-$844.3K -39.0%
- MICROSOFT CORP-$144.4K -8.9%
- REDDIT INC-$122.5K -10.2%
New Positions
- RTX CORPORATION$2.3M
- VISTRA CORP$1.6M
- ISHARES SILVER TR$1.2M
- VANGUARD INTL EQUITY INDEX F$995.2K
- KURV ETF TR$460.7K
Exited Positions
- RTX CORPORATION$1.8M
- COINBASE GLOBAL, INC.$822.7K
- Kurv YdPrSt Google GOOGL$466.3K
- GALAXY DIGITAL INC.$378.3K
- BITMINE IMMERSION TECHNOLOGIES, INC.$345.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES SILVER TR Put | IFXAF | 46428Q959 | $10.8M | 6.26% | 5,542 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $10.0M | 5.78% | 36,554 | SH |
| 3 | SPDR GOLD TR Put | GLD | 78463V957 | $9.6M | 5.56% | 1,302 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $8.8M | 5.11% | 44,014 | SH |
| 5 | ABRDN SILVER ETF TRUST Call | SIVR | 003264908 | $8.4M | 4.87% | 4,977 | SH |
| 6 | ISHARES SILVER TR Call | SLV | 46428Q909 | $8.4M | 4.86% | 6,860 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $8.0M | 4.64% | 27,364 | SH |
| 8 | ABRDN SILVER ETF TRUST Put | SIVR | 003264958 | $5.9M | 3.41% | 2,897 | SH |
| 9 | INTEL CORP | INTC | 458140100 | $5.6M | 3.23% | 135,749 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $5.4M | 3.11% | 21,808 | SH |
| 11 | SPDR GOLD TR Call | GLD | 78463V907 | $4.9M | 2.85% | 1,699 | SH |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.8M | 2.77% | 24,405 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $4.5M | 2.58% | 8,330 | SH |
| 14 | NETFLIX INC. | NFLX | 64110L106 | $4.0M | 2.33% | 43,268 | SH |
| 15 | AMAZON COM INC Call | AMZN | 023135906 | $3.4M | 1.98% | 590 | SH |
| 16 | ISHARES GOLD TR Call | — | 464285904 | $3.3M | 1.91% | 1,519 | SH |
| 17 | TESLA INC | TSLA | 88160R101 | $3.0M | 1.71% | 8,309 | SH |
| 18 | TESLA INC Call | TSLA | 88160R901 | $2.9M | 1.67% | 459 | SH |
| 19 | TERADYNE INC | TER | 880770102 | $2.8M | 1.62% | 10,146 | SH |
| 20 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.6M | 1.52% | 15,897 | SH |
| 21 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.5M | 1.45% | 35,808 | SH |
| 22 | GLOBAL X FDS | SIL | 37954Y848 | $2.3M | 1.35% | 27,946 | SH |
| 23 | RTX CORPORATION | RTX | 00755E105 | $2.3M | 1.33% | 12,309 | SH |
| 24 | VANECK ETF TRUST | GDX | 92189F106 | $2.3M | 1.31% | 26,344 | SH |
| 25 | APPLIED MATLS INC | AMAT | 038222105 | $2.2M | 1.25% | 6,714 | SH |
| 26 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.0M | 1.18% | 8,579 | SH |
| 27 | TESLA INC Put | TSLA | 88160R951 | $2.0M | 1.17% | 362 | SH |
| 28 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $1.9M | 1.13% | 4,103 | SH |
| 29 | BWX TECHNOLOGIES INC | BWXT | 05605H100 | $1.9M | 1.12% | 10,146 | SH |
| 30 | ALPHABET INC Put | GOOGL | 02079K957 | $1.9M | 1.11% | 424 | SH |
| 31 | HOWMET AEROSPACE INC | HWM | 443201108 | $1.9M | 1.10% | 8,544 | SH |
| 32 | ALPHABET INC Call | GOOGL | 02079K907 | $1.9M | 1.08% | 370 | SH |
| 33 | MICROSOFT CORP Put | MSFT | 594918954 | $1.8M | 1.03% | 288 | SH |
| 34 | GLOBAL X FDS Put | CTEC | 37950E959 | $1.8M | 1.03% | 874 | SH |
| 35 | MICRON TECHNOLOGY INC Put | MU | 595112953 | $1.7M | 0.98% | 147 | SH |
| 36 | VISTRA CORP | VST | 92840M102 | $1.6M | 0.93% | 10,858 | SH |
| 37 | NETFLIX INC. Call | NFLX | 64110L906 | $1.6M | 0.92% | 736 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.85% | 4,103 | SH |
| 39 | AMAZON COM INC Put | AMZN | 023135956 | $1.4M | 0.79% | 588 | SH |
| 40 | CISCO SYS INC | CSCO | 17275R102 | $1.3M | 0.76% | 17,158 | SH |
| 41 | INVESCO QQQ TR Put | QQQ | 46090E953 | $1.3M | 0.76% | 0 | SH |
| 42 | SHIFT4 PMTS INC | FOUR | 82452J109 | $1.2M | 0.69% | 27,412 | SH |
| 43 | SHOPIFY INC | SHOP | 82509L107 | $1.2M | 0.69% | 10,680 | SH |
| 44 | APPLOVIN CORP | APP | 03831W108 | $1.2M | 0.69% | 3,204 | SH |
| 45 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.2M | 0.69% | 2,628 | SH |
| 46 | ISHARES SILVER TR | SLV | 46428Q109 | $1.2M | 0.68% | 18,576 | SH |
| 47 | REDDIT INC | RDDT | 75734B100 | $1.1M | 0.63% | 8,722 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $995.2K | 0.58% | 12,460 | SH |
| 49 | ROBINHOOD MKTS INC | HOOD | 770700102 | $974.3K | 0.56% | 14,952 | SH |
| 50 | MICROSOFT CORP Call | MSFT | 594918904 | $871.8K | 0.50% | 219 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $173.0M | 62 | 0001104659-26-061967 |
| 2025-12-31 | 2026-02-17 | $106.6M | 53 | 0001104659-26-016190 |