Kurv Investment Management
San Francisco, CAfiles as Kurv Investment Management LLC
$130m in 35 US stocks at the end of 30 June 2026. The top 10 are 64.2% of the money. It changed about 15.5% of the portfolio this quarter.
Value
$130m
Stocks
35
Top 10 share
64.2%
Turnover
15.5%
What changed this quarter
New
Bought for the first time this quarter.
- RTXRTX2.1% of the fund
- Kurv ETF TRGOOP0.5% of the fund
- Blackrock ETF Trust IICLOA0.5% of the fund
- Ishares TRICSH0.5% of the fund
- Vanguard BD Index FDSVUSB0.3% of the fund
- Ishares TRIBHG0.3% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL11.5% of the fund+14%
- Amazon.comAMZN9.2% of the fund+14%
- Applied MaterialsAMAT4.3% of the fund+14%
- Meta PlatformsMETA4.1% of the fund+14%
- TeslaTSLA3.1% of the fund+14%
- NvidiaNVDA2.8% of the fund+12%
- NetflixNFLX2.7% of the fund+14%
- Uber TechnologiesUBER2.3% of the fund+14%
- International Business MachinesIBM2.1% of the fund+14%
- Howmet AerospaceHWM2.0% of the fund+15%
- Global X FDSSIL1.9% of the fund+15%
- Cisco SystemsCSCO1.8% of the fund+14%
- Vaneck ETF TrustGDX1.8% of the fund+15%
- BWX TechnologiesBWXT1.8% of the fund+15%
- Spotify TechnologySPOT1.7% of the fund+14%
- VistraVST1.5% of the fund+15%
- AppLovinAPP1.5% of the fund+15%
- Hims & Hers HealthHIMS1.4% of the fund+15%
- MicrosoftMSFT1.3% of the fund+14%
- RedditRDDT1.3% of the fund+15%
- Robinhood MarketsHOOD1.3% of the fund+15%
- ShopifySHOP1.1% of the fund+15%
- Vanguard Intl Equity Index FVGK1.0% of the fund+15%
- Kurv ETF TRTSLP0.7% of the fund+14%
Cut
Sold some of their stake.
- IntelINTC10.0% of the fund-31%
- Advanced Micro DevicesAMD7.8% of the fund-28%
- BroadcomAVGO7.4% of the fund-7%
- AppleAAPL4.0% of the fund-17%
- TeradyneTER2.4% of the fund-35%
Sold out
Sold their entire stake.
- RTX-100%
- Shift4 PaymentsFOUR-100%
- Intuitive SurgicalISRG-100%
- Ishares Silver TRSLV-100%
- Kurv ETF TRAMZP-100%
- FreshworksFRSH-100%
Holdings
- Global X FDSSIL
- Share
- 1.9%
- Value
- $2m
- Shares
- 32,185
+15%
- Vaneck ETF TrustGDX
- Share
- 1.8%
- Value
- $2m
- Shares
- 30,340
+15%
- Vanguard Intl Equity Index FVGK
- Share
- 1.0%
- Value
- $1m
- Shares
- 14,350
+15%
- Kurv ETF TRTSLP
- Share
- 0.7%
- Value
- $923,224
- Shares
- 48,506
+14%
- Kurv ETF TRGOOP
- Share
- 0.5%
- Value
- $676,379
- Shares
- 16,676
New
- Blackrock ETF Trust IICLOA
- Share
- 0.5%
- Value
- $599,664
- Shares
- 11,552
New
- Ishares TRICSH
- Share
- 0.5%
- Value
- $598,867
- Shares
- 11,840
New
- Vanguard BD Index FDSVUSB
- Share
- 0.3%
- Value
- $399,036
- Shares
- 8,016
New
- Ishares TRIBHG
- Share
- 0.3%
- Value
- $398,147
- Shares
- 18,032
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 11.5% | $15m | 41,650 | +14% |
| IntelINTC | 10.0% | $13m | 93,235 | -31% |
| Amazon.comAMZN | 9.2% | $12m | 50,150 | +14% |
| Advanced Micro DevicesAMD | 7.8% | $10m | 17,450 | -28% |
| BroadcomAVGO | 7.4% | $10m | 25,515 | -7% |
| Applied MaterialsAMAT | 4.3% | $6m | 7,650 | +14% |
| Meta PlatformsMETA | 4.1% | $5m | 9,474 | +14% |
| AppleAAPL | 4.0% | $5m | 18,024 | -17% |
| TeslaTSLA | 3.1% | $4m | 9,453 | +14% |
| NvidiaNVDA | 2.8% | $4m | 17,852 | +12% |
| NetflixNFLX | 2.7% | $4m | 49,300 | +14% |
| TeradyneTER | 2.4% | $3m | 6,560 | -35% |
| Uber TechnologiesUBER | 2.3% | $3m | 40,800 | +14% |
| International Business MachinesIBM | 2.1% | $3m | 9,775 | +14% |
| RTXRTX | 2.1% | $3m | 14,025 | New |
| Howmet AerospaceHWM | 2.0% | $3m | 9,840 | +15% |
| Global X FDSSIL | 1.9% | $2m | 32,185 | +15% |
| Cisco SystemsCSCO | 1.8% | $2m | 19,550 | +14% |
| Vaneck ETF TrustGDX | 1.8% | $2m | 30,340 | +15% |
| BWX TechnologiesBWXT | 1.8% | $2m | 11,685 | +15% |
| Spotify TechnologySPOT | 1.7% | $2m | 4,675 | +14% |
| VistraVST | 1.5% | $2m | 12,505 | +15% |
| AppLovinAPP | 1.5% | $2m | 3,690 | +15% |
| Hims & Hers HealthHIMS | 1.4% | $2m | 51,865 | +15% |
| MicrosoftMSFT | 1.3% | $2m | 4,675 | +14% |
| RedditRDDT | 1.3% | $2m | 10,045 | +15% |
| Robinhood MarketsHOOD | 1.3% | $2m | 17,220 | +15% |
| ShopifySHOP | 1.1% | $1m | 12,300 | +15% |
| Vanguard Intl Equity Index FVGK | 1.0% | $1m | 14,350 | +15% |
| Kurv ETF TRTSLP | 0.7% | $923,224 | 48,506 | +14% |
| Kurv ETF TRGOOP | 0.5% | $676,379 | 16,676 | New |
| Blackrock ETF Trust IICLOA | 0.5% | $599,664 | 11,552 | New |
| Ishares TRICSH | 0.5% | $598,867 | 11,840 | New |
| Vanguard BD Index FDSVUSB | 0.3% | $399,036 | 8,016 | New |
| Ishares TRIBHG | 0.3% | $398,147 | 18,032 | New |
Options (19)
- TeslaTSLA
- Type
- Call
- Value
- $5m
- Contracts
- 625
- Global X FDSSIL
- Type
- Call
- Value
- $5m
- Contracts
- 12,514
- MicrosoftMSFT
- Type
- Call
- Value
- $4m
- Contracts
- 619
- Blackrock ETF Trust IICLOA
- Type
- Call
- Value
- $4m
- Contracts
- 6,725
- Abrdn Silver ETF TrustSIVR
- Type
- Call
- Value
- $4m
- Contracts
- 4,827
- Vaneck ETF TrustGDX
- Type
- Call
- Value
- $3m
- Contracts
- 2,568
- Ishares Silver TRSLV
- Type
- Put
- Value
- $2m
- Contracts
- 4,130
- AlphabetGOOGL
- Type
- Call
- Value
- $2m
- Contracts
- 891
- Ishares Gold TRIAU
- Type
- Call
- Value
- $2m
- Contracts
- 1,519
- Amazon.comAMZN
- Type
- Call
- Value
- $1m
- Contracts
- 964
- AppleAAPL
- Type
- Call
- Value
- $876,709
- Contracts
- 493
- Spdr Gold TRGLD
- Type
- Put
- Value
- $743,725
- Contracts
- 355
- Invesco QQQ TRQQQ
- Type
- Put
- Value
- $669,000
- Contracts
- 400
- Marvell TechnologyMRVL
- Type
- Call
- Value
- $643,900
- Contracts
- 94
- Applied MaterialsAMAT
- Type
- Call
- Value
- $615,060
- Contracts
- 34
- NvidiaNVDA
- Type
- Call
- Value
- $359,657
- Contracts
- 307
- NetflixNFLX
- Type
- Call
- Value
- $288,592
- Contracts
- 840
- AlphabetGOOGL
- Type
- Put
- Value
- $237,527
- Contracts
- 168
- Amazon.comAMZN
- Type
- Put
- Value
- $206,072
- Contracts
- 157
| Company | Type | Value | Contracts |
|---|---|---|---|
| TeslaTSLA | Call | $5m | 625 |
| Global X FDSSIL | Call | $5m | 12,514 |
| MicrosoftMSFT | Call | $4m | 619 |
| Blackrock ETF Trust IICLOA | Call | $4m | 6,725 |
| Abrdn Silver ETF TrustSIVR | Call | $4m | 4,827 |
| Vaneck ETF TrustGDX | Call | $3m | 2,568 |
| Ishares Silver TRSLV | Put | $2m | 4,130 |
| AlphabetGOOGL | Call | $2m | 891 |
| Ishares Gold TRIAU | Call | $2m | 1,519 |
| Amazon.comAMZN | Call | $1m | 964 |
| AppleAAPL | Call | $876,709 | 493 |
| Spdr Gold TRGLD | Put | $743,725 | 355 |
| Invesco QQQ TRQQQ | Put | $669,000 | 400 |
| Marvell TechnologyMRVL | Call | $643,900 | 94 |
| Applied MaterialsAMAT | Call | $615,060 | 34 |
| NvidiaNVDA | Call | $359,657 | 307 |
| NetflixNFLX | Call | $288,592 | 840 |
| AlphabetGOOGL | Put | $237,527 | 168 |
| Amazon.comAMZN | Put | $206,072 | 157 |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 62.0% since 31 December 2025.
Where the money is
Technology45.1%
Media & telecom22.8%
Retail & consumer12.3%
Industrials8.1%
Utilities1.5%
Health care1.4%
Financial services1.3%
Other7.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.