CIK: 0002027462
Total reported value
$173.0M
Reporting period: 2026-03-31 · Number of holdings: 62
Kurv Investment Management LLC disclosed 62 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $173.0M and a quarterly turnover rate of 71.0%.
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Kurv Investment Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 33 equally-sized positions, well below its 62 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.96), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 58% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SLV
-32.5% -$6.9M
Add SLV
+638.9% $10.5M
Add GLD
+233.8% $9.3M
Trim GOOGL
+4.5% -$955.6K
Trim AMZN
+36.1% $1.4M
Trim AVGO
+38.8% $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | ETF-Commodities | 6.38% | +5.98% | +638.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | -4.50% | +4.46% | |
| 3 | GLD | SPDR Gold Shares | ETF-Commodities | 5.66% | +5.31% | +233.85% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.21% | -1.89% | +36.13% | |
| 5 | ✓ | Abrdn Silver ETF Trust | ETF-Commodities | 4.96% | +4.87% | NEW | |
| 6 | SLV | iShares Silver Trust | ETF-Commodities | 4.95% | -9.47% | -32.50% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 4.73% | -1.76% | +38.79% | |
| 8 | ✓ | Abrdn Silver ETF Trust | ETF-Commodities | 3.47% | +3.41% | NEW | |
| 9 | INTC | Intel CORP | Stock-Tech | 3.29% | +0.56% | +76.06% | |
| 10 | AAPL | Apple INC | Stock-Tech | 3.17% | -1.43% | +22.48% | |
| 11 | GLD | SPDR Gold Shares | ETF-Commodities | 2.90% | — | +13.42% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.82% | -0.03% | +75.11% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.63% | — | +22.28% | |
| 14 | NFLX | Netflix INC | Stock-Comm Services | 2.37% | -0.08% | +58.14% | |
| 15 | ✓ | Amazon Com INC | Stock-Other | 2.02% | +1.23% | -4.84% | |
| 16 | ✓ | Ishares Gold Tr | Stock-Other | 1.95% | +1.91% | NEW | |
| 17 | TSLA | Tesla INC | Stock-Consumer Disc | 1.74% | — | +22.35% | |
| 18 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 1.70% | -0.31% | -8.93% | |
| 19 | TER | Teradyne INC | Stock-Tech | 1.65% | +0.51% | +66.36% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | — | +22.29% | |
| 21 | UBER | Uber Technologies INC | Stock-Industrials | 1.47% | — | +22.70% | |
| 22 | SIL | Global X Silver Miners ETF | ETF-Commodities | 1.37% | -0.13% | +47.56% | |
| 23 | ✓ | Rtx Corporation | Stock-Other | 1.36% | +1.33% | NEW | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.33% | -0.14% | +46.55% | |
| 25 | AMAT | Applied Materials INC | Stock-Tech | 1.28% | +0.15% | +47.24% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | — | +22.70% | |
| 27 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 1.19% | +1.17% | NEW | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.15% | — | +22.70% | |
| 29 | BWXT | Bwx Technologies INC | Stock-Industrials | 1.14% | +0.13% | +66.36% | |
| 30 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.13% | +1.11% | NEW | |
| 31 | HWM | Howmet Aerospace INC | Stock-Industrials | 1.12% | +0.11% | +66.36% | |
| 32 | ✓ | Alphabet INC | Stock-Other | 1.10% | +1.08% | NEW | |
| 33 | MSFT | Microsoft Corporation | Stock-Tech | 1.05% | +1.03% | NEW | |
| 34 | ✓ | Global X Fds | Stock-Other | 1.05% | +1.03% | NEW | |
| 35 | MU | Micron Technology, Inc. | Stock-Tech | 1.00% | +0.98% | NEW | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.94% | +0.93% | NEW | |
| 37 | NFLX | Netflix, Inc. | Stock-Comm Services | 0.94% | +0.92% | -11.33% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | — | +22.70% | |
| 39 | CSCO | Cisco Systems INC | Stock-Tech | 0.78% | -1.27% | -39.31% | |
| 40 | ✓ | Stock-Other | 0.78% | +0.74% | EXIT | ||
| 41 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.70% | — | +66.36% | |
| 42 | SHOP | Shopify INC - Class A | Stock-Tech | 0.70% | — | +66.36% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.70% | -1.68% | -14.56% | |
| 44 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.70% | — | +22.52% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.69% | +0.68% | NEW | |
| 46 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.64% | — | +66.36% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.59% | +0.58% | NEW | |
| 48 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.57% | — | +66.36% | |
| 49 | HIMS | Hims & Hers Health INC | Stock-Healthcare | 0.50% | — | +66.36% | |
| 50 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-Other | 0.43% | — | +22.66% |
Performance for Q3 2026
-0.6%
Performance Last 4 Quarters
+15.9%
Based on 5 months of available history
Based on 71% of reported portfolio value with available pricing
Kurv Investment Management LLC's most significant position changes for 2026-03-31: New buy: Abrdn Silver ETF Trust; New buy: Abrdn Silver ETF Trust; New buy: Ishares Gold Tr; New buy: Rtx Corporation; New buy: Tesla, Inc. (TSLA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | +6% | +638.93% | Add |
| 2 | GLD | SPDR Gold Shares | +5.3% | +233.85% | Add |
| 3 | ✓ | Amazon Com INC | +1.2% | -4.84% | Trim |
| 4 | NFLX | Netflix, Inc. | +0.9% | -11.33% | Trim |
| 5 | ✓ | +0.7% | EXIT | Sold out | |
| 6 | INTC | Intel CORP | +0.6% | +76.06% | Add |
| 7 | TER | Teradyne INC | +0.5% | +66.36% | Add |
| 8 | AMAT | Applied Materials INC | +0.2% | +47.24% | Add |
| 9 | BWXT | Bwx Technologies INC | +0.1% | +66.36% | Add |
| 10 | HWM | Howmet Aerospace INC | +0.1% | +66.36% | Add |
| 11 | AMD | Advanced Micro Devices | 0% | +75.11% | Add |
| 12 | NFLX | Netflix INC | -0.1% | +58.14% | Add |
| 13 | SIL | Global X Silver Miners ETF | -0.1% | +47.56% | Add |
| 14 | GDX | Vaneck Gold Miners ETF | -0.1% | +46.55% | Add |
| 15 | TSLA | Tesla, Inc. | -0.3% | -8.93% | Trim |
| 16 | CSCO | Cisco Systems INC | -1.3% | -39.31% | Trim |
| 17 | AAPL | Apple INC | -1.4% | +22.48% | Add |
| 18 | APP | Applovin Corp-class A | -1.7% | -14.56% | Trim |
| 19 | AVGO | Broadcom INC | -1.8% | +38.79% | Add |
| 20 | AMZN | Amazon.com INC | -1.9% | +36.13% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | -4.5% | +4.46% | Add |
| 22 | SLV | iShares Silver Trust | -9.5% | -32.50% | Trim |
| 23 | ✓ | Abrdn Silver ETF Trust | — | NEW | New buy |
| 24 | ✓ | Abrdn Silver ETF Trust | — | NEW | New buy |
| 25 | ✓ | Ishares Gold Tr | — | NEW | New buy |
| 26 | ✓ | Rtx Corporation | — | NEW | New buy |
| 27 | TSLA | Tesla, Inc. | — | NEW | New buy |
| 28 | GOOG | Alphabet Inc. | — | NEW | New buy |
| 29 | ✓ | Alphabet INC | — | NEW | New buy |
| 30 | RTX | Rtx CORP | — | EXIT | Sold out |
| 31 | MSFT | Microsoft Corporation | — | NEW | New buy |
| 32 | ✓ | Global X Fds | — | NEW | New buy |
| 33 | MU | Micron Technology, Inc. | — | NEW | New buy |
| 34 | VST | Vistra CORP | — | NEW | New buy |
| 35 | AMZN | Amazon.com, Inc. | — | NEW | New buy |
| 36 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc. | — | EXIT | Sold out |
| 38 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 39 | COIN | Coinbase Global INC -class A | — | EXIT | Sold out |
| 40 | MCHX | Marchex, Inc. | — | NEW | New buy |
| 41 | NVDA | NVIDIA Corporation | — | NEW | New buy |
| 42 | ✓ | Global X Fds | — | NEW | New buy |
| 43 | NFLX | Netflix, Inc. | — | NEW | New buy |
| 44 | VOO | Vanguard S&P 500 ETF | — | EXIT | Sold out |
| 45 | ✓ | United Sts Commodity Index F | — | NEW | New buy |
| 46 | ✓ | United Sts Commodity Index F | — | NEW | New buy |
| 47 | GOOP | Kurv Yld Prem Str Googl ETF | — | EXIT | Sold out |
| 48 | AMZP | Kurv Yld Prem Str Amzn ETF | — | NEW | New buy |
| 49 | GLXY | Galaxy Digital Inc-a | — | EXIT | Sold out |
| 50 | BMNR | Bitmine Immersion Technologi | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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