Kurv Investment Management LLC
CIK
2027462
Location
SAN FRANCISCO, CA
Portfolio Value
Small
$122,462,496
Diversification
Diversified
Filing Date
Global Rank
#5,658
/ 8,645
▲ 625
Top Industry
Semiconductors
30.0%
3Y Alpha vs SPY
+17.8%
Period ended 53 days ago
Filed Aug 13, 2026 · 9d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+20.1%
SPY
+11.9%
Annualised alpha
+18.3%
Max drawdown
−12.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.5%
+0.7 pts
Top 5
49.2%
+4.9 pts
Top 10
68.9%
+2.3 pts
HHI
639
Diversified+52
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.6% | $61,911,086 |
| Communication Services | 24.5% | $29,970,760 |
| Consumer Cyclical | 13.4% | $16,458,735 |
| Industrials | 6.2% | $7,581,030 |
| Utilities | 1.6% | $1,983,668 |
| Healthcare | 1.5% | $1,798,159 |
| Financial Services | 1.4% | $1,726,821 |
| Unclassified | 0.8% | $1,032,237 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +7,257 | 51,271 | $12,219,929 | |
| NFLX | Netflix Inc | +6,872 | 50,140 | $3,579,996 | |
| HIMS | Hims & Hers Health, Inc. | +6,831 | 51,865 | $1,798,159 | |
| GOOGL | Alphabet Inc. | +6,155 | 42,709 | $15,262,914 | |
| UBER | Uber Technologies, Inc | +4,992 | 40,800 | $2,944,128 | |
| CSCO | Cisco Systems, Inc. | +2,392 | 19,550 | $2,296,343 | |
| HOOD | Robinhood Markets, Inc. | +2,268 | 17,220 | $1,726,821 | |
| NVDA | Nvidia Corp | +2,262 | 18,159 | $3,633,433 | |
| TSLA | Tesla, Inc. | +1,769 | 10,078 | $4,238,806 | |
| VST | Vistra Corp. | +1,647 | 12,505 | $1,983,668 | |
| SHOP | Shopify Inc. | +1,620 | 12,300 | $1,404,414 | |
| BWXT | BWX Technologies, Inc. | +1,539 | 11,685 | $2,274,485 | |
| RDDT | Reddit, Inc. | +1,323 | 10,045 | $1,743,611 | |
| HWM | Howmet Aerospace Inc. | +1,296 | 9,840 | $2,645,582 | |
| IBM | International Business Machines Corp | +1,196 | 9,775 | $2,748,827 | |
| MSFT | Microsoft Corp | +1,191 | 5,294 | $1,974,767 | |
| META | Meta Platforms, Inc. | +1,144 | 9,474 | $5,336,609 | |
| AMAT | Applied Materials Inc /De | +970 | 7,684 | $5,555,532 | |
| SPOT | Spotify Technology S.A. | +572 | 4,675 | $2,146,432 | |
| APP | AppLovin Corp | +486 | 3,690 | $1,901,198 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −42,514 | 93,235 | $13,018,403 | |
| SLV | iShares Silver Trust | −14,446 | 4,130 | $220,831 | |
| AMD | Advanced Micro Devices Inc | −6,955 | 17,450 | $10,136,879 | |
| TER | Teradyne, Inc | −3,586 | 6,560 | $3,173,990 | |
| AAPL | Apple Inc. | −3,291 | 18,517 | $5,358,078 | |
| AVGO | Broadcom Inc. | −1,849 | 25,515 | $9,638,291 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 14,025 | $2,660,963 | |
| QQQ | Invesco Qqq Trust, Series 1 | 400 | $294,560 | |
| SIVR | abrdn Silver ETF Trust | 4,827 | $271,373 | |
| GLD | Spdr Gold Trust | 355 | $130,774 | |
| IAU | Ishares Gold Trust | 1,519 | $114,699 | |
| MRVL | Marvell Technology, Inc. | 94 | $28,001 | |
| No positions match the current search. | ||||
32 tracked positions ·
$122,462,496 total
· filing declares
54 positions · $165,964,794
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
PUT
CALL
+ SHARES
Communication Services
|
Added | 42,709 | $15,262,914 | 12.46% | |
| INTC |
Intel Corp
Technology
|
Reduced | 93,235 | $13,018,403 | 10.63% | |
| AMZN |
Amazon Com Inc
PUT
CALL
+ SHARES
Consumer Cyclical
|
Added | 51,271 | $12,219,929 | 9.98% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 17,450 | $10,136,879 | 8.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 25,515 | $9,638,291 | 7.87% | |
| AMAT |
Applied Materials Inc /De
CALL
+ SHARES
Technology
|
Added | 7,684 | $5,555,532 | 4.54% | |
| AAPL |
Apple Inc.
CALL
+ SHARES
Technology
|
Reduced | 18,517 | $5,358,078 | 4.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,474 | $5,336,609 | 4.36% | |
| TSLA |
Tesla, Inc.
CALL
+ SHARES
Consumer Cyclical
|
Added | 10,078 | $4,238,806 | 3.46% | |
| NVDA |
Nvidia Corp
CALL
+ SHARES
Technology
|
Added | 18,159 | $3,633,433 | 2.97% | |
| NFLX |
Netflix Inc
CALL
+ SHARES
Communication Services
|
Added | 50,140 | $3,579,996 | 2.92% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 6,560 | $3,173,990 | 2.59% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 40,800 | $2,944,128 | 2.40% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,775 | $2,748,827 | 2.24% | |
| RTX |
RTX Corp
Industrials
|
NEW | 14,025 | $2,660,963 | 2.17% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 9,840 | $2,645,582 | 2.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 19,550 | $2,296,343 | 1.88% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Added | 11,685 | $2,274,485 | 1.86% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 4,675 | $2,146,432 | 1.75% | |
| VST |
Vistra Corp.
Utilities
|
Added | 12,505 | $1,983,668 | 1.62% | |
| MSFT |
Microsoft Corp
CALL
+ SHARES
Technology
|
Added | 5,294 | $1,974,767 | 1.61% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 3,690 | $1,901,198 | 1.55% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
Added | 51,865 | $1,798,159 | 1.47% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Added | 10,045 | $1,743,611 | 1.42% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 17,220 | $1,726,821 | 1.41% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 12,300 | $1,404,414 | 1.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
PUT
|
NEW | 400 | $294,560 | 0.24% | |
| SIVR |
abrdn Silver ETF Trust
CALL
|
NEW | 4,827 | $271,373 | 0.22% | |
| SLV |
iShares Silver Trust
PUT
|
Reduced | 4,130 | $220,831 | 0.18% | |
| GLD |
Spdr Gold Trust
PUT
|
NEW | 355 | $130,774 | 0.11% | |
| IAU |
Ishares Gold Trust
CALL
|
NEW | 1,519 | $114,699 | 0.09% | |
| MRVL |
Marvell Technology, Inc.
CALL
Technology
|
NEW | 94 | $28,001 | 0.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.