Kurv Investment Management LLC
CIK
2027462
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$89,497,950
Diversification
Diversified
Filing Date
Global Rank
#5,570
/ 8,232
▲ 582
Top Industry
Semiconductors
25.2%
3Y Alpha vs SPY
+63.9%
Period ended 2 months ago
Filed May 15, 2026 · 29d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.3%
SPY
+9.1%
Annualised alpha
+64.4%
Max drawdown
−10.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.7%
−2.7 pts
Top 5
44.3%
−1.4 pts
Top 10
66.7%
+2.5 pts
HHI
587
Diversified−23
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.3% | $43,241,148 |
| Communication Services | 26.7% | $23,876,722 |
| Consumer Cyclical | 13.7% | $12,255,665 |
| Industrials | 4.5% | $4,043,805 |
| Healthcare | 2.4% | $2,146,386 |
| Utilities | 1.8% | $1,632,283 |
| Unclassified | 1.4% | $1,265,768 |
| Financial Services | 1.2% | $1,036,173 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | +58,647 | 135,749 | $5,990,603 | |
| HIMS | Hims & Hers Health, Inc. | +17,963 | 45,034 | $934,905 | |
| NFLX | Netflix Inc | +15,908 | 43,268 | $4,160,218 | |
| FRSH | Freshworks Inc. | +11,715 | 29,370 | $235,841 | |
| AMZN | Amazon Com Inc | +11,682 | 44,014 | $9,166,795 | |
| FOUR | Shift4 Payments, Inc. | +10,934 | 27,412 | $1,198,726 | |
| AMD | Advanced Micro Devices Inc | +10,468 | 24,405 | $4,964,709 | |
| AVGO | Broadcom Inc. | +7,648 | 27,364 | $8,469,431 | |
| UBER | Uber Technologies, Inc | +6,624 | 35,808 | $2,575,669 | |
| HOOD | Robinhood Markets, Inc. | +5,964 | 14,952 | $1,036,173 | |
| SHOP | Shopify Inc. | +4,260 | 10,680 | $1,266,861 | |
| BWXT | BWX Technologies, Inc. | +4,047 | 10,146 | $2,074,755 | |
| TER | Teradyne, Inc | +4,047 | 10,146 | $3,007,883 | |
| AAPL | Apple Inc. | +4,002 | 21,808 | $5,534,652 | |
| RDDT | Reddit, Inc. | +3,479 | 8,722 | $1,174,417 | |
| HWM | Howmet Aerospace Inc. | +3,408 | 8,544 | $1,969,050 | |
| NVDA | Nvidia Corp | +2,898 | 15,897 | $2,772,436 | |
| AMAT | Applied Materials Inc /De | +2,154 | 6,714 | $2,294,778 | |
| IBM | International Business Machines Corp | +1,587 | 8,579 | $2,079,463 | |
| GOOGL | Alphabet Inc. | +1,560 | 36,554 | $10,511,468 | |
| TSLA | Tesla, Inc. | +1,518 | 8,309 | $3,088,870 | |
| META | Meta Platforms, Inc. | +1,518 | 8,330 | $4,765,842 | |
| MSFT | Microsoft Corp | +759 | 4,103 | $1,518,807 | |
| SPOT | Spotify Technology S.A. | +759 | 4,103 | $1,989,585 | |
| ISRG | Intuitive Surgical Inc | +483 | 2,628 | $1,211,481 | |
| No positions match the current search. | |||||
29 positions ·
$89,497,950 total
· as of Mar 31, 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.
Communication Services
|
Added | 36,554 | $10,511,468 | 11.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 44,014 | $9,166,795 | 10.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 27,364 | $8,469,431 | 9.46% | |
| INTC |
Intel Corp
Technology
|
Added | 135,749 | $5,990,603 | 6.69% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,808 | $5,534,652 | 6.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 24,405 | $4,964,709 | 5.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,330 | $4,765,842 | 5.33% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 43,268 | $4,160,218 | 4.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 8,309 | $3,088,870 | 3.45% | |
| TER |
Teradyne, Inc
Technology
|
Added | 10,146 | $3,007,883 | 3.36% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,897 | $2,772,436 | 3.10% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 35,808 | $2,575,669 | 2.88% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,714 | $2,294,778 | 2.56% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,579 | $2,079,463 | 2.32% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Added | 10,146 | $2,074,755 | 2.32% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 4,103 | $1,989,585 | 2.22% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 8,544 | $1,969,050 | 2.20% | |
| VST |
Vistra Corp.
Utilities
|
NEW | 10,858 | $1,632,283 | 1.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,103 | $1,518,807 | 1.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 17,158 | $1,331,289 | 1.49% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 3,204 | $1,275,192 | 1.42% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 10,680 | $1,266,861 | 1.42% | |
| SLV |
iShares Silver Trust
|
NEW | 18,576 | $1,265,768 | 1.41% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 2,628 | $1,211,481 | 1.35% | |
| FOUR |
Shift4 Payments, Inc.
Technology
|
Added | 27,412 | $1,198,726 | 1.34% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Added | 8,722 | $1,174,417 | 1.31% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 14,952 | $1,036,173 | 1.16% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
Added | 45,034 | $934,905 | 1.04% | |
| FRSH |
Freshworks Inc.
Technology
|
Added | 29,370 | $235,841 | 0.26% |