Kurv Investment Management LLC

CIK

2027462

Location

SAN FRANCISCO, CA

Portfolio Value

Micro $1,036,173

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 SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.4%

SPY

+9.1%

Annualised alpha

+64.8%

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, 2025

Top 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	Positions
Technology	48.3%	$43,241,148	14
Communication Services	26.7%	$23,876,722	6
Consumer Cyclical	13.7%	$12,255,665	2
Industrials	4.5%	$4,043,805	2
Healthcare	2.4%	$2,146,386	2
Utilities	1.8%	$1,632,283	1
Unclassified	1.4%	$1,265,768	1
Financial Services	1.2%	$1,036,173	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−11,114	17,158	$1,331,289
APP	AppLovin Corp	−546	3,204	$1,275,192
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VST	Vistra Corp.	10,858	$1,632,283
SLV	iShares Silver Trust	18,576	$1,265,768
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	10,032	$1,839,868
COIN	Coinbase Global, Inc.	3,638	$822,697
GLXY	Galaxy Digital Inc.	16,920	$378,331
BMNR	Bitmine Immersion Technologies, Inc.	12,708	$345,022
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,036,173 total · Financial Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
HOOD	Robinhood Markets, Inc. Financial Services	Added	14,952	+5,964	$1,036,173	+1.9%	100.00%