Kurv Investment Management LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$172,996
Net value change ($000)
+66,427 (62.3%)
New positions
5
Sold out positions
5
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTC 2,747 96.6%
RTX CORPORATION 2,304 NEW
AMD 1,799 60.3%
TER 1,623 137.4%
VST 1,602 NEW
NFLX 1,458 56.8%
AMZN 1,382 18.5%
AVGO 1,205 17.7%
SLV 1,180 NEW
AMAT 997 85.1%
Top Reduces (Value $000, Stocks/ETFs)
RTX -1,840 -100.0%
APP -1,335 -52.8%
GOOGL -955 -8.7%
CSCO -844 -39.0%
COIN -823 -100.0%
GOOP -466 -100.0%
GLXY -378 -100.0%
BMNR -345 -100.0%
MSFT -144 -8.9%
RDDT -122 -10.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 78,421 (45.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type