Kurv Investment Management LLC

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$200,096
Net value change ($000)
+34,131 (20.6%)
New positions
10
Sold out positions
3
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SHOP 3,982 283.6%
KURV ETF TR 2,501 NEW
LRCX 2,434 NEW
AMD 2,023 20.0%
AMZN 1,659 13.9%
SNDK 1,611 NEW
CLOA 1,460 243.3%
ICSH 1,452 242.4%
META 1,362 25.5%
COPX 1,355 NEW
Top Reduces (Value $000, Stocks/ETFs)
UBER -2,944 -100.0%
IBM -2,749 -100.0%
APP -1,901 -100.0%
AMAT -1,269 -22.9%
INTC -979 -7.5%
TSLA -349 -8.8%
BWXT -259 -11.4%
GOOP -34 -5.0%
CSCO -4 -0.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 48,833 (24.4% 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