Kurv Investment Management LLC

All 13F Filings

Location
San Francisco, CA
Most recent 13F
Q2 2026
Holdings value ($000)
165,965
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 54 165,965 13F-HR Kurv Investment Management LLC
Q1 2026 5/15/2026 62 172,996 13F-HR Kurv Investment Management LLC
Q4 2025 2/17/2026 53 106,569 13F-HR Kurv Investment Management LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 36.34 K (21.9% of total reported value) · QoQ Δ: -42.08 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 120 K 92.6% 33.36 K 0 33.36 K
ETFs 9.648 K 7.4% 1.686 K 0 1.686 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
165,965
Holdings
54
QoQ value change ($000)
-7,031 (-4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.