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Kurv Investment Management LLC

13F filer · CIK 0002027462
Reported Aug 13, 2026
Net seller this quarter
13F portfolio value$166MU.S. long equity reported on 13F
Positions271 new · 4 closed
Net flow last quarter-$4.78MBuys minus sells
Top 10 positions weight50.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 202627 positions
GOOGLAlphabet Inc.$14.9M8.97%0.00%+13.9%Q4 2025
INTCIntel Corp$13M7.84%0.00%-31.3%Q4 2025
AMZNAmazon Com Inc$12M7.20%0.00%+13.9%Q4 2025
AMDAdvanced Micro Devices Inc$10.1M6.11%0.00%-28.5%Q4 2025
AVGOBroadcom Inc.$9.64M5.81%0.00%-6.8%Q4 2025
AMATApplied Materials Inc$5.53M3.33%0.00%+13.9%Q4 2025
METAMeta Platforms, Inc.$5.34M3.22%Not reported+13.7%Q4 2025
AAPLApple Inc.$5.22M3.14%0.00%-17.4%Q4 2025
TSLATesla, Inc.$3.98M2.40%0.00%+13.8%Q4 2025
NVDANvidia Corp$3.57M2.15%0.00%+12.3%Q4 2025
NFLXNetflix Inc$3.52M2.12%0.00%+13.9%Q4 2025
TERTeradyne, Inc$3.17M1.91%0.00%-35.3%Q4 2025
UBERUber Technologies, Inc$2.94M1.77%0.00%+13.9%Q4 2025
IBMInternational Business Machines Corp$2.75M1.66%0.00%+13.9%Q4 2025
RTXRTX Corp$2.66M1.60%0.00%Not reportedQ4 2025
HWMHowmet Aerospace Inc.$2.65M1.59%0.00%+15.2%Q4 2025
SILGolden Minerals Co$2.49M1.50%Not reported+15.2%Q4 2025
CSCOCisco Systems, Inc.$2.3M1.38%0.00%+13.9%Q4 2025
BWXTBWX Technologies, Inc.$2.27M1.37%0.01%+15.2%Q4 2025
SPOTSpotify Technology S.A.$2.15M1.29%0.00%+13.9%Q4 2025
VSTVistra Corp.$1.98M1.20%0.00%+15.2%Q1 2026
APPAppLovin Corp$1.9M1.15%0.00%+15.2%Q4 2025
HIMSHims & Hers Health, Inc.$1.8M1.08%Not reported+15.2%Q4 2025
MSFTMicrosoft Corp$1.74M1.05%0.00%+13.9%Q4 2025
RDDTReddit, Inc.$1.74M1.05%Not reported+15.2%Q4 2025
HOODRobinhood Markets, Inc.$1.73M1.04%0.01%+15.2%Q4 2025
SHOPShopify Inc.$1.4M0.85%0.00%+15.2%Q4 2025
Q1 2026Reported May 15, 202630 positions
GOOGLAlphabet Inc.$10M5.78%0.00%+4.5%Q4 2025
AMZNAmazon Com Inc$8.84M5.11%0.00%+36.1%Q4 2025
AVGOBroadcom Inc.$8.03M4.64%0.00%+38.8%Q4 2025
INTCIntel Corp$5.59M3.23%0.00%+76.1%Q4 2025
AAPLApple Inc.$5.38M3.11%0.00%+22.5%Q4 2025
AMDAdvanced Micro Devices Inc$4.78M2.77%0.00%+75.1%Q4 2025
METAMeta Platforms, Inc.$4.47M2.58%Not reported+22.3%Q4 2025
NFLXNetflix Inc$4.02M2.33%0.00%+58.1%Q4 2025
TSLATesla, Inc.$2.95M1.71%0.00%+22.4%Q4 2025
TERTeradyne, Inc$2.8M1.62%0.01%+66.4%Q4 2025
NVDANvidia Corp$2.63M1.52%0.00%+22.3%Q4 2025
UBERUber Technologies, Inc$2.5M1.45%0.00%+22.7%Q4 2025
SILGolden Minerals Co$2.33M1.35%Not reported+47.6%Q4 2025
AMATApplied Materials Inc$2.17M1.25%0.00%+47.2%Q4 2025
IBMInternational Business Machines Corp$2.04M1.18%0.00%+22.7%Q4 2025
SPOTSpotify Technology S.A.$1.95M1.13%0.00%+22.7%Q4 2025
BWXTBWX Technologies, Inc.$1.94M1.12%0.01%+66.4%Q4 2025
HWMHowmet Aerospace Inc.$1.91M1.10%0.00%+66.4%Q4 2025
VSTVistra Corp.$1.6M0.93%0.00%NewQ1 2026
MSFTMicrosoft Corp$1.47M0.85%0.00%+22.7%Q4 2025
CSCOCisco Systems, Inc.$1.32M0.76%0.00%-39.3%Q4 2025
FOURShift4 Payments, Inc.$1.2M0.69%0.03%+66.4%Q4 2025
SHOPShopify Inc.$1.19M0.69%0.00%+66.4%Q4 2025
APPAppLovin Corp$1.19M0.69%0.00%-14.6%Q4 2025
ISRGIntuitive Surgical Inc$1.19M0.69%0.00%+22.5%Q4 2025
SLViShares Silver Trust$1.18M0.68%0.00%NewQ1 2026
RDDTReddit, Inc.$1.08M0.63%Not reported+66.4%Q4 2025
HOODRobinhood Markets, Inc.$974K0.56%0.01%+66.4%Q4 2025
HIMSHims & Hers Health, Inc.$846K0.49%Not reported+66.4%Q4 2025
FRSHFreshworks Inc.$236K0.14%0.02%+66.4%Q4 2025
Q4 2025Reported Feb 17, 202632 positions
GOOGLAlphabet Inc.$11M10.28%0.00%NewQ4 2025
AMZNAmazon Com Inc$7.46M7.00%0.00%NewQ4 2025
AVGOBroadcom Inc.$6.82M6.40%0.00%NewQ4 2025
AAPLApple Inc.$4.84M4.54%0.00%NewQ4 2025
METAMeta Platforms, Inc.$4.5M4.22%Not reportedNewQ4 2025
TSLATesla, Inc.$3.05M2.87%0.00%NewQ4 2025
AMDAdvanced Micro Devices Inc$2.98M2.80%0.00%NewQ4 2025
INTCIntel Corp$2.85M2.67%0.00%NewQ4 2025
NFLXNetflix Inc$2.57M2.41%0.00%NewQ4 2025
APPAppLovin Corp$2.53M2.37%0.00%NewQ4 2025
NVDANvidia Corp$2.42M2.27%0.00%NewQ4 2025
UBERUber Technologies, Inc$2.38M2.24%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$2.17M2.03%0.00%NewQ4 2025
IBMInternational Business Machines Corp$2.07M1.94%0.00%NewQ4 2025
SPOTSpotify Technology S.A.$1.94M1.82%0.00%NewQ4 2025
RTXRTX Corp$1.84M1.73%0.00%NewQ4 2025
MSFTMicrosoft Corp$1.62M1.52%0.00%NewQ4 2025
SILGolden Minerals Co$1.58M1.48%Not reportedNewQ4 2025
ISRGIntuitive Surgical Inc$1.21M1.14%0.00%NewQ4 2025
RDDTReddit, Inc.$1.21M1.13%Not reportedNewQ4 2025
TERTeradyne, Inc$1.18M1.11%0.00%NewQ4 2025
AMATApplied Materials Inc$1.17M1.10%0.00%NewQ4 2025
BWXTBWX Technologies, Inc.$1.05M0.99%0.01%NewQ4 2025
HWMHowmet Aerospace Inc.$1.05M0.99%0.00%NewQ4 2025
FOURShift4 Payments, Inc.$1.04M0.97%0.02%NewQ4 2025
SHOPShopify Inc.$1.03M0.97%0.00%NewQ4 2025
HOODRobinhood Markets, Inc.$1.02M0.95%0.00%NewQ4 2025
HIMSHims & Hers Health, Inc.$879K0.82%Not reportedNewQ4 2025
COINCoinbase Global, Inc.$823K0.77%0.00%NewQ4 2025
GLXYGalaxy Digital Inc.$378K0.36%16920.00%NewQ4 2025
BMNRBitmine Immersion Technologies, Inc.$345K0.32%0.00%NewQ4 2025
FRSHFreshworks Inc.$216K0.20%0.01%NewQ4 2025
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