Kurv Investment Management LLC holds a focused book of 35 reported positions worth $129.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened RTX Corp and trimmed Intel Corp. Their largest long position is Alphabet Inc-CL A at 11% of the reported non-option book. They also disclosed $4.2M in put options (a bearish bet) and $32.1M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2026 would be +24% (+46.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 13.0 points over this window.
Growth of $10,000 cloning Kurv Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
+1 sector below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kurv Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 35 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 5 / 35 | $538.9M |
| Newlands Management Operations LLC | 9 / 35 | $14.9B |
| Prospect Hill Management, LLC | 7 / 35 | $229.6M |
| Hoffman, Alan N Investment Management | 5 / 35 | $147.4M |
| Draper Asset Management, LLC | 8 / 35 | $167.7M |
| Howard Hughes Medical Institute | 15 / 35 | $347.3M |
| Integrated Financial Solutions, Inc. | 12 / 35 | $144.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Kurv Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $14.9M | 41.6K | 11.5% | ▲+14% Added · +5K sh | |
| 2 | Intel Corp COM | $13.0M | 93.2K | 10.0% | ▼−31% Reduced · −43K sh | |
| 3 | Amazon Com Inc COM | $12.0M | 50.1K | 9.2% | ▲+14% Added · +6K sh | |
| 4 | Advanced Micro Devices Inc COM | $10.1M | 17.4K | 7.8% | ▼−28% Reduced · −7K sh | |
| 5 | Broadcom Inc COM | $9.6M | 25.5K | 7.4% | ▼−6.8% Reduced · −2K sh | |
| 6 | Applied Matls Inc COM | $5.5M | 7.7K | 4.3% | ▲+14% Added · +936 sh | |
| 7 | Meta Platforms Inc CL A | $5.3M | 9.5K | 4.1% | ▲+14% Added · +1K sh | |
| 8 | Apple Inc COM | $5.2M | 18.0K | 4.0% | ▼−17% Reduced · −4K sh | |
| 9 | Tesla Inc COM | $4.0M | 9.5K | 3.1% | ▲+14% Added · +1K sh | |
| 10 | Nvidia Corporation COM | $3.6M | 17.9K | 2.8% | ▲+12% Added · +2K sh | |
| 11 | Netflix Inc. COM | $3.5M | 49.3K | 2.7% | ▲+14% Added · +6K sh | |
| 12 | Teradyne Inc COM | $3.2M | 6.6K | 2.4% | ▼−35% Reduced · −4K sh | |
| 13 | Uber Technologies Inc COM | $2.9M | 40.8K | 2.3% | ▲+14% Added · +5K sh | |
| 14 | International Business Machs COM | $2.7M | 9.8K | 2.1% | ▲+14% Added · +1K sh | |
| 15 | RTX Corporation COM | $2.7M | 14.0K | 2.1% | ▲New New position | |
| 16 | Howmet Aerospace Inc COM | $2.6M | 9.8K | 2.0% | ▲+15% Added · +1K sh | |
| 17 | Global X FDS GLOBAL X SILVER | $2.5M | 32.2K | 1.9% | ▲+15% Added · +4K sh | |
| 18 | Cisco Sys Inc COM | $2.3M | 19.6K | 1.8% | ▲+14% Added · +2K sh | |
| 19 | Vaneck ETF Trust GOLD MINERS ETF | $2.3M | 30.3K | 1.8% | ▲+15% Added · +4K sh | |
| 20 | BWX Technologies Inc COM | $2.3M | 11.7K | 1.8% | ▲+15% Added · +2K sh | |
| 21 | Spotify Technology S A SHS | $2.1M | 4.7K | 1.7% | ▲+14% Added · +572 sh | |
| 22 | Vistra Corp COM | $2.0M | 12.5K | 1.5% | ▲+15% Added · +2K sh | |
| 23 | Applovin Corp COM CL A | $1.9M | 3.7K | 1.5% | ▲+15% Added · +486 sh | |
| 24 | Hims & Hers Health Inc COM CL A | $1.8M | 51.9K | 1.4% | ▲+15% Added · +7K sh | |
| 25 | Microsoft Corp COM | $1.7M | 4.7K | 1.3% | ▲+14% Added · +572 sh | |
| 26 | Reddit Inc CL A | $1.7M | 10.0K | 1.3% | ▲+15% Added · +1K sh | |
| 27 | Robinhood MKTS Inc COM CL A | $1.7M | 17.2K | 1.3% | ▲+15% Added · +2K sh | |
| 28 | Shopify Inc CL A SUB VTG SHS | $1.4M | 12.3K | 1.1% | ▲+15% Added · +2K sh | |
| 29 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.3M | 14.3K | 1.0% | ▲+15% Added · +2K sh | |
| 30 | Kurv ETF TR KURV YIELD PREM | $923K | 48.5K | 0.7% | ▲+14% Added · +6K sh | |
| 31 | Kurv ETF TR KURV YIELD PREM | $676K | 16.7K | 0.5% | ▲New New position | |
| 32 | BlackRock ETF Trust II ISHARES AAA CLO | $600K | 11.6K | 0.5% | ▲New New position | |
| 33 | Ishares TR ULTRA SHORT DUR | $599K | 11.8K | 0.5% | ▲New New position | |
| 34 | Vanguard BD Index FDS VANGUARD ULTRA | $399K | 8.0K | 0.3% | ▲New New position | |
| 35 | Ishares TR IBON 2027 TE ETF | $398K | 18.0K | 0.3% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2027462/holdings"
Use Arkolith to show Kurv Investment Management LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TESLA INCTSLA | $4.8M | 625 |
| CALL · bullish | GLOBAL X SILVER MINERS ETFSIL | $4.7M | 13K |
| CALL · bullish | MICROSOFT CORPMSFT | $4.4M | 619 |
| CALL · bullish | ISHARES AAA CLO ACT ETF-USDICLOA | $3.7M | 7K |
| CALL · bullish | ABRDN PHYSICAL SILVER SHARESSIVR | $3.5M | 5K |
| CALL · bullish | VANECK GOLD MINERS ETFGDX | $3.1M | 3K |
| PUT · bearish | ISHARES SILVER TRUSTSLV | $2.4M | 4K |
| CALL · bullish | ALPHABET INC-CL AGOOGL | $2.0M | 891 |
| CALL · bullish | ISHARES GOLD TRUSTIAU | $1.6M | 2K |
| CALL · bullish | AMAZON.COM INCAMZN | $1.5M | 964 |
| CALL · bullish | APPLE INCAAPL | $877K | 493 |
| PUT · bearish | SPDR GOLD SHARESGLD | $744K | 355 |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $669K | 400 |
| CALL · bullish | MARVELL TECHNOLOGY INCMRVL | $644K | 94 |
| CALL · bullish | APPLIED MATERIALS INCAMAT | $615K | 34 |
| CALL · bullish | NVIDIA CORPNVDA | $360K | 307 |
| CALL · bullish | NETFLIX INCNFLX | $289K | 840 |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $238K | 168 |
| PUT · bearish | AMAZON.COM INCAMZN | $206K | 157 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.