Kurv Investment Management LLC holds a focused book of 35 stocks worth $94.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened RTX Corporation and trimmed Cisco Systems Inc. Their largest long position is Alphabet Inc-CL A at 11% of the equity book. They also disclosed $40.7M in put options (a bearish bet) and $37.7M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +20% (+50.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 13.2 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 the ~45-day reporting lag, 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.
90% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Kurv Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 36 / 35 | $341.2B |
| UBS Group AG | 36 / 35 | $86.0B |
| FMR LLC | 35 / 35 | $643.2B |
| MORGAN STANLEY | 35 / 35 | $357.3B |
| BANK OF AMERICA CORP /DE/ | 35 / 35 | $195.5B |
| GOLDMAN SACHS GROUP INC | 35 / 35 | $168.6B |
| Bank of New York Mellon Corp | 35 / 35 | $137.7B |
| ROYAL BANK OF CANADA | 35 / 35 | $95.2B |
Ranked by how many of Kurv Investment Management LLC's top 35 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | $10.0M | 36.6K | 10.6% | ▲+4.5% Added · +2K sh | |
| 2 | Amazon Com Inc COM | $8.8M | 44.0K | 9.4% | ▲+36% Added · +12K sh | |
| 3 | Broadcom Inc COM | $8.0M | 27.4K | 8.5% | ▲+39% Added · +8K sh | |
| 4 | Intel Corp COM | $5.6M | 135.7K | 5.9% | ▲+76% Added · +59K sh | |
| 5 | Apple Inc COM | $5.4M | 21.8K | 5.7% | ▲+22% Added · +4K sh | |
| 6 | Advanced Micro Devices Inc COM | $4.8M | 24.4K | 5.1% | ▲+75% Added · +10K sh | |
| 7 | Meta Platforms Inc CL A | $4.5M | 8.3K | 4.7% | ▲+22% Added · +2K sh | |
| 8 | Netflix Inc. COM | $4.0M | 43.3K | 4.3% | ▲+58% Added · +16K sh | |
| 9 | Tesla Inc COM | $3.0M | 8.3K | 3.1% | ▲+22% Added · +2K sh | |
| 10 | Teradyne Inc COM | $2.8M | 10.1K | 3.0% | ▲+66% Added · +4K sh | |
| 11 | Nvidia Corporation COM | $2.6M | 15.9K | 2.8% | ▲+22% Added · +3K sh | |
| 12 | Uber Technologies Inc COM | $2.5M | 35.8K | 2.6% | ▲+23% Added · +7K sh | |
| 13 | Global X FDS GLOBAL X SILVER | $2.3M | 27.9K | 2.5% | ▲+48% Added · +9K sh | |
| 14 | RTX Corporation COM | $2.3M | 12.3K | 2.4% | ▲New New position | |
| 15 | Vaneck ETF Trust GOLD MINERS ETF | $2.3M | 26.3K | 2.4% | ▲+47% Added · +8K sh | |
| 16 | Applied Matls Inc COM | $2.2M | 6.7K | 2.3% | ▲+47% Added · +2K sh | |
| 17 | International Business Machs COM | $2.0M | 8.6K | 2.2% | ▲+23% Added · +2K sh | |
| 18 | Spotify Technology S A SHS | $1.9M | 4.1K | 2.1% | ▲+23% Added · +759 sh | |
| 19 | BWX Technologies Inc COM | $1.9M | 10.1K | 2.1% | ▲+66% Added · +4K sh | |
| 20 | Howmet Aerospace Inc COM | $1.9M | 8.5K | 2.0% | ▲+66% Added · +3K sh | |
| 21 | Vistra Corp COM | $1.6M | 10.9K | 1.7% | ▲New New position | |
| 22 | Microsoft Corp COM | $1.5M | 4.1K | 1.6% | ▲+23% Added · +759 sh | |
| 23 | Cisco Sys Inc COM | $1.3M | 17.2K | 1.4% | ▼−39% Reduced · −11K sh | |
| 24 | Shift4 PMTS Inc CL A | $1.2M | 27.4K | 1.3% | ▲+66% Added · +11K sh | |
| 25 | Shopify Inc CL A SUB VTG SHS | $1.2M | 10.7K | 1.3% | ▲+66% Added · +4K sh | |
| 26 | Applovin Corp COM CL A | $1.2M | 3.2K | 1.3% | ▼−15% Reduced · −546 sh | |
| 27 | Intuitive Surgical Inc COM NEW | $1.2M | 2.6K | 1.3% | ▲+23% Added · +483 sh | |
| 28 | Ishares Silver TR ISHARES | $1.2M | 18.6K | 1.2% | ▲New New position | |
| 29 | Reddit Inc CL A | $1.1M | 8.7K | 1.1% | ▲+66% Added · +3K sh | |
| 30 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $995K | 12.5K | 1.1% | ▲New New position | |
| 31 | Robinhood MKTS Inc COM CL A | $974K | 15.0K | 1.0% | ▲+66% Added · +6K sh | |
| 32 | Hims & Hers Health Inc COM CL A | $846K | 45.0K | 0.9% | ▲+66% Added · +18K sh | |
| 33 | Kurv ETF TR KURV YIELD PREM | $731K | 42.6K | 0.8% | ▲+23% Added · +8K sh | |
| 34 | Kurv ETF TR KURV YIELD PREM | $461K | 14.6K | 0.5% | ▲New New position | |
| 35 | Freshworks Inc CLASS A COM | $236K | 29.4K | 0.2% | ▲+66% Added · +12K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ISHARES SILVER TR | $10.8M | 6K |
| PUT · bearish | SPDR GOLD TR | $9.6M | 1K |
| CALL · bullish | ABRDN SILVER ETF TRUST | $8.4M | 5K |
| CALL · bullish | ISHARES SILVER TR | $8.4M | 7K |
| PUT · bearish | ABRDN SILVER ETF TRUST | $5.9M | 3K |
| CALL · bullish | SPDR GOLD TR | $4.9M | 2K |
| CALL · bullish | AMAZON COM INC | $3.4M | 590 |
| CALL · bullish | ISHARES GOLD TR | $3.3M | 2K |
| CALL · bullish | TESLA INC | $2.9M | 459 |
| PUT · bearish | TESLA INC | $2.0M | 362 |
| PUT · bearish | ALPHABET INC | $1.9M | 424 |
| CALL · bullish | ALPHABET INC | $1.9M | 370 |
| PUT · bearish | MICROSOFT CORP | $1.8M | 288 |
| PUT · bearish | GLOBAL X FDS | $1.8M | 874 |
| PUT · bearish | MICRON TECHNOLOGY INC | $1.7M | 147 |
| CALL · bullish | NETFLIX INC. | $1.6M | 736 |
| PUT · bearish | AMAZON COM INC | $1.4M | 588 |
| PUT · bearish | INVESCO QQQ TR | $1.3M | — |
| CALL · bullish | MICROSOFT CORP | $872K | 219 |
| PUT · bearish | APPLE INC | $771K | 277 |
| PUT · bearish | NVIDIA CORPORATION | $726K | 262 |
| CALL · bullish | APPLE INC | $632K | 198 |
| CALL · bullish | GLOBAL X FDS | $577K | 780 |
| PUT · bearish | NETFLIX INC. | $530K | 506 |
| CALL · bullish | UNITED STS COMMODITY INDEX F | $501K | 2K |
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 equity book, weighting, concentration and sector figures above. Showing the largest 25 of 27 option legs.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.