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KIM

Kurv Investment Management Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
+5.49%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$83M
Cap. Flow %
77.85%
Top 10 Hldgs %
59.69%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10M
2
AMZN icon
Amazon
AMZN
+$7.4M
3
AVGO icon
Broadcom
AVGO
+$7.05M
4
AAPL icon
Apple
AAPL
+$4.78M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 30.78%
2 Communication Services 22.23%
3 Consumer Discretionary 9.87%
4 Industrials 3.7%
5 Financials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
26
Applied Materials
AMAT
$381B
$1.17M 1.1%
+4,560
New +$1.09M
BWXT icon
27
BWX Technologies
BWXT
$14B
$1.05M 0.99%
+6,099
New +$1.14M
HWM icon
28
Howmet Aerospace
HWM
$107B
$1.05M 0.99%
+5,136
New +$1.02M
GOOGL icon
29
CALL
Alphabet (Google) Class A
GOOGL
$4.18T
$1.05M 0.98%
+529
New +$151K
FOUR icon
30
Shift4
FOUR
$3.65B
$1.04M 0.97%
+16,478
New +$1.16M
SHOP icon
31
Shopify
SHOP
$193B
$1.03M 0.97%
+6,420
New +$1.03M
HOOD icon
32
Robinhood
HOOD
$97.6B
$1.02M 0.95%
+8,988
New +$1.17M
HIMS icon
33
Hims & Hers Health
HIMS
$6.96B
$879K 0.82%
+27,071
New +$1.16M
TSLP icon
34
Kurv Yield Premium Strategy Tesla (TSLA) ETF
TSLP
$16.5M
$833K 0.78%
+34,712
New +$843K
COIN icon
35
Coinbase
COIN
$48B
$823K 0.77%
+3,638
New +$1.08M
AMZN icon
36
CALL
Amazon
AMZN
$2.81T
$801K 0.75%
+620
New +$142K
MSFT icon
37
CALL
Microsoft
MSFT
$3.69T
$614K 0.58%
+290
New +$145K
NVDA icon
38
CALL
NVIDIA
NVDA
$5.08T
$508K 0.48%
+307
New +$57.1K
GOOP icon
39
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$26.2M
$466K 0.44%
+11,957
New +$436K
GLXY
40
Galaxy Digital Inc
GLXY
$4.79B
$378K 0.36%
+16,920
New +$524K
BMNR
41
BitMine Immersion Technologies
BMNR
$15B
$345K 0.32%
+12,708
New +$515K
AAPL icon
42
CALL
Apple
AAPL
$4.57T
$315K 0.3%
+368
New +$98.8K
SLV icon
43
PUT
iShares Silver Trust
SLV
$33.1B
$298K 0.28%
+750
New +$37.5K
GLD icon
44
PUT
SPDR Gold Trust
GLD
$153B
$265K 0.25%
+390
New +$149K
KNGS
45
PUT
DELISTED
Roundhill S&P Dividend Monarchs ETF
KNGS
$228K 0.21%
+950
New +$228K
FRSH icon
46
Freshworks
FRSH
$3.37B
$216K 0.2%
+17,655
New +$209K
QQQ icon
47
CALL
Invesco QQQ Trust
QQQ
$486B
$129K 0.12%
+225
New +$138K
BE icon
48
CALL
Bloom Energy
BE
$64.3B
$35.4K 0.03%
+24
New +$2.52K
IBIT icon
49
CALL
iShares Bitcoin Trust
IBIT
$59.3B
$19.8K 0.02%
+49
New +$2.78K
QQQ icon
50
PUT
Invesco QQQ Trust
QQQ
$486B
$16.1K 0.02%
+30
New +$18.4K
1
2
3

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Kurv Investment Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Kurv Investment Management, which disclosed 52 positions worth $107M. Its ten largest holdings account for 60% of the portfolio.

Its largest position is Alphabet (Google) Class A: 34,994 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, followed by Communication Services and Consumer Discretionary.

  • Kurv Investment Management's largest Q4 2025 buy was Alphabet (Google) Class A: 34,994 shares worth $11M.
  • Kurv Investment Management's ten largest holdings make up 60% of its $107M portfolio in Q4 2025.
  • Kurv Investment Management disclosed 52 positions in Q4 2025, its first 13F filing on record.

Based on Kurv Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.