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KIM

Kurv Investment Management Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
-4.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$173M
AUM Growth
+$66.4M
Cap. Flow
+$27.7M
Cap. Flow %
15.99%
Top 10 Hldgs %
46.83%
Holding
74
New
22
Increased
31
Reduced
8
Closed
13

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.69M
2
AMZN icon
Amazon
AMZN
+$2.57M
3
AVGO icon
Broadcom
AVGO
+$2.52M
4
AMD icon
Advanced Micro Devices
AMD
+$2.24M
5
VST icon
Vistra
VST
+$1.76M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$1.84M
2
CSCO icon
Cisco
CSCO
+$870K
3
COIN icon
Coinbase
COIN
+$823K
4
GOOP icon
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
+$466K
5
GLXY
Galaxy Digital Inc
GLXY
+$378K

Sector Composition

Rank Sector Weight
1 Technology 23.9%
2 Communication Services 13.13%
3 Consumer Discretionary 6.82%
4 Industrials 2.22%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
PUT
Tesla
TSLA
$1.34T
$2.02M 1.17%
+362
New +$149K
SPOT icon
27
Spotify
SPOT
$102B
$1.95M 1.13%
4,103
+759
+23% +$381K
BWXT icon
28
BWX Technologies
BWXT
$15.6B
$1.94M 1.12%
10,146
+4,047
+66% +$822K
GOOG icon
29
PUT
Alphabet (Google) Class C
GOOG
$4.21T
$1.92M 1.11%
+424
New +$133K
HWM icon
30
Howmet Aerospace
HWM
$113B
$1.91M 1.1%
8,544
+3,408
+66% +$794K
GOOG icon
31
CALL
Alphabet (Google) Class C
GOOG
$4.21T
$1.86M 1.08%
+370
New +$116K
MSFT icon
32
PUT
Microsoft
MSFT
$3.69T
$1.79M 1.03%
+288
New +$121K
NORW icon
33
PUT
Global X MSCI Norway ETF
NORW
$88.1M
$1.78M 1.03%
+874
New +$29.8K
MU icon
34
PUT
Micron Technology
MU
$1.07T
$1.7M 0.98%
+147
New +$57.6K
VST icon
35
Vistra
VST
$49.1B
$1.6M 0.93%
+10,858
New +$1.76M
NFLX icon
36
CALL
Netflix
NFLX
$326B
$1.59M 0.92%
736
-94
-11% -$8.28K
MSFT icon
37
Microsoft
MSFT
$3.69T
$1.47M 0.85%
4,103
+759
+23% +$318K
AMZN icon
38
PUT
Amazon
AMZN
$2.86T
$1.36M 0.79%
+588
New +$129K
CSCO icon
39
Cisco
CSCO
$447B
$1.32M 0.76%
17,158
-11,114
-39% -$870K
QQQ icon
40
PUT
Invesco QQQ Trust
QQQ
$487B
– –
-30
Closed -$18.2K
FOUR icon
41
Shift4
FOUR
$3.79B
$1.2M 0.69%
27,412
+10,934
+66% +$604K
SHOP icon
42
Shopify
SHOP
$204B
$1.19M 0.69%
10,680
+4,260
+66% +$560K
APP icon
43
Applovin
APP
$105B
$1.19M 0.69%
3,204
-546
-15% -$264K
ISRG icon
44
Intuitive Surgical
ISRG
$142B
$1.19M 0.69%
2,628
+483
+23% +$244K
SLV icon
45
iShares Silver Trust
SLV
$31.3B
$1.18M 0.68%
+18,576
New +$1.41M
RDDT icon
46
Reddit
RDDT
$30.4B
$1.08M 0.63%
8,722
+3,479
+66% +$592K
VGK icon
47
Vanguard FTSE Europe ETF
VGK
$31.1B
$995K 0.58%
+12,460
New +$1.07M
HOOD icon
48
Robinhood
HOOD
$89.3B
$974K 0.56%
14,952
+5,964
+66% +$524K
MSFT icon
49
CALL
Microsoft
MSFT
$3.69T
$872K 0.5%
219
-71
-24% -$29.7K
HIMS icon
50
Hims & Hers Health
HIMS
$6.71B
$846K 0.49%
45,034
+17,963
+66% +$424K
1
2
3

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Kurv Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kurv Investment Management held 74 positions worth $173M, up 62% from $107M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kurv Investment Management deployed $27.7M of net new capital in Q1 2026, opening 22 new positions and adding to 31 existing holdings. Its largest new stake was Vistra: 10,858 shares worth $1.6M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 31% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Cisco, an estimated $870K trimmed.

  • Kurv Investment Management's largest Q1 2026 buy was Vistra: 10,858 shares worth $1.6M.
  • Kurv Investment Management added most to Intel in Q1 2026, an estimated $2.69M increase.
  • Kurv Investment Management's biggest Q1 2026 reduction was Cisco, cutting an estimated $870K.
  • Kurv Investment Management fully exited RTX Corp in Q1 2026, selling an estimated $1.84M.
  • Kurv Investment Management's ten largest holdings make up 47% of its $173M portfolio in Q1 2026.
  • Kurv Investment Management opened 22 new positions and closed 13 in Q1 2026.
  • Kurv Investment Management's portfolio value rose 62% quarter-over-quarter to $173M.

Based on Kurv Investment Management's 13F filing for Q1 2026, filed 15 May 2026.