Managers / Q1 2026
Kurv Investment Management LLC
CIK 0002027462 · 1 LETTERMAN DRIVE, BUILDING C - SUITE 3500, SAN FRANCISCO, CA, 94129 · 415-34-0315
Summary
Kurv Investment Management LLC reported $173M in U.S.-listed holdings across 62 positions for Q1 2026.
Its largest position, GOOGL, represents 5.8% of the portfolio.
Compared with Q4 2025, the fund opened 22 new positions and exited 12.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Other · 47.8% · $83M
- Common Stock · 47.6% · $82M
- ETP · 4.6% · $8M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | NEW | +5.0K | 5.0K | +$8M | $8M |
| ABRDN SILVER ETF TRUST | NEW | +2.9K | 2.9K | +$6M | $6M |
| ISHARES GOLD TR | NEW | +1.5K | 1.5K | +$3M | $3M |
| RTX CORPORATION | NEW | +12.3K | 12.3K | +$2M | $2M |
| TESLA INC | NEW | +362 | 362 | +$2M | $2M |
| ALPHABET INC | NEW | +424 | 424 | +$2M | $2M |
| ALPHABET INC | NEW | +370 | 370 | +$2M | $2M |
| MICROSOFT CORP | NEW | +288 | 288 | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.