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Institutional

Kurv Investment Management LLC

CIK 0002027462
$173.0M
Reported AUM
62
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Kurv Investment Management LLC · Q1 2026

AI · grounded in 13F

Kurv Investment Management LLC established new positions in ABRDN SILVER ETF TRUST with two separate entries totaling over $14.3M. The fund also increased its holdings in ISHARES SILVER TR by 638.9% and SPDR GOLD TR by 233.8%. On the sell side, the fund closed its positions in RTX and ALPHABET INC., while trimming its stake in CSCO by 39.3%.

Portfolio · Q1 2026

SLV$10.8MGOOGL$10.0MGLD$9.6MAMZN$8.8MABRDN$8.4MSLV$8.4MAVGO$8.0MABRDN$5.9MINTC$5.6MAAPL$5.4MGLD$4.9MAMD$4.8MOther$82.3MKL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1SLVISHARES SILVER TR$10.8M6.26%+4,792+638.9%
2GOOGLALPHABET INC$10.0M5.78%+1,560+4.5%
3GLDSPDR GOLD TR$9.6M5.56%+912+233.8%
4AMZNAMAZON COM INC$8.8M5.11%+11,682+36.1%
5ABRDN SILVER ETF TRUST$8.4M4.87%+4,977NEW
6SLVISHARES SILVER TR$8.4M4.86%-3,303-32.5%
7AVGOBROADCOM INC$8.0M4.64%+7,648+38.8%
8ABRDN SILVER ETF TRUST$5.9M3.41%+2,897NEW
9INTCINTEL CORP$5.6M3.23%+58,647+76.1%
10AAPLAPPLE INC$5.4M3.11%+4,002+22.5%
11GLDSPDR GOLD TR$4.9M2.85%+201+13.4%
12AMDADVANCED MICRO DEVICES INC$4.8M2.77%+10,468+75.1%
13METAMETA PLATFORMS INC$4.5M2.58%+1,518+22.3%
14NFLXNETFLIX INC.$4.0M2.33%+15,908+58.1%
15AMZNAMAZON COM INC$3.4M1.98%-30-4.8%
16IAUISHARES GOLD TR$3.3M1.91%+1,519NEW
17TSLATESLA INC$3.0M1.71%+1,518+22.4%
18TSLATESLA INC$2.9M1.67%-45-8.9%
19TERTERADYNE INC$2.8M1.62%+4,047+66.4%
20NVDANVIDIA CORPORATION$2.6M1.52%+2,898+22.3%
21UBERUBER TECHNOLOGIES INC$2.5M1.45%+6,624+22.7%
22SILGLOBAL X FDS$2.3M1.35%+9,007+47.6%
23RTX CORPORATION$2.3M1.33%+12,309NEW
24GDXVANECK ETF TRUST$2.3M1.31%+8,368+46.6%
25AMATAPPLIED MATLS INC$2.2M1.25%+2,154+47.2%
26IBMINTERNATIONAL BUSINESS MACHS$2.0M1.18%+1,587+22.7%
27TSLATESLA INC$2.0M1.17%+362NEW
28SPOTSPOTIFY TECHNOLOGY S A$1.9M1.13%+759+22.7%
29BWXTBWX TECHNOLOGIES INC$1.9M1.12%+4,047+66.4%
30GOOGLALPHABET INC$1.9M1.11%+424NEW
31HWMHOWMET AEROSPACE INC$1.9M1.10%+3,408+66.4%
32GOOGLALPHABET INC$1.9M1.08%+370NEW
33MSFTMICROSOFT CORP$1.8M1.03%+288NEW
34GLOBAL X FDS$1.8M1.03%+874NEW
35MUMICRON TECHNOLOGY INC$1.7M0.98%+147NEW
36VSTVISTRA CORP$1.6M0.93%+10,858NEW
37NFLXNETFLIX INC.$1.6M0.92%-94-11.3%
38MSFTMICROSOFT CORP$1.5M0.85%+759+22.7%
39AMZNAMAZON COM INC$1.4M0.79%+588NEW
40CSCOCISCO SYS INC$1.3M0.76%-11,114-39.3%
41QQQINVESCO QQQ TR$1.3M0.76%-30-100.0%
42FOURSHIFT4 PMTS INC$1.2M0.69%+10,934+66.4%
43SHOPSHOPIFY INC$1.2M0.69%+4,260+66.4%
44APPAPPLOVIN CORP$1.2M0.69%-546-14.6%
45ISRGINTUITIVE SURGICAL INC$1.2M0.69%+483+22.5%
46SLVISHARES SILVER TR$1.2M0.68%+18,576NEW
47RDDTREDDIT INC$1.1M0.63%+3,479+66.4%
48VGKVANGUARD INTL EQUITY INDEX F$995K0.58%+12,460NEW
49HOODROBINHOOD MKTS INC$974K0.56%+5,964+66.4%
50MSFTMICROSOFT CORP$872K0.50%-71-24.5%
51HIMSHIMS & HERS HEALTH INC$846K0.49%+17,963+66.4%
52AAPLAPPLE INC$771K0.45%+277NEW
53TSLPKURV ETF TR$731K0.42%+7,866+22.7%
54NVDANVIDIA CORPORATION$726K0.42%+262NEW
55AAPLAPPLE INC$632K0.37%-170-46.2%
56GLOBAL X FDS$577K0.33%+780NEW
57NFLXNETFLIX INC.$530K0.31%+506NEW
58UNITED STS COMMODITY INDEX F$501K0.29%+2,293NEW
59UNITED STS COMMODITY INDEX F$492K0.28%+1,771NEW
60AMZPKURV ETF TR$461K0.27%+14,648NEW
61AVGOBROADCOM INC$253K0.15%+193NEW
62FRSHFRESHWORKS INC$236K0.14%+11,715+66.4%
63RTXRTX CORPORATION-10,032EXITED
64GOOGLALPHABET INC.-529EXITED
65COINCOINBASE GLOBAL, INC.-3,638EXITED
66NVDANVIDIA CORPORATION-307EXITED
67GOOPKurv YdPrSt Google GOOGL-11,957EXITED
68GLXYGALAXY DIGITAL INC.-16,920EXITED
69BMNRBITMINE IMMERSION TECHNOLOGIES, INC.-12,708EXITED
70Roundhill Mgfcnt Svn-950EXITED
71QQQInvesco QQQ Trust 1-225EXITED
72BEBLOOM ENERGY CORPORATION-24EXITED
73IBITiShares Bitcoin Trust-49EXITED
74FSLRFIRST SOLAR, INC.-21EXITED

Source: SEC EDGAR · accession 0001104659-26-061967. 13F discloses long positions only — shorts, foreign equities, and options are excluded.