KURV INVESTMENT MANAGEMENT LLC

PrivateCIK: 2027462
Location

SAN FRANCISCO, CA

62
Positions
$173.00M
Total AUM (reported)
814.85K
Total Shares

Allocation by class

TOTAL AUM$173.00M62 positions
COM$62.29M36.0%
PUT$40.74M23.6%
CALL$37.68M21.8%
CAP STK CL A$10.00M5.8%
CL A$6.75M3.9%
COM CL A$3.01M1.7%
GLOBAL X SILVER$2.33M1.3%

Portfolio Concentration

Top 317.6%4–1029.2%11–2527.6%Rest25.5%TOP 1046.8%0%100%
Top 3$30.44M17.6%
4–10$50.57M29.2%
11–25$47.79M27.6%
Rest$44.20M25.5%

Top 3 weight

17.6%

Top 10 weight

46.8%

Voting Authority Distribution

Total shares with voting rights: 814.85K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

814.85K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:

ISHARES SILVER TR

SOLE
PUT
Shares5.54K
TypeSH
Market value$10.83M
6.26%
Sole
0.00
Shared
0.00
None
5.54K

ALPHABET INC

SOLE
CAP STK CL A
Shares36.55K
TypeSH
Market value$10.00M
5.78%
Sole
0.00
Shared
0.00
None
36.55K

SPDR GOLD TR

SOLE
PUT
Shares1.30K
TypeSH
Market value$9.61M
5.56%
Sole
0.00
Shared
0.00
None
1.30K

AMAZON COM INC

SOLE
COM
Shares44.01K
TypeSH
Market value$8.84M
5.11%
Sole
0.00
Shared
0.00
None
44.01K

ABRDN SILVER ETF TRUST

SOLE
CALL
Shares4.98K
TypeSH
Market value$8.42M
4.87%
Sole
0.00
Shared
0.00
None
4.98K

ISHARES SILVER TR

SOLE
CALL
Shares6.86K
TypeSH
Market value$8.41M
4.86%
Sole
0.00
Shared
0.00
None
6.86K

BROADCOM INC

SOLE
COM
Shares27.36K
TypeSH
Market value$8.03M
4.64%
Sole
0.00
Shared
0.00
None
27.36K

ABRDN SILVER ETF TRUST

SOLE
PUT
Shares2.90K
TypeSH
Market value$5.89M
3.41%
Sole
0.00
Shared
0.00
None
2.90K

INTEL CORP

SOLE
COM
Shares135.75K
TypeSH
Market value$5.59M
3.23%
Sole
0.00
Shared
0.00
None
135.75K

APPLE INC

SOLE
COM
Shares21.81K
TypeSH
Market value$5.38M
3.11%
Sole
0.00
Shared
0.00
None
21.81K

SPDR GOLD TR

SOLE
CALL
Shares1.70K
TypeSH
Market value$4.93M
2.85%
Sole
0.00
Shared
0.00
None
1.70K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares24.41K
TypeSH
Market value$4.78M
2.77%
Sole
0.00
Shared
0.00
None
24.41K

META PLATFORMS INC

SOLE
CL A
Shares8.33K
TypeSH
Market value$4.47M
2.58%
Sole
0.00
Shared
0.00
None
8.33K

NETFLIX INC.

SOLE
COM
Shares43.27K
TypeSH
Market value$4.02M
2.33%
Sole
0.00
Shared
0.00
None
43.27K

AMAZON COM INC

SOLE
CALL
Shares590.00
TypeSH
Market value$3.42M
1.98%
Sole
0.00
Shared
0.00
None
590.00

ISHARES GOLD TR

SOLE
CALL
Shares1.52K
TypeSH
Market value$3.31M
1.91%
Sole
0.00
Shared
0.00
None
1.52K

TESLA INC

SOLE
COM
Shares8.31K
TypeSH
Market value$2.95M
1.71%
Sole
0.00
Shared
0.00
None
8.31K

TESLA INC

SOLE
CALL
Shares459.00
TypeSH
Market value$2.89M
1.67%
Sole
0.00
Shared
0.00
None
459.00

TERADYNE INC

SOLE
COM
Shares10.15K
TypeSH
Market value$2.80M
1.62%
Sole
0.00
Shared
0.00
None
10.15K

NVIDIA CORPORATION

SOLE
COM
Shares15.90K
TypeSH
Market value$2.63M
1.52%
Sole
0.00
Shared
0.00
None
15.90K

UBER TECHNOLOGIES INC

SOLE
COM
Shares35.81K
TypeSH
Market value$2.50M
1.45%
Sole
0.00
Shared
0.00
None
35.81K

GLOBAL X FDS

SOLE
GLOBAL X SILVER
Shares27.95K
TypeSH
Market value$2.33M
1.35%
Sole
0.00
Shared
0.00
None
27.95K

RTX CORPORATION

SOLE
COM
Shares12.31K
TypeSH
Market value$2.30M
1.33%
Sole
0.00
Shared
0.00
None
12.31K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares26.34K
TypeSH
Market value$2.26M
1.31%
Sole
0.00
Shared
0.00
None
26.34K

APPLIED MATLS INC

SOLE
COM
Shares6.71K
TypeSH
Market value$2.17M
1.25%
Sole
0.00
Shared
0.00
None
6.71K
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