# EDGAR Filing Document

**Accession Number:** 0002027462
**File Stem:** 0001104659-26-061967
**Filing Date:** 2026-5
**Character Count:** 9707
**Document Hash:** 7280d172b39285a1aac3550298a47628
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-061967.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001104659-26-061967

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kurv Investment Management LLC
- **CENTRAL INDEX KEY:** 0002027462

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26507
- **FILM NUMBER:** 26983086

**BUSINESS ADDRESS:**
- **STREET 1:** 1 LETTERMAN DRIVE
- **STREET 2:** BUILDING C - SUITE 3500
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94129
- **BUSINESS PHONE:** 415-34-0315

**MAIL ADDRESS:**
- **STREET 1:** 1 LETTERMAN DRIVE
- **STREET 2:** BUILDING C - SUITE 3500
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94129

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kurv Investment Management LLC<br>**Address:** 1 LETTERMAN DRIVE<br>BUILDING C - SUITE 3500<br>SAN FRANCISCO, CA 94129

**Form 13F File Number:** 028-26507

**CRD Number (if applicable):** 000323149

**SEC File Number (if applicable):** 801-126717

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Howard Chan<br>**Title:** CEO<br>**Phone:** 888-393-5878

**Signature, Place, and Date of Signing:**

/s/ Howard Chan  San Francisco, CA  05-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $172996474

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN SILVER ETF TRUST | CALL | 003264908 |  | 8418640 | 4977 | SH | Call | SOLE |  | 0 | 0 | 4977 |
| ABRDN SILVER ETF TRUST | PUT | 003264958 |  | 5891107 | 2897 | SH | Put | SOLE |  | 0 | 0 | 2897 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 4784356 | 24405 | SH |  | SOLE |  | 0 | 0 | 24405 |
| ALPHABET INC | CALL | 02079K907 |  | 1861027 | 370 | SH | Call | SOLE |  | 0 | 0 | 370 |
| ALPHABET INC | PUT | 02079K957 |  | 1923317 | 424 | SH | Put | SOLE |  | 0 | 0 | 424 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9997519 | 36554 | SH |  | SOLE |  | 0 | 0 | 36554 |
| AMAZON COM INC | CALL | 023135906 |  | 3424766 | 590 | SH | Call | SOLE |  | 0 | 0 | 590 |
| AMAZON COM INC | PUT | 023135956 |  | 1360983 | 588 | SH | Put | SOLE |  | 0 | 0 | 588 |
| AMAZON COM INC | COM | 023135106 |  | 8844613 | 44014 | SH |  | SOLE |  | 0 | 0 | 44014 |
| APPLE INC | CALL | 037833900 |  | 631532 | 198 | SH | Call | SOLE |  | 0 | 0 | 198 |
| APPLE INC | PUT | 037833950 |  | 770618 | 277 | SH | Put | SOLE |  | 0 | 0 | 277 |
| APPLE INC | COM | 037833100 |  | 5378507 | 21808 | SH |  | SOLE |  | 0 | 0 | 21808 |
| APPLIED MATLS INC | COM | 038222105 |  | 2169428 | 6714 | SH |  | SOLE |  | 0 | 0 | 6714 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 1192144 | 3204 | SH |  | SOLE |  | 0 | 0 | 3204 |
| BROADCOM INC | CALL | 11135F901 |  | 253446 | 193 | SH | Call | SOLE |  | 0 | 0 | 193 |
| BROADCOM INC | COM | 11135F101 |  | 8028871 | 27364 | SH |  | SOLE |  | 0 | 0 | 27364 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 1943872 | 10146 | SH |  | SOLE |  | 0 | 0 | 10146 |
| CISCO SYS INC | COM | 17275R102 |  | 1321852 | 17158 | SH |  | SOLE |  | 0 | 0 | 17158 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 236135 | 29370 | SH |  | SOLE |  | 0 | 0 | 29370 |
| GLOBAL X FDS | CALL | 37950E909 |  | 577437 | 780 | SH | Call | SOLE |  | 0 | 0 | 780 |
| GLOBAL X FDS | PUT | 37950E959 |  | 1777040 | 874 | SH | Put | SOLE |  | 0 | 0 | 874 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 |  | 2334888 | 27946 | SH |  | SOLE |  | 0 | 0 | 27946 |
| HIMS  HERS HEALTH INC | COM CL A | 433000106 |  | 845739 | 45034 | SH |  | SOLE |  | 0 | 0 | 45034 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 1905227 | 8544 | SH |  | SOLE |  | 0 | 0 | 8544 |
| INTEL CORP | COM | 458140100 |  | 5591501 | 135749 | SH |  | SOLE |  | 0 | 0 | 135749 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2035368 | 8579 | SH |  | SOLE |  | 0 | 0 | 8579 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1189893 | 2628 | SH |  | SOLE |  | 0 | 0 | 2628 |
| INVESCO QQQ TR | PUT | 46090E953 |  | 1316880 | 0 | SH | Put | SOLE |  | 0 | 0 | 0 |
| ISHARES GOLD TR | CALL | 464285904 |  | 3312058 | 1519 | SH | Call | SOLE |  | 0 | 0 | 1519 |
| ISHARES SILVER TR | CALL | 46428Q909 |  | 8413572 | 6860 | SH | Call | SOLE |  | 0 | 0 | 6860 |
| ISHARES SILVER TR | PUT | 46428Q959 |  | 10832344 | 5542 | SH | Put | SOLE |  | 0 | 0 | 5542 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1179948 | 18576 | SH |  | SOLE |  | 0 | 0 | 18576 |
| KURV ETF TR | KURV YIELD PREM | 500948880 |  | 731490 | 42578 | SH |  | SOLE |  | 0 | 0 | 42578 |
| KURV ETF TR | KURV YIELD PREM | 500948401 |  | 460746 | 14648 | SH |  | SOLE |  | 0 | 0 | 14648 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4468045 | 8330 | SH |  | SOLE |  | 0 | 0 | 8330 |
| MICRON TECHNOLOGY INC | PUT | 595112953 |  | 1700055 | 147 | SH | Put | SOLE |  | 0 | 0 | 147 |
| MICROSOFT CORP | CALL | 594918904 |  | 871842 | 219 | SH | Call | SOLE |  | 0 | 0 | 219 |
| MICROSOFT CORP | PUT | 594918954 |  | 1785192 | 288 | SH | Put | SOLE |  | 0 | 0 | 288 |
| MICROSOFT CORP | COM | 594918104 |  | 1472813 | 4103 | SH |  | SOLE |  | 0 | 0 | 4103 |
| NETFLIX INC. | CALL | 64110L906 |  | 1591677 | 736 | SH | Call | SOLE |  | 0 | 0 | 736 |
| NETFLIX INC. | PUT | 64110L956 |  | 529551 | 506 | SH | Put | SOLE |  | 0 | 0 | 506 |
| NETFLIX INC. | COM | 64110L106 |  | 4022626 | 43268 | SH |  | SOLE |  | 0 | 0 | 43268 |
| NVIDIA CORPORATION | PUT | 67066G954 |  | 725888 | 262 | SH | Put | SOLE |  | 0 | 0 | 262 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2625708 | 15897 | SH |  | SOLE |  | 0 | 0 | 15897 |
| REDDIT INC | CL A | 75734B100 |  | 1082662 | 8722 | SH |  | SOLE |  | 0 | 0 | 8722 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 974272 | 14952 | SH |  | SOLE |  | 0 | 0 | 14952 |
| RTX CORPORATION | COM | 00755E105 |  | 2303629 | 12309 | SH |  | SOLE |  | 0 | 0 | 12309 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 1195711 | 27412 | SH |  | SOLE |  | 0 | 0 | 27412 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 1193704 | 10680 | SH |  | SOLE |  | 0 | 0 | 10680 |
| SPDR GOLD TR | CALL | 78463V907 |  | 4928566 | 1699 | SH | Call | SOLE |  | 0 | 0 | 1699 |
| SPDR GOLD TR | PUT | 78463V957 |  | 9614505 | 1302 | SH | Put | SOLE |  | 0 | 0 | 1302 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 1948925 | 4103 | SH |  | SOLE |  | 0 | 0 | 4103 |
| TERADYNE INC | COM | 880770102 |  | 2803847 | 10146 | SH |  | SOLE |  | 0 | 0 | 10146 |
| TESLA INC | CALL | 88160R901 |  | 2893282 | 459 | SH | Call | SOLE |  | 0 | 0 | 459 |
| TESLA INC | PUT | 88160R951 |  | 2021089 | 362 | SH | Put | SOLE |  | 0 | 0 | 362 |
| TESLA INC | COM | 88160R101 |  | 2952022 | 8309 | SH |  | SOLE |  | 0 | 0 | 8309 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2503337 | 35808 | SH |  | SOLE |  | 0 | 0 | 35808 |
| UNITED STS COMMODITY INDEX F | CALL | 911717906 |  | 501089 | 2293 | SH | Call | SOLE |  | 0 | 0 | 2293 |
| UNITED STS COMMODITY INDEX F | PUT | 911717956 |  | 492352 | 1771 | SH | Put | SOLE |  | 0 | 0 | 1771 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 2260052 | 26344 | SH |  | SOLE |  | 0 | 0 | 26344 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 995180 | 12460 | SH |  | SOLE |  | 0 | 0 | 12460 |
| VISTRA CORP | COM | 92840M102 |  | 1601989 | 10858 | SH |  | SOLE |  | 0 | 0 | 10858 |

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