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ARK Investment Management LLC

· CIK 0001697748
13F Portfolio $12.9B AUM 182 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 84 Added 82 Reduced 28 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD Advanced Micro Devices Inc Technology 2,712,854.0 $551.9M 4.29% +138K +5.4% $203.43 +108.5%
2 CRSP CRISPR Therapeutics AG Healthcare 11,313,623.0 $538.2M 4.18% +792K +7.5% $47.57 +6.1%
3 SHOP Shopify Inc Technology 4,177,652.0 $495.6M 3.85% +199K +5.0% $118.62 -17.9%
4 TEM Tempus AI Inc Healthcare 9,607,745.0 $434.5M 3.38% +2.1M +27.1% $45.22 +0.6%
5 CRCL Circle Internet Group Inc Financial Services 4,509,482.0 $430.2M 3.35% +368K +8.9% $95.41 +29.8%
6 HOOD Robinhood Markets Inc Financial Services 6,003,061.0 $416.0M 3.23% +1.2M +24.9% $69.30 +16.5%
7 RBLX ROBLOX Corp Technology 5,896,106.0 $333.5M 2.59% +1.1M +22.0% $56.56 -22.7%
8 AMZN Amazon.com Inc Consumer Cyclical 1,355,283.0 $282.3M 2.19% +143K +11.8% $208.27 +26.8%
9 KTOS Kratos Defense & Security Solutions Inc. Industrials 3,491,194.0 $246.2M 1.91% +37K +1.1% $70.51 -22.2%
10 BLSH Bullish Technology 6,562,039.0 $234.5M 1.82% +1.7M +36.1% $35.73 -0.2%
11 GOOG Alphabet Inc Communication Services 720,414.0 $206.7M 1.61% +175K +32.0% $286.86 +38.5%
12 CRWV CoreWeave Inc Technology 2,538,125.0 $196.6M 1.53% +614K +31.9% $77.47 +47.4%
13 ACHR Archer Aviation Inc Industrials 37,437,062.0 $193.5M 1.50% +2.3M +6.4% $5.17 +17.0%
14 BMNR BitMine Immersion Technologies Financial Services 9,699,165.0 $191.8M 1.49% +242K +2.6% $19.78 +0.5%
15 NTLA Intellia Therapeutics Inc Healthcare 14,509,247.0 $186.0M 1.45% +302K +2.1% $12.82 +2.1%
16 LHX L3Harris Technologies Inc Industrials 389,694.0 $134.5M 1.05% +80K +25.8% $345.15 -10.9%
17 RXRX Recursion Pharmaceuticals Inc Healthcare 40,212,769.0 $123.5M 0.96% +2.9M +7.8% $3.07 -1.0%
18 AVAV AeroVironment Inc Industrials 559,254.0 $102.4M 0.80% +126K +29.1% $183.05 -13.7%
19 BABA Alibaba Group Holding Ltd Consumer Cyclical 783,171.0 $98.3M 0.76% +145K +22.8% $125.46 +5.7%
20 WGS GeneDx Holdings Corp Healthcare 1,324,583.0 $85.1M 0.66% +720K +119.1% $64.22 -39.5%
Page 1 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Healthcare 25.0%
Financial Services 13.5%
Consumer Cyclical 12.3%
Industrials 11.6%
Communication Services 7.3%
Energy 0.3%
Utilities 0.1%
Basic Materials 0.0%