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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  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA Tesla Inc Consumer Cyclical 2,831,329.0 $1.05B 8.19% -83K -2.9% $371.75 +19.2%
2 PLTR Palantir Technologies Inc Technology 3,109,881.0 $454.9M 3.54% -122K -3.8% $146.28 -8.6%
3 COIN Coinbase Global Inc Financial Services 2,372,884.0 $414.3M 3.22% -169K -6.7% $174.61 +21.4%
4 TER Teradyne Inc Technology 1,245,122.0 $369.1M 2.87% -1.1M -47.2% $296.46 +20.3%
5 ROKU Roku Inc Communication Services 3,820,405.0 $361.5M 2.81% -2.1M -35.0% $94.62 +33.0%
6 TWST Twist Bioscience Corp Healthcare 6,342,733.0 $301.4M 2.34% -1.2M -16.1% $47.52 +11.4%
7 BEAM Beam Therapeutics Inc Healthcare 12,133,433.0 $289.1M 2.25% -334K -2.7% $23.83 +17.2%
8 TXG 10X Genomics Inc Healthcare 11,717,317.0 $248.8M 1.93% -950K -7.5% $21.23 +1.4%
9 DE Deere & Co Industrials 399,074.0 $224.8M 1.75% -23K -5.4% $563.30 +2.0%
10 TSM Taiwan Semiconductor Manufacturing Company Ltd Technology 627,704.0 $212.1M 1.65% -121K -16.1% $337.95 +23.6%
11 Block Inc 3,093,936.0 $186.2M 1.45% -278K -8.2% $60.18
12 NVDA NVIDIA Corp Technology 1,035,426.0 $180.6M 1.40% -219K -17.5% $174.40 +35.2%
13 ARKB ARK 21Shares Bitcoin ETF Financial Services 6,698,206.0 $150.6M 1.17% -173K -2.5% $22.49 +16.7%
14 ILMN Illumina Inc Healthcare 1,129,459.0 $139.2M 1.08% -411K -26.7% $123.26 +16.2%
15 NTRA Natera Inc Healthcare 684,255.0 $136.8M 1.06% -47K -6.4% $199.99 -1.5%
16 BWXT BWX Technologies Inc Industrials 622,546.0 $127.3M 0.99% -45K -6.7% $204.49 +0.1%
17 BIDU Baidu Inc Communication Services 1,120,331.0 $124.8M 0.97% -38K -3.2% $111.42 +21.5%
18 VCYT Veracyte Inc Healthcare 3,053,818.0 $98.4M 0.77% -834K -21.4% $32.21 +20.8%
19 META Meta Platforms Inc Communication Services 153,996.0 $88.1M 0.69% -145K -48.4% $572.13 +8.1%
20 SOFI SoFi Technologies Inc Financial Services 3,836,003.0 $60.9M 0.47% -270K -6.6% $15.88 +0.9%
Page 1 of 5  ·  82 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%