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Portfolio (Quarterly) Guide ↗

ARK Investment Management LLC

· CIK 0001697748
13F Portfolio $15.4B AUM 191 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 16 New 78 Added 93 Reduced 7 Exited
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITRN Ituran Location and Control Ltd Technology 40,137.0 $2.4M 0.02% -10K -20.6% $61.01 -14.5%
62 AUDC AudioCodes Ltd Technology 246,438.0 $2.4M 0.01% -8K -3.3% $9.68 +3.1%
63 ADSK Autodesk Inc Technology 12,226.0 $2.4M 0.01% -223.0 -1.8% $194.42 +27.9%
64 MSFT Microsoft Corp Technology 6,177.0 $2.3M 0.01% -222.0 -3.5% $373.02 +29.1%
65 NVMI Nova Ltd Technology 4,220.0 $2.3M 0.01% -862.0 -17.0% $542.94 -27.5%
66 INMD Inmode Ltd Healthcare 153,224.0 $2.2M 0.01% -5K -2.9% $14.62 +2.5%
67 BWAY Brainsway Ltd Healthcare 142,500.0 $2.2M 0.01% -51K -26.4% $15.51 -4.8%
68 Nayax Ltd 33,306.0 $2.2M 0.01% -4K -11.4% $64.97
69 PERI Perion Network Ltd Communication Services 211,984.0 $2.1M 0.01% -22K -9.3% $9.71 +0.4%
70 CAMT Camtek Ltd Technology 12,161.0 $2.0M 0.01% -3K -20.8% $163.12 -3.4%
71 CGNT Cognyte Software Ltd Technology 225,795.0 $2.0M 0.01% -15K -6.3% $8.78 +2.3%
72 KMDA Kamada Ltd Healthcare 263,304.0 $1.9M 0.01% -6K -2.3% $7.34 +4.6%
73 MediWound Ltd 126,576.0 $1.9M 0.01% -3K -2.6% $14.70
74 NNDM Nano Dimension Ltd Technology 1,247,498.0 $1.8M 0.01% -169K -11.9% $1.45 +8.3%
75 CGEN Compugen Ltd Healthcare 786,536.0 $1.7M 0.01% -263K -25.1% $2.14 +8.6%
76 GILT Gilat Satellite Networks Ltd Technology 118,601.0 $1.6M 0.01% -8K -6.5% $13.31 -18.8%
77 KALU Kaiser Aluminum Corp Basic Materials 7,530.0 $1.5M 0.01% -2K -20.0% $195.63 -17.7%
78 Moog Inc 3,455.0 $1.5M 0.01% -694.0 -16.7% $423.84
79 GE GE Aerospace Industrials 3,610.0 $1.3M 0.01% -113.0 -3.0% $373.73 -0.6%
80 LECO Lincoln Electric Holdings Inc Industrials 4,193.0 $1.1M 0.01% -417.0 -9.1% $265.51 +5.7%
Page 4 of 5  ·  93 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
Healthcare 31.1%
Technology 28.9%
Consumer Cyclical 11.8%
Industrials 10.9%
Financial Services 10.9%
Communication Services 5.9%
Energy 0.3%
Utilities 0.1%
Basic Materials 0.0%