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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 2 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc Communication Services 720,414.0 $206.7M 1.61% +175K +32.0% $286.86 +38.5%
22 CRWV CoreWeave Inc Technology 2,538,125.0 $196.6M 1.53% +614K +31.9% $77.47 +47.4%
23 ACHR Archer Aviation Inc Industrials 37,437,062.0 $193.5M 1.50% +2.3M +6.4% $5.17 +17.0%
24 BMNR BitMine Immersion Technologies Financial Services 9,699,165.0 $191.8M 1.49% +242K +2.6% $19.78 +0.5%
25 Block Inc 3,093,936.0 $186.2M 1.45% -278K -8.2% $60.18
26 NTLA Intellia Therapeutics Inc Healthcare 14,509,247.0 $186.0M 1.45% +302K +2.1% $12.82 +2.1%
27 NVDA NVIDIA Corp Technology 1,035,426.0 $180.6M 1.40% -219K -17.5% $174.40 +35.2%
28 ARKB ARK 21Shares Bitcoin ETF Financial Services 6,698,206.0 $150.6M 1.17% -173K -2.5% $22.49 +16.7%
29 RKLB Rocket Lab Corp Industrials 2,243,656.0 $144.1M 1.12% $64.22 +106.4%
30 ILMN Illumina Inc Healthcare 1,129,459.0 $139.2M 1.08% -411K -26.7% $123.26 +16.2%
31 NTRA Natera Inc Healthcare 684,255.0 $136.8M 1.06% -47K -6.4% $199.99 -1.5%
32 LHX L3Harris Technologies Inc Industrials 389,694.0 $134.5M 1.05% +80K +25.8% $345.15 -10.9%
33 BWXT BWX Technologies Inc Industrials 622,546.0 $127.3M 0.99% -45K -6.7% $204.49 +0.1%
34 AVGO Broadcom Inc Technology 407,803.0 $126.2M 0.98% NEW $309.51 +37.4%
35 BIDU Baidu Inc Communication Services 1,120,331.0 $124.8M 0.97% -38K -3.2% $111.42 +21.5%
36 RXRX Recursion Pharmaceuticals Inc Healthcare 40,212,769.0 $123.5M 0.96% +2.9M +7.8% $3.07 -1.0%
37 AVAV AeroVironment Inc Industrials 559,254.0 $102.4M 0.80% +126K +29.1% $183.05 -13.7%
38 VCYT Veracyte Inc Healthcare 3,053,818.0 $98.4M 0.77% -834K -21.4% $32.21 +20.8%
39 BABA Alibaba Group Holding Ltd Consumer Cyclical 783,171.0 $98.3M 0.76% +145K +22.8% $125.46 +5.7%
40 META Meta Platforms Inc Communication Services 153,996.0 $88.1M 0.69% -145K -48.4% $572.13 +8.1%
Page 2 of 10  ·  182 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%