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Portfolio (Quarterly) Guide ↗

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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AUR Aurora Innovation Inc Technology 6,450,763.0 $26.6M 0.21% +1.2M +23.6% $4.12 +79.9%
42 Kodiak AI Inc 3,805,228.0 $26.4M 0.20% +1.1M +42.5% $6.94
43 PSTG Everpure Inc Technology 428,616.0 $25.3M 0.20% +31K +7.7% $59.04 +13.4%
44 PRME Prime Medicine Inc Healthcare 6,246,827.0 $21.7M 0.17% +878K +16.4% $3.48 -16.7%
45 ARCT Arcturus Therapeutics Holdings Healthcare 2,769,518.0 $21.4M 0.17% +158K +6.1% $7.72 -5.6%
46 NFLX Netflix Inc Communication Services 217,421.0 $20.9M 0.16% +52K +31.2% $96.15 -7.0%
47 CMPS Compass Pathways Plc Healthcare 3,301,050.0 $18.3M 0.14% +1.1M +53.1% $5.53 +95.0%
48 Pony AI Inc 1,926,151.0 $18.2M 0.14% +275K +16.6% $9.44
49 OKLO Oklo Inc Utilities 351,169.0 $17.4M 0.14% +128K +57.4% $49.59 +16.6%
50 GENI Genius Sports Ltd Communication Services 3,331,190.0 $14.8M 0.12% +960K +40.5% $4.43 -0.1%
51 SE Sea Ltd Consumer Cyclical 173,066.0 $14.3M 0.11% +25K +16.8% $82.81 +5.9%
52 GRMN Garmin Ltd Technology 53,700.0 $12.5M 0.10% +15K +40.3% $232.01 -2.4%
53 CNTN Canton Strategic Holdings Inc Healthcare 3,695,084.0 $12.1M 0.09% +443K +13.6% $3.27 +9.3%
54 HEI HEICO Corp Industrials 43,741.0 $12.0M 0.09% +25K +133.0% $274.20 +6.1%
55 Klarna Group PLC 778,161.0 $10.2M 0.08% +42K +5.6% $13.09
56 HON Honeywell International Inc Industrials 38,709.0 $8.7M 0.07% +11K +39.8% $226.03 -3.9%
57 LMT Lockheed Martin Corp Industrials 13,267.0 $8.0M 0.06% +7K +116.7% $604.39 -13.7%
58 Brera Holdings PLC 9,687,877.0 $7.6M 0.06% +598K +6.6% $0.78
59 ARKK ARK Innovation ETF 95,637.0 $6.5M 0.05% +13K +16.0% $67.59 +9.9%
60 BWAY Brainsway Ltd Healthcare 193,686.0 $2.6M 0.02% +66K +52.1% $13.29 +14.3%
Page 3 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%