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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARCT Arcturus Therapeutics Holdings Healthcare 2,901,635.0 $19.5M 0.13% +132K +4.8% $6.72 +21.7%
42 OKLO Oklo Inc Utilities 372,257.0 $19.5M 0.13% +21K +6.0% $52.33 -21.2%
43 HEI HEICO Corp Industrials 50,052.0 $17.8M 0.12% +6K +14.4% $356.19 +3.5%
44 MASS 908 Devices Inc Healthcare 2,027,920.0 $17.6M 0.12% +81K +4.2% $8.70 +14.6%
45 NFLX Netflix Inc Communication Services 224,871.0 $16.1M 0.10% +7K +3.4% $71.40 +10.0%
46 Pony AI Inc 2,212,454.0 $15.4M 0.10% +286K +14.9% $6.95
47 GRMN Garmin Ltd Technology 61,682.0 $14.7M 0.10% +8K +14.9% $237.54 +25.6%
48 BNTX BioNTech SE Healthcare 133,333.0 $12.4M 0.08% +5K +4.3% $93.05 -0.8%
49 LMT Lockheed Martin Corp Industrials 14,806.0 $7.5M 0.05% +2K +11.6% $509.46 +19.6%
50 QSI Quantum-Si Inc Healthcare 7,167,738.0 $6.3M 0.04% +289K +4.2% $0.89 -17.3%
51 SMWB SimilarWeb Ltd Communication Services 834,663.0 $5.1M 0.03% +483K +137.1% $6.13 +39.6%
52 FROG JFrog Ltd Technology 50,621.0 $4.6M 0.03% +11K +28.0% $90.88 +2.4%
53 XMTR Xometry Inc Industrials 46,048.0 $4.4M 0.03% +6K +14.3% $96.52 -10.3%
54 SSYS Stratasys Ltd Technology 512,180.0 $4.4M 0.03% +96K +23.0% $8.56 +0.1%
55 Velo3D Inc 194,753.0 $3.4M 0.02% +77K +65.2% $17.55
56 VLN Valens Semiconductor Ltd Technology 1,412,570.0 $3.2M 0.02% +364K +34.7% $2.26 -21.0%
57 DDD 3D Systems Corp Technology 1,032,786.0 $3.1M 0.02% +118K +12.8% $3.02 +13.9%
58 TBLA Taboola.com Ltd Communication Services 602,812.0 $3.0M 0.02% +78K +14.9% $5.00 -24.1%
59 MBLY Mobileye Global Inc Consumer Cyclical 281,104.0 $2.7M 0.02% +79K +38.9% $9.68 -9.7%
60 Pagaya Technologies Ltd 147,603.0 $2.7M 0.02% +49K +49.0% $18.25
Page 3 of 4  ·  78 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%