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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARKG ARK Genomic Revolution ETF 6,773.0 $179K 0.00% +2K +34.7% $26.42 +7.8%
82 AVNT Avient Corp Basic Materials 2,359.0 $86K 0.00% +77.0 +3.4% $36.30 -7.0%
83 MTRN Materion Corp Basic Materials 571.0 $83K 0.00% +6.0 +1.1% $144.65 +40.2%
84 MMM 3M Co Industrials 497.0 $72K 0.00% +26.0 +5.5% $145.23 +4.4%
Page 5 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%