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Portfolio (Quarterly) Guide ↗

ARK Investment Management LLC

· CIK 0001697748
13F Portfolio $15.1B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLBE Global-E Online Ltd Consumer Cyclical 364,781.0 $14.3M 0.10% NEW $39.31 -26.2%
102 Etoro Group Ltd 387,644.0 $13.6M 0.09% NEW $35.13
103 INCY Incyte Corp Healthcare 136,950.0 $13.5M 0.09% NEW $98.77 -3.9%
104 Atai Beckley NV 3,305,997.0 $13.5M 0.09% NEW $4.09
105 CRM Salesforce Inc Technology 50,942.0 $13.5M 0.09% NEW $264.91 -32.5%
106 VRTX Vertex Pharmaceuticals Inc Healthcare 26,100.0 $11.8M 0.08% NEW $453.35 -4.2%
107 CAI Caris Life Sciences Inc Healthcare 408,725.0 $11.0M 0.07% NEW $26.98 -44.3%
108 Kaspi.KZ JSC 133,688.0 $10.4M 0.07% NEW $78.13
109 MASS 908 Devices Inc Healthcare 1,985,986.0 $10.4M 0.07% NEW $5.25 +28.4%
110 CNTN Tharimmune Inc Healthcare 3,252,033.0 $9.9M 0.07% NEW $3.03 +6.3%
111 INTU Intuit Inc Technology 14,562.0 $9.6M 0.06% NEW $662.42 -39.2%
112 VEEV Veeva Systems Inc Healthcare 41,222.0 $9.2M 0.06% NEW $223.23 -26.8%
113 PYPL PayPal Holdings Inc Financial Services 151,471.0 $8.8M 0.06% NEW $58.38 -23.7%
114 ICE Intercontinental Exchange Inc Financial Services 53,595.0 $8.7M 0.06% NEW $161.96 -3.8%
115 GRMN Garmin Ltd Technology 38,269.0 $7.8M 0.05% NEW $202.85 +11.6%
116 QSI Quantum0Si Inc Healthcare 7,021,571.0 $7.7M 0.05% NEW $1.10 -24.2%
117 ARKK ARK Innovation ETF 82,464.0 $6.3M 0.04% NEW $76.92 -3.5%
118 HEI HEICO Corp Industrials 18,774.0 $6.1M 0.04% NEW $323.59 -10.1%
119 HON Honeywell International Inc Industrials 27,690.0 $5.4M 0.04% NEW $195.09 +11.3%
120 ADSK Autodesk Inc Technology 14,078.0 $4.2M 0.03% NEW $296.01 -18.6%
Page 6 of 10  ·  196 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 29.3%
Healthcare 23.0%
Financial Services 14.2%
Consumer Cyclical 14.1%
Communication Services 9.6%
Industrials 9.5%
Energy 0.2%
Utilities 0.1%
Basic Materials 0.0%