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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  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QSI Quantum-Si Inc Healthcare 6,878,899.0 $5.3M 0.04% -143K -2.0% $0.77 +12.5%
42 Kaspi.KZ JSC 62,632.0 $4.6M 0.04% -71K -53.1% $74.07
43 ICE Intercontinental Exchange Inc Financial Services 29,181.0 $4.6M 0.04% -24K -45.5% $157.28 -1.7%
44 SSYS Stratasys Ltd Technology 416,428.0 $3.3M 0.03% -34K -7.7% $7.81 +9.1%
45 TSEM Tower Semiconductor Ltd Technology 18,090.0 $3.2M 0.03% -10K -34.5% $175.48 +53.7%
46 XRAY Dentsply Sirona Inc Healthcare 266,748.0 $3.1M 0.02% -76K -22.3% $11.60 -12.3%
47 ADSK Autodesk Inc Technology 12,449.0 $3.0M 0.02% -2K -11.6% $239.40 -1.4%
48 PTC PTC Inc Technology 19,563.0 $2.8M 0.02% -2K -7.2% $142.49 -0.8%
49 PRLB Proto Labs Inc Industrials 45,704.0 $2.6M 0.02% -11K -19.5% $57.02 +24.9%
50 ITRN Ituran Location and Control Ltd Technology 50,525.0 $2.5M 0.02% -4K -7.8% $49.01 +18.7%
51 NNDM Nano Dimension Ltd Technology 1,416,118.0 $2.4M 0.02% -242K -14.6% $1.70 -7.6%
52 MSFT Microsoft Corp Technology 6,399.0 $2.4M 0.02% -448.0 -6.5% $370.17 +12.6%
53 CAMT Camtek Ltd Technology 15,354.0 $2.3M 0.02% -2K -9.1% $151.61 +6.2%
54 NVMI Nova Ltd Technology 5,082.0 $2.2M 0.02% -1K -18.4% $434.28 +16.0%
55 MTLS Materialise NV Technology 444,324.0 $2.2M 0.02% -49K -9.9% $4.94 +14.9%
56 Nayax Ltd 37,598.0 $2.1M 0.02% -7K -14.8% $56.17
57 URGN UroGen Pharma Ltd Healthcare 115,545.0 $2.1M 0.02% -6K -4.9% $17.98 +61.0%
58 TEVA Teva Pharmaceutical Industries Healthcare 68,279.0 $2.1M 0.02% -37K -35.0% $30.12 +15.3%
59 CGNT Cognyte Software Ltd Technology 240,953.0 $2.0M 0.01% -18K -7.0% $8.10 +22.5%
60 GILT Gilat Satellite Networks Ltd Technology 126,911.0 $1.9M 0.01% -22K -14.7% $15.02 +1.7%
Page 3 of 5  ·  82 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%