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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FROG JFrog Ltd Technology 39,541.0 $1.9M 0.01% -5K -10.6% $46.93 +42.3%
62 DDD 3D Systems Corp Technology 915,200.0 $1.7M 0.01% -30K -3.2% $1.88 +56.4%
63 TATT TAT Technologies Ltd Industrials 42,690.0 $1.7M 0.01% -8K -15.4% $39.42 -17.0%
64 XMTR Xometry Inc Industrials 40,296.0 $1.6M 0.01% -13K -24.8% $40.84 +116.1%
65 TBLA Taboola.com Ltd Communication Services 524,429.0 $1.6M 0.01% -156K -22.9% $3.10 +63.9%
66 Moog Inc 4,149.0 $1.2M 0.01% -2K -26.9% $292.64
67 VLN Valens Semiconductor Ltd Technology 1,048,488.0 $1.2M 0.01% -116K -10.0% $1.13 +152.7%
68 LECO Lincoln Electric Holdings Inc Industrials 4,610.0 $1.1M 0.01% -314.0 -6.4% $249.08 +4.9%
69 KALU Kaiser Aluminum Corp Basic Materials 9,412.0 $1.1M 0.01% -5K -36.7% $120.51 +42.7%
70 CRM Salesforce Inc Technology 6,062.0 $1.1M 0.01% -45K -88.1% $186.67 -6.9%
71 ALGN Align Technology Inc Healthcare 6,361.0 $1.1M 0.01% -3K -30.4% $171.43 -9.0%
72 AME AMETEK Inc Industrials 5,076.0 $1.1M 0.01% -1K -20.9% $214.36 +5.7%
73 GE GE Aerospace Industrials 3,723.0 $1.1M 0.01% -124.0 -3.2% $283.77 -0.1%
74 PINS Pinterest Inc Communication Services 36,028.0 $661K 0.01% -1.9M -98.1% $18.34 +6.6%
75 CRS Carpenter Technology Corp Industrials 253.0 $100K 0.00% -51.0 -16.8% $394.15 +5.4%
76 ATI ATI Inc Industrials 679.0 $99K 0.00% -210.0 -23.6% $145.46 +5.6%
77 IWF iShares Russell 1000 Growth ETF 216.0 $92K 0.00% -1K -82.3% $427.13 -70.9%
78 JBL Jabil Inc Technology 337.0 $90K 0.00% -6.0 -1.8% $265.63 +28.0%
79 KMT Kennametal Inc Industrials 2,458.0 $89K 0.00% -752.0 -23.4% $36.13 -4.4%
80 VUG Vanguard Growth ETF 93.0 $40K -35.0 -27.3% $435.43 -80.0%
Page 4 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%