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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 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VUG Vanguard Growth ETF 768.0 $66K +675.0 +725.8% $86.17 +2.1%
182 ETH Grayscale Ethereum Staking Min Financial Services 4,280.0 $64K -178.0 -4.0% $15.03 +21.5%
183 DCH Dauch Corporation Industrials 6,386.0 $35K +405.0 +6.8% $5.42 +20.9%
184 XBI State Street SPDR S&P Biotech ETF 94.0 $15K NEW $157.68 +1.0%
185 IGV iShares Expanded Tech-Software Sector ETF 56.0 $5K NEW $91.23 +12.6%
186 KCE State Street SPDR S&P Capital Markets ETF 19.0 $3K NEW $146.05 +14.3%
187 XHE State Street SPDR S&P Health Care Equipment ETF 21.0 $2K NEW $85.95 +10.8%
188 XAR State Street SPDR S&P Aerospace & Defense ETF 3.0 $729.0 NEW $243.00 +19.9%
189 FCOM Fidelity MSCI Communication Services Index ETF 7.0 $482.0 NEW $68.86 +1.6%
190 IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 2.0 $424.0 NEW $212.00 -10.0%
191 SPY State Street SPDR S&P 500 ETF Trust Financial Services $344.0 -100.0%
Page 10 of 10  ·  191 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%