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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 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WGS GeneDx Holdings Corp Healthcare 1,324,583.0 $85.1M 0.66% +720K +119.1% $64.22 -36.5%
42 TRMB Trimble Inc Technology 1,247,925.0 $81.4M 0.63% +227K +22.2% $65.23 -15.5%
43 FIG Figma Inc Technology 3,392,869.0 $71.7M 0.56% +2.8M +483.2% $21.14 +8.4%
44 SOFI SoFi Technologies Inc Financial Services 3,836,003.0 $60.9M 0.47% -270K -6.6% $15.88 -1.7%
45 DASH DoorDash Inc Communication Services 346,147.0 $52.0M 0.40% +40K +13.0% $150.15 +6.0%
46 ESLT Elbit Systems Ltd Industrials 60,281.0 $51.2M 0.40% +3K +5.7% $849.09 -11.7%
47 JOBY Joby Aviation Inc Industrials 6,173,944.0 $51.0M 0.40% +2.8M +83.9% $8.26 +25.4%
48 PSNL Personalis Inc Healthcare 7,944,112.0 $50.6M 0.39% +65K +0.8% $6.37 -0.2%
49 LUNR Intuitive Machines Inc Industrials 2,656,531.0 $49.3M 0.38% +355K +15.4% $18.56 +82.6%
50 TOST Toast Inc Technology 1,810,754.0 $48.0M 0.37% -156K -7.9% $26.51 -13.1%
51 Iridium Communications Inc 1,726,802.0 $47.9M 0.37% -1.1M -39.4% $27.74
52 PACB Pacific Biosciences of California, Inc. Healthcare 36,273,288.0 $47.9M 0.37% -991K -2.7% $1.32 -15.2%
53 GH Guardant Health Inc Healthcare 486,675.0 $45.0M 0.35% -205K -29.6% $92.37 +2.8%
54 SYM Symbotic Inc Industrials 782,223.0 $41.6M 0.32% +139K +21.7% $53.20 -11.1%
55 CAT Caterpillar Inc Industrials 58,578.0 $41.5M 0.32% +24K +71.4% $708.46 +21.9%
56 MELI MercadoLibre Inc Consumer Cyclical 23,988.0 $41.5M 0.32% -2K -8.5% $1729.02 -10.5%
57 CRWD Crowdstrike Holdings Inc Technology 105,866.0 $41.3M 0.32% -17K -14.0% $390.41 +52.2%
58 ABSI Absci Corp Healthcare 13,726,169.0 $41.2M 0.32% +1.2M +9.4% $3.00 +64.8%
59 CCJ Cameco Corp Energy 367,177.0 $39.9M 0.31% +13K +3.6% $108.61 -3.2%
60 CDNA CareDx Inc Healthcare 2,227,556.0 $38.7M 0.30% +91K +4.3% $17.36 +18.6%
Page 3 of 10  ·  182 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%