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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 6 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NU NU Holdings Ltd Financial Services 1,071,519.0 $14.3M 0.09% -99K -8.5% $13.36 +7.4%
102 Etoro Group Ltd 315,645.0 $12.5M 0.08% -37K -10.4% $39.47
103 BNTX BioNTech SE Healthcare 133,333.0 $12.4M 0.08% +5K +4.3% $93.05 -0.3%
104 BABA Alibaba Group Holding Ltd Consumer Cyclical 119,555.0 $11.5M 0.07% -664K -84.7% $95.98 +33.6%
105 CNTN Canton Strategic Holdings Inc Healthcare 3,657,548.0 $10.3M 0.07% -38K -1.0% $2.82 -28.7%
106 LMT Lockheed Martin Corp Industrials 14,806.0 $7.5M 0.05% +2K +11.6% $509.46 +19.2%
107 ARKK ARK Innovation ETF 91,105.0 $7.4M 0.05% -5K -4.7% $80.82 -2.1%
108 QSI Quantum-Si Inc Healthcare 7,167,738.0 $6.3M 0.04% +289K +4.2% $0.89 -17.7%
109 Honeywell International Inc 23,262.0 $5.2M 0.03% NEW $223.90
110 Honeywell Aerospace Inc 23,262.0 $5.1M 0.03% NEW $221.08
111 SMWB SimilarWeb Ltd Communication Services 834,663.0 $5.1M 0.03% +483K +137.1% $6.13 +39.8%
112 Z Zillow Group Inc Communication Services 152,575.0 $4.8M 0.03% -14K -8.5% $31.52 +9.7%
113 FROG JFrog Ltd Technology 50,621.0 $4.6M 0.03% +11K +28.0% $90.88 +0.8%
114 XMTR Xometry Inc Industrials 46,048.0 $4.4M 0.03% +6K +14.3% $96.52 -11.0%
115 SSYS Stratasys Ltd Technology 512,180.0 $4.4M 0.03% +96K +23.0% $8.56 +0.5%
116 URGN UroGen Pharma Ltd Healthcare 101,508.0 $3.7M 0.02% -14K -12.2% $36.80 +32.9%
117 Kaspi.KZ JSC 41,525.0 $3.6M 0.02% -21K -33.7% $86.64
118 PAYP PayPay Corp Technology 244,985.0 $3.5M 0.02% -23K -8.5% $14.33 +4.8%
119 DRTS Alpha Tau Medical Ltd Healthcare 277,086.0 $3.5M 0.02% -15K -5.2% $12.58 +13.4%
120 Velo3D Inc 194,753.0 $3.4M 0.02% +77K +65.2% $17.55
Page 6 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%