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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 7 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VLN Valens Semiconductor Ltd Technology 1,412,570.0 $3.2M 0.02% +364K +34.7% $2.26 -19.0%
122 DDD 3D Systems Corp Technology 1,032,786.0 $3.1M 0.02% +118K +12.8% $3.02 +13.9%
123 MTLS Materialise NV Technology 419,784.0 $3.1M 0.02% -25K -5.5% $7.43 -10.0%
124 TBLA Taboola.com Ltd Communication Services 602,812.0 $3.0M 0.02% +78K +14.9% $5.00 -23.4%
125 PRLB Proto Labs Inc Industrials 35,418.0 $2.9M 0.02% -10K -22.5% $81.51 +4.1%
126 MBLY Mobileye Global Inc Consumer Cyclical 281,104.0 $2.7M 0.02% +79K +38.9% $9.68 -8.4%
127 Pagaya Technologies Ltd 147,603.0 $2.7M 0.02% +49K +49.0% $18.25
128 RDWR Radware Ltd Technology 86,280.0 $2.7M 0.02% -5K -5.8% $30.86 -8.9%
129 TSEM Tower Semiconductor Ltd Technology 10,126.0 $2.6M 0.02% -8K -44.0% $260.64 -7.7%
130 ALLT Allot Ltd Technology 297,726.0 $2.6M 0.02% +95K +46.9% $8.69 -9.4%
131 TATT TAT Technologies Ltd Industrials 52,284.0 $2.5M 0.02% +10K +22.5% $47.99 -16.6%
132 XRAY Dentsply Sirona Inc Healthcare 235,538.0 $2.5M 0.02% -31K -11.7% $10.61 +4.7%
133 HPQ HP Inc Technology 113,869.0 $2.5M 0.02% -9K -7.2% $21.94 +36.6%
134 CLBT Cellebrite DI Ltd Technology 170,923.0 $2.5M 0.02% +45K +35.5% $14.60 -24.7%
135 RSKD Riskified Ltd Technology 488,797.0 $2.5M 0.02% +15K +3.1% $5.04 +22.2%
136 RDCM RADCOM Ltd Communication Services 174,214.0 $2.5M 0.02% +1K +0.9% $14.10 -26.7%
137 ITRN Ituran Location and Control Ltd Technology 40,137.0 $2.4M 0.02% -10K -20.6% $61.01 -14.8%
138 MNDY Monday.com Ltd Technology 33,167.0 $2.4M 0.02% +16K +95.2% $72.39 +21.6%
139 PTC PTC Inc Technology 21,049.0 $2.4M 0.02% +1K +7.6% $113.61 +28.9%
140 AUDC AudioCodes Ltd Technology 246,438.0 $2.4M 0.01% -8K -3.3% $9.68 +1.3%
Page 7 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%