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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PANW Palo Alto Networks Inc Technology 10,866.0 $1.7M 0.01% NEW $160.32 +51.5%
142 CLBT Cellebrite DI Ltd Technology 126,183.0 $1.7M 0.01% +12K +10.6% $13.78 -1.1%
143 DDD 3D Systems Corp Technology 915,200.0 $1.7M 0.01% -30K -3.2% $1.88 +60.6%
144 PLTK Playtika Holding Corp Technology 614,004.0 $1.7M 0.01% +24K +4.1% $2.78 +28.4%
145 TATT TAT Technologies Ltd Industrials 42,690.0 $1.7M 0.01% -8K -15.4% $39.42 -18.6%
146 CHKP Check Point Software Technologies Ltd Technology 11,768.0 $1.7M 0.01% +763.0 +6.9% $142.85 -10.9%
147 NNOX Nano-X Imaging Ltd Healthcare 733,290.0 $1.7M 0.01% +226K +44.5% $2.27 -25.1%
148 XMTR Xometry Inc Industrials 40,296.0 $1.6M 0.01% -13K -24.8% $40.84 +110.9%
149 TBLA Taboola.com Ltd Communication Services 524,429.0 $1.6M 0.01% -156K -22.9% $3.10 +61.0%
150 MBLY Mobileye Global Inc Consumer Cyclical 202,423.0 $1.4M 0.01% +59K +41.6% $6.87 +45.9%
151 ALLT Allot Ltd Technology 202,708.0 $1.3M 0.01% $6.39 +11.7%
152 FVRR Fiverr International Ltd Communication Services 128,156.0 $1.3M 0.01% +34K +36.8% $10.02 +3.3%
153 Moog Inc 4,149.0 $1.2M 0.01% -2K -26.9% $292.64
154 VLN Valens Semiconductor Ltd Technology 1,048,488.0 $1.2M 0.01% -116K -10.0% $1.13 +169.9%
155 MNDY Monday.com Ltd Technology 16,992.0 $1.2M 0.01% +5K +44.9% $69.11 +4.1%
156 Pagaya Technologies Ltd 99,061.0 $1.2M 0.01% +25K +33.1% $11.65
157 LECO Lincoln Electric Holdings Inc Industrials 4,610.0 $1.1M 0.01% -314.0 -6.4% $249.08 +4.8%
158 KALU Kaiser Aluminum Corp Basic Materials 9,412.0 $1.1M 0.01% -5K -36.7% $120.51 +40.5%
159 CRM Salesforce Inc Technology 6,062.0 $1.1M 0.01% -45K -88.1% $186.67 -7.0%
160 Velo3D Inc 117,898.0 $1.1M 0.01% NEW $9.39
Page 8 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%