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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 8 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADSK Autodesk Inc Technology 12,226.0 $2.4M 0.01% -223.0 -1.8% $194.42 +26.9%
142 TEVA Teva Pharmaceutical Industries Healthcare 68,653.0 $2.3M 0.01% +374.0 +0.6% $33.88 +8.0%
143 MSFT Microsoft Corp Technology 6,177.0 $2.3M 0.01% -222.0 -3.5% $373.02 +29.1%
144 NVMI Nova Ltd Technology 4,220.0 $2.3M 0.01% -862.0 -17.0% $542.94 -28.0%
145 PLTK Playtika Holding Corp Technology 614,004.0 $2.3M 0.01% $3.72 -40.1%
146 INMD Inmode Ltd Healthcare 153,224.0 $2.2M 0.01% -5K -2.9% $14.62 +2.5%
147 Oddity Tech Ltd 146,754.0 $2.2M 0.01% +81K +124.0% $15.13
148 BWAY Brainsway Ltd Healthcare 142,500.0 $2.2M 0.01% -51K -26.4% $15.51 -5.5%
149 Nayax Ltd 33,306.0 $2.2M 0.01% -4K -11.4% $64.97
150 CHKP Check Point Software Technologies Ltd Technology 16,112.0 $2.1M 0.01% +4K +36.9% $131.43 -0.9%
151 FVRR Fiverr International Ltd Communication Services 202,039.0 $2.1M 0.01% +74K +57.6% $10.32 -14.1%
152 PERI Perion Network Ltd Communication Services 211,984.0 $2.1M 0.01% -22K -9.3% $9.71 -0.7%
153 CAMT Camtek Ltd Technology 12,161.0 $2.0M 0.01% -3K -20.8% $163.12 -4.5%
154 CGNT Cognyte Software Ltd Technology 225,795.0 $2.0M 0.01% -15K -6.3% $8.78 +2.2%
155 KMDA Kamada Ltd Healthcare 263,304.0 $1.9M 0.01% -6K -2.3% $7.34 +7.6%
156 NICE Nice Ltd Technology 21,035.0 $1.9M 0.01% +2K +9.3% $90.85 +9.6%
157 MediWound Ltd 126,576.0 $1.9M 0.01% -3K -2.6% $14.70
158 NNDM Nano Dimension Ltd Technology 1,247,498.0 $1.8M 0.01% -169K -11.9% $1.45 +6.9%
159 CGEN Compugen Ltd Healthcare 786,536.0 $1.7M 0.01% -263K -25.1% $2.14 +11.2%
160 GILT Gilat Satellite Networks Ltd Technology 118,601.0 $1.6M 0.01% -8K -6.5% $13.31 -18.3%
Page 8 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%