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ARK Investment Management LLC

· CIK 0001697748
13F Portfolio $12.9B AUM 182 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA Tesla Inc Consumer Cyclical 2,831,329.0 $1.05B 8.19% -83K -2.9% $371.75 +19.2%
2 AMD Advanced Micro Devices Inc Technology 2,712,854.0 $551.9M 4.29% +138K +5.4% $203.43 +108.5%
3 CRSP CRISPR Therapeutics AG Healthcare 11,313,623.0 $538.2M 4.18% +792K +7.5% $47.57 +6.1%
4 SHOP Shopify Inc Technology 4,177,652.0 $495.6M 3.85% +199K +5.0% $118.62 -17.9%
5 PLTR Palantir Technologies Inc Technology 3,109,881.0 $454.9M 3.54% -122K -3.8% $146.28 -8.6%
6 TEM Tempus AI Inc Healthcare 9,607,745.0 $434.5M 3.38% +2.1M +27.1% $45.22 +0.6%
7 CRCL Circle Internet Group Inc Financial Services 4,509,482.0 $430.2M 3.35% +368K +8.9% $95.41 +29.8%
8 HOOD Robinhood Markets Inc Financial Services 6,003,061.0 $416.0M 3.23% +1.2M +24.9% $69.30 +16.5%
9 COIN Coinbase Global Inc Financial Services 2,372,884.0 $414.3M 3.22% -169K -6.7% $174.61 +21.4%
10 TER Teradyne Inc Technology 1,245,122.0 $369.1M 2.87% -1.1M -47.2% $296.46 +20.3%
11 ROKU Roku Inc Communication Services 3,820,405.0 $361.5M 2.81% -2.1M -35.0% $94.62 +33.0%
12 RBLX ROBLOX Corp Technology 5,896,106.0 $333.5M 2.59% +1.1M +22.0% $56.56 -22.7%
13 TWST Twist Bioscience Corp Healthcare 6,342,733.0 $301.4M 2.34% -1.2M -16.1% $47.52 +11.4%
14 BEAM Beam Therapeutics Inc Healthcare 12,133,433.0 $289.1M 2.25% -334K -2.7% $23.83 +17.2%
15 AMZN Amazon.com Inc Consumer Cyclical 1,355,283.0 $282.3M 2.19% +143K +11.8% $208.27 +26.8%
16 TXG 10X Genomics Inc Healthcare 11,717,317.0 $248.8M 1.93% -950K -7.5% $21.23 +1.4%
17 KTOS Kratos Defense & Security Solutions Inc. Industrials 3,491,194.0 $246.2M 1.91% +37K +1.1% $70.51 -22.2%
18 BLSH Bullish Technology 6,562,039.0 $234.5M 1.82% +1.7M +36.1% $35.73 -0.2%
19 DE Deere & Co Industrials 399,074.0 $224.8M 1.75% -23K -5.4% $563.30 +2.0%
20 TSM Taiwan Semiconductor Manufacturing Company Ltd Technology 627,704.0 $212.1M 1.65% -121K -16.1% $337.95 +23.6%
21 GOOGL Alphabet Inc Communication Services 720,414.0 $206.7M 1.61% +175K +32.0% $286.86 +39.8%
22 CRWV CoreWeave Inc Technology 2,538,125.0 $196.6M 1.53% +614K +31.9% $77.47 +47.4%
23 ACHR Archer Aviation Inc Industrials 37,437,062.0 $193.5M 1.50% +2.3M +6.4% $5.17 +17.0%
24 BMNR BitMine Immersion Technologies Financial Services 9,699,165.0 $191.8M 1.49% +242K +2.6% $19.78 +0.5%
25 XYZ Block Inc Technology 3,093,936.0 $186.2M 1.45% -278K -8.2% $60.18 +18.9%
26 NTLA Intellia Therapeutics Inc Healthcare 14,509,247.0 $186.0M 1.45% +302K +2.1% $12.82 +2.1%
27 NVDA NVIDIA Corp Technology 1,035,426.0 $180.6M 1.40% -219K -17.5% $174.40 +35.2%
28 ARKB ARK 21Shares Bitcoin ETF Financial Services 6,698,206.0 $150.6M 1.17% -173K -2.5% $22.49 +16.7%
29 RCKT Rocket Lab Corp Healthcare 2,243,656.0 $144.1M 1.12% $64.22 -94.7%
30 ILMN Illumina Inc Healthcare 1,129,459.0 $139.2M 1.08% -411K -26.7% $123.26 +16.2%
31 NTRA Natera Inc Healthcare 684,255.0 $136.8M 1.06% -47K -6.4% $199.99 -1.5%
32 LHX L3Harris Technologies Inc Industrials 389,694.0 $134.5M 1.05% +80K +25.8% $345.15 -10.9%
33 BWXT BWX Technologies Inc Industrials 622,546.0 $127.3M 0.99% -45K -6.7% $204.49 +0.1%
34 AVGO Broadcom Inc Technology 407,803.0 $126.2M 0.98% NEW $309.51 +37.4%
35 BIDU Baidu Inc Communication Services 1,120,331.0 $124.8M 0.97% -38K -3.2% $111.42 +21.5%
36 RXRX Recursion Pharmaceuticals Inc Healthcare 40,212,769.0 $123.5M 0.96% +2.9M +7.8% $3.07 -1.0%
37 AVAV AeroVironment Inc Industrials 559,254.0 $102.4M 0.80% +126K +29.1% $183.05 -13.7%
38 VCYT Veracyte Inc Healthcare 3,053,818.0 $98.4M 0.77% -834K -21.4% $32.21 +20.8%
39 Alibaba Group Holding Ltd 783,171.0 $98.3M 0.76% +145K +22.8% $125.46
40 META Meta Platforms Inc Communication Services 153,996.0 $88.1M 0.69% -145K -48.4% $572.13 +8.1%
41 WGS GeneDx Holdings Corp Healthcare 1,324,583.0 $85.1M 0.66% +720K +119.1% $64.22 -39.5%
42 TRMB Trimble Inc Technology 1,247,925.0 $81.4M 0.63% +227K +22.2% $65.23 -14.5%
43 FIG Figma Inc Technology 3,392,869.0 $71.7M 0.56% +2.8M +483.2% $21.14 -4.3%
44 SOFI SoFi Technologies Inc Financial Services 3,836,003.0 $60.9M 0.47% -270K -6.6% $15.88 +0.9%
45 DASH DoorDash Inc Communication Services 346,147.0 $52.0M 0.40% +40K +13.0% $150.15 +2.4%
46 ESLT Elbit Systems Ltd Industrials 60,281.0 $51.2M 0.40% +3K +5.7% $849.09 -8.2%
47 JOBY Joby Aviation Inc Industrials 6,173,944.0 $51.0M 0.40% +2.8M +83.9% $8.26 +28.8%
48 PSNL Personalis Inc Healthcare 7,944,112.0 $50.6M 0.39% +65K +0.8% $6.37 +5.3%
49 LUNR Intuitive Machines Inc Industrials 2,656,531.0 $49.3M 0.38% +355K +15.4% $18.56 +96.8%
50 TOST Toast Inc Technology 1,810,754.0 $48.0M 0.37% -156K -7.9% $26.51 -13.0%
51 IRDM Iridium Communications Inc Communication Services 1,726,802.0 $47.9M 0.37% -1.1M -39.4% $27.74 +56.6%
52 PACB Pacific Biosciences of California, Inc. Healthcare 36,273,288.0 $47.9M 0.37% -991K -2.7% $1.32 -8.3%
53 GH Guardant Health Inc Healthcare 486,675.0 $45.0M 0.35% -205K -29.6% $92.37 +6.8%
54 SYM Symbotic Inc Industrials 782,223.0 $41.6M 0.32% +139K +21.7% $53.20 -5.7%
55 CAT Caterpillar Inc Industrials 58,578.0 $41.5M 0.32% +24K +71.4% $708.46 +25.4%
56 MELI MercadoLibre Inc Consumer Cyclical 23,988.0 $41.5M 0.32% -2K -8.5% $1729.02 -7.0%
57 CRWD Crowdstrike Holdings Inc Technology 105,866.0 $41.3M 0.32% -17K -14.0% $390.41 +48.5%
58 ABSI Absci Corp Healthcare 13,726,169.0 $41.2M 0.32% +1.2M +9.4% $3.00 +71.0%
59 CCJ Cameco Corp Energy 367,177.0 $39.9M 0.31% +13K +3.6% $108.61 -1.0%
60 CDNA CareDx Inc Healthcare 2,227,556.0 $38.7M 0.30% +91K +4.3% $17.36 +15.0%
61 NET Cloudflare Inc Technology 183,644.0 $37.9M 0.29% -26K -12.6% $206.34 -3.2%
62 CERS Cerus Corp Healthcare 19,161,148.0 $34.9M 0.27% +961K +5.3% $1.82 +28.6%
63 SPOT Spotify Technology SA Communication Services 67,778.0 $32.9M 0.26% -11K -13.7% $484.91 -10.8%
64 ISRG Intuitive Surgical Inc Healthcare 68,991.0 $31.8M 0.25% +20K +40.5% $460.99 -7.1%
65 SRTA Strata Critical Medical Inc Industrials 7,455,284.0 $31.2M 0.24% +345K +4.8% $4.18 +30.9%
66 TDY Teledyne Technologies Inc Technology 51,435.0 $31.1M 0.24% +7K +16.1% $605.01 +5.5%
67 SNPS Synopsys Inc Technology 76,070.0 $30.2M 0.23% +14K +21.9% $396.48 +28.6%
68 WRD WeRide Inc Technology 3,649,331.0 $29.5M 0.23% +1.6M +82.3% $8.09 -6.1%
69 DKNG DraftKings Inc Consumer Cyclical 1,353,109.0 $29.3M 0.23% -3.2M -70.2% $21.62 +16.3%
70 ADPT Adaptive Biotechnologies Corp Healthcare 2,092,969.0 $29.1M 0.23% -46K -2.1% $13.88 -7.6%
71 DDOG Datadog Inc Technology 226,622.0 $26.8M 0.21% +7K +3.3% $118.05 +71.8%
72 NRIX Nurix Therapeutics Inc Healthcare 1,721,135.0 $26.7M 0.21% +119K +7.4% $15.50 +3.2%
73 AUR Aurora Innovation Inc Technology 6,450,763.0 $26.6M 0.21% +1.2M +23.6% $4.12 +87.1%
74 KDK Kodiak AI Inc Technology 3,805,228.0 $26.4M 0.20% +1.1M +42.5% $6.94 +16.1%
75 PSTG Everpure Inc Technology 428,616.0 $25.3M 0.20% +31K +7.7% $59.04 +47.9%
76 SDGR Schrodinger Inc Healthcare 2,067,135.0 $23.5M 0.18% -45K -2.1% $11.36 +11.1%
77 PRME Prime Medicine Inc Healthcare 6,246,827.0 $21.7M 0.17% +878K +16.4% $3.48 -10.1%
78 IONS Ionis Pharmaceuticals Inc Healthcare 288,716.0 $21.7M 0.17% -134K -31.7% $75.09 +3.3%
79 ARCT Arcturus Therapeutics Holdings Healthcare 2,769,518.0 $21.4M 0.17% +158K +6.1% $7.72 -3.2%
80 BFLY Butterfly Network Inc Healthcare 5,227,503.0 $21.1M 0.16% -1.0M -16.3% $4.04 -5.2%
81 NFLX Netflix Inc Communication Services 217,421.0 $20.9M 0.16% +52K +31.2% $96.15 -9.6%
82 ABNB Airbnb Inc Consumer Cyclical 161,662.0 $20.4M 0.16% -818K -83.5% $126.28 +5.2%
83 RBRK Rubrik Inc Technology 395,049.0 $19.3M 0.15% -59K -13.0% $48.97 +28.2%
84 CMPS Compass Pathways Plc Healthcare 3,301,050.0 $18.3M 0.14% +1.1M +53.1% $5.53 +87.5%
85 PONY Pony AI Inc Industrials 1,926,151.0 $18.2M 0.14% +275K +16.6% $9.44 -6.9%
86 GTLB Gitlab Inc Technology 826,885.0 $17.9M 0.14% -37K -4.2% $21.64 +4.4%
87 OKLO Oklo Inc Utilities 351,169.0 $17.4M 0.14% +128K +57.4% $49.59 +35.5%
88 NU NU Holdings Ltd Financial Services 1,170,765.0 $16.8M 0.13% -156K -11.8% $14.37 -10.0%
89 Genius Sports Ltd 3,331,190.0 $14.8M 0.12% +960K +40.5% $4.43
90 Sea Ltd 173,066.0 $14.3M 0.11% +25K +16.8% $82.81
91 GRMN Garmin Ltd Technology 53,700.0 $12.5M 0.10% +15K +40.3% $232.01 +1.0%
92 CNTN Canton Strategic Holdings Inc Healthcare 3,695,084.0 $12.1M 0.09% +443K +13.6% $3.27 +10.7%
93 HEI.A HEICO Corp Industrials 43,741.0 $12.0M 0.09% +25K +133.0% $274.20 -23.7%
94 MASS 908 Devices Inc Healthcare 1,946,685.0 $11.9M 0.09% -39K -2.0% $6.12 +19.3%
95 LLY Eli Lilly & Co Healthcare 12,676.0 $11.7M 0.09% NEW $919.74 +9.5%
96 BNTX BioNTech SE Healthcare 127,878.0 $11.4M 0.09% NEW $88.88 +0.8%
97 ETOR Etoro Group Ltd Financial Services 352,252.0 $10.6M 0.08% -35K -9.1% $30.03 +38.5%
98 KLAR Klarna Group PLC Technology 778,161.0 $10.2M 0.08% +42K +5.6% $13.09 +25.8%
99 HON Honeywell International Inc Industrials 38,709.0 $8.7M 0.07% +11K +39.8% $226.03 -3.7%
100 LMT Lockheed Martin Corp Industrials 13,267.0 $8.0M 0.06% +7K +116.7% $604.39 -13.9%
101 SLMT Brera Holdings PLC Financial Services 9,687,877.0 $7.6M 0.06% +598K +6.6% $0.78 +614.3%
102 ZG Zillow Group Inc Communication Services 166,685.0 $6.9M 0.05% -80K -32.3% $41.38 -8.5%
103 ARKK ARK Innovation ETF 95,637.0 $6.5M 0.05% +13K +16.0% $67.59 +10.8%
104 GENB Generate Biomedicines Inc Financial Services 498,408.0 $6.2M 0.05% NEW $12.50 +23.8%
105 PAYP PayPay Corp Technology 267,663.0 $5.7M 0.04% NEW $21.34 -7.3%
106 QSI Quantum-Si Inc Healthcare 6,878,899.0 $5.3M 0.04% -143K -2.0% $0.77 +20.5%
107 KSPI Kaspi.KZ JSC Technology 62,632.0 $4.6M 0.04% -71K -53.1% $74.07 +19.6%
108 ICE Intercontinental Exchange Inc Financial Services 29,181.0 $4.6M 0.04% -24K -45.5% $157.28 -1.0%
109 SSYS Stratasys Ltd Technology 416,428.0 $3.3M 0.03% -34K -7.7% $7.81 +12.3%
110 TSEM Tower Semiconductor Ltd Technology 18,090.0 $3.2M 0.03% -10K -34.5% $175.48 +60.0%
111 XRAY Dentsply Sirona Inc Healthcare 266,748.0 $3.1M 0.02% -76K -22.3% $11.60 -10.3%
112 ADSK Autodesk Inc Technology 12,449.0 $3.0M 0.02% -2K -11.6% $239.40 -1.2%
113 PTCT PTC Inc Healthcare 19,563.0 $2.8M 0.02% -2K -7.2% $142.49 -49.0%
114 PRLB Proto Labs Inc Industrials 45,704.0 $2.6M 0.02% -11K -19.5% $57.02 +27.3%
115 BWAY Brainsway Ltd Healthcare 193,686.0 $2.6M 0.02% +66K +52.1% $13.29 +13.1%
116 ITRN Ituran Location and Control Ltd Technology 50,525.0 $2.5M 0.02% -4K -7.8% $49.01 +20.0%
117 RDWR Radware Ltd Technology 91,580.0 $2.4M 0.02% +9K +11.1% $26.32 +3.9%
118 NNDM Nano Dimension Ltd Technology 1,416,118.0 $2.4M 0.02% -242K -14.6% $1.70 -3.5%
119 WIX Wix.com Ltd Technology 26,621.0 $2.4M 0.02% +11K +71.6% $90.07 -41.5%
120 MSFT Microsoft Corp Technology 6,399.0 $2.4M 0.02% -448.0 -6.5% $370.17 +10.6%
121 HPQ HP Inc Technology 122,753.0 $2.4M 0.02% +15K +13.7% $19.21 +8.1%
122 PERI Perion Network Ltd Communication Services 233,860.0 $2.3M 0.02% +14K +6.5% $9.99 +4.1%
123 CAMT Camtek Ltd Technology 15,354.0 $2.3M 0.02% -2K -9.1% $151.61 +11.0%
124 CGEN Compugen Ltd Healthcare 1,049,873.0 $2.2M 0.02% NEW $2.13 +29.1%
125 KMDA Kamada Ltd Healthcare 269,557.0 $2.2M 0.02% NEW $8.25 -2.8%
126 NVMI Nova Ltd Technology 5,082.0 $2.2M 0.02% -1K -18.4% $434.28 +28.1%
127 MTLS Materialise NV Technology 444,324.0 $2.2M 0.02% -49K -9.9% $4.94 +18.8%
128 INMD Inmode Ltd Healthcare 157,726.0 $2.2M 0.02% +22K +16.2% $13.68 +2.7%
129 AUDC AudioCodes Ltd Technology 254,834.0 $2.1M 0.02% +33K +14.8% $8.41 -3.1%
130 NICE Nice Ltd Technology 19,245.0 $2.1M 0.02% +3K +18.4% $110.26 -20.2%
131 NYAX Nayax Ltd Technology 37,598.0 $2.1M 0.02% -7K -14.8% $56.17 +16.5%
132 RDCM RADCOM Ltd Communication Services 172,735.0 $2.1M 0.02% +22K +14.4% $12.16 +31.5%
133 MDWD MediWound Ltd Healthcare 129,961.0 $2.1M 0.02% +24K +22.1% $16.11 +1.9%
134 URGN UroGen Pharma Ltd Healthcare 115,545.0 $2.1M 0.02% -6K -4.9% $17.98 +65.1%
135 DRTS Alpha Tau Medical Ltd Healthcare 292,134.0 $2.1M 0.02% NEW $7.07 +47.2%
136 TEVA Teva Pharmaceutical Industries Healthcare 68,279.0 $2.1M 0.02% -37K -35.0% $30.12 +17.2%
137 CGNT Cognyte Software Ltd Technology 240,953.0 $2.0M 0.01% -18K -7.0% $8.10 +20.9%
138 GILT Gilat Satellite Networks Ltd Technology 126,911.0 $1.9M 0.01% -22K -14.7% $15.02 +7.1%
139 RSKD Riskified Ltd Technology 474,057.0 $1.9M 0.01% +29K +6.5% $3.92 +18.4%
140 FROG JFrog Ltd Technology 39,541.0 $1.9M 0.01% -5K -10.6% $46.93 +36.8%
141 PANW Palo Alto Networks Inc Technology 10,866.0 $1.7M 0.01% NEW $160.32 +48.6%
142 CLBT Cellebrite DI Ltd Technology 126,183.0 $1.7M 0.01% +12K +10.6% $13.78 -5.8%
143 DDD 3D Systems Corp Technology 915,200.0 $1.7M 0.01% -30K -3.2% $1.88 +74.5%
144 PLTK Playtika Holding Corp Technology 614,004.0 $1.7M 0.01% +24K +4.1% $2.78 +32.7%
145 TATT TAT Technologies Ltd Industrials 42,690.0 $1.7M 0.01% -8K -15.4% $39.42 -15.5%
146 CHKP Check Point Software Technologies Ltd Technology 11,768.0 $1.7M 0.01% +763.0 +6.9% $142.85 -13.2%
147 NNOX Nano-X Imaging Ltd Healthcare 733,290.0 $1.7M 0.01% +226K +44.5% $2.27 -24.2%
148 XMTR Xometry Inc Industrials 40,296.0 $1.6M 0.01% -13K -24.8% $40.84 +120.3%
149 TBLA Taboola.com Ltd Communication Services 524,429.0 $1.6M 0.01% -156K -22.9% $3.10 +59.7%
150 MBLY Mobileye Global Inc Consumer Cyclical 202,423.0 $1.4M 0.01% +59K +41.6% $6.87 +51.1%
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 +1.5%
153 MOG.B Moog Inc Industrials 4,149.0 $1.2M 0.01% -2K -26.9% $292.64 +3.1%
154 VLN Valens Semiconductor Ltd Technology 1,048,488.0 $1.2M 0.01% -116K -10.0% $1.13 +198.2%
155 MNDY Monday.com Ltd Technology 16,992.0 $1.2M 0.01% +5K +44.9% $69.11 +0.9%
156 PGY Pagaya Technologies Ltd Technology 99,061.0 $1.2M 0.01% +25K +33.1% $11.65 +16.7%
157 LECO Lincoln Electric Holdings Inc Industrials 4,610.0 $1.1M 0.01% -314.0 -6.4% $249.08 +6.9%
158 KALU Kaiser Aluminum Corp Basic Materials 9,412.0 $1.1M 0.01% -5K -36.7% $120.51 +47.6%
159 CRM Salesforce Inc Technology 6,062.0 $1.1M 0.01% -45K -88.1% $186.67 -10.2%
160 VELO Velo3D Inc Technology 117,898.0 $1.1M 0.01% NEW $9.39 +111.3%
161 ALGN Align Technology Inc Healthcare 6,361.0 $1.1M 0.01% -3K -30.4% $171.43 -8.3%
162 AME AMETEK Inc Industrials 5,076.0 $1.1M 0.01% -1K -20.9% $214.36 +6.3%
163 GE GE Aerospace Industrials 3,723.0 $1.1M 0.01% -124.0 -3.2% $283.77 +2.7%
164 SMWB SimilarWeb Ltd Communication Services 352,070.0 $919K 0.01% +116K +48.9% $2.61 +17.6%
165 ODD Oddity Tech Ltd Technology 65,515.0 $877K 0.01% +24K +56.5% $13.38 -6.3%
166 PINS Pinterest Inc Communication Services 36,028.0 $661K 0.01% -1.9M -98.1% $18.34 +3.8%
167 ARKK CALL ARK Innovation ETF 9,000.0 $608K 0.01% NEW $67.59 +10.8%
168 ENLV Enlivex Ltd Healthcare 628,310.0 $584K 0.01% NEW $0.93 -22.5%
169 ARKG ARK Genomic Revolution ETF 6,773.0 $179K 0.00% +2K +34.7% $26.42 +6.5%
170 CRS Carpenter Technology Corp Industrials 253.0 $100K 0.00% -51.0 -16.8% $394.15 +9.0%
171 ATI ATI Inc Industrials 679.0 $99K 0.00% -210.0 -23.6% $145.46 +6.0%
172 IWF iShares Russell 1000 Growth ETF 216.0 $92K 0.00% -1K -82.3% $427.13 -70.9%
173 JBL Jabil Inc Technology 337.0 $90K 0.00% -6.0 -1.8% $265.63 +33.4%
174 KMT Kennametal Inc Industrials 2,458.0 $89K 0.00% -752.0 -23.4% $36.13 -2.6%
175 ETH Grayscale Ethereum Staking Min Financial Services 4,458.0 $89K 0.00% NEW $19.86 +7.9%
176 AVNT Avient Corp Basic Materials 2,359.0 $86K 0.00% +77.0 +3.4% $36.30 -7.0%
177 MTRN Materion Corp Basic Materials 571.0 $83K 0.00% +6.0 +1.1% $144.65 +45.9%
178 MMM 3M Co Industrials 497.0 $72K 0.00% +26.0 +5.5% $145.23 -0.1%
179 VUG Vanguard Growth ETF 93.0 $40K -35.0 -27.3% $435.43 -79.9%
180 DCH Dauch Corporation Industrials 5,981.0 $35K NEW $5.93 +15.9%
181 SPY State Street SPDR S&P 500 ETF Trust Financial Services 28.0 $18K -40.0 -58.8% $639.64 +15.6%
182 IWB iShares Russell 1000 ETF $125.0 -100.0%

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 31.0%
Healthcare 25.8%
Financial Services 13.4%
Consumer Cyclical 11.2%
Industrials 10.6%
Communication Services 7.5%
Energy 0.3%
Utilities 0.1%
Basic Materials 0.0%