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Asset Manager ← All Institutions

ARK Investment Management LLC

Q4 2025 · Filed 2026-02-11
Market Value
$15.0B
-10.4%
Holdings
196
New Purchases
8
Added To
103
Closed
7
Reduced
77
Top 10 Concentration
41.9%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TER 3.04% 2.24% +0.80% $456M
AMD 3.68% 2.96% +0.72% $551M
BEAM 2.30% 1.60% +0.70% $346M
GOOG 1.14% 0.49% +0.65% $171M
BIDU 1.01% 0.40% +0.61% $151M
TXG 1.38% 0.83% +0.55% $207M
CRWV 0.92% 0.38% +0.54% $138M
ILMN 1.35% 0.83% +0.51% $202M
TWST 1.60% 1.13% +0.47% $240M
DE 1.31% 0.90% +0.41% $196M
BABA 0.62% 0.22% +0.40% $93M
RKLB 1.04% 0.71% +0.33% $156M
SQ 1.46% 1.15% +0.31% $219M
TSM 1.52% 1.24% +0.28% $227M
DKNG 1.04% 0.77% +0.28% $156M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RBLX 2.61% 4.40% -1.78% $392M
BREA 0.11% 1.30% -1.19% $17M
COIN 3.83% 4.83% -1.00% $575M
TSLA 8.74% 9.54% -0.80% $1.3B
EXAS 0.00% 0.71% -0.71% $8K
GTLB 0.22% 0.93% -0.71% $32M
HOOD 3.62% 4.29% -0.67% $544M
BMNR 1.71% 2.32% -0.61% $257M
PINS 0.33% 0.92% -0.58% $50M
PLTR 3.83% 4.40% -0.57% $574M
TEM 2.98% 3.46% -0.48% $446M
NTLA 0.85% 1.23% -0.38% $128M
IRDM 0.33% 0.68% -0.35% $50M
KTOS 1.75% 1.97% -0.22% $262M
RDDT 0.00% 0.22% -0.22% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $3.7B 24.8%
Large Cap 87 $7.2B 48.3%
Mid Cap 39 $3.0B 19.9%
Small Cap 45 $980M 6.5%
Micro Cap 9 $60M 0.4%

Portfolio Analytics

Avg Market Cap
$150.2B
Median Market Cap
$10.9B
Avg P/E
48.6
Median P/E
32.8
Avg Dividend Yield
0.01%
Avg Beta
1.41
# Stocks
186
# ETFs / Funds
10

Top Holdings (196 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSLA 8.74% 2,914,492 $1.3B $449.72 -$286M -675,130 -18.8%
2 SHOP 4.27% 3,978,898 $640M $160.97 -$75M -836,935 -17.4%
3 ROKU 4.26% 5,881,738 $638M $108.49 -$98M -1,470,118 -20.0%
4 COIN 3.83% 2,541,928 $575M $226.14 -$234M +146,388 +6.1%
5 PLTR 3.83% 3,231,901 $574M $177.75 -$162M -803,192 -19.9%
6 CRSP 3.68% 10,522,057 $552M $52.44 -$83M +735,084 +7.5%
7 AMD 3.68% 2,574,779 $551M $214.16 $57M -483,132 -15.8%
8 HOOD 3.62% 4,806,211 $544M $113.10 -$175M -210,833 -4.2%
9 TER 3.04% 2,356,256 $456M $193.56 $81M -366,071 -13.4%
10 TEM 2.98% 7,557,583 $446M $59.05 -$133M +381,816 +5.3%
11 RBLX 2.61% 4,834,337 $392M $81.03 -$344M -478,484 -9.0%
12 BEAM 2.30% 12,467,189 $346M $27.72 $78M +1,428,355 +12.9%
13 CRCL 2.19% 4,141,628 $328M $79.30 -$65M +1,174,688 +39.6%
14 AMZN 1.87% 1,212,301 $280M $230.82 $12M -6,307 -0.5%
15 ACHR 1.76% 35,170,701 $264M $7.52 -$35M +3,869,252 +12.4%
16 KTOS 1.75% 3,454,123 $262M $75.91 -$67M -150,205 -4.2%
17 BMNR 1.71% 9,457,330 $257M $27.15 -$131M +1,987,517 +26.6%
18 TWST 1.60% 7,559,495 $240M $31.72 $50M +832,687 +12.4%
19 NVDA 1.56% 1,254,577 $234M $186.50 $16M +88,916 +7.6%
20 TSM 1.52% 748,580 $227M $303.89 $20M +6,552 +0.9%
21 SQ 1.46% 3,371,456 $219M $65.09 $26M +698,041 +26.1%
22 TXG 1.38% 12,667,369 $207M $16.31 $68M +779,973 +6.6%
23 ILMN 1.35% 1,540,351 $202M $131.16 $63M +72,472 +4.9%
24 ARKB 1.33% 6,871,505 $200M $29.04 -$41M +548,789 +8.7%
25 META 1.31% 298,549 $197M $660.09 -$22M +137 +0.1%
26 DE 1.31% 421,907 $196M $465.57 $46M +92,706 +28.2%
27 BLSH 1.22% 4,821,700 $183M $37.87 $19M +2,244,991 +87.1%
28 GOOG 1.14% 545,892 $171M $313.80 $89M +206,936 +61.0%
29 NTRA 1.12% 731,110 $167M $229.09 $24M -161,483 -18.1%
30 VCYT 1.09% 3,887,547 $164M $42.10 $10M -578,228 -12.9%
31 DKNG 1.04% 4,540,766 $156M $34.46 $28M +1,101,850 +32.0%
32 RKLB 1.04% 2,235,260 $156M $69.76 $37M -251,535 -10.1%
33 RXRX 1.02% 37,316,856 $153M $4.09 -$11M +3,771,357 +11.2%
34 BIDU 1.01% 1,157,878 $151M $130.66 $84M +649,490 +127.8%
35 CRWV 0.92% 1,924,256 $138M $71.61 $74M +1,456,299 +311.2%
36 ABNB 0.89% 980,062 $133M $135.72 $7M -55,766 -5.4%
37 NTLA 0.85% 14,207,324 $128M $8.99 -$78M +2,288,146 +19.2%
38 BWXT 0.77% 667,493 $115M $172.84 -$10M -13,503 -2.0%
39 TTD 0.74% 2,927,539 $111M $37.96 -$2M +620,848 +26.9%
40 PD 0.73% 8,323,386 $109M $13.11 -$37M -504,018 -5.7%
41 SOFI 0.72% 4,106,060 $107M $26.18 -$23M -839,187 -17.0%
42 AVAV 0.70% 433,129 $105M $241.89 -$21M +32,672 +8.2%
43 BABA 0.62% 637,808 $93M $146.58 $56M +427,630 +203.5%
44 LHX 0.61% 309,723 $91M $293.57 $24M +90,429 +41.2%
45 TRMB 0.53% 1,021,098 $80M $78.35 $5M +102,660 +11.2%
46 WGS 0.52% 604,561 $79M $130.06 $30M +157,582 +35.2%
47 GH 0.47% 691,647 $71M $102.14 $21M -103,587 -13.0%
48 TOST 0.47% 1,966,366 $70M $35.51 -$6M -97,090 -4.7%
49 PACB 0.46% 37,264,228 $70M $1.87 $30M +6,340,125 +20.5%
50 DASH 0.46% 306,339 $69M $226.48 $12M +94,941 +44.9%
51 PSNL 0.42% 7,879,087 $63M $7.96 $11M -31,104 -0.4%
52 CRWD 0.38% 123,096 $58M $468.76 -$6M -7,143 -5.5%
53 MELI 0.35% 26,225 $53M $2,014.26 -$7M +503 +2.0%
54 PINS 0.33% 1,929,535 $50M $25.89 -$104M -2,841,404 -59.6%
55 IRDM 0.33% 2,850,606 $50M $17.38 -$64M -3,639,502 -56.1%
56 SPOT 0.30% 78,506 $46M $580.71 -$10M -1,779 -2.2%
57 JOBY 0.30% 3,357,008 $44M $13.20 -$4M +346,547 +11.5%
58 ABSI 0.29% 12,550,799 $44M $3.49 $7M +388,026 +3.2%
59 U 0.29% 974,337 $43M $44.17 $4M -2,636 -0.3%
60 QCOM 0.29% 250,168 $43M $171.05 $6M +28,742 +13.0%
61 NET 0.28% 210,090 $41M $197.15 -$6M -12,228 -5.5%
62 CDNA 0.27% 2,136,403 $40M $18.84 $9M -34,222 -1.6%
63 SYM 0.26% 642,913 $38M $59.50 $6M +53,026 +9.0%
64 SDGR 0.25% 2,111,829 $38M $17.88 $194K +239,152 +12.8%
65 CERS 0.25% 18,200,204 $37M $2.06 $8M -649,984 -3.5%
66 LUNR 0.25% 2,301,523 $37M $16.23 $16M +228,290 +11.0%
67 RBRK 0.23% 454,276 $35M $76.48 $8M +135,164 +42.4%
68 ADPT 0.23% 2,138,960 $35M $16.24 -$13M -1,026,676 -32.4%
69 SRTA 0.23% 7,110,660 $34M $4.81 $2M +706,075 +11.0%
70 IONS 0.22% 422,968 $33M $79.11 -$8M -208,247 -33.0%
71 ESLT 0.22% 57,045 $33M $577.71 $6M +3,476 +6.5%
72 CCJ 0.22% 354,391 $32M $91.49 $6M +33,351 +10.4%
73 GTLB 0.22% 863,575 $32M $37.53 -$123M -2,574,042 -74.9%
74 NRIX 0.20% 1,602,539 $30M $18.97 $16M +92,135 +6.1%
75 DDOG 0.20% 219,291 $30M $135.99 -$2M -887 -0.4%
76 SNPS 0.20% 62,431 $29M $469.72 $4M +10,873 +21.1%
77 ISRG 0.19% 49,098 $28M $566.36 $14M +19,286 +64.7%
78 P 0.18% 398,100 $27M $67.01 -$2M +51,007 +14.7%
79 GENI 0.17% 2,371,472 $26M $11.02 -$4M -58,653 -2.4%
80 PONY 0.16% 1,651,452 $24M $14.50 -$5M +378,762 +29.8%
81 BFLY 0.16% 6,244,427 $24M $3.80 $12M +99,079 +1.6%
82 TDY 0.15% 44,299 $23M $510.73 $2M +8,760 +24.6%
83 NU 0.15% 1,327,232 $22M $16.74 -$319K -80,416 -5.7%
84 FIG 0.14% 581,719 $22M $37.37 -$9M -4,304 -0.7%
85 AUR 0.13% 5,220,165 $20M $3.84 -$6M +476,950 +10.1%
86 CAT 0.13% 34,168 $20M $572.87 $5M +3,024 +9.7%
87 SE 0.13% 148,172 $19M $127.57 -$9M -8,960 -5.7%
88 PRME 0.12% 5,368,526 $19M $3.47 -$12M -109,325 -2.0%
89 FUTU 0.12% 106,024 $17M $164.21 -$5M -23,753 -18.3%
90 WRD 0.12% 2,001,896 $17M $8.68 +2,001,896 NEW
91 BREA 0.11% 9,089,648 $17M $1.87 -$201M +1,810,028 +24.9%
92 Z 0.11% 246,266 $17M $68.22 -$3M -14,900 -5.7%
93 NXDR 0.11% 7,778,633 $16M $2.10 -$324K -192,402 -2.4%
94 ARCT 0.11% 2,611,099 $16M $6.13 -$19M +738,378 +39.4%
95 OKLO 0.11% 223,045 $16M $71.76 -$1M +66,564 +42.5%
96 NFLX 0.10% 165,735 $16M $93.76 +165,735 NEW
97 CMPS 0.10% 2,156,012 $15M $6.90 $3M +34,894 +1.6%
98 AMGN 0.10% 45,358 $15M $327.31 $2M -1,907 -4.0%
99 GLBE 0.10% 364,781 $14M $39.31 $505K -22,092 -5.7%
100 ETOR 0.09% 387,644 $14M $35.13 -$2M +480 +0.1%

New Positions

SymbolValue% Port
WRD $17M 0.12%
NFLX $16M 0.10%
APGE $10M 0.07%
BWAY $2M 0.02%
VUG $62K —%
SPY $47K —%
Q $36K —%
IWB $14K —%

Sold Out Positions

SymbolValue% Port
IBTA —%
BILL —%
RDDT —%
KMDA —%
ATAI —%
SOLQ.TO —%
SPNS —%
View SEC EDGAR Filings for ARK Investment Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms