MondegarAI
ARK Investment Management LLC

Q4 2025 · 13F-HR

ARK Investment Management LLCholdings as filed

Filed 2026-02-11 · accession 0001104659-26-013538

$15.07B
Reported value
196
Positions
2025-12-31
Period end
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The Brief · ARK Investment Management LLC · Q4 2025

AI · grounded in 13F

ARK Investment Management LLC increased its position in CRWV by 311.20% to lead its activity for the period. The fund also accumulated shares of BIDU by 127.75% and GOOG by 61.05%. On the selling side, the fund trimmed its holdings in PLTR by 19.91% and TSLA by 18.81%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88160R101TSLATesla Inc$1.31B8.70%2,914,492CommonSOLE
82509L107SHOPShopify Inc$640.5M4.25%3,978,898CommonSOLE
77543R102ROKURoku Inc$638.1M4.24%5,881,738CommonSOLE
19260Q107COINCoinbase Global Inc$574.8M3.82%2,541,928CommonSOLE
69608A108PLTRPalantir Technologies Inc$574.5M3.81%3,231,901CommonSOLE
H17182108CRSPCRISPR Therapeutics AG$551.8M3.66%10,522,057CommonSOLE
007903107AMDAdvanced Micro Devices Inc$551.4M3.66%2,574,779CommonSOLE
770700102HOODRobinhood Markets Inc$543.6M3.61%4,806,211CommonSOLE
880770102TERTeradyne Inc$456.1M3.03%2,356,256CommonSOLE
88023B103TEMTempus AI Inc$446.3M2.96%7,557,583CommonSOLE
771049103RBLXROBLOX Corp$391.7M2.60%4,834,337CommonSOLE
07373V105BEAMBeam Therapeutics Inc$345.6M2.29%12,467,189CommonSOLE
172573107CRCLCircle Internet Group Inc$328.4M2.18%4,141,628CommonSOLE
023135106AMZNAmazon.com Inc$279.8M1.86%1,212,301CommonSOLE
03945R102ACHRArcher Aviation Inc$264.5M1.76%35,170,701CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc.$262.2M1.74%3,454,123CommonSOLE
09175A206BMNRBitMine Immersion Technologies$256.8M1.70%9,457,330CommonSOLE
90184D100TWSTTwist Bioscience Corp$239.8M1.59%7,559,495CommonSOLE
67066G104NVDANVIDIA Corp$234.0M1.55%1,254,577CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Company Ltd$227.5M1.51%748,580CommonSOLE
852234103XYZBlock Inc$219.4M1.46%3,371,456CommonSOLE
88025U109TXG10X Genomics Inc$206.6M1.37%12,667,369CommonSOLE
452327109ILMNIllumina Inc$202.0M1.34%1,540,351CommonSOLE
040919102ARKBARK 21Shares Bitcoin ETF$199.5M1.32%6,871,505CommonSOLE
30303M102METAMeta Platforms Inc$197.1M1.31%298,549CommonSOLE
244199105DEDeere & Co$196.4M1.30%421,907CommonSOLE
G16910120BLSHBullish$182.6M1.21%4,821,700CommonSOLE
02079K107GOOGAlphabet Inc$171.3M1.14%545,892CommonSOLE
632307104NTRANatera Inc$167.5M1.11%731,110CommonSOLE
92337F107VCYTVeracyte Inc$163.7M1.09%3,887,547CommonSOLE
26142V105DKNGDraftKings Inc$156.5M1.04%4,540,766CommonSOLE
773121108RKLBRocket Lab Corp$155.9M1.03%2,235,260CommonSOLE
75629V104RXRXRecursion Pharmaceuticals Inc$152.6M1.01%37,316,856CommonSOLE
056752108BIDUBaidu Inc$151.3M1.00%1,157,878CommonSOLE
21873S108CRWVCoreWeave Inc$137.8M0.91%1,924,256CommonSOLE
009066101ABNBAirbnb Inc$133.0M0.88%980,062CommonSOLE
45826J105NTLAIntellia Therapeutics Inc$127.7M0.85%14,207,324CommonSOLE
05605H100BWXTBWX Technologies Inc$115.4M0.77%667,493CommonSOLE
88339J105TTDThe Trade Desk Inc$111.1M0.74%2,927,539CommonSOLE
69553P100PDPagerDuty Inc$109.1M0.72%8,323,386CommonSOLE
83406F102SOFISoFi Technologies Inc$107.5M0.71%4,106,060CommonSOLE
008073108AVAVAeroVironment Inc$104.8M0.70%433,129CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$93.5M0.62%637,808CommonSOLE
502431109LHXL3Harris Technologies Inc$90.9M0.60%309,723CommonSOLE
896239100TRMBTrimble Inc$80.0M0.53%1,021,098CommonSOLE
81663L200WGSGeneDx Holdings Corp$78.6M0.52%604,561CommonSOLE
40131M109GHGuardant Health Inc$70.6M0.47%691,647CommonSOLE
888787108TOSTToast Inc$69.8M0.46%1,966,366CommonSOLE
69404D108PACBPacific Biosciences of California, Inc.$69.7M0.46%37,264,228CommonSOLE
25809K105DASHDoorDash Inc$69.4M0.46%306,339CommonSOLE
71535D106PSNLPersonalis Inc$62.7M0.42%7,879,087CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$57.7M0.38%123,096CommonSOLE
58733R102MELIMercadoLibre Inc$52.8M0.35%26,225CommonSOLE
72352L106PINSPinterest Inc$50.0M0.33%1,929,535CommonSOLE
46269C102IRDMIridium Communications Inc$49.5M0.33%2,850,606CommonSOLE
L8681T102SPOTSpotify Technology SA$45.6M0.30%78,506CommonSOLE
G65163100JOBYJoby Aviation Inc$44.3M0.29%3,357,008CommonSOLE
00091E109ABSIAbsci Corp$43.8M0.29%12,550,799CommonSOLE
91332U101UUnity Software Inc$43.0M0.29%974,337CommonSOLE
747525103QCOMQualcomm Inc$42.8M0.28%250,168CommonSOLE
18915M107NETCloudflare Inc$41.4M0.27%210,090CommonSOLE
14167L103CDNACareDx Inc$40.2M0.27%2,136,403CommonSOLE
87151X101SYMSymbotic Inc$38.3M0.25%642,913CommonSOLE
80810D103SDGRSchrodinger Inc$37.8M0.25%2,111,829CommonSOLE
157085101CERSCerus Corp$37.5M0.25%18,200,204CommonSOLE
46125A100LUNRIntuitive Machines Inc$37.4M0.25%2,301,523CommonSOLE
781154109RBRKRubrik Inc$34.7M0.23%454,276CommonSOLE
00650F109ADPTAdaptive Biotechnologies Corp$34.7M0.23%2,138,960CommonSOLE
092667104SRTAStrata Critical Medical Inc$34.2M0.23%7,110,660CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$33.5M0.22%422,968CommonSOLE
M3760D101ESLTElbit Systems Ltd$33.0M0.22%57,045CommonSOLE
13321L108CCJCameco Corp$32.4M0.22%354,391CommonSOLE
37637K108GTLBGitlab Inc$32.4M0.22%863,575CommonSOLE
67080M103NRIXNurix Therapeutics Inc$30.4M0.20%1,602,539CommonSOLE
23804L103DDOGDatadog Inc$29.8M0.20%219,291CommonSOLE
871607107SNPSSynopsys Inc$29.3M0.19%62,431CommonSOLE
500081104KDKKodiak AI Inc$29.2M0.19%2,669,456CommonSOLE
46120E602ISRGIntuitive Surgical Inc$27.8M0.18%49,098CommonSOLE
74624M102PPure Storage Inc$26.7M0.18%398,100CommonSOLE
G3934V109GENIGenius Sports Ltd$26.1M0.17%2,371,472CommonSOLE
732908108PONYPony AI Inc$23.9M0.16%1,651,452CommonSOLE
124155102BFLYButterfly Network Inc$23.7M0.16%6,244,427CommonSOLE
879360105TDYTeledyne Technologies Inc$22.6M0.15%44,299CommonSOLE
G6683N103NUNU Holdings Ltd$22.2M0.15%1,327,232CommonSOLE
316841105FIGFigma Inc$21.7M0.14%581,719CommonSOLE
G5279N105KLARKlarna Group PLC$21.3M0.14%736,657CommonSOLE
051774107AURAurora Innovation Inc$20.0M0.13%5,220,165CommonSOLE
149123101CATCaterpillar Inc$19.6M0.13%34,168CommonSOLE
81141R100SESea Ltd$18.9M0.13%148,172CommonSOLE
74168J101PRMEPrime Medicine Inc$18.6M0.12%5,368,526CommonSOLE
36118L106FUTUFutu Holdings Ltd$17.4M0.12%106,024CommonSOLE
950915108WRDWeRide Inc$17.4M0.12%2,001,896CommonSOLE
G13311116SLMTBrera Holdings PLC$17.0M0.11%9,089,648CommonSOLE
98954M200ZZillow Group Inc$16.8M0.11%246,266CommonSOLE
65345M108NXDRNextdoor Holdings Inc$16.3M0.11%7,778,633CommonSOLE
03969T109ARCTArcturus Therapeutics Holdings$16.0M0.11%2,611,099CommonSOLE
02156V109OKLOOklo Inc$16.0M0.11%223,045CommonSOLE
64110L106NFLXNetflix Inc$15.5M0.10%165,735CommonSOLE
20451W101CMPSCompass Pathways Plc$14.9M0.10%2,156,012CommonSOLE
031162100AMGNAmgen Inc$14.8M0.10%45,358CommonSOLE
M5216V106GLBEGlobal-E Online Ltd$14.3M0.10%364,781CommonSOLE
G32089107ETOREtoro Group Ltd$13.6M0.09%387,644CommonSOLE
45337C102INCYIncyte Corp$13.5M0.09%136,950CommonSOLE
04650F101ATAIAtai Beckley NV$13.5M0.09%3,305,997CommonSOLE
79466L302CRMSalesforce Inc$13.5M0.09%50,942CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$11.8M0.08%26,100CommonSOLE
142152107CAICaris Life Sciences Inc$11.0M0.07%408,725CommonSOLE
48581R205KSPIKaspi.KZ JSC$10.4M0.07%133,688CommonSOLE
65443P102MASS908 Devices Inc$10.4M0.07%1,985,986CommonSOLE
432705309CNTNTharimmune Inc$9.9M0.07%3,252,033CommonSOLE
461202103INTUIntuit Inc$9.6M0.06%14,562CommonSOLE
922475108VEEVVeeva Systems Inc$9.2M0.06%41,222CommonSOLE
70450Y103PYPLPayPal Holdings Inc$8.8M0.06%151,471CommonSOLE
45866F104ICEIntercontinental Exchange Inc$8.7M0.06%53,595CommonSOLE
H2906T109GRMNGarmin Ltd$7.8M0.05%38,269CommonSOLE
74765K105QSIQuantum0Si Inc$7.7M0.05%7,021,571CommonSOLE
00214Q104ARKKARK Innovation ETF$6.3M0.04%82,464CommonSOLE
422806109HEIHEICO Corp$6.1M0.04%18,774CommonSOLE
438516106HONHoneywell International Inc$5.4M0.04%27,690CommonSOLE
052769106ADSKAutodesk Inc$4.2M0.03%14,078CommonSOLE
34385P108LABStandard BioTools Inc$3.9M0.03%3,066,665CommonSOLE
24906P109XRAYDentsply Sirona Inc$3.9M0.03%343,166CommonSOLE
M85548101SSYSStratasys Ltd$3.9M0.03%450,915CommonSOLE
69370C100PTCPTC Inc$3.7M0.02%21,071CommonSOLE
594918104MSFTMicrosoft Corp$3.3M0.02%6,847CommonSOLE
881624209TEVATeva Pharmaceutical Industries$3.3M0.02%105,131CommonSOLE
M87915274TSEMTower Semiconductor Ltd$3.2M0.02%27,598CommonSOLE
98423F109XMTRXometry Inc$3.2M0.02%53,576CommonSOLE
M8744T106TBLATaboola.com Ltd$3.1M0.02%680,235CommonSOLE
00214Q500PRNTThe 3D Printing ETF$3.0M0.02%135,556CommonSOLE
539830109LMTLockheed Martin Corp$3.0M0.02%6,123CommonSOLE
743713109PRLBProto Labs Inc$2.9M0.02%56,744CommonSOLE
M96088105URGNUroGen Pharma Ltd$2.8M0.02%121,484CommonSOLE
M6191J100FROGJFrog Ltd$2.8M0.02%44,241CommonSOLE
57667T100MTLSMaterialise NV$2.7M0.02%492,932CommonSOLE
559166103MGICMagic Software Enterprises Ltd$2.6M0.02%99,907CommonSOLE
63008G203NNDMNano Dimension Ltd$2.6M0.02%1,657,901CommonSOLE
M25133105CGNTCognyte Software Ltd$2.4M0.02%259,116CommonSOLE
10501L106BWAYBrainsway Ltd$2.4M0.02%127,331CommonSOLE
40434L105HPQHP Inc$2.4M0.02%108,001CommonSOLE
M6158M104ITRNIturan Location and Control Ltd$2.4M0.02%54,825CommonSOLE
72815L107PLTKPlaytika Holding Corp$2.3M0.02%589,833CommonSOLE
M8740S227TATTTAT Technologies Ltd$2.3M0.02%50,488CommonSOLE
M7S750159NYAXNayax Ltd$2.2M0.01%44,143CommonSOLE
M8216R109RSKDRiskified Ltd$2.2M0.01%445,153CommonSOLE
M78673114PERIPerion Network Ltd$2.1M0.01%219,605CommonSOLE
M2197Q107CLBTCellebrite DI Ltd$2.1M0.01%114,066CommonSOLE
M7516K103NVMINova Ltd$2.0M0.01%6,232CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$2.0M0.01%11,005CommonSOLE
M5425M103INMDInmode Ltd$2.0M0.01%135,688CommonSOLE
M0854Q105ALLTAllot Ltd$2.0M0.01%202,178CommonSOLE
M81873107RDWRRadware Ltd$2.0M0.01%82,399CommonSOLE
M81865111RDCMRADCOM Ltd$2.0M0.01%150,957CommonSOLE
M68830112MDWDMediWound Ltd$2.0M0.01%106,397CommonSOLE
M15342104AUDCAudioCodes Ltd$1.9M0.01%221,966CommonSOLE
M51474118GILTGilat Satellite Networks Ltd$1.9M0.01%148,721CommonSOLE
M2682V108CYBRCyberArk Software Ltd$1.9M0.01%4,245CommonSOLE
M4R82T106FVRRFiverr International Ltd$1.9M0.01%93,707CommonSOLE
653656108NICENice Ltd$1.8M0.01%16,249CommonSOLE
M20791105CAMTCamtek Ltd$1.8M0.01%16,894CommonSOLE
M84137104SMWBSimilarWeb Ltd$1.8M0.01%236,425CommonSOLE
M7S64H106MNDYMonday.com Ltd$1.7M0.01%11,724CommonSOLE
483007704KALUKaiser Aluminum Corp$1.7M0.01%14,877CommonSOLE
M7518J104ODDOddity Tech Ltd$1.7M0.01%41,857CommonSOLE
88554D205DDD3D Systems Corp$1.7M0.01%945,298CommonSOLE
M9607U115VLNValens Semiconductor Ltd$1.7M0.01%1,164,756CommonSOLE
M98068105WIXWix.com Ltd$1.6M0.01%15,517CommonSOLE
M7S64L123PGYPagaya Technologies Ltd$1.6M0.01%74,426CommonSOLE
60741F104MBLYMobileye Global Inc$1.5M0.01%142,955CommonSOLE
016255101ALGNAlign Technology Inc$1.4M0.01%9,138CommonSOLE
M70700105NNOXNano0X Imaging Ltd$1.4M0.01%507,421CommonSOLE
615394202MOG/AMoog Inc$1.4M0.01%5,680CommonSOLE
911312106UPSUnited Parcel Service Inc$1.3M0.01%13,383CommonSOLE
031100100AMEAMETEK Inc$1.3M0.01%6,414CommonSOLE
369604301GEGE Aerospace$1.2M0.01%3,847CommonSOLE
533900106LECOLincoln Electric Holdings Inc$1.2M0.01%4,924CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$576,7210.00%1,219CommonSOLE
00214Q302ARKGARK Genomic Revolution ETF$145,6830.00%5,029CommonSOLE
01741R102ATIATI Inc$102,0220.00%889CommonSOLE
46438R105ETHAiShares Ethereum Trust ETF$99,4100.00%4,432CommonSHARED
144285103CRSCarpenter Technology Corp$95,7110.00%304CommonSOLE
489170100KMTKennametal Inc$91,1960.00%3,210CommonSOLE
277461406KODKEastman Kodak Co$90,9030.00%10,745CommonSOLE
428291108HXLHexcel Corp$85,6500.00%1,159CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$84,6510.00%110CommonSOLE
466313103JBLJabil Inc$78,2110.00%343CommonSOLE
88579Y101MMM3M Co$75,4070.00%471CommonSOLE
277432100EMNEastman Chemical Co$74,6170.00%1,169CommonSOLE
05368V106AVNTAvient Corp$71,2900.00%2,282CommonSOLE
576690101MTRNMaterion Corp$70,2410.00%565CommonSOLE
922908736VUGVanguard Growth ETF$62,2020.00%128CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$46,5410.00%68CommonSOLE
74743L100QQnity Electronics Inc$36,4980.00%447CommonSOLE
26614N102DDDuPont de Nemours Inc$35,9790.00%895CommonSOLE
464287622IWBiShares Russell 1000 ETF$14,0790.00%38CommonSOLE
30063P105EXKExact Sciences Corp$7,8620.00%77CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.