Diff di portafoglio
ARK Investment Management
Q1 2026 ⇄ Q2 2026
+15Aggiunto
−6Rimossa
173Ridimensionato
2Invariato
Aggiunto (Q2 2026)
| Strumento finanziario | Valore | Quote |
|---|---|---|
| SPCX Space Exploration… | $765.11M | 4.48M |
| CBRS Cerebras Systems Inc | $168.98M | 764.61K |
| XE X-Energy Inc | $99.36M | 5.41M |
| SNOW Snowflake Inc | $68.60M | 269.54K |
| GOOGL Alphabet Inc | $50.08M | 140.12K |
| ALMR Alamar Biosciences Inc | $37.22M | 1.37M |
| HONA Honeywell Aerospace… | $5.14M | 23.26K |
| OCTV Octave Intelligence… | $145,021 | 8.90K |
| XBI State Street SPDR S&P… | $14,822 | 94 |
| IGV iShares Expanded… | $5,109 | 56 |
| KCE State Street SPDR S&P… | $2,775 | 19 |
| XHE State Street SPDR S&P… | $1,805 | 21 |
| XAR State Street SPDR S&P… | $729 | 3 |
| FCOM Fidelity MSCI… | $482 | 7 |
| IAI iShares U.S.… | $424 | 2 |
Rimossa (era detenuto in Q1 2026)
| Strumento finanziario | Valore precedente | Quote precedenti |
|---|---|---|
| SLMT Brera Holdings PLC | $7.60M | 9.69M |
| ICE Intercontinental… | $4.59M | 29.18K |
| PANW Palo Alto Networks Inc | $1.74M | 10.87K |
| CRM Salesforce Inc | $1.13M | 6.06K |
| PINS Pinterest Inc | $660,754 | 36.03K |
| IWB iShares Russell 1000… | $125 | 0 |
Posizioni ridimensionate
| Strumento finanziario | Q1 2026 azioni | Q2 2026 azioni | Variazione |
|---|---|---|---|
| VUG Vanguard Growth ETF | 93 | 768 | +725.8% |
| LLY Eli Lilly & Co | 12.68K | 77.25K | +509.5% |
| ENLV Enlivex Ltd | 628.31K | 2.38M | +279.2% |
| IWF iShares Russell 1000… | 216 | 570 | +163.9% |
| GENB Generate Biomedicines… | 498.41K | 1.28M | +157.7% |
| SMWB SimilarWeb Ltd | 352.07K | 834.66K | +137.1% |
| ODD Oddity Tech Ltd | 65.52K | 146.75K | +124.0% |
| MNDY Monday.com Ltd | 16.99K | 33.17K | +95.2% |
| BABA Alibaba Group Holding… | 783.17K | 119.56K | -84.7% |
| ROKU Roku Inc | 3.82M | 595.88K | -84.4% |
| ARKG ARK Genomic Revolution… | 6.77K | 1.66K | -75.5% |
| BIDU Baidu Inc | 1.12M | 301.93K | -73.0% |
| VELO Velo3D Inc | 117.90K | 194.75K | +65.2% |
| SRTA Strata Critical Medical… | 7.46M | 2.73M | -63.4% |
| FVRR Fiverr International Ltd | 128.16K | 202.04K | +57.7% |
| META Meta Platforms Inc | 154.00K | 238.97K | +55.2% |
| PGY Pagaya Technologies Ltd | 99.06K | 147.60K | +49.0% |
| TER Teradyne Inc | 1.25M | 644.78K | -48.2% |
| AMD Advanced Micro Devices… | 2.71M | 1.42M | -47.8% |
| ALLT Allot Ltd | 202.71K | 297.73K | +46.9% |
| GOOG Alphabet Inc | 720.41K | 1.04M | +44.8% |
| TSEM Tower Semiconductor Ltd | 18.09K | 10.13K | -44.0% |
| HON Honeywell International… | 38.71K | 23.26K | -39.9% |
| MBLY Mobileye Global Inc | 202.42K | 281.10K | +38.9% |
| CHKP Check Point Software… | 11.77K | 16.11K | +36.9% |
| CLBT Cellebrite DI Ltd | 126.18K | 170.92K | +35.5% |
| KDK Kodiak AI Inc | 3.81M | 5.15M | +35.3% |
| VLN Valens Semiconductor Ltd | 1.05M | 1.41M | +34.7% |
| KTOS Kratos Defense &… | 3.49M | 4.67M | +33.8% |
| KSPI Kaspi.KZ JSC | 62.63K | 41.52K | -33.7% |
| PRME Prime Medicine Inc | 6.25M | 8.35M | +33.6% |
| NVDA NVIDIA Corp | 1.04M | 1.38M | +33.4% |
| CRS Carpenter Technology… | 253 | 178 | -29.6% |
| IRDM Iridium Communications… | 1.73M | 1.22M | -29.6% |
| ATI ATI Inc | 679 | 487 | -28.3% |
| TWST Twist Bioscience Corp | 6.34M | 4.55M | -28.3% |
| FROG JFrog Ltd | 39.54K | 50.62K | +28.0% |
| JBL Jabil Inc | 337 | 245 | -27.3% |
| RKLB Rocket Lab Corp | 2.24M | 1.63M | -27.3% |
| BWAY Brainsway Ltd | 193.69K | 142.50K | -26.4% |
| CGEN Compugen Ltd | 1.05M | 786.54K | -25.1% |
| VCYT Veracyte Inc | 3.05M | 2.30M | -24.8% |
| TSM Taiwan Semiconductor… | 627.70K | 482.29K | -23.2% |
| SSYS Stratasys Ltd | 416.43K | 512.18K | +23.0% |
| PRLB Proto Labs Inc | 45.70K | 35.42K | -22.5% |
| TATT TAT Technologies Ltd | 42.69K | 52.28K | +22.5% |
| WGS GeneDx Holdings Corp | 1.32M | 1.61M | +21.6% |
| WIX Wix.com Ltd | 26.62K | 32.31K | +21.4% |
| CAMT Camtek Ltd | 15.35K | 12.16K | -20.8% |
| ITRN Ituran Location and… | 50.52K | 40.14K | -20.6% |
| MTRN Materion Corp | 571 | 455 | -20.3% |
| KALU Kaiser Aluminum Corp | 9.41K | 7.53K | -20.0% |
| KMT Kennametal Inc | 2.46K | 1.98K | -19.5% |
| PACB Pacific Biosciences of… | 36.27M | 29.78M | -17.9% |
| AME AMETEK Inc | 5.08K | 4.19K | -17.5% |
| AMZN Amazon.com Inc | 1.36M | 1.59M | +17.4% |
| ALGN Align Technology Inc | 6.36K | 5.26K | -17.2% |
| NVMI Nova Ltd | 5.08K | 4.22K | -17.0% |
| MOG-A Moog Inc | 4.15K | 3.46K | -16.7% |
| CRSP CRISPR Therapeutics AG | 11.31M | 9.46M | -16.4% |
| NTLA Intellia Therapeutics… | 14.51M | 16.88M | +16.3% |
| BEAM Beam Therapeutics Inc | 12.13M | 10.23M | -15.6% |
| TBLA Taboola.com Ltd | 524.43K | 602.81K | +14.9% |
| GRMN Garmin Ltd | 53.70K | 61.68K | +14.9% |
| PONY Pony AI Inc | 1.93M | 2.21M | +14.9% |
| TXG 10X Genomics Inc | 11.72M | 10.00M | -14.6% |
| ACHR Archer Aviation Inc | 37.44M | 31.96M | -14.6% |
| AVNT Avient Corp | 2.36K | 2.02K | -14.6% |
| HEI HEICO Corp | 43.74K | 50.05K | +14.4% |
| XMTR Xometry Inc | 40.30K | 46.05K | +14.3% |
| DDD 3D Systems Corp | 915.20K | 1.03M | +12.8% |
| HOOD Robinhood Markets Inc | 6.00M | 5.24M | -12.8% |
| CDNA CareDx Inc | 2.23M | 1.95M | -12.3% |
| URGN UroGen Pharma Ltd | 115.55K | 101.51K | -12.1% |
| NNDM Nano Dimension Ltd | 1.42M | 1.25M | -11.9% |
| XRAY Dentsply Sirona Inc | 266.75K | 235.54K | -11.7% |
| BWXT BWX Technologies Inc | 622.55K | 549.88K | -11.7% |
| LMT Lockheed Martin Corp | 13.27K | 14.81K | +11.6% |
| NYAX Nayax Ltd | 37.60K | 33.31K | -11.4% |
| SPOT Spotify Technology SA | 67.78K | 75.11K | +10.8% |
| CRWD Crowdstrike Holdings Inc | 105.87K | 94.50K | -10.7% |
| LHX L3Harris Technologies… | 389.69K | 431.18K | +10.6% |
| ETOR Etoro Group Ltd | 352.25K | 315.64K | -10.4% |
| FIG Figma Inc | 3.39M | 3.04M | -10.3% |
| NNOX Nano-X Imaging Ltd | 733.29K | 806.61K | +10.0% |
| DASH DoorDash Inc | 346.15K | 380.14K | +9.8% |
| RBLX ROBLOX Corp | 5.90M | 6.47M | +9.7% |
| PERI Perion Network Ltd | 233.86K | 211.98K | -9.4% |
| NICE Nice Ltd | 19.25K | 21.04K | +9.3% |
| DKNG DraftKings Inc | 1.35M | 1.23M | -9.2% |
| BMNR BitMine Immersion… | 9.70M | 8.81M | -9.2% |
| LECO Lincoln Electric… | 4.61K | 4.19K | -9.0% |
| AVAV AeroVironment Inc | 559.25K | 607.50K | +8.6% |
| NU NU Holdings Ltd | 1.17M | 1.07M | -8.5% |
| KLAR Klarna Group PLC | 778.16K | 712.20K | -8.5% |
| PAYP PayPay Corp | 267.66K | 244.99K | -8.5% |
| SE Sea Ltd | 173.07K | 158.41K | -8.5% |
| Z Zillow Group Inc | 166.69K | 152.57K | -8.5% |
| JOBY Joby Aviation Inc | 6.17M | 6.69M | +8.4% |
| ABNB Airbnb Inc | 161.66K | 148.32K | -8.3% |
| MELI MercadoLibre Inc | 23.99K | 22.04K | -8.1% |
| GENI Genius Sports Ltd | 3.33M | 3.07M | -8.0% |
| PTC PTC Inc | 19.56K | 21.05K | +7.6% |
| RBRK Rubrik Inc | 395.05K | 365.43K | -7.5% |
| ILMN Illumina Inc | 1.13M | 1.05M | -7.5% |
| DDOG Datadog Inc | 226.62K | 210.15K | -7.3% |
| HPQ HP Inc | 122.75K | 113.87K | -7.2% |
| P Everpure Inc | 428.62K | 397.95K | -7.2% |
| GTLB Gitlab Inc | 826.88K | 768.00K | -7.1% |
| SNPS Synopsys Inc | 76.07K | 81.28K | +6.9% |
| DCH Dauch Corporation | 5.98K | 6.39K | +6.8% |
| TRMB Trimble Inc | 1.25M | 1.33M | +6.7% |
| TDY Teledyne Technologies… | 51.44K | 54.87K | +6.7% |
| GILT Gilat Satellite… | 126.91K | 118.60K | -6.5% |
| CERS Cerus Corp | 19.16M | 17.93M | -6.4% |
| CGNT Cognyte Software Ltd | 240.95K | 225.79K | -6.3% |
| OKLO Oklo Inc | 351.17K | 372.26K | +6.0% |
| ABSI Absci Corp | 13.73M | 12.93M | -5.8% |
| COIN Coinbase Global Inc | 2.37M | 2.51M | +5.8% |
| RDWR Radware Ltd | 91.58K | 86.28K | -5.8% |
Confronto grezzo del numero di azioni tra i due trimestri selezionati (come dichiarato; gli split tra trimestri distanti non sono rettificati qui — le schede delle variazioni trimestrali nella pagina del manager sono rettificate per split). Solo posizioni in azioni ordinarie con ticker associati.
Provenienza: Entrambe le istantanee provengono dalle tabelle informative 13F analizzate del gestore (ultime versioni accettate).
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