Position in KDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,163,153
-$245,129 QoQ
Shares Held
5,150,227
+35.3% QoQ
Ownership
2.57%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#6
of 91 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ARK Investment Management LLC holds $1,342,595,103 across 22 Software - Infrastructure names. KDK ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
3,212,286 | $374,777,407 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,657,192 | $264,496,891 | |
| 3 | XYZ |
Block, Inc.
|
3,097,973 | $235,445,948 | |
| 4 | BLSH |
Bullish
|
6,746,186 | $158,063,137 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
378,000 | $72,116,730 | |
| 6 | TOST |
Toast, Inc.
|
1,859,887 | $51,742,056 | |
| 7 | NET |
Cloudflare, Inc.
|
175,723 | $43,101,337 | |
| 8 | SNPS |
Synopsys Inc
|
81,283 | $36,257,907 |
All Filings in KDK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,163,153 | 5,150,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,408,282 | 3,805,228 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,150,459 | 2,669,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,290,016 | 919,593 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||