ARK Investment Management LLC

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 1697748 ST. PETERSBURG, FL

Back to KTOS Full portfolio

Position in KTOS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$246,164,088

-$16,038,388 QoQ

Shares Held

3,491,194

+1.1% QoQ

Ownership

1.86%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.7693018491668.ToString("F0")% Shared 0.6877303295090448.ToString("F0")% None 1.542967821324166.ToString("F0")%

Common Shares in KTOS Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

ARK Investment Management LLC holds $1,072,486,610 across 13 Aerospace & Defense names. KTOS ranks #1 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KTOS	Kratos Defense & Security Solutions, Inc. This page	3,491,194	$246,164,088
2	ACHR	Archer Aviation Inc.	37,437,062	$193,549,610
3	RKLB	Rocket Lab Corp	2,243,656	$144,087,588
4	LHX	L3harris Technologies, Inc. /De/	389,694	$134,502,884
5	BWXT	BWX Technologies, Inc.	622,546	$127,304,431
6	AVAV	AeroVironment Inc	559,254	$102,371,444
7	ESLT	Elbit Systems Ltd	60,281	$51,183,994
8	LUNR	Intuitive Machines, Inc.	2,656,531	$49,305,215

All Filings in KTOS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$246,164,088	3,491,194	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$262,202,476	3,454,123	-4.2%	Shares	Sole	2026-02-11
2025-09-30	$329,327,449	3,604,328	-20.0%	Shares	Sole	2025-11-12
2025-06-30	$209,382,293	4,507,692	+22.2%	Shares	Sole	2025-07-30
2025-03-31	$109,543,867	3,689,588	-5.8%	Shares	Sole	2025-05-07
2024-12-31	$103,351,959	3,917,815	-1.4%	Shares	Sole	2025-02-04
2024-09-30	$92,618,152	3,975,028	-14.7%	Shares	Sole	2024-10-31
2024-06-30	$93,262,768	4,660,808	-15.4%	Shares	Sole	2024-07-26
2024-03-31	$101,215,627	5,506,835	-4.2%	Shares	Sole	2024-04-18
2023-12-31	$116,669,975	5,750,122	-8.2%	Shares	Sole	2024-01-17
2023-09-30	$94,109,372	6,265,604	-13.9%	Shares	Sole	2023-10-18
2023-06-30	$104,374,105	7,278,529	+2.3%	Shares	Sole	2023-07-10
2023-03-31	$95,876,648	7,112,511	-8.2%	Shares	Sole	2023-04-17
2022-12-31	$79,963,044	7,748,357	-5.4%	Shares	Sole	2023-01-24
2022-09-30	$83,206,783	8,189,644	-0.5%	Shares	Sole	2022-10-17
2022-06-30	$114,220,199	8,229,121	-4.0%	Shares	Sole	2022-07-11
2022-03-31	$175,556,505	8,572,095	-5.7%	Shares	Sole	2022-04-19
2021-12-31	$176,384,024	9,091,960	-4.9%	Shares	Sole	2022-01-28
2021-09-30	$213,371,992	9,563,962	+14.6%	Shares	Sole	2021-11-12
2021-06-30	$237,767,198	8,345,637	+59.2%	Shares	Sole	2021-08-05
2021-03-31	$143,000,150	5,241,941	+134.7%	Shares	Sole	2021-05-13
2020-12-31	$61,265,865	2,233,535	+101.8%	Shares	Sole	2021-02-12
2020-09-30	$21,336,886	1,106,685	+98.1%	Shares	Sole	2020-10-30
2020-06-30	$8,732,887	558,726	+101.8%	Shares	Sole	2020-08-11
2020-03-31	$3,831,770	276,862	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.