Position in SYM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$41,614,263
+$3,360,940 QoQ
Shares Held
782,223
+21.7% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SYM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026ARK Investment Management LLC holds $42,702,354 across 2 Specialty Industrial Machinery names. SYM ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
This page
|
782,223 | $41,614,263 | |
| 2 | AME |
Ametek Inc/
|
5,076 | $1,088,091 |
All Filings in SYM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,614,263 | 782,223 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $38,253,323 | 642,913 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,794,909 | 589,887 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,307,597 | 445,498 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,948,451 | 393,293 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,506,488 | 190,067 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||