ARS Investment Partners, LLC
ARS Investment Partners, LLC, managed by Stephen Burke, reported 181 positions worth $2.29B in its 2026 Q2 13F filing: 20 new and 21 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +114.7% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +15.5% | +11.4% |
| 2025 Q3 | +20.3% | +7.6% |
| 2025 Q4 | +10.1% | +3.1% |
| 2026 Q1 | +6.5% | -5.8% |
| 2026 Q2 | +31.7% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| AFOS | EA SERIES TRUST | $262.41M | 11.50% | -0.1% |
| LRCX | LAM RESEARCH CORP | $154.02M | 6.70% | -7.7% |
| MU | MICRON TECHNOLOGY INC | $147.92M | 6.50% | -44.4% |
| AAPL | APPLE INC | $96.62M | 4.20% | -0.3% |
| ACEP | EA SERIES TRUST | $81.67M | 3.60% | -1.2% |
| WDC | WESTERN DIGITAL CORP | $78.39M | 3.40% | -36% |
| GEV | GE VERNOVA INC | $74.91M | 3.30% | +0.5% |
| NEM | NEWMONT CORP | $64.13M | 2.80% | -13.7% |
| NVDA | NVIDIA CORPORATION | $60.28M | 2.60% | +0.5% |
| FCX | FREEPORT MCMORAN INC | $59.27M | 2.60% | -12.1% |
| MPC | MARATHON PETE CORP | $56.49M | 2.50% | +33.4% |
| ASND | ASCENDIS PHARMA A/S | $56.13M | 2.50% | +17.2% |
| BX | BLACKSTONE INC | $51.28M | 2.20% | +13% |
| PWR | QUANTA SVCS INC | $50.36M | 2.20% | +0.5% |
| CRH | CRH PLC | $47.11M | 2.10% | +0.7% |
| AVGO | BROADCOM INC | $45.61M | 2.00% | -0.9% |
| VRT | VERTIV HOLDINGS CO | $44.33M | 1.90% | -20% |
| BA | BOEING CO | $42.55M | 1.90% | +0.6% |
| VST | VISTRA CORP | $39.35M | 1.70% | +29.9% |
| ETN | EATON CORP PLC | $33.02M | 1.40% | +0.7% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.49M | 1.40% | -42.9% |
| AVAV | AEROVIRONMENT INC | $30.96M | 1.40% | +187% |
| CCJ | CAMECO CORP | $30.27M | 1.30% | NEW |
| APH | AMPHENOL CORP | $29.00M | 1.30% | NEW |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.89M | 1.30% | +189% |
| RAL | RALLIANT CORP | $28.62M | 1.30% | NEW |
| REGN | REGENERON PHARMACEUTICALS | $28.36M | 1.20% | +0.5% |
| RTX | RTX CORPORATION | $25.72M | 1.10% | -42.4% |
| AJG | GALLAGHER ARTHUR J & CO | $22.03M | 0.96% | +0.9% |
| BWXT | BWX TECHNOLOGIES INC | $21.22M | 0.93% | +207.1% |
| BHVN | BIOHAVEN LTD | $20.45M | 0.89% | -0.3% |
| CVX | CHEVRON CORPORATION | $19.54M | 0.85% | +46.1% |
| BMY | BRISTOL-MYERS SQUIBB CO | $17.81M | 0.78% | +1% |
| TRGP | TARGA RES CORP | $17.79M | 0.78% | +0.5% |
| MP | MP MATERIALS CORP | $16.53M | 0.72% | +1376.9% |
| GLNG | GOLAR LNG LTD | $15.27M | 0.67% | +1.1% |
| AMAT | APPLIED MATLS INC | $15.12M | 0.66% | -0.7% |
| JNJ | JOHNSON & JOHNSON | $14.97M | 0.65% | +0.8% |
| STLD | STEEL DYNAMICS INC | $14.32M | 0.63% | -3.3% |
| NVO | NOVO-NORDISK A S | $13.85M | 0.61% | +93.9% |
| BLK | BLACKROCK INC | $13.29M | 0.58% | +1.3% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $13.20M | 0.58% | +2.5% |
| ACN | ACCENTURE PLC IRELAND | $11.47M | 0.50% | NEW |
| NOC | NORTHROP GRUMMAN CORP | $11.40M | 0.50% | -2.2% |
| SCCO | SOUTHERN COPPER CORP | $11.25M | 0.49% | NEW |
| ADI | ANALOG DEVICES INC | $10.43M | 0.46% | +0% |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $9.47M | 0.41% | NEW |
| SMH | VANECK ETF TRUST | $9.21M | 0.40% | -1.3% |
| GOOG | ALPHABET INC | $9.03M | 0.39% | +1.8% |
| B | BARRICK MNG CORP | $8.64M | 0.38% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.