ARS Investment Partners, LLC
Annual return '25
+42.4%
SPY '25
+17.7%
Alpha
+24.7ptsvs SPY
Invested
$1.9B
Holdings
182
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AFOS
EA SERIES TRUST
Q1 2026: Exited (was 5.60M shares)
10.6%
02
$NEM
NEWMONT CORP
Q1 2026: Sold 82.8% (697.1k → 120.0k shares)
4.5%
03
$AAPL
APPLE INC
Q1 2026: Increased +207.6% (318.2k → 979.0k shares)
4.4%
04
$LRCX
LAM RESEARCH CORP
Q1 2026: Increased +261.9% (435.5k → 1.58M shares)
4.3%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +60.3% (241.4k → 387.0k shares)
4.1%
06
$MU
MICRON TECHNOLOGY INC
Q1 2026: Increased +138.4% (269.2k → 641.9k shares)
4.0%
07
$ACEP
EA SERIES TRUST
Q1 2026: Exited (was 4.17M shares)
3.8%
08
$FCX
FREEPORT MCMORAN INC
Q1 2026: Increased +761.0% (925.1k → 7.96M shares)
3.3%
09
$GEV
GE VERNOVA INC
Q1 2026: Increased +520.1% (54.3k → 336.5k shares)
2.9%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +406.9% (220.2k → 1.12M shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.