Follow-The-Filings

Featured 13F manager

ARK Investment Management LLC Cathie Wood

St. Petersburg, FL 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $15.4B
  • 190 Positions
  • 2026 Q2
  • +19.8% QoQ
  • Top 5 25.0%

Cathie Wood files ARK Investment Management LLC as a Form 13F. The latest book is 2026 Q2 at $15.4B, up 19.8% QoQ, led by Tesla, Advanced Micro Devices, and Space Exploration Technologies.

Portfolio

2026 Q2 · filed 8/14/2026 · 190 long · top 12 shown

top 5 25.0% · top 10 39.5%

AUM over time

2026 Q2 $15.4B +19.8% QoQ
2021 Q3 · $41.6B 2021 Q3 · $41.6B
Q3 2021
2021 Q4 · $33.1B · −20.6% QoQ 2021 Q4 · $33.1B · −20.6% QoQ
Q4
2022 Q1 · $24B · −27.6% QoQ 2022 Q1 · $24B · −27.6% QoQ
Q1 2022
2022 Q2 · $16.9B · −29.4% QoQ 2022 Q2 · $16.9B · −29.4% QoQ
Q2
2022 Q3 · $14.3B · −15.2% QoQ 2022 Q3 · $14.3B · −15.2% QoQ
Q3
2022 Q4 · $11.5B · −19.6% QoQ 2022 Q4 · $11.5B · −19.6% QoQ
Q4
2023 Q1 · $14.6B · +26.1% QoQ 2023 Q1 · $14.6B · +26.1% QoQ
Q1 2023
2023 Q2 · $15.1B · +3.8% QoQ 2023 Q2 · $15.1B · +3.8% QoQ
Q2
2023 Q3 · $13.1B · −13.5% QoQ 2023 Q3 · $13.1B · −13.5% QoQ
Q3
2023 Q4 · $16.9B · +29.2% QoQ 2023 Q4 · $16.9B · +29.2% QoQ
Q4
2024 Q1 · $14.4B · −14.5% QoQ 2024 Q1 · $14.4B · −14.5% QoQ
Q1 2024
2024 Q2 · $11.3B · −22.0% QoQ 2024 Q2 · $11.3B · −22.0% QoQ
Q2
2024 Q3 · $10.9B · −3.0% QoQ 2024 Q3 · $10.9B · −3.0% QoQ
Q3
2024 Q4 · $12B · +9.8% QoQ 2024 Q4 · $12B · +9.8% QoQ
Q4
2025 Q1 · $10B · −16.8% QoQ 2025 Q1 · $10B · −16.8% QoQ
Q1 2025
2025 Q2 · $13.6B · +36.5% QoQ 2025 Q2 · $13.6B · +36.5% QoQ
Q2
2025 Q3 · $16.8B · +23.2% QoQ 2025 Q3 · $16.8B · +23.2% QoQ
Q3
2025 Q4 · $15.1B · −10.3% QoQ 2025 Q4 · $15.1B · −10.3% QoQ
Q4
2026 Q1 · $12.9B · −14.7% QoQ 2026 Q1 · $12.9B · −14.7% QoQ
Q1 2026
2026 Q2 · $15.4B · +19.8% QoQ 2026 Q2 · $15.4B · +19.8% QoQ
Q2

Latest book

2026 Q2 2026 Q1 · filed 14 Aug · long equity

TSLA - Tesla 7.54% Reduce −2.5% 2,759,800 $420.60 $1.2B −71,529 +$108M
AMD - Advanced Micro Devices 5.34% Reduce −47.8% 1,416,443 $580.91 $823M −1,296,411 +$271M
SPCX - Space Exploration Technologies 4.97% New 4,478,013 $170.86 $765M +4,478,013 +$765M
TEM - Tempus AI 3.77% Add +4.3% 10,022,634 $57.93 $581M +414,889 +$146M
HOOD - Robinhood Markets 3.41% Reduce −12.8% 5,236,031 $100.28 $525M −767,030 +$109M
CRSP - CRISPR Therapeutics AG 3.35% Reduce −16.4% 9,460,939 $54.54 $516M −1,852,684 −$22M
SHOP - Shopify 3.08% Reduce −0.5% 4,155,925 $114.18 $475M −21,727 −$21M
TWST - Twist Bioscience 3.04% Reduce −28.3% 4,549,803 $102.88 $468M −1,792,930 +$167M
TXG - 10X Genomics 2.49% Reduce −14.6% 10,003,057 $38.34 $384M −1,714,260 +$135M
AMZN - Amazon 2.46% Add +17.4% 1,591,177 $238.34 $379M +235,894 +$97M
PLTR - Palantir Technologies 2.43% Add +3.3% 3,212,286 $116.67 $375M +102,405 −$80M
GOOG - Alphabet 2.39% Add +44.8% 1,043,334 $353.33 $369M +322,920 +$162M
COIN - Coinbase Global 2.38% Add +5.8% 2,511,319 $146.19 $367M +138,435 −$47M
RBLX - ROBLOX 2.28% Add +9.7% 6,465,890 $54.38 $352M +569,784 +$18M
BEAM - Beam Therapeutics 2.28% Reduce −15.6% 10,234,862 $34.32 $351M −1,898,571 +$62M
TER - Teradyne 2.03% Reduce −48.2% 644,782 $483.84 $312M −600,340 −$57M
INTC - Intellia Therapeutics 1.85% Add +16.3% 16,875,684 $16.92 $286M +2,366,437 +$100M
CRCL - Circle Internet Group 1.85% Add +1.1% 4,558,162 $62.63 $285M +48,680 −$145M
NVDA - NVIDIA 1.79% Add +33.4% 1,381,247 $200.09 $276M +345,821 +$96M
CRWV - CoreWeave 1.72% Add +4.7% 2,657,192 $99.54 $264M +119,067 +$68M
DE - Deere 1.62% Reduce −1.5% 393,025 $634.33 $249M −6,049 +$25M
XYZ - Block 1.53% Add +0.1% 3,097,973 $76.00 $235M +4,037 +$49M
KTOS - Kratos Defense & Security Solutions 1.51% Add +33.8% 4,672,566 $49.86 $233M +1,181,372 −$13M
TSM - Taiwan Semiconductor Manufacturing 1.50% Reduce −23.2% 482,286 $477.57 $230M −145,418 +$18M
NTRA - Natera 1.21% Add +0.7% 688,855 $271.45 $187M +4,600 +$50M
ILMN - Illumina 1.19% Reduce −7.5% 1,045,010 $175.83 $184M −84,449 +$45M
CBRS - Cerebras Systems 1.10% New 764,613 $221.00 $169M +764,613 +$169M
RKLB - Rocket Lab 1.08% Reduce −27.3% 1,631,207 $101.65 $166M −612,449 +$22M
BLSH - Bullish 1.03% Add +2.8% 6,746,186 $23.43 $158M +184,147 −$76M
AVGO - Broadcom 1.00% Reduce −0.1% 407,202 $377.75 $154M −601 +$28M
RXRX - Recursion Pharmaceuticals 0.98% Add +2.8% 41,337,632 $3.67 $152M +1,124,863 +$28M
ACHR - Archer Aviation 0.98% Reduce −14.6% 31,963,922 $4.73 $151M −5,473,140 −$42M
ABSI - Absci 0.97% Reduce −5.8% 12,925,271 $11.59 $150M −800,898 +$109M
VCYT - Veracyte 0.88% Reduce −24.8% 2,295,951 $58.73 $135M −757,867 +$36M
META - Meta Platforms 0.87% Add +55.2% 238,973 $563.29 $135M +84,977 +$47M
ARKB — 0.82% Reduce −3.6% 6,454,565 $19.46 $126M −243,641 −$25M
LHX - L3Harris Technologies 0.81% Add +10.6% 431,179 $290.59 $125M +41,485 −$9M
BMNR — 0.76% Reduce −9.2% 8,811,588 $13.31 $117M −887,577 −$75M
PSNL - Personalis 0.72% Add +4.1% 8,271,339 $13.40 $111M +327,227 +$60M
WGS - GeneDx 0.72% Add +21.6% 1,610,189 $68.65 $111M +285,606 +$25M
BWXT - BWX Technologies 0.69% Reduce −11.7% 549,881 $194.65 $107M −72,665 −$20M
AVAV - AeroVironment 0.65% Add +8.6% 607,502 $165.07 $100M +48,248 −$2M
XE - X-Energy 0.65% New 5,411,846 $18.36 $99M +5,411,846 +$99M
LLY - Eli Lilly & 0.60% Add +509.5% 77,254 $1,199 $93M +64,578 +$81M
ROKU - ROKU Inc 0.53% Reduce −84.4% 595,880 $138.14 $82M −3,224,525 −$279M
GH - Guardant Health 0.49% Add +4.1% 506,416 $150.03 $76M +19,741 +$31M
DASH - DoorDash 0.46% Add +9.8% 380,139 $184.53 $70M +33,992 +$18M
SNOW - Snowflake 0.45% New 269,539 $254.50 $69M +269,539 +$69M
TRMB - Trimble 0.44% Add +6.7% 1,331,680 $51.18 $68M +83,755 −$13M
SOFI - SoFi Technologies 0.44% Reduce −2.4% 3,742,479 $17.93 $67M −93,524 +$6M

Showing top 50 of 181 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2026 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
HON - Honeywell International 0.07% Exit 0 $226.02 $9M −38,709 −$9M
Brera 0.06% Exit 0 $0.7840 $8M −9,687,877 −$8M
ICE - Intercontinental Exchange 0.04% Exit 0 $157.29 $5M −29,181 −$5M
PANW - Palo Alto Networks 0.01% Exit 0 $160.32 $2M −10,866 −$2M
CRM - Salesforce 0.01% Exit 0 $186.74 $1M −6,062 −$1M
PINS - Pinterest 0.01% Exit 0 $18.35 $661K −36,028 −$661K
SPY — 0.00% Exit 0 $344

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 191 $15.4B +19.8% 13F-HR 8/14/2026 000110465926096910
2026 Q1 182 $12.9B −14.7% 13F-HR 5/12/2026 000110465926059240
2025 Q4 196 $15.1B −10.3% 13F-HR 2/11/2026 000110465926013538
2025 Q3 196 $16.8B +23.2% 13F-HR 11/12/2025 000110465925110217
2025 Q2 191 $13.6B +36.5% 13F-HR 7/30/2025 000110465925072098
2025 Q1 196 $10B −16.8% 13F-HR 5/7/2025 000110465925045396
2024 Q4 183 $12B +9.8% 13F-HR 2/4/2025 000110465925009155
2024 Q3 194 $10.9B −3.0% 13F-HR 10/31/2024 000110465924113006
2024 Q2 190 $11.3B −22.0% 13F-HR 7/26/2024 000110465924082900
2024 Q1 230 $14.4B −14.5% 13F-HR 4/18/2024 000110465924048700
2023 Q4 223 $16.9B +29.2% 13F-HR 1/17/2024 000110465924004517
2023 Q3 226 $13.1B −13.5% 13F-HR 10/18/2023 000110465923109811
2023 Q2 222 $15.1B +3.8% 13F-HR 7/10/2023 000110465923079512
2023 Q1 221 $14.6B +26.1% 13F-HR 4/17/2023 000110465923046032
2022 Q4 232 $11.5B −19.6% 13F-HR 1/24/2023 000110465923006118
2022 Q3 250 $14.3B −15.2% 13F-HR 10/17/2022 000110465922109252
2022 Q2 354 $16.9B −29.4% 13F-HR 7/11/2022 000110465922078598
2022 Q1 353 $24B −27.6% 13F-HR 4/19/2022 000110465922046976
2021 Q4 368 $33.1B −20.6% 13F-HR 1/28/2022 000110465922008811
2021 Q3 300 $41.6B 13F-HR 11/12/2021 000110465921137564

About

ARK Investment Management LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
ARK Investment Management LLC
Notable person
Cathie Wood
Location
St. Petersburg, FL
All SEC filings
View on sec.gov