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

Book

2023 Q1 2022 Q4 · filed 17 Apr · long equity

TSLA - Tesla 7.76% Add +17.6% 5,439,635 $207.46 $1.1B +814,163 +$559M
ROKU - ROKU Inc 5.65% Add +3.0% 12,483,431 $65.82 $822M +368,450 +$329M
ZM - Zoom Video Communications 5.51% Add +2.4% 10,867,033 $73.84 $802M +251,142 +$83M
COIN - Coinbase Global 5.47% Add +28.1% 11,776,015 $67.57 $796M +2,586,742 +$470M
PATH - UiPath 5.42% Add +1.9% 44,891,966 $17.56 $788M +837,124 +$228M
Exact Sciences 5.30% Reduce −29.1% 11,379,187 $67.81 $772M −4,661,303 −$23M
XYZ - Block 4.94% Add +16.3% 10,470,931 $68.65 $719M +1,467,630 +$153M
SHOP - Shopify 4.61% Add +5.3% 13,985,791 $47.94 $670M +706,688 +$210M
Teladoc Health 3.66% Add +8.7% 20,584,180 $25.90 $533M +1,655,740 +$85M
DKNG - DraftKings 3.18% Reduce −4.4% 23,931,255 $19.36 $463M −1,100,829 +$178M
TWLO - Twilio 2.86% Reduce −15.7% 6,250,001 $66.63 $416M −1,159,944 +$54M
RBLX - ROBLOX 2.79% Add +6.6% 9,026,480 $44.98 $406M +561,670 +$165M
U - Unity Software 2.74% Add +12.2% 12,307,660 $32.44 $399M +1,335,347 +$86M
INTC - Intellia Therapeutics 2.52% Add +4.4% 9,837,166 $37.27 $367M +416,384 +$38M
CRSP - CRISPR Therapeutics AG 2.48% Add +2.0% 7,990,188 $45.23 $361M +160,256 +$43M
PagerDuty 2.36% Reduce −2.6% 9,830,009 $34.98 $344M −267,235 +$76M
PACB — 2.21% Add +8.0% 27,753,679 $11.58 $321M +2,061,998 +$111M
HOOD - Robinhood Markets 2.12% Add +8.5% 31,734,313 $9.71 $308M +2,488,889 +$70M
BEAM - Beam Therapeutics 1.80% Add +4.4% 8,573,429 $30.62 $263M +360,298 −$59M
TXG - 10X Genomics 1.59% Reduce −3.7% 4,155,323 $55.79 $232M −161,244 +$75M
Ginkgo Bioworks 1.51% Add +14.1% 164,756,985 $1.33 $219M +20,372,918 −$25M
VCYT - Veracyte 1.29% Add +1.3% 8,409,106 $22.30 $188M +108,865 −$9M
NVDA - NVIDIA 0.79% Reduce −20.8% 414,319 $277.77 $115M −108,862 +$39M
TWST - Twist Bioscience 0.74% Add +7.1% 7,179,112 $15.08 $108M +478,257 −$51M
SDGR — 0.71% Add +1.4% 3,906,709 $26.33 $103M +54,672 +$31M
GBTC - Grayscale Bitcoin Trust BTC 0.69% Reduce −6.4% 6,135,828 $16.36 $100M −416,359 +$46M
TRMB - Trimble 0.69% Reduce −0.2% 1,901,682 $52.42 $100M −4,536 +$3M
KTOS — 0.66% Reduce −8.2% 7,112,511 $13.48 $96M −635,846 +$16M
IONS - Ionis Pharmaceuticals 0.65% Reduce −1.4% 2,637,192 $35.74 $94M −36,346 −$7M
IRDM - Iridium Communications 0.62% Reduce −2.8% 1,452,652 $61.93 $90M −41,803 +$13M
Accolade 0.57% Add +5.1% 5,738,712 $14.38 $83M +279,796 +$40M
ADPT - Adaptive Biotechnologies 0.56% Add 0.0% 9,205,125 $8.83 $81M +3,880 +$11M
MELI - MercadoLibre 0.54% Reduce −21.8% 59,451 $1,318 $78M −16,531 +$14M
CERS - Cerus 0.45% Add +39.3% 22,100,119 $2.97 $66M +6,236,735 +$8M
TER - Teradyne 0.45% Add +9.6% 608,429 $107.51 $65M +53,391 +$17M
Verve Therapeutics 0.44% Add +2.7% 4,482,091 $14.42 $65M +116,261 −$20M
2U 0.44% Add +1.7% 9,325,605 $6.85 $64M +159,590 +$6M
CDNA - CareDx 0.43% Add +9.9% 6,799,439 $9.14 $62M +611,257 −$8M
AVAV - AeroVironment 0.37% Reduce −8.0% 592,623 $91.66 $54M −51,422 −$849K
INCY - Incyte 0.36% Reduce −23.4% 727,985 $72.27 $53M −222,408 −$24M
DE - Deere 0.35% Reduce −17.8% 123,522 $412.88 $51M −26,731 −$13M
ARCT — 0.33% Reduce −1.3% 1,985,421 $23.97 $48M −27,008 +$13M
Invitae 0.29% Add +15.7% 31,331,341 $1.35 $42M +4,258,497 −$8M
DDD - 3D Systems 0.27% Reduce −2.0% 3,626,667 $10.72 $39M −75,331 +$11M
Komatsu 0.27% Reduce −4.9% 1,561,275 $24.84 $39M −80,696 +$3M
VEEV - Veeva Systems 0.26% Reduce −1.4% 208,613 $183.79 $38M −2,865 +$4M
VRTX - Vertex Pharmaceuticals 0.26% Reduce −1.4% 120,509 $315.07 $38M −1,688 +$3M
GLBE - Global-e Online 0.26% Add +25.6% 1,177,763 $32.23 $38M +239,883 +$19M
MASS - 908 Devices 0.24% Add +8.2% 3,992,899 $8.60 $34M +303,424 +$6M
Adyen 0.24% Reduce −3.3% 21,575 $1,586 $34M −744 +$3M

Showing top 50 of 218 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
FATE - Fate Therapeutics 0.37% Exit 0 $10.09 $43M −4,214,863 −$43M
ADBE - Adobe 0.13% Exit 0 $336.54 $15M −43,701 −$15M
Silvergate Capital 0.06% Exit 0 $17.40 $7M −413,798 −$7M
Holding 0.05% Exit 0 $10.01 $5M −547,024 −$5M
NIO 0.03% Exit 0 $9.75 $3M −336,347 −$3M
Leonardo DRS 0.02% Exit 0 $12.78 $3M −201,491 −$3M
HUB Cyber Security Israel 0.02% Exit 0 $2.01 $2M −1,160,056 −$2M
Exco Technologies 0.02% Exit 0 $5.69 $2M −392,501 −$2M
Magic Software Enterprises 0.02% Exit 0 $15.92 $2M −136,848 −$2M
Holding 0.02% Exit 0 $1.32 $2M −1,570,810 −$2M
Malam - Team 0.02% Exit 0 $21.28 $2M −91,091 −$2M
Compugen 0.01% Exit 0 $0.7156 $2M −2,410,414 −$2M
Organovo Exit 0 $1.41 $302K −214,302 −$302K
VUG - Vanguard Growth ETF Exit 0 $211.54 $55K −260 −$55K
EDIT - Editas Medicine Exit 0 −17 $—
PLTR - Palantir Technologies Exit 0 −29 $—
TuSimple Exit 0 −132 $—

* 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 2022 Q4. 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