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 Q2 2023 Q1 · filed 10 Jul · long equity

TSLA - Tesla 8.39% Reduce −11.0% 4,843,621 $261.77 $1.3B −596,014 +$139M
COIN - Coinbase Global 5.74% Add +2.9% 12,121,881 $71.55 $867M +345,866 +$72M
PATH - UiPath 5.30% Add +7.5% 48,280,787 $16.57 $800M +3,388,821 +$12M
ROKU - ROKU Inc 5.06% Reduce −4.2% 11,958,292 $63.96 $765M −525,139 −$57M
XYZ - Block 4.73% Add +2.4% 10,726,935 $66.57 $714M +256,004 −$5M
ZM - Zoom Video Communications 4.70% Reduce −3.7% 10,462,306 $67.88 $710M −404,727 −$92M
Exact Sciences 4.45% Reduce −37.1% 7,155,098 $93.90 $672M −4,224,089 −$100M
SHOP - Shopify 3.80% Reduce −36.5% 8,874,796 $64.60 $573M −5,110,995 −$97M
U - Unity Software 3.43% Reduce −3.0% 11,935,740 $43.42 $518M −371,920 +$119M
Teladoc Health 3.41% Reduce −1.2% 20,344,101 $25.32 $515M −240,079 −$18M
DKNG - DraftKings 3.18% Reduce −24.5% 18,060,463 $26.57 $480M −5,870,792 +$17M
TWLO - Twilio 2.96% Add +12.6% 7,038,184 $63.62 $448M +788,183 +$31M
CRSP - CRISPR Therapeutics AG 2.73% Reduce −8.2% 7,338,447 $56.14 $412M −651,741 +$51M
INTC - Intellia Therapeutics 2.57% Reduce −3.2% 9,525,931 $40.78 $388M −311,235 +$22M
RBLX - ROBLOX 2.49% Add +3.2% 9,318,548 $40.30 $376M +292,068 −$30M
PACB — 2.35% Reduce −4.0% 26,634,620 $13.30 $354M −1,119,059 +$33M
HOOD - Robinhood Markets 2.11% Add +0.6% 31,919,788 $9.98 $319M +185,475 +$10M
Ginkgo Bioworks 2.09% Add +3.0% 169,749,527 $1.86 $316M +4,992,542 +$97M
BEAM - Beam Therapeutics 1.77% Reduce −2.2% 8,382,595 $31.93 $268M −190,834 +$5M
PagerDuty 1.54% Add +5.6% 10,379,689 $22.48 $233M +549,680 −$111M
VCYT - Veracyte 1.32% Reduce −6.9% 7,828,292 $25.47 $199M −580,814 +$12M
SDGR — 1.16% Reduce −10.0% 3,517,355 $49.92 $176M −389,354 +$73M
TXG - 10X Genomics 1.15% Reduce −25.1% 3,113,549 $55.84 $174M −1,041,774 −$58M
TWST - Twist Bioscience 0.94% Reduce −3.1% 6,959,240 $20.46 $142M −219,872 +$34M
TER - Teradyne 0.86% Add +92.7% 1,172,220 $111.33 $131M +563,791 +$65M
NVDA - NVIDIA 0.83% Reduce −28.6% 295,732 $423.02 $125M −118,587 +$10M
GBTC - Grayscale Bitcoin Trust BTC 0.74% Reduce −5.1% 5,820,591 $19.19 $112M −315,237 +$11M
PLTR - Palantir Technologies 0.69% New 6,842,989 $15.33 $105M +6,842,989 +$105M
KTOS — 0.69% Add +2.3% 7,278,529 $14.34 $104M +166,018 +$8M
TRMB - Trimble 0.69% Add +2.8% 1,954,457 $52.94 $103M +52,775 +$4M
IONS - Ionis Pharmaceuticals 0.66% Reduce −8.1% 2,422,631 $41.03 $99M −214,561 +$5M
Verve Therapeutics 0.64% Add +14.9% 5,150,851 $18.75 $97M +668,760 +$32M
IRDM - Iridium Communications 0.64% Add +6.6% 1,548,046 $62.12 $96M +95,394 +$6M
Accolade 0.51% Reduce −1.0% 5,683,906 $13.47 $77M −54,806 −$6M
ADPT - Adaptive Biotechnologies 0.46% Add +13.6% 10,453,752 $6.71 $70M +1,248,627 −$11M
AVAV - AeroVironment 0.41% Add +1.3% 600,314 $102.28 $61M +7,691 +$7M
META - Meta Platforms 0.38% New 199,745 $286.98 $57M +199,745 +$57M
CDNA - CareDx 0.37% Reduce −2.4% 6,638,350 $8.50 $56M −161,089 −$6M
ARCT — 0.36% Reduce −4.0% 1,906,996 $28.68 $55M −78,425 +$7M
MELI - MercadoLibre 0.34% Reduce −26.7% 43,594 $1,185 $52M −15,857 −$27M
CERS - Cerus 0.34% Reduce −6.5% 20,657,391 $2.46 $51M −1,442,728 −$15M
DE - Deere 0.31% Reduce −5.3% 117,018 $405.19 $47M −6,504 −$4M
GLBE - Global-e Online 0.29% Reduce −8.2% 1,081,123 $40.94 $44M −96,640 +$6M
Komatsu 0.28% Reduce −0.1% 1,559,264 $27.08 $42M −2,011 +$3M
VRTX - Vertex Pharmaceuticals 0.27% Reduce −4.0% 115,671 $351.91 $41M −4,838 +$3M
VEEV - Veeva Systems 0.26% Reduce −3.9% 200,394 $197.73 $40M −8,219 +$1M
ACHR - Archer Aviation 0.25% Add +4.1% 9,164,717 $4.12 $38M +361,597 +$13M
DDD - 3D Systems 0.25% Add +3.8% 3,765,703 $9.93 $37M +139,036 −$1M
Adyen 0.25% Reduce −0.1% 21,551 $1,731 $37M −24 +$3M
Invitae 0.24% Add +3.0% 32,262,934 $1.13 $36M +931,593 −$6M

Showing top 50 of 220 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SLM Solutions Group AG 0.04% Exit 0 $21.00 $6M −268,435 −$6M
GBTC - Bitcoin Fund/The 0.03% Exit 0 $30.29 $4M −128,634 −$4M
GBTC - 3iQ CoinShares Bitcoin ETF Exit 0 $4.69 $208K −44,343 −$208K
Niu Technologies Exit 0 $4.07 $25K −6,138 −$25K
ATAI Life Sciences Exit 0 $1.82 $24K −13,161 −$24K
XPeng Exit 0 $6.73 $2K −297 −$2K
Farfetch Exit 0 $5.00 $1K −200 −$1K

* 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 2023 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