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 Q3 2023 Q2 · filed 18 Oct · long equity

TSLA - Tesla 7.81% Reduce −15.8% 4,078,651 $250.22 $1B −764,970 −$247M
PATH - UiPath 6.20% Reduce −2.0% 47,326,276 $17.11 $810M −954,511 +$10M
COIN - Coinbase Global 6.09% Reduce −12.5% 10,603,564 $75.08 $796M −1,518,317 −$71M
ROKU - ROKU Inc 5.64% Reduce −12.7% 10,439,813 $70.59 $737M −1,518,479 −$28M
ZM - Zoom Video Communications 5.45% Reduce −2.7% 10,182,913 $69.94 $712M −279,393 +$2M
XYZ - Block 3.69% Add +1.5% 10,887,114 $44.26 $482M +160,179 −$232M
DKNG - DraftKings 3.29% Reduce −19.0% 14,627,852 $29.44 $431M −3,432,611 −$49M
Exact Sciences 3.28% Reduce −12.2% 6,280,931 $68.22 $428M −874,167 −$243M
TWLO - Twilio 3.19% Add +1.3% 7,132,012 $58.53 $417M +93,828 −$30M
SHOP - Shopify 2.90% Reduce −21.6% 6,955,150 $54.57 $380M −1,919,646 −$194M
Teladoc Health 2.89% Reduce −0.2% 20,311,873 $18.59 $378M −32,228 −$138M
U - Unity Software 2.76% Reduce −3.8% 11,477,199 $31.39 $360M −458,541 −$158M
RBLX - ROBLOX 2.65% Add +28.5% 11,973,881 $28.96 $347M +2,655,333 −$29M
Ginkgo Bioworks 2.52% Add +7.3% 182,192,185 $1.81 $330M +12,442,658 +$14M
CRSP - CRISPR Therapeutics AG 2.49% Reduce −2.4% 7,163,118 $45.39 $325M −175,329 −$87M
HOOD - Robinhood Markets 2.46% Add +2.9% 32,834,879 $9.81 $322M +915,091 +$4M
INTC - Intellia Therapeutics 2.41% Add +4.4% 9,948,629 $31.62 $315M +422,698 −$74M
PACB — 1.91% Add +12.0% 29,822,440 $8.35 $249M +3,187,820 −$105M
PagerDuty 1.82% Add +1.7% 10,554,585 $22.49 $237M +174,896 +$4M
BEAM - Beam Therapeutics 1.62% Add +4.8% 8,783,891 $24.05 $211M +401,296 −$56M
VCYT - Veracyte 1.30% Reduce −3.0% 7,593,592 $22.33 $170M −234,700 −$30M
PLTR - Palantir Technologies 1.15% Add +37.7% 9,423,627 $16.00 $151M +2,580,638 +$46M
TER - Teradyne 1.09% Add +21.4% 1,422,834 $100.46 $143M +250,614 +$12M
TWST - Twist Bioscience 1.05% Reduce −2.5% 6,785,983 $20.26 $137M −173,257 −$5M
TXG - 10X Genomics 0.94% Reduce −3.9% 2,993,460 $41.25 $123M −120,089 −$50M
ACHR - Archer Aviation 0.92% Add +159.6% 23,790,372 $5.06 $120M +14,625,655 +$83M
GBTC - Grayscale Bitcoin Trust BTC 0.83% Reduce −3.3% 5,630,602 $19.19 $108M −189,989 −$4M
IONS - Ionis Pharmaceuticals 0.82% Reduce −2.3% 2,366,367 $45.36 $107M −56,264 +$8M
TRMB - Trimble 0.77% Reduce −4.1% 1,875,236 $53.86 $101M −79,221 −$2M
NVDA - NVIDIA 0.75% Reduce −24.0% 224,793 $434.99 $98M −70,939 −$27M
KTOS — 0.72% Reduce −13.9% 6,265,604 $15.02 $94M −1,012,925 −$10M
IRDM - Iridium Communications 0.67% Add +24.3% 1,924,779 $45.49 $88M +376,733 −$9M
META - Meta Platforms 0.66% Add +43.6% 286,925 $300.21 $86M +87,180 +$29M
SDGR — 0.61% Reduce −19.4% 2,835,903 $28.27 $80M −681,452 −$95M
Verve Therapeutics 0.53% Add +1.0% 5,200,567 $13.26 $69M +49,716 −$28M
Accolade 0.49% Add +6.3% 6,042,523 $10.58 $64M +358,617 −$13M
ADPT - Adaptive Biotechnologies 0.48% Add +10.1% 11,509,308 $5.45 $63M +1,055,556 −$7M
AVAV - AeroVironment 0.46% Reduce −10.7% 536,351 $111.53 $60M −63,963 −$2M
RXRX - Recursion Pharmaceuticals 0.40% Add +45.1% 6,876,598 $7.65 $53M +2,138,081 +$17M
ARCT — 0.37% Reduce −0.3% 1,901,546 $25.55 $49M −5,450 −$6M
MELI - MercadoLibre 0.37% Reduce −13.1% 37,873 $1,268 $48M −5,721 −$4M
CDNA - CareDx 0.36% Add +0.6% 6,679,323 $7.00 $47M +40,973 −$10M
DE - Deere 0.33% Reduce −2.4% 114,231 $377.38 $43M −2,787 −$4M
GLBE - Global-e Online 0.32% Reduce −2.0% 1,059,648 $39.74 $42M −21,475 −$2M
VEEV - Veeva Systems 0.31% Reduce −0.3% 199,828 $203.45 $41M −566 +$1M
VRTX - Vertex Pharmaceuticals 0.31% Reduce −0.3% 115,331 $347.74 $40M −340 −$601K
Komatsu 0.29% Reduce −9.6% 1,409,492 $26.97 $38M −149,772 −$4M
INTU - Intuit 0.26% Reduce −7.9% 65,857 $510.94 $34M −5,684 +$870K
GENI - Genius Sports 0.26% Add +23.7% 6,293,541 $5.33 $34M +1,204,760 +$2M
CERS - Cerus 0.25% Reduce −2.9% 20,061,906 $1.62 $33M −595,485 −$18M

Showing top 50 of 222 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CDXS - Codexis 0.08% Exit 0 $2.80 $12M −4,124,339 −$12M
IOVA - Iovance Biotherapeutics 0.04% Exit 0 $7.04 $5M −775,787 −$5M
JD — 0.03% Exit 0 $34.13 $4M −114,573 −$4M
Arconic 0.02% Exit 0 $29.58 $3M −86,892 −$3M
Allot 0.01% Exit 0 $3.16 $2M −702,565 −$2M
Holding 0.01% Exit 0 $54.86 $2M −38,240 −$2M
Surface Oncology 0.01% Exit 0 $0.8696 $1M −1,412,077 −$1M
PhenomeX 0.01% Exit 0 $0.4900 $1M −2,220,351 −$1M
Endeavor Group Exit 0 −16 $—

* 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 Q2. 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