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 Q4 2023 Q3 · filed 17 Jan · long equity

COIN - Coinbase Global 8.85% Reduce −18.9% 8,599,683 $173.92 $1.5B −2,003,881 +$700M
PATH - UiPath 6.39% Reduce −8.1% 43,470,597 $24.84 $1.1B −3,855,679 +$270M
TSLA - Tesla 5.59% Reduce −6.8% 3,802,519 $248.48 $945M −276,132 −$76M
XYZ - Block 5.44% Add +9.2% 11,887,628 $77.35 $920M +1,000,514 +$438M
ROKU - ROKU Inc 5.17% Reduce −8.7% 9,528,872 $91.66 $873M −910,941 +$136M
ZM - Zoom Video Communications 4.67% Add +7.7% 10,964,576 $71.91 $788M +781,663 +$76M
RBLX - ROBLOX 3.22% Reduce −0.6% 11,906,173 $45.72 $544M −67,708 +$198M
TWLO - Twilio 3.20% Reduce 0.0% 7,130,187 $75.87 $541M −1,825 +$124M
CRSP - CRISPR Therapeutics AG 3.16% Add +19.2% 8,536,104 $62.60 $534M +1,372,986 +$209M
U - Unity Software 2.95% Add +6.2% 12,189,778 $40.89 $498M +712,579 +$138M
SHOP - Shopify 2.77% Reduce −13.6% 6,010,496 $77.90 $468M −944,654 +$89M
Teladoc Health 2.71% Add +4.5% 21,224,565 $21.55 $457M +912,692 +$80M
Exact Sciences 2.64% Reduce −3.9% 6,032,893 $73.98 $446M −248,038 +$18M
HOOD - Robinhood Markets 2.64% Add +6.4% 34,936,204 $12.74 $445M +2,101,325 +$123M
DKNG - DraftKings 2.57% Reduce −15.8% 12,317,235 $35.25 $434M −2,310,617 +$4M
INTC - Intellia Therapeutics 2.06% Add +14.7% 11,412,449 $30.49 $348M +1,463,820 +$33M
PACB — 2.00% Add +15.7% 34,504,273 $9.81 $338M +4,681,833 +$89M
Ginkgo Bioworks 1.99% Add +9.0% 198,606,619 $1.69 $336M +16,414,434 +$6M
TWST - Twist Bioscience 1.57% Add +6.3% 7,213,257 $36.86 $266M +427,274 +$128M
PagerDuty 1.56% Add +8.1% 11,413,423 $23.15 $264M +858,838 +$27M
BEAM - Beam Therapeutics 1.51% Add +6.9% 9,393,889 $27.22 $256M +609,998 +$44M
TXG - 10X Genomics 1.34% Add +35.0% 4,041,287 $55.96 $226M +1,047,827 +$103M
VCYT - Veracyte 1.25% Add +0.8% 7,655,603 $27.51 $211M +62,011 +$41M
RXRX - Recursion Pharmaceuticals 1.21% Add +200.4% 20,654,287 $9.86 $204M +13,777,689 +$151M
PLTR - Palantir Technologies 1.11% Add +16.1% 10,937,859 $17.17 $188M +1,514,232 +$37M
TER - Teradyne 0.96% Add +5.5% 1,500,456 $108.52 $163M +77,622 +$20M
TTD - Trade Desk /The 0.92% Add +1162.0% 2,149,654 $71.96 $155M +1,979,319 +$141M
ACHR - Archer Aviation 0.91% Add +4.7% 24,907,280 $6.14 $153M +1,116,908 +$33M
KTOS — 0.69% Reduce −8.2% 5,750,122 $20.29 $117M −515,482 +$23M
META - Meta Platforms 0.65% Add +7.8% 309,363 $353.96 $110M +22,438 +$23M
SDGR — 0.65% Add +7.7% 3,053,521 $35.80 $109M +217,618 +$29M
TRMB - Trimble 0.59% Reduce 0.0% 1,874,894 $53.20 $100M −342 −$1M
Verve Therapeutics 0.58% Add +35.1% 7,025,116 $13.94 $98M +1,824,549 +$29M
IONS - Ionis Pharmaceuticals 0.57% Reduce −19.5% 1,905,056 $50.59 $96M −461,311 −$11M
MSTR - Microstrategy 0.55% New 4,549,207 $20.49 $93M +4,549,207 +$93M
IRDM - Iridium Communications 0.53% Add +12.9% 2,173,964 $41.16 $89M +249,185 +$2M
CDNA - CareDx 0.51% Add +7.7% 7,194,722 $12.00 $86M +515,399 +$40M
Accolade 0.48% Add +12.6% 6,805,208 $12.01 $82M +762,685 +$18M
NVDA - NVIDIA 0.43% Reduce −34.1% 148,081 $495.22 $73M −76,712 −$24M
ARCT — 0.38% Add +7.7% 2,047,687 $31.53 $65M +146,141 +$16M
ADPT - Adaptive Biotechnologies 0.37% Add +11.3% 12,806,513 $4.90 $63M +1,297,205 +$26K
AVAV - AeroVironment 0.37% Reduce −7.7% 494,827 $126.04 $62M −41,524 +$3M
MELI - MercadoLibre 0.34% Reduce −4.6% 36,129 $1,572 $57M −1,744 +$9M
PINS - Pinterest 0.32% Add +152.3% 1,444,579 $37.04 $54M +872,016 +$38M
Adyen 0.31% Add +2.6% 40,246 $1,291 $52M +1,015 +$23M
VRTX - Vertex Pharmaceuticals 0.30% Add +7.7% 124,197 $406.89 $51M +8,866 +$10M
MASS - 908 Devices 0.29% Add +8.3% 4,346,579 $11.22 $49M +333,119 +$22M
AMD - Advanced Micro Devices 0.27% Add +16.7% 310,882 $147.41 $46M +44,502 +$18M
CERS - Cerus 0.27% Add +4.2% 20,914,326 $2.16 $45M +852,420 +$13M
GLBE - Global-e Online 0.27% Add +7.0% 1,133,401 $39.63 $45M +73,753 +$3M

Showing top 50 of 221 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GBTC - Grayscale Bitcoin Trust BTC 0.83% Exit 0 $19.19 $108M −5,630,602 −$108M
GM - General Motors 0.07% Exit 0 $32.97 $10M −293,043 −$10M
APO - Apollo Global Management 0.02% Exit 0 $89.78 $2M −27,791 −$2M
SatixFy Communications Exit 0 $0.5227 $5K −9,565 −$5K
SPY - SPDR S&P 500 ETF Trust Exit 0 −1 $—

* 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 Q3. 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