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

2024 Q1 2023 Q4 · filed 18 Apr · long equity

COIN - Coinbase Global 8.12% Reduce −48.6% 4,421,013 $265.12 $1.2B −4,178,670 −$324M
TSLA - Tesla 6.30% Add +36.2% 5,178,429 $175.79 $910M +1,375,910 −$35M
XYZ - Block 5.89% Reduce −15.4% 10,054,329 $84.58 $850M −1,833,299 −$69M
ROKU - ROKU Inc 5.67% Add +31.8% 12,556,647 $65.17 $818M +3,027,775 −$55M
PATH - UiPath 4.96% Reduce −27.2% 31,628,496 $22.67 $717M −11,842,101 −$363M
CRSP - CRISPR Therapeutics AG 3.85% Reduce −4.4% 8,157,028 $68.16 $556M −379,076 +$22M
HOOD - Robinhood Markets 3.65% Reduce −25.0% 26,197,261 $20.13 $527M −8,738,943 +$82M
RBLX - ROBLOX 3.12% Reduce −0.7% 11,819,238 $38.18 $451M −86,935 −$93M
ZM - Zoom Video Communications 2.87% Reduce −42.3% 6,330,527 $65.37 $414M −4,634,049 −$375M
DKNG - DraftKings 2.74% Reduce −29.3% 8,714,379 $45.41 $396M −3,602,856 −$38M
U - Unity Software 2.58% Add +14.3% 13,938,189 $26.70 $372M +1,748,411 −$126M
SHOP - Shopify 2.45% Reduce −23.6% 4,594,330 $77.17 $355M −1,416,166 −$114M
INTC - Intellia Therapeutics 2.09% Reduce −3.7% 10,989,282 $27.51 $302M −423,167 −$46M
PLTR - Palantir Technologies 2.03% Add +16.5% 12,745,476 $23.01 $293M +1,807,617 +$105M
BEAM - Beam Therapeutics 1.87% Reduce −12.9% 8,182,174 $33.04 $270M −1,211,715 +$15M
RXRX - Recursion Pharmaceuticals 1.70% Add +19.0% 24,587,561 $9.97 $245M +3,933,274 +$41M
Teladoc Health 1.68% Reduce −24.5% 16,034,670 $15.10 $242M −5,189,895 −$215M
TWST - Twist Bioscience 1.65% Reduce −3.7% 6,943,975 $34.31 $238M −269,282 −$28M
TXG - 10X Genomics 1.63% Add +55.5% 6,283,812 $37.53 $236M +2,242,525 +$10M
Exact Sciences 1.56% Reduce −45.8% 3,267,648 $69.06 $226M −2,765,245 −$221M
Ginkgo Bioworks 1.52% Reduce −4.5% 189,606,908 $1.16 $220M −8,999,711 −$116M
PagerDuty 1.48% Reduce −17.4% 9,424,093 $22.68 $214M −1,989,330 −$50M
META - Meta Platforms 1.47% Add +41.1% 436,490 $485.58 $212M +127,127 +$102M
ARKB — 1.43% New 2,909,018 $70.98 $206M +2,909,018 +$206M
TER - Teradyne 1.38% Add +17.4% 1,762,195 $112.83 $199M +261,739 +$36M
TTD - Trade Desk /The 1.25% Reduce −4.3% 2,057,760 $87.42 $180M −91,894 +$25M
PINS - Pinterest 1.16% Add +235.8% 4,851,110 $34.67 $168M +3,406,531 +$115M
VCYT - Veracyte 1.08% Reduce −8.0% 7,042,783 $22.16 $156M −612,820 −$55M
ACHR - Archer Aviation 0.90% Add +13.5% 28,258,853 $4.62 $131M +3,351,573 −$22M
MRNA - Moderna 0.90% Add +178.3% 1,217,383 $106.56 $130M +779,980 +$86M
PACB — 0.86% Reduce −3.5% 33,290,137 $3.75 $125M −1,214,136 −$214M
SOFI - SoFi Technologies 0.82% Add +723.2% 16,223,199 $7.30 $118M +14,252,457 +$99M
KTOS — 0.70% Reduce −4.2% 5,506,835 $18.38 $101M −243,287 −$15M
TRMB - Trimble 0.59% Reduce −29.8% 1,315,831 $64.36 $85M −559,063 −$15M
Verve Therapeutics 0.56% Reduce −14.0% 6,040,476 $13.28 $80M −984,640 −$18M
AVAV - AeroVironment 0.48% Reduce −8.6% 452,200 $153.28 $69M −42,627 +$7M
SDGR — 0.47% Reduce −17.5% 2,517,985 $27.00 $68M −535,536 −$41M
IRDM - Iridium Communications 0.47% Add +18.4% 2,573,180 $26.16 $67M +399,216 −$22M
TOST - Toast 0.45% Add +11.9% 2,624,364 $24.92 $65M +278,844 +$23M
CDNA - CareDx 0.43% Reduce −18.5% 5,864,046 $10.59 $62M −1,330,676 −$24M
IONS - Ionis Pharmaceuticals 0.42% Reduce −26.5% 1,399,852 $43.35 $61M −505,204 −$36M
NVDA - NVIDIA 0.42% Reduce −54.9% 66,842 $903.56 $60M −81,239 −$13M
Accolade 0.41% Reduce −17.5% 5,613,043 $10.48 $59M −1,192,165 −$23M
Adyen 0.40% Reduce −14.9% 34,257 $1,693 $58M −5,989 +$6M
MELI - MercadoLibre 0.40% Add +6.0% 38,297 $1,512 $58M +2,168 +$1M
TWLO - Twilio 0.40% Reduce −86.8% 942,642 $61.15 $58M −6,187,545 −$483M
ARCT — 0.40% Reduce −17.5% 1,689,649 $33.77 $57M −358,038 −$8M
NU — 0.36% Add +25.1% 4,338,572 $11.93 $52M +871,625 +$23M
VEEV - Veeva Systems 0.30% Reduce −17.5% 186,999 $231.69 $43M −39,787 −$335K
SPOT - Spotify Technology SA 0.29% Add +41.4% 159,993 $263.90 $42M +46,815 +$21M

Showing top 50 of 225 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SomaLogic 0.21% Exit 0 $2.53 $36M −14,241,979 −$36M
Invitae 0.12% Exit 0 $0.6268 $20M −32,550,683 −$20M
PFE - Pfizer 0.09% Exit 0 $28.79 $14M −499,757 −$14M
Exco Technologies 0.01% Exit 0 $5.97 $2M −363,990 −$2M
Holding 0.01% Exit 0 $31.78 $2M −67,802 −$2M
PGY - Pagaya Technologies 0.01% Exit 0 $1.38 $2M −1,489,697 −$2M
Silicom 0.01% Exit 0 $18.10 $1M −79,319 −$1M
Dsm Bv Exit 0 $114.27 $161K −1,409 −$161K
PyroGenesis Canada Exit 0 $0.3333 $2K −6,000 −$2K
IWB - iShares Russell 1000 ETF 0.00% Exit 0 $107

* 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 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