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 Q3 2024 Q2 · filed 31 Oct · long equity

TSLA - Tesla 10.98% Reduce −13.7% 4,588,781 $261.63 $1.2B −725,614 +$149M
ROKU - ROKU Inc 7.66% Reduce −11.8% 11,222,047 $74.66 $838M −1,494,385 +$76M
COIN - Coinbase Global 5.28% Reduce −8.9% 3,241,198 $178.17 $577M −317,503 −$213M
RBLX - ROBLOX 4.79% Reduce −11.2% 11,841,410 $44.26 $524M −1,497,419 +$28M
XYZ - Block 4.07% Reduce −20.1% 6,625,470 $67.13 $445M −1,667,032 −$90M
HOOD - Robinhood Markets 3.85% Reduce −6.2% 17,974,345 $23.42 $421M −1,178,203 −$14M
PLTR - Palantir Technologies 3.75% Reduce −15.4% 11,017,774 $37.20 $410M −2,005,325 +$80M
SHOP - Shopify 3.42% Reduce −6.0% 4,670,904 $80.14 $374M −296,177 +$46M
CRSP - CRISPR Therapeutics AG 3.22% Reduce −3.6% 7,498,625 $46.98 $352M −279,911 −$68M
PATH - UiPath 2.45% Reduce −29.6% 20,949,802 $12.80 $268M −8,797,635 −$109M
INTC - Intellia Therapeutics 2.30% Add +5.7% 12,255,440 $20.55 $252M +659,651 −$8M
TXG - 10X Genomics 2.22% Add +15.4% 10,750,345 $22.58 $243M +1,436,582 +$62M
TWST - Twist Bioscience 2.21% Reduce −12.6% 5,358,093 $45.18 $242M −771,282 −$60M
DKNG - DraftKings 2.16% Reduce −2.6% 6,024,733 $39.20 $236M −162,541 +$1K
META - Meta Platforms 2.08% Reduce −8.2% 397,921 $572.44 $228M −35,735 +$9M
RXRX - Recursion Pharmaceuticals 1.97% Add +16.4% 32,769,186 $6.59 $216M +4,626,268 +$5M
TER - Teradyne 1.88% Reduce −3.8% 1,532,613 $133.93 $205M −60,271 −$31M
ARKB — 1.82% Reduce −8.0% 3,143,130 $63.47 $199M −272,235 −$5M
PagerDuty 1.65% Reduce −8.0% 9,751,224 $18.55 $181M −853,071 −$62M
VCYT - Veracyte 1.53% Reduce −27.7% 4,920,745 $34.04 $168M −1,888,552 +$20M
BEAM - Beam Therapeutics 1.46% Reduce −14.4% 6,531,099 $24.50 $160M −1,095,040 −$19M
U - Unity Software 1.38% Reduce −41.0% 6,665,871 $22.62 $151M −4,639,335 −$33M
PINS - Pinterest 1.29% Add +0.9% 4,368,549 $32.37 $141M +38,820 −$49M
TTD - Trade Desk /The 1.27% Reduce −30.4% 1,265,565 $109.65 $139M −553,187 −$39M
TEM - Tempus AI 1.23% Add +355.0% 2,378,157 $56.60 $135M +1,855,459 +$116M
AMD - Advanced Micro Devices 1.18% Add +231.6% 785,313 $164.08 $129M +548,515 +$90M
SOFI - SoFi Technologies 0.91% Reduce −13.2% 12,612,563 $7.86 $99M −1,923,209 +$3M
CDNA - CareDx 0.85% Reduce −47.6% 2,988,597 $31.23 $93M −2,713,754 +$5M
KTOS — 0.85% Reduce −14.7% 3,975,028 $23.30 $93M −685,780 −$645K
NTRA - Natera 0.80% Add +65.6% 687,703 $126.95 $87M +272,361 +$42M
MRNA - Moderna 0.71% Add +10.4% 1,163,946 $66.83 $78M +109,852 −$47M
IRDM - Iridium Communications 0.66% Reduce −5.9% 2,372,791 $30.45 $72M −147,756 +$5M
ACHR - Archer Aviation 0.65% Reduce −7.5% 23,540,442 $3.03 $71M −1,916,946 −$18M
AMZN - Amazon 0.59% Add +251.6% 348,833 $186.33 $65M +249,633 +$46M
ADPT - Adaptive Biotechnologies 0.54% Add +1.7% 11,601,134 $5.12 $59M +189,134 +$18M
PACB — 0.52% Add +0.6% 33,406,401 $1.70 $57M +193,947 +$11M
TOST - Toast 0.51% Reduce −12.7% 1,959,878 $28.31 $55M −284,466 −$2M
IONS - Ionis Pharmaceuticals 0.51% Add +1.7% 1,384,269 $40.06 $55M +23,244 −$9M
RKLB - Rocket Lab USA 0.50% Reduce −11.1% 5,599,814 $9.73 $54M −697,259 +$24M
AVAV - AeroVironment 0.49% Reduce −18.2% 264,924 $200.50 $53M −58,840 −$6M
TRMB - Trimble 0.47% Reduce −27.4% 832,371 $62.09 $52M −314,674 −$12M
MELI - MercadoLibre 0.46% Reduce −6.3% 24,398 $2,052 $50M −1,639 +$7M
NRIX - Nurix Therapeutics 0.46% Reduce −4.6% 2,216,365 $22.47 $50M −106,967 +$1M
ARCT — 0.45% Add +6.9% 2,101,038 $23.21 $49M +136,074 +$918K
NVDA - NVIDIA 0.41% Reduce −10.8% 372,448 $121.44 $45M −45,239 −$6M
SDGR — 0.40% Reduce −4.5% 2,336,468 $18.55 $43M −111,161 −$4M
CRWD - Crowdstrike 0.37% Add +43.4% 143,990 $280.47 $40M +43,557 +$2M
SPOT - Spotify Technology SA 0.37% Reduce −23.5% 108,781 $368.53 $40M −33,328 −$5M
TSM - Taiwan Semiconductor 0.35% Reduce −13.3% 222,253 $173.67 $39M −34,176 −$6M
PSNL - Personalis 0.35% Add +11.4% 7,085,523 $5.38 $38M +723,637 +$31M

Showing top 50 of 183 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Teladoc Health 0.65% Exit 0 $9.78 $73M −7,481,255 −$73M
Verve Therapeutics 0.13% Exit 0 $4.88 $14M −2,936,063 −$14M
Ginkgo Bioworks 0.07% Exit 0 $0.3343 $8M −23,851,205 −$8M
Markforged 0.07% Exit 0 $0.4100 $8M −18,832,300 −$8M
ProShares Ether ETF 0.05% Exit 0 $70.52 $5M −76,078 −$5M
Oddity Tech 0.02% Exit 0 $39.26 $3M −64,468 −$3M
Mynaric Agnamens Aktien O N 0.02% Exit 0 $4.17 $2M −488,868 −$2M
Hilan 0.02% Exit 0 $51.91 $2M −38,141 −$2M
Holding 0.01% Exit 0 $39.42 $803K −20,371 −$803K
ETHE - Grayscale Ethereum Trust Exit 0 $31.39 $472K −15,038 −$472K
Senti Biosciences Exit 0 $0.2762 $438K −1,585,772 −$438K
Velo3D Exit 0 $3.33 $174K −52,276 −$174K
NOW - ServiceNow Exit 0 $777.78 $42K −54 −$42K
IWB - iShares Russell 1000 ETF Exit 0 $294.12 $10K −34 −$10K
TWLO - Twilio Exit 0 −8 $—

* 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 2024 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