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 Q4 2024 Q3 · filed 4 Feb · long equity

TSLA - Tesla 11.06% Reduce −28.4% 3,287,352 $403.84 $1.3B −1,301,429 +$127M
ROKU - ROKU Inc 6.61% Reduce −4.9% 10,671,956 $74.34 $793M −550,091 −$44M
COIN - Coinbase Global 6.28% Reduce −6.4% 3,034,645 $248.30 $754M −206,553 +$176M
PLTR - Palantir Technologies 4.91% Reduce −29.3% 7,793,443 $75.63 $589M −3,224,331 +$180M
RBLX - ROBLOX 4.89% Reduce −14.3% 10,142,551 $57.86 $587M −1,698,859 +$63M
HOOD - Robinhood Markets 4.01% Reduce −28.2% 12,907,172 $37.26 $481M −5,067,173 +$60M
SHOP - Shopify 3.99% Reduce −3.6% 4,505,024 $106.33 $479M −165,880 +$105M
XYZ - Block 3.49% Reduce −25.6% 4,927,919 $84.99 $419M −1,697,551 −$26M
CRSP - CRISPR Therapeutics AG 2.94% Add +19.7% 8,973,064 $39.36 $353M +1,474,439 +$894K
ACHR - Archer Aviation 2.43% Add +27.1% 29,912,089 $9.75 $292M +6,371,647 +$220M
ARKB — 2.41% Reduce −1.4% 3,100,232 $93.27 $289M −42,898 +$90M
META - Meta Platforms 2.26% Add +16.7% 464,394 $585.51 $272M +66,473 +$44M
TWST - Twist Bioscience 2.17% Add +4.4% 5,595,865 $46.47 $260M +237,772 +$18M
PATH - UiPath 2.07% Reduce −6.4% 19,602,729 $12.71 $249M −1,347,073 −$19M
TER - Teradyne 2.02% Add +25.5% 1,923,010 $125.92 $242M +390,397 +$37M
RXRX - Recursion Pharmaceuticals 1.82% Reduce −1.3% 32,346,398 $6.76 $219M −422,788 +$3M
DKNG - DraftKings 1.71% Reduce −8.1% 5,534,168 $37.20 $206M −490,565 −$30M
AMZN - Amazon 1.64% Add +156.6% 895,085 $219.39 $196M +546,252 +$131M
TEM - Tempus AI 1.55% Add +132.1% 5,519,644 $33.76 $186M +3,141,487 +$52M
BEAM - Beam Therapeutics 1.46% Add +8.2% 7,068,029 $24.80 $175M +536,930 +$15M
TXG - 10X Genomics 1.43% Add +11.1% 11,944,057 $14.36 $172M +1,193,712 −$71M
VCYT - Veracyte 1.39% Reduce −14.6% 4,203,951 $39.60 $166M −716,794 −$1M
PagerDuty 1.37% Reduce −7.7% 8,996,347 $18.26 $164M −754,877 −$17M
TTD - Trade Desk /The 1.24% Add +0.4% 1,271,113 $117.53 $149M +5,548 +$11M
INTC - Intellia Therapeutics 1.22% Add +2.3% 12,536,386 $11.66 $146M +280,946 −$106M
AMD - Advanced Micro Devices 1.21% Add +53.6% 1,206,588 $120.79 $146M +421,275 +$17M
SOFI - SoFi Technologies 1.20% Reduce −25.5% 9,391,202 $15.40 $145M −3,221,361 +$45M
NTRA - Natera 1.17% Add +29.1% 887,711 $158.30 $141M +200,008 +$53M
PINS - Pinterest 1.06% Add +0.4% 4,386,546 $29.00 $127M +17,997 −$14M
KTOS — 0.86% Reduce −1.4% 3,917,815 $26.38 $103M −57,213 +$11M
ILMN - Illumina 0.76% New 686,330 $133.63 $92M +686,330 +$92M
RKLB - Rocket Lab USA 0.75% Reduce −36.9% 3,535,369 $25.47 $90M −2,064,445 +$36M
IRDM - Iridium Communications 0.61% Add +5.7% 2,507,715 $29.02 $73M +134,924 +$522K
TOST - Toast 0.59% Reduce −1.4% 1,931,812 $36.45 $70M −28,066 +$15M
PACB — 0.55% Add +7.9% 36,044,362 $1.83 $66M +2,637,961 +$9M
GTLB - Gitlab 0.54% Add +345.2% 1,160,502 $56.35 $65M +899,823 +$52M
TRMB - Trimble 0.48% Reduce −1.0% 823,817 $70.66 $58M −8,554 +$7M
ADPT - Adaptive Biotechnologies 0.47% Reduce −18.8% 9,424,074 $6.00 $56M −2,177,060 −$3M
MELI - MercadoLibre 0.44% Add +27.8% 31,171 $1,700 $53M +6,773 +$3M
CDNA - CareDx 0.43% Reduce −19.4% 2,409,100 $21.41 $52M −579,497 −$42M
NVDA - NVIDIA 0.41% Reduce −1.3% 367,556 $134.29 $49M −4,892 +$4M
CRWD - Crowdstrike 0.41% Reduce −0.3% 143,518 $342.16 $49M −472 +$9M
RDDT - Reddit 0.39% Reduce −19.0% 285,667 $163.44 $47M −67,054 +$23M
GH - Guardant Health 0.37% Reduce −4.8% 1,439,852 $30.55 $44M −72,842 +$9M
SPOT - Spotify Technology SA 0.36% Reduce −10.1% 97,793 $447.38 $44M −10,988 +$4M
TSM - Taiwan Semiconductor 0.36% Reduce −2.2% 217,333 $197.49 $43M −4,920 +$4M
SDGR — 0.35% Reduce −5.5% 2,208,758 $19.29 $43M −127,710 −$735K
AVAV - AeroVironment 0.34% Reduce −0.5% 263,627 $153.89 $41M −1,297 −$13M
PSNL - Personalis 0.33% Reduce −4.4% 6,775,435 $5.78 $39M −310,088 +$1M
GENI - Genius Sports 0.32% Reduce −6.1% 4,391,203 $8.65 $38M −287,452 +$1M

Showing top 50 of 181 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MRNA - Moderna 0.71% Exit 0 $66.83 $78M −1,163,946 −$78M
KSPI - Kaspi KZ JSC 0.12% Exit 0 $105.99 $13M −125,120 −$13M
MGA - Magna International 0.06% Exit 0 $41.04 $7M −167,049 −$7M
Nayax 0.02% Exit 0 $26.03 $2M −86,869 −$2M
ITRN - Ituran 0.02% Exit 0 $26.54 $2M −79,690 −$2M
Compugen 0.02% Exit 0 $1.83 $2M −1,092,183 −$2M
PGY - Pagaya Technologies 0.01% Exit 0 $10.57 $1M −139,850 −$1M
Valens Semiconductor 0.01% Exit 0 $2.20 $1M −619,309 −$1M
Alarum Technologies 0.01% Exit 0 $10.64 $785K −73,749 −$785K
ZM - Zoom Video Communications Exit 0 $69.69 $83K −1,191 −$83K
Vuzix Exit 0 −249 $—

* 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 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