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

2025 Q1 2024 Q4 · filed 7 May · long equity

TSLA - Tesla 8.45% Reduce −0.9% 3,258,758 $259.16 $845M −28,594 −$483M
ROKU - ROKU Inc 6.09% Reduce −19.0% 8,642,048 $70.44 $609M −2,029,908 −$185M
PLTR - Palantir Technologies 5.31% Reduce −19.4% 6,285,179 $84.40 $530M −1,508,264 −$59M
RBLX - ROBLOX 5.29% Reduce −10.6% 9,071,978 $58.29 $529M −1,070,573 −$58M
COIN - Coinbase Global 5.29% Add +1.1% 3,069,107 $172.23 $529M +34,462 −$225M
HOOD - Robinhood Markets 4.27% Reduce −20.6% 10,248,659 $41.62 $427M −2,658,513 −$54M
SHOP - Shopify 4.25% Reduce −1.3% 4,444,225 $95.48 $424M −60,799 −$55M
TEM - Tempus AI 3.62% Add +35.9% 7,501,399 $48.24 $362M +1,981,755 +$176M
CRSP - CRISPR Therapeutics AG 3.46% Add +13.3% 10,165,400 $34.03 $346M +1,192,336 −$7M
TWST - Twist Bioscience 2.45% Add +11.5% 6,241,595 $39.26 $245M +645,730 −$15M
META - Meta Platforms 2.40% Reduce −10.3% 416,469 $576.36 $240M −47,925 −$32M
ARKB — 2.36% Reduce −7.4% 2,869,473 $82.20 $236M −230,759 −$53M
XYZ - Block 2.22% Reduce −17.2% 4,079,510 $54.33 $222M −848,409 −$197M
AMZN - Amazon 2.01% Add +17.7% 1,053,516 $190.26 $200M +158,431 +$4M
ACHR - Archer Aviation 1.94% Reduce −8.7% 27,315,033 $7.11 $194M −2,597,056 −$97M
TER - Teradyne 1.85% Add +16.7% 2,243,590 $82.60 $185M +320,580 −$57M
RXRX - Recursion Pharmaceuticals 1.84% Add +7.6% 34,815,502 $5.29 $184M +2,469,104 −$34M
PagerDuty 1.68% Add +1.9% 9,170,848 $18.27 $168M +174,501 +$3M
BEAM - Beam Therapeutics 1.66% Add +20.0% 8,480,089 $19.53 $166M +1,412,060 −$10M
DKNG - DraftKings 1.61% Reduce −12.7% 4,830,133 $33.21 $160M −704,035 −$45M
AMD - Advanced Micro Devices 1.46% Add +17.9% 1,422,471 $102.74 $146M +215,883 +$401K
IRDM - Iridium Communications 1.34% Add +95.1% 4,891,677 $27.32 $134M +2,383,962 +$61M
NTRA - Natera 1.33% Add +6.2% 943,094 $141.41 $133M +55,383 −$7M
PINS - Pinterest 1.30% Reduce −4.3% 4,199,050 $31.00 $130M −187,496 +$3M
VCYT - Veracyte 1.17% Reduce −6.3% 3,939,302 $29.65 $117M −264,649 −$50M
GTLB - Gitlab 1.14% Add +109.1% 2,426,332 $47.00 $114M +1,265,830 +$49M
TXG - 10X Genomics 1.12% Add +7.5% 12,845,713 $8.73 $112M +901,656 −$59M
KTOS — 1.10% Reduce −5.8% 3,689,588 $29.69 $110M −228,227 +$6M
DE - Deere 1.06% Add +189.2% 225,220 $469.35 $106M +147,351 +$73M
INTC - Intellia Therapeutics 0.93% Add +3.8% 13,011,015 $7.11 $93M +474,629 −$54M
PATH - UiPath 0.86% Reduce −57.6% 8,319,250 $10.30 $86M −11,283,479 −$163M
TTD - Trade Desk /The 0.85% Add +22.7% 1,560,191 $54.72 $85M +289,078 −$64M
ILMN - Illumina 0.71% Add +30.5% 895,319 $79.34 $71M +208,989 −$21M
TOST - Toast 0.63% Reduce −1.4% 1,904,078 $33.17 $63M −27,734 −$7M
GH - Guardant Health 0.60% Reduce −2.1% 1,409,116 $42.60 $60M −30,736 +$16M
ADPT - Adaptive Biotechnologies 0.58% Reduce −17.9% 7,732,570 $7.43 $57M −1,691,504 +$956K
MELI - MercadoLibre 0.56% Reduce −8.8% 28,425 $1,951 $55M −2,746 +$2M
TRMB - Trimble 0.54% Add +0.3% 826,208 $65.65 $54M +2,391 −$4M
CRWD - Crowdstrike 0.48% Reduce −5.3% 135,908 $352.58 $48M −7,610 −$1M
SDGR — 0.45% Add +3.9% 2,294,519 $19.74 $45M +85,761 +$3M
RKLB - Rocket Lab USA 0.44% Reduce −30.2% 2,467,141 $17.88 $44M −1,068,228 −$46M
SPOT - Spotify Technology SA 0.43% Reduce −19.5% 78,698 $550.03 $43M −19,095 −$464K
PACB — 0.43% Add +1.2% 36,478,441 $1.18 $43M +434,079 −$23M
CDNA - CareDx 0.42% Reduce −2.6% 2,347,382 $17.75 $42M −61,718 −$10M
GENI - Genius Sports 0.41% Reduce −7.6% 4,058,872 $10.01 $41M −332,331 +$3M
NVDA - NVIDIA 0.38% Reduce −3.7% 353,847 $108.38 $38M −13,709 −$11M
TSM - Taiwan Semiconductor 0.38% Add +4.0% 226,048 $166.00 $38M +8,715 −$5M
AVAV - AeroVironment 0.34% Add +6.7% 281,323 $119.19 $34M +17,696 −$7M
QCOM - QUALCOMM 0.30% Add +86.5% 198,173 $153.61 $30M +91,897 +$14M
IONS - Ionis Pharmaceuticals 0.30% Reduce −2.4% 1,000,527 $30.17 $30M −24,733 −$6M

Showing top 50 of 192 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Accolade 0.13% Exit 0 $3.42 $16M −4,663,613 −$16M
Komatsu 0.08% Exit 0 $27.68 $10M −353,988 −$10M
Altair Engineering 0.03% Exit 0 $109.10 $4M −35,280 −$4M
Qualitau 0.02% Exit 0 $67.60 $3M −41,669 −$3M
Desktop Metal 0.01% Exit 0 $2.34 $2M −758,823 −$2M
AAPL - Apple Exit 0 $250.36 $349K −1,394 −$349K
KMT - Kennametal Exit 0 $24.13 $89K −3,688 −$89K
Xerox Exit 0 $8.42 $72K −8,555 −$72K
Senti Biosciences Exit 0 −28 $—

* 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 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