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 Q2 2025 Q1 · filed 30 Jul · long equity

TSLA - Tesla 7.17% Reduce −5.6% 3,077,464 $317.66 $978M −181,294 +$133M
COIN - Coinbase Global 6.74% Reduce −14.5% 2,623,150 $350.49 $919M −445,957 +$391M
ROKU - ROKU Inc 5.45% Reduce −2.1% 8,460,078 $87.89 $744M −181,970 +$135M
HOOD - Robinhood Markets 5.34% Reduce −24.0% 7,785,864 $93.63 $729M −2,462,795 +$302M
RBLX - ROBLOX 5.22% Reduce −25.4% 6,769,298 $105.20 $712M −2,302,680 +$183M
SHOP - Shopify 4.27% Add +13.6% 5,049,508 $115.35 $582M +605,283 +$158M
PLTR - Palantir Technologies 4.07% Reduce −35.1% 4,076,266 $136.32 $556M −2,208,913 +$25M
CRCL - Circle Internet Group 3.89% New 2,924,403 $181.29 $530M +2,924,403 +$530M
CRSP - CRISPR Therapeutics AG 3.63% Add +0.2% 10,182,590 $48.64 $495M +17,190 +$149M
TEM - Tempus AI 3.46% Reduce −1.1% 7,421,770 $63.54 $472M −79,629 +$110M
AMD - Advanced Micro Devices 2.82% Add +90.4% 2,708,105 $141.90 $384M +1,285,634 +$238M
ACHR - Archer Aviation 2.35% Add +8.3% 29,585,504 $10.85 $321M +2,270,471 +$127M
AMZN - Amazon 1.83% Add +8.3% 1,140,494 $219.39 $250M +86,978 +$50M
ARKB — 1.74% Add +130.8% 6,622,008 $35.79 $237M +3,752,535 +$1M
TWST - Twist Bioscience 1.73% Add +2.5% 6,400,441 $36.79 $235M +158,846 −$10M
META - Meta Platforms 1.57% Reduce −30.2% 290,500 $738.09 $214M −125,969 −$26M
XYZ - Block 1.54% Reduce −24.2% 3,091,655 $67.93 $210M −987,855 −$12M
KTOS — 1.54% Add +22.2% 4,507,692 $46.45 $209M +818,104 +$100M
TER - Teradyne 1.43% Reduce −3.1% 2,174,187 $89.92 $196M −69,403 +$10M
DKNG - DraftKings 1.41% Reduce −7.4% 4,470,481 $42.89 $192M −359,652 +$31M
RXRX - Recursion Pharmaceuticals 1.22% Reduce −5.2% 32,988,631 $5.06 $167M −1,826,871 −$17M
IRDM - Iridium Communications 1.18% Add +9.0% 5,333,528 $30.17 $161M +441,851 +$27M
TXG - 10X Genomics 1.18% Add +8.1% 13,892,103 $11.58 $161M +1,046,390 +$49M
NVDA - NVIDIA 1.17% Add +186.3% 1,013,054 $157.99 $160M +659,207 +$122M
TSM - Taiwan Semiconductor 1.16% Add +209.2% 698,930 $226.49 $158M +472,882 +$121M
NTRA - Natera 1.16% Reduce −0.7% 936,392 $168.94 $158M −6,702 +$25M
BEAM - Beam Therapeutics 1.10% Add +4.3% 8,847,841 $17.01 $151M +367,752 −$15M
GTLB - Gitlab 1.09% Add +35.7% 3,292,685 $45.11 $149M +866,353 +$34M
GH - Guardant Health 1.08% Add +100.4% 2,823,497 $52.04 $147M +1,414,381 +$87M
PINS - Pinterest 1.04% Reduce −6.1% 3,942,477 $35.86 $141M −256,573 +$11M
PagerDuty 0.96% Reduce −6.2% 8,602,635 $15.28 $131M −568,213 −$36M
INTC - Intellia Therapeutics 0.90% Add +0.1% 13,017,876 $9.38 $122M +6,861 +$30M
DE - Deere 0.84% Reduce −0.5% 224,172 $508.49 $114M −1,048 +$8M
ILMN - Illumina 0.82% Add +30.5% 1,168,078 $95.41 $111M +272,759 +$40M
TTD - The Trade Desk 0.78% Reduce −5.4% 1,476,318 $71.99 $106M −83,873 +$21M
ABNB - Airbnb 0.77% Add +1008.3% 792,529 $132.34 $105M +721,021 +$96M
VCYT - Veracyte 0.75% Reduce −3.5% 3,800,089 $27.03 $103M −139,213 −$14M
BWXT - BWX Technologies 0.68% Add +426.5% 641,049 $144.06 $92M +519,285 +$80M
AVAV - AeroVironment 0.65% Add +10.5% 310,760 $284.95 $89M +29,437 +$55M
RKLB - Rocket Lab 0.65% New 2,470,466 $35.77 $88M +2,470,466 +$88M
TOST - Toast 0.61% Reduce −1.4% 1,877,882 $44.29 $83M −26,196 +$20M
SOFI - SoFi Technologies 0.59% Add +118.5% 4,424,155 $18.21 $81M +2,399,746 +$57M
MELI - MercadoLibre 0.48% Reduce −11.0% 25,286 $2,614 $66M −3,139 +$11M
CRWD - Crowdstrike 0.46% Reduce −9.9% 122,391 $509.31 $62M −13,517 +$14M
TRMB - Trimble 0.45% Reduce −2.3% 806,988 $75.98 $61M −19,220 +$7M
SPOT - Spotify Technology SA 0.42% Reduce −5.7% 74,185 $767.34 $57M −4,513 +$14M
CRWV - CoreWeave 0.41% Reduce −35.4% 339,744 $163.06 $55M −185,917 +$36M
ADPT - Adaptive Biotechnologies 0.34% Reduce −48.1% 4,016,485 $11.65 $47M −3,716,085 −$11M
PSNL - Personalis 0.34% Reduce −1.1% 7,107,923 $6.56 $47M −80,274 +$21M
PACB — 0.33% Reduce −0.5% 36,298,163 $1.24 $45M −180,278 +$2M

Showing top 50 of 189 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PATH - UiPath 0.86% Exit 0 $10.30 $86M −8,319,250 −$86M
RKLB - Rocket Lab USA 0.44% Exit 0 $17.88 $44M −2,467,141 −$44M
AvidXchange 0.08% Exit 0 $8.48 $8M −943,393 −$8M
MGA - Magna International 0.05% Exit 0 $33.99 $5M −161,171 −$5M
Titomic 0.04% Exit 0 $0.1529 $3M −22,883,531 −$3M
Aryt Industries 0.03% Exit 0 $4.52 $3M −574,085 −$3M
Isrotel 0.02% Exit 0 $20.95 $2M −82,549 −$2M
Repare Therapeutics 0.01% Exit 0 $0.9862 $1M −1,124,483 −$1M
5N Plus Exit 0 $3.72 $57K −15,306 −$57K
GBTC - Grayscale Bitcoin Trust ETF Exit 0 $50.00 $1K −20 −$1K
IWB - iShares Russell 1000 ETF 0.00% Exit 0 $98
BTC - Grayscale Bitcoin Mini Tr Exit 0 −4 $—
Markforged Exit 0 −1 $—
WalkMe Exit 0 −145,813 $—

* 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 2025 Q1. 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