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 Q3 2025 Q2 · filed 12 Nov · long equity

TSLA - Tesla 9.50% Add +16.6% 3,589,622 $444.72 $1.6B +512,158 +$619M
COIN - Coinbase Global 4.81% Reduce −8.7% 2,395,540 $337.49 $808M −227,610 −$111M
ROKU - ROKU Inc 4.38% Reduce −13.1% 7,351,856 $100.13 $736M −1,108,222 −$7M
PLTR - Palantir Technologies 4.38% Reduce −1.0% 4,035,093 $182.42 $736M −41,173 +$180M
RBLX - ROBLOX 4.38% Reduce −21.5% 5,312,821 $138.52 $736M −1,456,477 +$24M
HOOD - Robinhood Markets 4.28% Reduce −35.6% 5,017,044 $143.18 $718M −2,768,820 −$11M
SHOP - Shopify 4.26% Reduce −4.6% 4,815,833 $148.61 $716M −233,675 +$133M
CRSP - CRISPR Therapeutics AG 3.78% Reduce −3.9% 9,786,973 $64.81 $634M −395,617 +$139M
TEM - Tempus AI 3.45% Reduce −3.3% 7,175,767 $80.71 $579M −246,003 +$108M
AMD - Advanced Micro Devices 2.94% Add +12.9% 3,057,911 $161.79 $495M +349,806 +$110M
CRCL - Circle Internet Group 2.34% Add +1.5% 2,966,940 $132.58 $393M +42,537 −$137M
BMNR — 2.31% New 7,469,813 $51.93 $388M +7,469,813 +$388M
TER - Teradyne 2.23% Add +25.2% 2,722,327 $137.64 $375M +548,140 +$179M
KTOS — 1.96% Reduce −20.0% 3,604,328 $91.37 $329M −903,364 +$120M
ACHR - Archer Aviation 1.78% Add +5.8% 31,301,449 $9.58 $300M +1,715,945 −$21M
BEAM - Beam Therapeutics 1.59% Add +24.8% 11,038,834 $24.27 $268M +2,190,993 +$117M
AMZN - Amazon 1.59% Add +6.8% 1,218,608 $219.57 $268M +78,114 +$17M
ARKB — 1.43% Reduce −4.5% 6,322,716 $38.02 $240M −299,292 +$3M
META - Meta Platforms 1.30% Add +2.7% 298,412 $734.38 $219M +7,912 +$5M
Brera 1.30% New 7,279,620 $30.00 $218M +7,279,620 +$218M
NVDA - NVIDIA 1.29% Add +15.1% 1,165,661 $186.58 $217M +152,607 +$57M
TSM - Taiwan Semiconductor 1.23% Add +6.2% 742,028 $279.29 $207M +43,098 +$49M
INTC - Intellia Therapeutics 1.23% Reduce −8.4% 11,919,178 $17.27 $206M −1,098,698 +$84M
XYZ - Block 1.15% Reduce −13.5% 2,673,415 $72.27 $193M −418,240 −$17M
TWST - Twist Bioscience 1.13% Add +5.1% 6,726,808 $28.14 $189M +326,367 −$46M
BLSH - Bullish 0.98% New 2,576,709 $63.61 $164M +2,576,709 +$164M
RXRX - Recursion Pharmaceuticals 0.97% Add +1.7% 33,545,499 $4.88 $164M +556,868 −$3M
GTLB - Gitlab 0.92% Add +4.4% 3,437,617 $45.08 $155M +144,932 +$6M
PINS - Pinterest 0.91% Add +21.0% 4,770,939 $32.17 $153M +828,462 +$12M
VCYT - Veracyte 0.91% Add +17.5% 4,465,775 $34.33 $153M +665,686 +$51M
DE - Deere 0.90% Add +46.9% 329,201 $457.26 $151M +105,029 +$37M
PagerDuty 0.87% Add +2.6% 8,827,404 $16.52 $146M +224,769 +$14M
NTRA - Natera 0.86% Reduce −4.7% 892,593 $160.97 $144M −43,799 −$15M
ILMN - Illumina 0.83% Add +25.7% 1,467,879 $94.97 $139M +299,801 +$28M
TXG - 10X Genomics 0.83% Reduce −14.4% 11,887,396 $11.69 $139M −2,004,707 −$22M
SOFI - SoFi Technologies 0.78% Add +11.8% 4,945,247 $26.42 $131M +521,092 +$50M
DKNG - DraftKings 0.77% Reduce −23.1% 3,438,916 $37.40 $129M −1,031,565 −$63M
AVAV - AeroVironment 0.75% Add +28.9% 400,457 $314.89 $126M +89,697 +$38M
ABNB - Airbnb 0.75% Add +30.7% 1,035,828 $121.42 $126M +243,299 +$21M
BWXT - BWX Technologies 0.75% Add +6.2% 680,996 $184.37 $126M +39,947 +$33M
Exact Sciences 0.71% Add +6072588.9% 2,186,168 $54.71 $120M +2,186,132 +$120M
RKLB - Rocket Lab 0.71% Add +0.7% 2,486,795 $47.91 $119M +16,329 +$31M
IRDM - Iridium Communications 0.67% Add +21.7% 6,490,108 $17.46 $113M +1,156,580 −$48M
TTD - Trade Desk /The 0.67% Add +56.2% 2,306,691 $49.01 $113M +830,373 +$7M
GOOG - Alphabet 0.49% Add +153.4% 338,956 $243.55 $83M +205,190 +$59M
TOST - Toast 0.45% Add +9.9% 2,063,456 $36.51 $75M +185,574 −$8M
TRMB - Trimble 0.45% Add +13.8% 918,438 $81.65 $75M +111,450 +$14M
BIDU - Baidu 0.40% Add +72.7% 508,388 $131.77 $67M +213,941 +$42M
LHX - L3Harris Technologies 0.40% Add +45.9% 219,294 $305.41 $67M +68,965 +$29M
CRWV - CoreWeave 0.38% Add +37.7% 467,957 $136.85 $64M +128,213 +$9M

Showing top 50 of 196 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
FARO Technologies 0.04% Exit 0 $43.92 $5M −112,444 −$5M
ANSS - ANSYS 0.03% Exit 0 $351.17 $4M −10,257 −$4M
BWAY - Brainsway 0.02% Exit 0 $13.15 $3M −199,826 −$3M
SatixFy Communications 0.02% Exit 0 $2.93 $2M −816,219 −$2M
Compugen 0.01% Exit 0 $1.66 $2M −1,072,776 −$2M
ADBE - Adobe Exit 0 $386.76 $526K −1,360 −$526K
VUG - Vanguard Growth ETF Exit 0 $436.36 $120K −275 −$120K
SPY - SPDR S&P 500 ETF Trust Exit 0 $1,000 $1K −1 −$1K

* 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 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