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 Q4 2025 Q3 · filed 11 Feb · long equity

TSLA - Tesla 8.70% Reduce −18.8% 2,914,492 $449.72 $1.3B −675,130 −$286M
SHOP - Shopify 4.25% Reduce −17.4% 3,978,898 $160.97 $640M −836,935 −$75M
ROKU - ROKU Inc 4.24% Reduce −20.0% 5,881,738 $108.49 $638M −1,470,118 −$98M
COIN - Coinbase Global 3.82% Add +6.1% 2,541,928 $226.14 $575M +146,388 −$234M
PLTR - Palantir Technologies 3.81% Reduce −19.9% 3,231,901 $177.75 $574M −803,192 −$162M
CRSP - CRISPR Therapeutics AG 3.66% Add +7.5% 10,522,057 $52.44 $552M +735,084 −$83M
AMD - Advanced Micro Devices 3.66% Reduce −15.8% 2,574,779 $214.16 $551M −483,132 +$57M
HOOD - Robinhood Markets 3.61% Reduce −4.2% 4,806,211 $113.10 $544M −210,833 −$175M
TER - Teradyne 3.03% Reduce −13.4% 2,356,256 $193.56 $456M −366,071 +$81M
TEM - Tempus AI 2.96% Add +5.3% 7,557,583 $59.05 $446M +381,816 −$133M
RBLX - ROBLOX 2.60% Reduce −9.0% 4,834,337 $81.03 $392M −478,484 −$344M
BEAM - Beam Therapeutics 2.29% Add +12.9% 12,467,189 $27.72 $346M +1,428,355 +$78M
CRCL - Circle Internet Group 2.18% Add +39.6% 4,141,628 $79.30 $328M +1,174,688 −$65M
AMZN - Amazon 1.86% Reduce −0.5% 1,212,301 $230.82 $280M −6,307 +$12M
ACHR - Archer Aviation 1.76% Add +12.4% 35,170,701 $7.52 $264M +3,869,252 −$35M
KTOS - Kratos Defense & Security Solutions 1.74% Reduce −4.2% 3,454,123 $75.91 $262M −150,205 −$67M
BMNR — 1.70% Add +26.6% 9,457,330 $27.15 $257M +1,987,517 −$131M
TWST - Twist Bioscience 1.59% Add +12.4% 7,559,495 $31.72 $240M +832,687 +$50M
NVDA - NVIDIA 1.55% Add +7.6% 1,254,577 $186.50 $234M +88,916 +$16M
TSM - Taiwan Semiconductor Manufacturing 1.51% Add +0.9% 748,580 $303.89 $227M +6,552 +$20M
XYZ - Block 1.46% Add +26.1% 3,371,456 $65.09 $219M +698,041 +$26M
TXG - 10X Genomics 1.37% Add +6.6% 12,667,369 $16.31 $207M +779,973 +$68M
ILMN - Illumina 1.34% Add +4.9% 1,540,351 $131.16 $202M +72,472 +$63M
ARKB — 1.32% Add +8.7% 6,871,505 $29.04 $200M +548,789 −$41M
META - Meta Platforms 1.31% Add 0.0% 298,549 $660.09 $197M +137 −$22M
DE - Deere 1.30% Add +28.2% 421,907 $465.57 $196M +92,706 +$46M
BLSH - Bullish 1.21% Add +87.1% 4,821,700 $37.87 $183M +2,244,991 +$19M
GOOG - Alphabet 1.14% Add +61.1% 545,892 $313.80 $171M +206,936 +$89M
NTRA - Natera 1.11% Reduce −18.1% 731,110 $229.09 $167M −161,483 +$24M
VCYT - Veracyte 1.09% Reduce −12.9% 3,887,547 $42.10 $164M −578,228 +$10M
DKNG - DraftKings 1.04% Add +32.0% 4,540,766 $34.46 $156M +1,101,850 +$28M
RKLB - Rocket Lab 1.03% Reduce −10.1% 2,235,260 $69.76 $156M −251,535 +$37M
RXRX - Recursion Pharmaceuticals 1.01% Add +11.2% 37,316,856 $4.09 $153M +3,771,357 −$11M
BIDU - Baidu 1.00% Add +127.8% 1,157,878 $130.66 $151M +649,490 +$84M
CRWV - CoreWeave 0.91% Add +311.2% 1,924,256 $71.61 $138M +1,456,299 +$74M
ABNB - Airbnb 0.88% Reduce −5.4% 980,062 $135.72 $133M −55,766 +$7M
INTC - Intellia Therapeutics 0.85% Add +19.2% 14,207,324 $8.99 $128M +2,288,146 −$78M
BWXT - BWX Technologies 0.77% Reduce −2.0% 667,493 $172.84 $115M −13,503 −$10M
TTD - The Trade Desk 0.74% Add +26.9% 2,927,539 $37.96 $111M +620,848 −$2M
PagerDuty 0.72% Reduce −5.7% 8,323,386 $13.11 $109M −504,018 −$37M
SOFI - SoFi Technologies 0.71% Reduce −17.0% 4,106,060 $26.18 $107M −839,187 −$23M
AVAV - AeroVironment 0.70% Add +8.2% 433,129 $241.89 $105M +32,672 −$21M
BABA - Alibaba Group 0.62% Add +203.5% 637,808 $146.58 $93M +427,630 +$56M
LHX - L3Harris Technologies 0.60% Add +41.2% 309,723 $293.57 $91M +90,429 +$24M
TRMB - Trimble 0.53% Add +11.2% 1,021,098 $78.35 $80M +102,660 +$5M
WGS - GeneDx 0.52% Add +35.3% 604,561 $130.06 $79M +157,582 +$30M
GH - Guardant Health 0.47% Reduce −13.0% 691,647 $102.14 $71M −103,587 +$21M
TOST - Toast 0.46% Reduce −4.7% 1,966,366 $35.51 $70M −97,090 −$6M
PACB - Pacific Biosciences of California 0.46% Add +20.5% 37,264,228 $1.87 $70M +6,340,125 +$30M
DASH - DoorDash 0.46% Add +44.9% 306,339 $226.48 $69M +94,941 +$12M

Showing top 50 of 192 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
RDDT - Reddit 0.22% Exit 0 $229.99 $36M −158,120 −$36M
3iQ Ether Staking ETF 0.16% Exit 0 $16.29 $27M −1,671,669 −$27M
Ibotta 0.15% Exit 0 $27.85 $25M −907,386 −$25M
3iQ Solana Staking ETF 0.10% Exit 0 $16.53 $16M −985,476 −$16M
ATAI Life Sciences 0.06% Exit 0 $5.29 $11M −2,019,551 −$11M
BILL — 0.05% Exit 0 $52.97 $8M −151,654 −$8M
SAP - Sapiens International 0.02% Exit 0 $43.01 $3M −64,757 −$3M
Nexxen International 0.01% Exit 0 $9.25 $2M −194,362 −$2M
Kamada 0.01% Exit 0 $6.94 $2M −256,217 −$2M

* 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 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