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

2026 Q1 2025 Q4 · filed 12 May · long equity

TSLA - Tesla 8.18% Reduce −2.9% 2,831,329 $371.75 $1.1B −83,163 −$258M
AMD - Advanced Micro Devices 4.29% Add +5.4% 2,712,854 $203.43 $552M +138,075 +$461K
CRSP - CRISPR Therapeutics AG 4.19% Add +7.5% 11,313,623 $47.57 $538M +791,566 −$14M
SHOP - Shopify 3.85% Add +5.0% 4,177,652 $118.62 $496M +198,754 −$145M
PLTR - Palantir Technologies 3.54% Reduce −3.8% 3,109,881 $146.28 $455M −122,020 −$120M
TEM - Tempus AI 3.38% Add +27.1% 9,607,745 $45.22 $434M +2,050,162 −$12M
CRCL - Circle Internet Group 3.35% Add +8.9% 4,509,482 $95.41 $430M +367,854 +$102M
HOOD - Robinhood Markets 3.24% Add +24.9% 6,003,061 $69.30 $416M +1,196,850 −$128M
COIN - Coinbase Global 3.22% Reduce −6.7% 2,372,884 $174.61 $414M −169,044 −$161M
TER - Teradyne 2.87% Reduce −47.2% 1,245,122 $296.46 $369M −1,111,134 −$87M
ROKU - ROKU Inc 2.81% Reduce −35.0% 3,820,405 $94.62 $361M −2,061,333 −$277M
RBLX - ROBLOX 2.59% Add +22.0% 5,896,106 $56.56 $333M +1,061,769 −$58M
TWST - Twist Bioscience 2.34% Reduce −16.1% 6,342,733 $47.52 $301M −1,216,762 +$62M
BEAM - Beam Therapeutics 2.25% Reduce −2.7% 12,133,433 $23.83 $289M −333,756 −$56M
AMZN - Amazon 2.19% Add +11.8% 1,355,283 $208.27 $282M +142,982 +$2M
TXG - 10X Genomics 1.93% Reduce −7.5% 11,717,317 $21.23 $249M −950,052 +$42M
KTOS - Kratos Defense & Security Solutions 1.91% Add +1.1% 3,491,194 $70.51 $246M +37,071 −$16M
BLSH - Bullish 1.82% Add +36.1% 6,562,039 $35.73 $234M +1,740,339 +$52M
DE - Deere 1.75% Reduce −5.4% 399,074 $563.30 $225M −22,833 +$28M
TSM - Taiwan Semiconductor Manufacturing 1.65% Reduce −16.1% 627,704 $337.95 $212M −120,876 −$15M
GOOG - Alphabet 1.61% Add +32.0% 720,414 $286.86 $207M +174,522 +$35M
CRWV - CoreWeave 1.53% Add +31.9% 2,538,125 $77.47 $197M +613,869 +$59M
ACHR - Archer Aviation 1.51% Add +6.4% 37,437,062 $5.17 $194M +2,266,361 −$71M
BMNR — 1.49% Add +2.6% 9,699,165 $19.78 $192M +241,835 −$65M
XYZ - Block 1.45% Reduce −8.2% 3,093,936 $60.18 $186M −277,520 −$33M
INTC - Intellia Therapeutics 1.45% Add +2.1% 14,509,247 $12.82 $186M +301,923 +$58M
NVDA - NVIDIA 1.40% Reduce −17.5% 1,035,426 $174.40 $181M −219,151 −$53M
ARKB — 1.17% Reduce −2.5% 6,698,206 $22.49 $151M −173,299 −$49M
RKLB - Rocket Lab 1.12% Add +0.4% 2,243,656 $64.22 $144M +8,396 −$12M
ILMN - Illumina 1.08% Reduce −26.7% 1,129,459 $123.26 $139M −410,892 −$63M
NTRA - Natera 1.06% Reduce −6.4% 684,255 $199.99 $137M −46,855 −$31M
LHX - L3Harris Technologies 1.05% Add +25.8% 389,694 $345.15 $135M +79,971 +$44M
BWXT - BWX Technologies 0.99% Reduce −6.7% 622,546 $204.49 $127M −44,947 +$12M
AVGO - Broadcom 0.98% New 407,803 $309.51 $126M +407,803 +$126M
BIDU - Baidu 0.97% Reduce −3.2% 1,120,331 $111.42 $125M −37,547 −$26M
RXRX - Recursion Pharmaceuticals 0.96% Add +7.8% 40,212,769 $3.07 $123M +2,895,913 −$29M
AVAV - AeroVironment 0.80% Add +29.1% 559,254 $183.05 $102M +126,125 −$2M
VCYT - Veracyte 0.76% Reduce −21.4% 3,053,818 $32.21 $98M −833,729 −$65M
BABA - Alibaba Group 0.76% Add +22.8% 783,171 $125.46 $98M +145,363 +$5M
META - Meta Platforms 0.69% Reduce −48.4% 153,996 $572.13 $88M −144,553 −$109M
WGS - GeneDx 0.66% Add +119.1% 1,324,583 $64.22 $85M +720,022 +$6M
TRMB - Trimble 0.63% Add +22.2% 1,247,925 $65.23 $81M +226,827 +$1M
FIG - Figma 0.56% Add +483.2% 3,392,869 $21.14 $72M +2,811,150 +$50M
SOFI - SoFi Technologies 0.47% Reduce −6.6% 3,836,003 $15.88 $61M −270,057 −$47M
DASH - DoorDash 0.40% Add +13.0% 346,147 $150.15 $52M +39,808 −$17M
ESLT - Elbit Systems 0.40% Add +5.7% 60,281 $849.09 $51M +3,236 +$18M
JOBY - Joby Aviation 0.40% Add +83.9% 6,173,944 $8.26 $51M +2,816,936 +$7M
PSNL - Personalis 0.39% Add +0.8% 7,944,112 $6.37 $51M +65,025 −$12M
INTU - Intuitive Machines 0.38% Add +15.4% 2,656,531 $18.56 $49M +355,008 +$12M
TOST - Toast 0.37% Reduce −7.9% 1,810,754 $26.51 $48M −155,612 −$22M

Showing top 50 of 177 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
TTD - The Trade Desk 0.74% Exit 0 $37.96 $111M −2,927,539 −$111M
PagerDuty 0.72% Exit 0 $13.11 $109M −8,323,386 −$109M
U - Unity Software 0.29% Exit 0 $44.17 $43M −974,337 −$43M
QCOM - Qualcomm 0.28% Exit 0 $171.05 $43M −250,168 −$43M
FUTU — 0.12% Exit 0 $164.21 $17M −106,024 −$17M
Nextdoor 0.11% Exit 0 $2.10 $16M −7,778,633 −$16M
AMGN - Amgen 0.10% Exit 0 $327.31 $15M −45,358 −$15M
GLBE - Global-E Online 0.10% Exit 0 $39.31 $14M −364,781 −$14M
INCY - Incyte 0.09% Exit 0 $98.77 $14M −136,950 −$14M
ATAI - Atai Beckley 0.09% Exit 0 $4.09 $14M −3,305,997 −$14M
VRTX - Vertex Pharmaceuticals 0.08% Exit 0 $453.37 $12M −26,100 −$12M
CAI - Caris Life Sciences 0.07% Exit 0 $26.98 $11M −408,725 −$11M
INTU - Intuit 0.06% Exit 0 $662.41 $10M −14,562 −$10M
VEEV - Veeva Systems 0.06% Exit 0 $223.23 $9M −41,222 −$9M
PYPL - PayPal 0.06% Exit 0 $58.38 $9M −151,471 −$9M
LAB - Standard BioTools 0.03% Exit 0 $1.28 $4M −3,066,665 −$4M
The 3D Printing ETF 0.02% Exit 0 $22.34 $3M −135,556 −$3M
Magic Software Enterprises 0.02% Exit 0 $25.75 $3M −99,907 −$3M
CyberArk Software 0.01% Exit 0 $446.17 $2M −4,245 −$2M
UPS - United Parcel Service 0.01% Exit 0 $99.16 $1M −13,383 −$1M
ETHA - iShares Ethereum Trust ETF Exit 0 $22.34 $99K −4,432 −$99K
KODK - Eastman Kodak Exit 0 $8.47 $91K −10,745 −$91K
HXL - Hexcel Exit 0 $74.20 $86K −1,159 −$86K
REGN - Regeneron Pharmaceuticals Exit 0 $772.73 $85K −110 −$85K
EMN - Eastman Chemical Exit 0 $64.16 $75K −1,169 −$75K
DWDPEUR — Exit 0 $40.22 $36K −895 −$36K
Q - Qnity Exit 0 $80.54 $36K −447 −$36K
Exact Sciences Exit 0 $103.90 $8K −77 −$8K
IWB - iShares Russell 1000 ETF 0.00% Exit 0 $125

* 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 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