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ARK Invest (Cathie Wood)

Active equity managers

Files as ARK Investment Management LLC (SEC CIK 1697748).
Portfolio from its latest quarterly 13F-HR filing.

$21.73B
Tracked value
178
Positions
Q2 2026
Portfolio as of
Aug 14, 2026
Filed

Holdings

Top 100 of 178 tracked positions, by value
#CompanyPortfolio %vs Q1 2026Value
1QSIQuantum-Si Inc29.2%▲ 4.2%$6.34B
2TSLATesla, Inc.5.3%▼ 2.5%$1.16B
3AMDADVANCED MICRO DEVICES INC3.8%▼ 47.8%$822.83M
4SPCXSPACE EXPLORATION TECHNOLOGIES CORP3.5%NEW$765.11M
5TEMTempus AI, Inc.2.7%▲ 4.3%$580.61M
6HOODRobinhood Markets, Inc.2.4%▼ 12.8%$525.07M
7CRSPCRISPR Therapeutics AG2.4%▼ 16.4%$516.00M
8SHOPSHOPIFY INC.2.2%▼ 0.5%$474.52M
9TWSTTwist Bioscience Corp2.2%▼ 28.3%$468.08M
10TXG10x Genomics, Inc.1.8%▼ 14.6%$383.52M
11AMZNAMAZON COM INC1.7%▲ 17.4%$379.24M
12PLTRPalantir Technologies Inc.1.7%▲ 3.3%$374.78M
13GOOGAlphabet Inc.1.7%▲ 44.8%$368.64M
14COINCoinbase Global, Inc.1.7%▲ 5.8%$367.13M
15RBLXRoblox Corp1.6%▲ 9.7%$351.62M
16BEAMBeam Therapeutics Inc.1.6%▼ 15.6%$351.26M
17TERTERADYNE, INC1.4%▼ 48.2%$311.97M
18NTLAIntellia Therapeutics, Inc.1.3%▲ 16.3%$285.54M
19CRCLCircle Internet Group, Inc.1.3%▲ 1.1%$285.48M
20NVDANVIDIA CORP1.3%▲ 33.4%$276.37M
21CRWVCoreWeave, Inc.1.2%▲ 4.7%$264.50M
22DEDEERE & CO1.1%▼ 1.5%$249.31M
23XYZBlock, Inc.1.1%▲ 0.1%$235.45M
24KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.1.1%▲ 33.8%$232.97M
25TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1.1%▼ 23.2%$230.33M
26NTRANatera, Inc.0.9%▲ 0.7%$186.99M
27ILMNILLUMINA, INC.0.8%▼ 7.5%$183.74M
28CBRSCerebras Systems Inc.0.8%NEW$168.98M
29RKLBRocket Lab Corp0.8%▼ 27.3%$165.81M
30BLSHBullish0.7%▲ 2.8%$158.06M
31AVGOBroadcom Inc.0.7%▼ 0.1%$153.82M
32RXRXRECURSION PHARMACEUTICALS, INC.0.7%▲ 2.8%$151.71M
33ACHRArcher Aviation Inc.0.7%▼ 14.6%$151.19M
34ABSIAbsci Corp0.7%▼ 5.8%$149.80M
35VCYTVERACYTE, INC.0.6%▼ 24.8%$134.84M
36METAMeta Platforms, Inc.0.6%▲ 55.2%$134.61M
37ARKBArk 21Shares Bitcoin ETF0.6%▼ 3.6%$125.61M
38LHXL3HARRIS TECHNOLOGIES, INC. /DE/0.6%▲ 10.6%$125.30M
39BMNRBITMINE IMMERSION TECHNOLOGIES, INC.0.5%▼ 9.2%$117.28M
40PSNLPersonalis, Inc.0.5%▲ 4.1%$110.84M
41WGSGeneDx Holdings Corp.0.5%▲ 21.6%$110.54M
42BWXTBWX Technologies, Inc.0.5%▼ 11.7%$107.03M
43AVAVAeroVironment Inc0.5%▲ 8.6%$100.28M
44XEX-Energy, Inc.0.5%NEW$99.36M
45LLYELI LILLY & Co0.4%▲ 509%$92.66M
46ROKUROKU, INC0.4%▼ 84.4%$82.31M
47GHGuardant Health, Inc.0.3%▲ 4.1%$75.98M
48DASHDoorDash, Inc.0.3%▲ 9.8%$70.15M
49SNOWSnowflake Inc.0.3%NEW$68.60M
50TRMBTRIMBLE INC.0.3%▲ 6.7%$68.16M
51SOFISoFi Technologies, Inc.0.3%▼ 2.4%$67.10M
52IRDMIridium Communications Inc.0.3%▼ 29.6%$66.65M
53JOBYJoby Aviation, Inc.0.3%▲ 8.4%$59.71M
54CATCATERPILLAR INC0.3%▼ 4.4%$59.64M
55LUNRIntuitive Machines, Inc.0.3%▲ 1.6%$57.74M
56CDNACareDx, Inc.0.3%▼ 12.3%$55.68M
57FIGFigma, Inc.0.3%▼ 10.3%$55.03M
58DDOGDatadog, Inc.0.3%▼ 7.3%$54.71M
59CERSCERUS CORP0.2%▼ 6.4%$52.36M
60TOSTToast, Inc.0.2%▲ 2.7%$51.74M
61GOOGLAlphabet Inc.0.2%NEW$50.08M
62PACBPACIFIC BIOSCIENCES OF CALIFORNIA, INC.0.2%▼ 17.9%$50.03M
63CMPSCOMPASS Pathways plc0.2%▲ 4.6%$48.85M
64ESLTELBIT SYSTEMS LTD0.2%▲ 4.0%$47.58M
65ADPTAdaptive Biotechnologies Corp0.2%▼ 0.1%$44.84M
66NRIXNurix Therapeutics, Inc.0.2%▲ 4.2%$43.50M
67NETCloudflare, Inc.0.2%▼ 4.3%$43.10M
68BFLYButterfly Network, Inc.0.2%▼ 2.7%$42.82M
69AURAurora Innovation, Inc.0.2%▼ 4.9%$41.82M
70MELIMERCADOLIBRE INC0.2%▼ 8.1%$37.42M
71ALMRAlamar Biosciences, Inc.0.2%NEW$37.22M
72CCJCAMECO CORP0.2%▼ 1.5%$36.83M
73TDYTELEDYNE TECHNOLOGIES INC0.2%▲ 6.7%$36.59M
74SNPSSYNOPSYS INC0.2%▲ 6.9%$36.26M
75SYMSymbotic Inc.0.2%▲ 1.9%$35.81M
76SDGRSchrodinger, Inc.0.2%▲ 4.2%$35.00M
77BIDUBaidu, Inc.0.2%▼ 73.0%$34.51M
78SPOTSpotify Technology S.A.0.2%▲ 10.8%$34.48M
79PEverpure, Inc.0.1%▼ 7.2%$31.35M
80DKNGDraftKings Inc.0.1%▼ 9.2%$31.04M
81PRMEPrime Medicine, Inc.0.1%▲ 33.6%$30.81M
82RBRKRubrik, Inc.0.1%▼ 7.5%$29.34M
83ISRGINTUITIVE SURGICAL INC0.1%▲ 2.0%$27.99M
84KDKKodiak AI, Inc.0.1%▲ 35.3%$26.16M
85IONSIONIS PHARMACEUTICALS INC0.1%▲ 4.2%$23.85M
86GTLBGitlab Inc.0.1%▼ 7.1%$23.45M
87WRDWeRide Inc.0.1%▲ 2.6%$21.78M
88GENBGenerate Biomedicines, Inc.0.1%▲ 158%$21.67M
89ABNBAirbnb, Inc.0.1%▼ 8.3%$21.22M
90ARCTArcturus Therapeutics Holdings Inc.0.1%▲ 4.8%$19.50M
91OKLOOklo Inc.0.1%▲ 6.0%$19.48M
92GENIGenius Sports Ltd0.1%▼ 8.0%$18.58M
93CRWDCrowdStrike Holdings, Inc.0.1%▼ 10.7%$18.03M
94HEIHEICO CORP0.1%▲ 14.4%$17.83M
95MASS908 Devices Inc.0.1%▲ 4.2%$17.64M
96NFLXNETFLIX INC0.1%▲ 3.4%$16.06M
97PONYPony AI Inc.0.1%▲ 14.9%$15.38M
98SESea Ltd0.1%▼ 8.5%$15.18M
99GRMNGARMIN LTD0.1%▲ 14.9%$14.65M
100KLARKlarna Group plc0.1%▼ 8.5%$14.41M

Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.

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Source: SEC EDGAR Form 13F-HR filings.