DOSSIER · 13F-HR · Q2 2026

ARK Investment Management LLC

$15.4B in tracked AUM across 191 positions as of Q2 2026. Managed by Cathie Wood

AI
CIK 0001697748 · last filed Jun 30, 2026
Total AUM
$15.4B
as of Q2 2026
Holdings
191
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

As of the report date September 30, 2025, ARK Investment Management LLC managed a total portfolio value of approximately $11.59 billion across 132 holdings. This represents a significant decrease in asset value of 15.0% compared to the previous quarter's $13.64 billion. The portfolio exhibits high conviction, with the top ten holdings accounting for roughly 55% of total assets. The fund maintains a distinct focus on disruptive innovation, characterized by high turnover an...

Key Holdings

The portfolio is dominated by high-growth, large-cap technology and consumer discretionary names, with Tesla Inc. (TSLA) serving as the anchor position. TSLA remains the largest holding at $1.60 billion, representing 13.78% of the portfolio. ARK increased its stake in Tesla by 16.6% (adding $618.79 million), signaling a continued strong conviction in the company's robotics and autonomous driving potential despite the stock's volatility.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSLA
Tesla Inc
$1.2B2.8M7.5%
02
AMD
Advanced Micro Devices Inc
$823M1.4M5.3%
03
SPCX
Space Exploration Technologies Corp
$765M4.5M5.0%
04
TEM
Tempus AI Inc
$581M10.0M3.8%
05
HOOD
Robinhood Markets Inc
$525M5.2M3.4%
06
H17182108
CRISPR Therapeutics AG
$516M9.5M3.4%
07
SHOP
Shopify Inc
$475M4.2M3.1%
08
TWST
Twist Bioscience Corp
$468M4.5M3.0%
09
TXG
10X Genomics Inc
$384M10.0M2.5%
10
AMZN
Amazon.com Inc
$379M1.6M2.5%

Filing history

2026Q2Jun 30
$15.4B 19.8%
191 positionsView →
2026Q1Mar 31
$12.9B 14.7%
182 positionsView →
2025Q4Dec 31
$15.1B 30.0%
197 positionsView →
2025Q3Sep 30
$11.6B 15.0%
132 positionsView →
2025Q2Jun 30
$13.6B 92.4%
191 positionsLocked
2025Q1Mar 31
$7.1B 41.0%
131 positionsLocked
2024Q4Dec 31
$12.0B 9.8%
183 positionsLocked
2024Q3Sep 30
$10.9B 3.0%
195 positionsLocked
2024Q2Jun 30
$11.3B 22.0%
190 positionsLocked
2024Q1Mar 31
$14.4B 14.5%
230 positionsLocked
2023Q4Dec 31
$16.9B 29.2%
223 positionsLocked
2023Q3Sep 30
$13.1B 13.5%
226 positionsLocked
Showing 12 of 37