Cathie Wood's Portfolio

ARK Investment Management · $15.40B disclosed · 191 positions

As of Jun 30, 2026 (filed Aug 14, 2026) — quarterly Form 13F, U.S.-listed long positions and listed options only.

#PositionValue% PortShares / PrnΔ QoQ
1Tesla Inc$1.16B7.5%2,759,800-3%
2Advanced Micro Devices Inc$822.8M5.3%1,416,443-48%
3Space Exploration Technologies Corp$765.1M5%4,478,013NEW
4Tempus AI Inc$580.6M3.8%10,022,634+4%
5Robinhood Markets Inc$525.1M3.4%5,236,031-13%
6CRISPR Therapeutics AG$516.0M3.4%9,460,939-16%
7Shopify Inc$474.5M3.1%4,155,925-0.5%
8Twist Bioscience Corp$468.1M3%4,549,803-28%
910X Genomics Inc$383.5M2.5%10,003,057-15%
10Amazon.com Inc$379.2M2.5%1,591,177+17%
11Palantir Technologies Inc$374.8M2.4%3,212,286+3%
12Alphabet Inc$368.6M2.4%1,043,334+45%
13Coinbase Global Inc$367.1M2.4%2,511,319+6%
14ROBLOX Corp$351.6M2.3%6,465,890+10%
15Beam Therapeutics Inc$351.3M2.3%10,234,862-16%
16Teradyne Inc$312.0M2%644,782-48%
17Intellia Therapeutics Inc$285.5M1.9%16,875,684+16%
18Circle Internet Group Inc$285.5M1.9%4,558,162+1%
19NVIDIA Corp$276.4M1.8%1,381,247+33%
20CoreWeave Inc$264.5M1.7%2,657,192+5%
21
Deere & Co
$249.3M1.6%393,025-2%
22Block Inc$235.4M1.5%3,097,973+0.1%
23
Kratos Defense & Security Solutions Inc.
$233.0M1.5%4,672,566+34%
24
Taiwan Semiconductor Manufacturing Company Ltd
$230.3M1.5%482,286-23%
25Natera Inc$187.0M1.2%688,855+0.7%
26Illumina Inc$183.7M1.2%1,045,010-7%
27Cerebras Systems Inc$169.0M1.1%764,613NEW
28Rocket Lab Corp$165.8M1.1%1,631,207-27%
29Bullish$158.1M1%6,746,186+3%
30Broadcom Inc$153.8M1%407,202-0.1%
31Recursion Pharmaceuticals Inc$151.7M1%41,337,632+3%
32Archer Aviation Inc$151.2M1%31,963,922-15%
33Absci Corp$149.8M1%12,925,271-6%
34Veracyte Inc$134.8M0.9%2,295,951-25%
35Meta Platforms Inc$134.6M0.9%238,973+55%
36ARK 21Shares Bitcoin ETF$125.6M0.8%6,454,565-4%
37
L3Harris Technologies Inc
$125.3M0.8%431,179+11%
38BitMine Immersion Technologies$117.3M0.8%8,811,588-9%
39Personalis Inc$110.8M0.7%8,271,339+4%
40GeneDx Holdings Corp$110.5M0.7%1,610,189+22%
41BWX Technologies Inc$107.0M0.7%549,881-12%
42AeroVironment Inc$100.3M0.7%607,502+9%
43X-Energy Inc$99.4M0.6%5,411,846NEW
44
Eli Lilly & Co
$92.7M0.6%77,254+509%
45Roku Inc$82.3M0.5%595,880-84%
46Guardant Health Inc$76.0M0.5%506,416+4%
47DoorDash Inc$70.1M0.5%380,139+10%
48Snowflake Inc$68.6M0.4%269,539NEW
49Trimble Inc$68.2M0.4%1,331,680+7%
50SoFi Technologies Inc$67.1M0.4%3,742,479-2%
51Iridium Communications Inc$66.6M0.4%1,215,113-30%
52Joby Aviation Inc$59.7M0.4%6,694,311+8%
53Caterpillar Inc$59.6M0.4%56,008-4%
54Intuitive Machines Inc$57.7M0.4%2,699,401+2%
55CareDx Inc$55.7M0.4%1,953,531-12%
56Figma Inc$55.0M0.4%3,042,015-10%
57Datadog Inc$54.7M0.4%210,148-7%
58Cerus Corp$52.4M0.3%17,932,099-6%
59Toast Inc$51.7M0.3%1,859,887+3%
60Alphabet Inc$50.1M0.3%140,122NEW
61Pacific Biosciences of California, Inc.$50.0M0.3%29,781,416-18%
62Compass Pathways Plc$48.8M0.3%3,451,965+5%
63Elbit Systems Ltd$47.6M0.3%62,709+4%
64Adaptive Biotechnologies Corp$44.8M0.3%2,090,306-0.1%
65Nurix Therapeutics Inc$43.5M0.3%1,793,196+4%
66Cloudflare Inc$43.1M0.3%175,723-4%
67Butterfly Network Inc$42.8M0.3%5,085,456-3%
68Aurora Innovation Inc$41.8M0.3%6,131,831-5%
69MercadoLibre Inc$37.4M0.2%22,044-8%
70Alamar Biosciences Inc$37.2M0.2%1,373,959NEW
71Cameco Corp$36.8M0.2%361,570-2%
72Teledyne Technologies Inc$36.6M0.2%54,873+7%
73Synopsys Inc$36.3M0.2%81,283+7%
74Symbotic Inc$35.8M0.2%796,749+2%
75Schrodinger Inc$35.0M0.2%2,154,018+4%
76Baidu Inc$34.5M0.2%301,934-73%
77
Spotify Technology SA
$34.5M0.2%75,108+11%
78Everpure Inc$31.4M0.2%397,952-7%
79DraftKings Inc$31.0M0.2%1,228,846-9%
80Prime Medicine Inc$30.8M0.2%8,348,746+34%
81Rubrik Inc$29.3M0.2%365,426-7%
82Intuitive Surgical Inc$28.0M0.2%70,375+2%
83Kodiak AI Inc$26.2M0.2%5,150,227+35%
84Ionis Pharmaceuticals Inc$23.8M0.2%300,770+4%
85Gitlab Inc$23.4M0.2%767,998-7%
86WeRide Inc$21.8M0.1%3,742,949+3%
87Generate Biomedicines Inc$21.7M0.1%1,284,617+158%
88Airbnb Inc$21.2M0.1%148,320-8%
89Arcturus Therapeutics Holdings$19.5M0.1%2,901,635+5%
90Oklo Inc$19.5M0.1%372,257+6%
91Genius Sports Ltd$18.6M0.1%3,065,770-8%
92Crowdstrike Holdings Inc$18.0M0.1%94,500-11%
93HEICO Corp$17.8M0.1%50,052+14%
94908 Devices Inc$17.6M0.1%2,027,920+4%
95Netflix Inc$16.1M0.1%224,871+3%
96Pony AI Inc$15.4M0.1%2,212,454+15%
97Sea Ltd$15.2M0.1%158,412-8%
98Garmin Ltd$14.7M0.1%61,682+15%
99Klarna Group PLC$14.4M0.1%712,201-8%
100Strata Critical Medical Inc$14.4M0.1%2,730,855-63%
101NU Holdings Ltd$14.3M0.1%1,071,519-8%
102Etoro Group Ltd$12.5M0.1%315,645-10%
103BioNTech SE$12.4M0.1%133,333+4%
104Alibaba Group Holding Ltd$11.5M0.1%119,555-85%
105Canton Strategic Holdings Inc$10.3M0.1%3,657,548-1%
106Lockheed Martin Corp$7.5M0%14,806+12%
107
ARK Innovation ETF
$7.4M0%91,105-5%
108Quantum-Si Inc$6.3M0%7,167,738+4%
109Honeywell International Inc$5.2M0%23,262NEW
110Honeywell Aerospace Inc$5.1M0%23,262NEW
111SimilarWeb Ltd$5.1M0%834,663+137%
112Zillow Group Inc$4.8M0%152,575-8%
113JFrog Ltd$4.6M0%50,621+28%
114Xometry Inc$4.4M0%46,048+14%
115Stratasys Ltd$4.4M0%512,180+23%
116UroGen Pharma Ltd$3.7M0%101,508-12%
117
Kaspi.KZ JSC
$3.6M0%41,525-34%
118PayPay Corp$3.5M0%244,985-8%
119Alpha Tau Medical Ltd$3.5M0%277,086-5%
120Velo3D Inc$3.4M0%194,753+65%
121Valens Semiconductor Ltd$3.2M0%1,412,570+35%
1223D Systems Corp$3.1M0%1,032,786+13%
123Materialise NV$3.1M0%419,784-6%
124Taboola.com Ltd$3.0M0%602,812+15%
125Proto Labs Inc$2.9M0%35,418-23%
126Mobileye Global Inc$2.7M0%281,104+39%
127Pagaya Technologies Ltd$2.7M0%147,603+49%
128Radware Ltd$2.7M0%86,280-6%
129Tower Semiconductor Ltd$2.6M0%10,126-44%
130Allot Ltd$2.6M0%297,726+47%
131TAT Technologies Ltd$2.5M0%52,284+22%
132Dentsply Sirona Inc$2.5M0%235,538-12%
133HP Inc$2.5M0%113,869-7%
134Cellebrite DI Ltd$2.5M0%170,923+35%
135Riskified Ltd$2.5M0%488,797+3%
136RADCOM Ltd$2.5M0%174,214+0.9%
137
Ituran Location and Control Ltd
$2.4M0%40,137-21%
138Monday.com Ltd$2.4M0%33,167+95%
139PTC Inc$2.4M0%21,049+8%
140AudioCodes Ltd$2.4M0%246,438-3%
141Autodesk Inc$2.4M0%12,226-2%
142Teva Pharmaceutical Industries$2.3M0%68,653+0.5%
143Microsoft Corp$2.3M0%6,177-3%
144Nova Ltd$2.3M0%4,220-17%
145Playtika Holding Corp$2.3M0%614,004
146Inmode Ltd$2.2M0%153,224-3%
147Oddity Tech Ltd$2.2M0%146,754+124%
148Brainsway Ltd$2.2M0%142,500-26%
149Nayax Ltd$2.2M0%33,306-11%
150Check Point Software Technologies Ltd$2.1M0%16,112+37%
151Fiverr International Ltd$2.1M0%202,039+58%
152Perion Network Ltd$2.1M0%211,984-9%
153Camtek Ltd$2.0M0%12,161-21%
154Cognyte Software Ltd$2.0M0%225,795-6%
155Kamada Ltd$1.9M0%263,304-2%
156Nice Ltd$1.9M0%21,035+9%
157MediWound Ltd$1.9M0%126,576-3%
158Nano Dimension Ltd$1.8M0%1,247,498-12%
159Compugen Ltd$1.7M0%786,536-25%
160Gilat Satellite Networks Ltd$1.6M0%118,601-7%
161Kaiser Aluminum Corp$1.5M0%7,530-20%
162Wix.com Ltd$1.5M0%32,312+21%
163Moog Inc$1.5M0%3,455-17%
164
GE Aerospace
$1.3M0%3,610-3%
165Enlivex Ltd$1.3M0%2,382,731+279%
166Lincoln Electric Holdings Inc$1.1M0%4,193-9%
167AMETEK Inc$1.0M0%4,186-18%
168Nano-X Imaging Ltd$936k0%806,614+10%
169Align Technology Inc$888k0%5,264-17%
170
ARK Innovation ETFCALL
$719k0%8,900-1%
171Octave Intelligence PLC$145k0%8,897NEW
172Materion Corp$135k0%455-20%
173Carpenter Technology Corp$110k0%178-30%
174ATI Inc$96k0%487-28%
175Jabil Inc$94k0%245-27%
1763M Co$76k0%470-5%
177Avient Corp$74k0%2,015-15%
178
iShares Russell 1000 Growth ETF
$71k0%570+164%
179
ARK Genomic Revolution ETF
$70k0%1,659-76%
180Kennametal Inc$69k0%1,979-19%
181
Vanguard Growth ETF
$66k0%768+726%
182
Grayscale Ethereum Staking Min
$64k0%4,280-4%
183
Dauch Corporation
$35k0%6,386+7%
184
State Street SPDR S&P Biotech ETF
$15k0%94NEW
185
iShares Expanded Tech-Software Sector ETF
$5k0%56NEW
186
State Street SPDR S&P Capital Markets ETF
$3k0%19NEW
187
State Street SPDR S&P Health Care Equipment ETF
$2k0%21NEW
188
State Street SPDR S&P Aerospace & Defense ETF
$1k0%3NEW
189
Fidelity MSCI Communication Services Index ETF
$0k0%7NEW
190
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$0k0%2NEW
191
State Street SPDR S&P 500 ETF Trust
$0k0%0-100%

Exited since Mar 31, 2026

HONSLMTICEPANWCRMPINSiShares Russell 1000 ETF

Built from the firm's public quarterly Form 13F filings. 13F reports cover reportable U.S.-listed long positions and listed options only, are published up to 45 days after quarter end, and exclude short positions, most non-U.S. holdings, and other instruments — so this is a delayed, partial view by design. Nothing here is investment advice.