ARK Investment Management LLC

Institutional manager·Cathie Wood·CIK 0001697748
Latest Qtr return
+12.1%
SPY latest qtr
+17.6%
Alpha
-5.5ptsvs SPY
Invested
$12.9B
Holdings
181
Trades YTD
5

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+185%ARK +180.1%SPY +72.2%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow ARK Investment Management LLC right now?

ARK Investment Management LLC reported $12.9B in AUM across 181 positions as of 31 March 2026 (13F-HR). Tesla remains the largest disclosed holding at 8.2% of the portfolio, followed by AMD (4.3%), CRISPR Therapeutics (4.2%), and Shopify (3.9%). Digital-asset-adjacent names — Coinbase, Robinhood, and Circle Internet Group — collectively account for roughly 9.7% of reported weight.

The largest quarterly additions by share count include Figma (+483%), HEICO Corp (+133%), and GeneDx Holdings (+119%). Q1 2026 returns came in at +12.1% against SPY's +17.6%, a -5.5% alpha gap, extending two consecutive quarters of benchmark underperformance after outsized positive alpha in mid-2025. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
01
$TSLA
Tesla Inc
Q4 2025: Sold 2.9% (2.91M → 2.83M shares)
8.2%
+2.6%
~$371.75 Mar 2026
02
$AMD
Advanced Micro Devices Inc
Q4 2025: Increased +5.4% (2.57M → 2.71M shares)
4.3%
+155.5%
~$203.43 Mar 2026
03
$CRSP
CRISPR Therapeutics AG
Q4 2025: Increased +7.5% (10.52M → 11.31M shares)
4.2%
+18.1%
~$47.57 Mar 2026
04
$SHOP
Shopify Inc
Q4 2025: Increased +5.0% (3.98M → 4.18M shares)
3.9%
+0.1%
~$118.62 Mar 2026
05
$PLTR
Palantir Technologies Inc
Q4 2025: Sold 3.8% (3.23M → 3.11M shares)
3.5%
+7.0%
~$146.28 Mar 2026
06
$TEM
Tempus AI Inc
Q4 2025: Increased +27.1% (7.56M → 9.61M shares)
3.4%
+11.6%
~$45.22 Mar 2026
07
$CRCL
Circle Internet Group Inc
Q4 2025: Increased +8.9% (4.14M → 4.51M shares)
3.3%
+18.4%
~$95.41 Mar 2026
08
$HOOD
Robinhood Markets Inc
Q4 2025: Increased +24.9% (4.81M → 6.00M shares)
3.2%
+36.1%
~$69.30 Mar 2026
09
$COIN
Coinbase Global Inc
Q4 2025: Sold 6.7% (2.54M → 2.37M shares)
3.2%
+8.3%
~$174.61 Mar 2026
10
$TER
Teradyne Inc
Q4 2025: Sold 47.2% (2.36M → 1.25M shares)
2.9%
+41.7%
~$296.46 Mar 2026
See all 181 holdings · Pro →

Recent trades · Last 90 days

ARK Investment Management LLC
Insider · Form 4 · Cathie Wood
SOLD
$ARKVXARK Venture Fund
$800K
FORM 4
ARK Investment Management LLC
Insider · Form 4 · Cathie Wood
SOLD
$ARKVXARK Venture Fund
$500K
FORM 4
ARK Investment Management LLC
13D activist · Cathie Wood
STAKE
$CRSPSC 13G/A
—
Dec 10SEC_13DG
ARK Investment Management LLC
13D activist · Cathie Wood
STAKE
—SC 13G/A
—
Dec 10SEC_13DG
ARK Investment Management LLC
13D activist · Cathie Wood
STAKE
—SC 13G/A
—
Nov 12SEC_13DG
See full trade history →

Convergence · ARK Investment Management LLC

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:51 UTC.