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Cathie Wood

ARK Investment Management LLC

$12.40B

Total portfolio value

As of Mar 2026

Share on X

Performance (If You Copied This Portfolio)

1y

+36.0%

+14.8% vs S&P

3y

+18.1%

-8.5% vs S&P

5y

+10.0%

-22.9% vs S&P

10y

+34.1%

+1466.4% vs S&P

all

+16.6%

+5039.2% vs S&P

Portfolio Allocation (Top Holdings)

TSLA24.3%
AMD12.7%
CRISPR THE12.4%
SHOPIFY11.4%
TEMPUS AI10.0%
CIRCLE INT9.9%
+2 more

178

New Buys

0

Increased

0

Decreased

0

Sold Out

New Positions This Quarter

TSLATesla Inc

$1.05B

2.83M shares

AMDAdvanced Micro Devices Inc

$551.9M

2.71M shares

CRISPR THECRISPR Therapeutics AG

$538.2M

11.31M shares

SHOPIFYShopify Inc

$495.6M

4.18M shares

TEMPUS AITempus AI Inc

$434.5M

9.61M shares

CIRCLE INTCircle Internet Group Inc

$430.2M

4.51M shares

ROBINHOOD Robinhood Markets Inc

$416.0M

6.00M shares

COINCoinbase Global Inc

$414.3M

2.37M shares

TERADYNETeradyne Inc

$369.1M

1.25M shares

ROKURoku Inc

$361.5M

3.82M shares

ROBLOXROBLOX Corp

$333.5M

5.90M shares

TWIST BIOSTwist Bioscience Corp

$301.4M

6.34M shares

BEAM THERABeam Therapeutics Inc

$289.1M

12.13M shares

AMZNAmazon.com Inc

$282.3M

1.36M shares

10X GENOMI10X Genomics Inc

$248.8M

11.72M shares

KRATOS DEFKratos Defense & Security Solutions Inc.

$246.2M

3.49M shares

BULLISHBullish

$234.5M

6.56M shares

DEDeere & Co

$224.8M

399K shares

TAIWAN SEMTaiwan Semiconductor Manufacturing Company Ltd

$212.1M

628K shares

GOOGAlphabet Inc

$206.7M

720K shares

COREWEAVECoreWeave Inc

$196.6M

2.54M shares

ARCHER AVIArcher Aviation Inc

$193.5M

37.44M shares

BITMINE IMBitMine Immersion Technologies

$191.8M

9.70M shares

BLOCKBlock Inc

$186.2M

3.09M shares

INTELLIA TIntellia Therapeutics Inc

$186.0M

14.51M shares

NVDANVIDIA Corp

$180.6M

1.04M shares

ARK 21SHARARK 21Shares Bitcoin ETF

$150.6M

6.70M shares

ROCKET LABRocket Lab Corp

$144.1M

2.24M shares

ILLUMINAIllumina Inc

$139.2M

1.13M shares

NATERANatera Inc

$136.8M

684K shares

L3HARRIS TL3Harris Technologies Inc

$134.5M

390K shares

BWX TECHNOBWX Technologies Inc

$127.3M

623K shares

AVGOBroadcom Inc

$126.2M

408K shares

BAIDUBaidu Inc

$124.8M

1.12M shares

RECURSION Recursion Pharmaceuticals Inc

$123.5M

40.21M shares

AEROVIRONMAeroVironment Inc

$102.4M

559K shares

VERACYTEVeracyte Inc

$98.4M

3.05M shares

ALGNAlibaba Group Holding Ltd

$98.3M

783K shares

METAMeta Platforms Inc

$88.1M

154K shares

GENEDX HOLGeneDx Holdings Corp

$85.1M

1.32M shares

TRIMBLETrimble Inc

$81.4M

1.25M shares

FIGMAFigma Inc

$71.7M

3.39M shares

NOWSoFi Technologies Inc

$60.9M

3.84M shares

DOORDASHDoorDash Inc

$52.0M

346K shares

ELBIT SYSTElbit Systems Ltd

$51.2M

60K shares

JOBY AVIATJoby Aviation Inc

$51.0M

6.17M shares

PERSONALISPersonalis Inc

$50.6M

7.94M shares

INTUITIVE Intuitive Machines Inc

$49.3M

2.66M shares

TOASTToast Inc

$48.0M

1.81M shares

IRIDIUMMMUIridium Communications Inc

$47.9M

1.73M shares

PACIFIC BIPacific Biosciences of California, Inc.

$47.9M

36.27M shares

GUARDANT HGuardant Health Inc

$45.0M

487K shares

SYMBOTICSymbotic Inc

$41.6M

782K shares

CATCaterpillar Inc

$41.5M

59K shares

MELIMercadoLibre Inc

$41.5M

24K shares

CRWDCrowdstrike Holdings Inc

$41.3M

106K shares

ABSCIAbsci Corp

$41.2M

13.73M shares

CAMECOCameco Corp

$39.9M

367K shares

CAREDXCareDx Inc

$38.7M

2.23M shares

CLOUDFLARECloudflare Inc

$37.9M

184K shares

CERUSCerus Corp

$34.9M

19.16M shares

SPOTSpotify Technology SA

$32.9M

68K shares

INTUIntuitive Surgical Inc

$31.8M

69K shares

STRATA CRIStrata Critical Medical Inc

$31.2M

7.46M shares

TELEDYNE TTeledyne Technologies Inc

$31.1M

51K shares

SNPSSynopsys Inc

$30.2M

76K shares

WERIDEWeRide Inc

$29.5M

3.65M shares

DRAFTKINGSDraftKings Inc

$29.3M

1.35M shares

ADAPTIVE BAdaptive Biotechnologies Corp

$29.1M

2.09M shares

DATADOGDatadog Inc

$26.8M

227K shares

NURIX THERNurix Therapeutics Inc

$26.7M

1.72M shares

AURORA INNAurora Innovation Inc

$26.6M

6.45M shares

KODIAK AIKodiak AI Inc

$26.4M

3.81M shares

EVERPUREEverpure Inc

$25.3M

429K shares

SCHRODINGESchrodinger Inc

$23.5M

2.07M shares

PRIME MEDIPrime Medicine Inc

$21.7M

6.25M shares

IONIS PHARIonis Pharmaceuticals Inc

$21.7M

289K shares

ARCTURUS TArcturus Therapeutics Holdings

$21.4M

2.77M shares

BUTTERFLY Butterfly Network Inc

$21.1M

5.23M shares

NFLXNetflix Inc

$20.9M

217K shares

ABNBAirbnb Inc

$20.4M

162K shares

RUBRIK.Rubrik Inc

$19.3M

395K shares

COMPASS PACompass Pathways Plc

$18.3M

3.30M shares

PONY AIPony AI Inc

$18.2M

1.93M shares

GITLABGitlab Inc

$17.9M

827K shares

OKLOOklo Inc

$17.4M

351K shares

NU HLDGSNU Holdings Ltd

$16.8M

1.17M shares

GENIUS SPOGenius Sports Ltd

$14.8M

3.33M shares

SEASea Ltd

$14.3M

173K shares

GARMINGarmin Ltd

$12.5M

54K shares

CANTON STRCanton Strategic Holdings Inc

$12.1M

3.70M shares

HEIHEICO Corp

$12.0M

44K shares

908 DEVICE908 Devices Inc

$11.9M

1.95M shares

LLYEli Lilly & Co

$11.7M

13K shares

BIONTECH SBioNTech SE

$11.4M

128K shares

ETORO GROUEtoro Group Ltd

$10.6M

352K shares

KLARNA GROKlarna Group PLC

$10.2M

778K shares

HONHoneywell International Inc

$8.7M

39K shares

LMTLockheed Martin Corp

$8.0M

13K shares

BRERA HOLDBrera Holdings PLC

$7.6M

9.69M shares

ZILLOW GROZillow Group Inc

$6.9M

167K shares

GENERATE BGenerate Biomedicines Inc

$6.2M

498K shares

PAYPAYPayPay Corp

$5.7M

268K shares

QUANTUM-SIQuantum-Si Inc

$5.3M

6.88M shares

KASPI.KZ JKaspi.KZ JSC

$4.6M

63K shares

INTERCONTIIntercontinental Exchange Inc

$4.6M

29K shares

STRATASYSStratasys Ltd

$3.3M

416K shares

TOWER SEMITower Semiconductor Ltd

$3.2M

18K shares

DENTSPLY SDentsply Sirona Inc

$3.1M

267K shares

AUTODESKAutodesk Inc

$3.0M

12K shares

PTCPTC Inc

$2.8M

20K shares

PROTO LABSProto Labs Inc

$2.6M

46K shares

BRAINSWAYBrainsway Ltd

$2.6M

194K shares

ITURAN LOCIturan Location and Control Ltd

$2.5M

51K shares

RADWARERadware Ltd

$2.4M

92K shares

NANO DIMENNano Dimension Ltd

$2.4M

1.42M shares

WIXMWix.com Ltd

$2.4M

27K shares

MSFTMicrosoft Corp

$2.4M

6K shares

HPHP Inc

$2.4M

123K shares

PERION NETPerion Network Ltd

$2.3M

234K shares

CAMTEKCamtek Ltd

$2.3M

15K shares

COMPUGENCompugen Ltd

$2.2M

1.05M shares

KAMADAKamada Ltd

$2.2M

270K shares

NOVANova Ltd

$2.2M

5K shares

MATERIALISMaterialise NV

$2.2M

444K shares

INMODEInmode Ltd

$2.2M

158K shares

AUDIOCODESAudioCodes Ltd

$2.1M

255K shares

NICENice Ltd

$2.1M

19K shares

NAYAXNayax Ltd

$2.1M

38K shares

RADCOMRADCOM Ltd

$2.1M

173K shares

MEDIWOUNDMediWound Ltd

$2.1M

130K shares

UROGEN PHAUroGen Pharma Ltd

$2.1M

116K shares

ALPHA TAU Alpha Tau Medical Ltd

$2.1M

292K shares

TEVA PHARMTeva Pharmaceutical Industries

$2.1M

68K shares

COGNYTE SOCognyte Software Ltd

$2.0M

241K shares

GILAT SATEGilat Satellite Networks Ltd

$1.9M

127K shares

RISKIFIEDRiskified Ltd

$1.9M

474K shares

JFROGJFrog Ltd

$1.9M

40K shares

PANWPalantir Technologies Inc

$1.7M

11K shares

CELLEBRITECellebrite DI Ltd

$1.7M

126K shares

3D SYSTEMS3D Systems Corp

$1.7M

915K shares

PLAYTIKA HPlaytika Holding Corp

$1.7M

614K shares

TAT TECHNOTAT Technologies Ltd

$1.7M

43K shares

CHECK POINCheck Point Software Technologies Ltd

$1.7M

12K shares

NANO-X IMANano-X Imaging Ltd

$1.7M

733K shares

XOMETRYXometry Inc

$1.6M

40K shares

TABOOLA.COTaboola.com Ltd

$1.6M

524K shares

MOBILEYE GMobileye Global Inc

$1.4M

202K shares

ALLOTAllot Ltd

$1.3M

203K shares

IEPFiverr International Ltd

$1.3M

128K shares

MOOGMoog Inc

$1.2M

4K shares

VALENS SEMValens Semiconductor Ltd

$1.2M

1.05M shares

MONDAY.COMMonday.com Ltd

$1.2M

17K shares

PAGAYA TECPagaya Technologies Ltd

$1.2M

99K shares

LINCOLN ELLincoln Electric Holdings Inc

$1.1M

5K shares

KAISER ALUKaiser Aluminum Corp

$1.1M

9K shares

CRMSalesforce Inc

$1.1M

6K shares

VELO3DVelo3D Inc

$1.1M

118K shares

ALIGN TECHAlign Technology Inc

$1.1M

6K shares

AMETEKAMETEK Inc

$1.1M

5K shares

GE AEROSPAGE Aerospace

$1.1M

4K shares

SIMILARWEBSimilarWeb Ltd

$918,903

352K shares

ODDITY TECOddity Tech Ltd

$876,591

66K shares

PINTERESTPinterest Inc

$660,754

36K shares

ARK INNOVAARK Innovation ETF

$608,310

9K shares

ENLIVEXEnlivex Ltd

$584,391

628K shares

ARK GENOMIARK Genomic Revolution ETF

$178,949

7K shares

CARPENTER Carpenter Technology Corp

$99,720

253 shares

ATIATI Inc

$98,767

679 shares

JABILJabil Inc

$89,517

337 shares

KENNAMETALKennametal Inc

$88,808

2K shares

GRAYSCALE Grayscale Ethereum Staking Min

$88,536

4K shares

AVIENTORATAvient Corp

$85,632

2K shares

MATERIONMaterion Corp

$82,595

571 shares

MMM3M Co

$72,179

497 shares

VANGUARD GVanguard Growth ETF

$40,495

93 shares

DAUCHORATIDauch Corporation

$35,467

6K shares

SPYState Street SPDR S&P 500 ETF Trust

$17,910

28 shares

All Holdings (179)

StockValue% of PortfolioSharesChange
TSLATesla IncNEW$1.05B8.2%2.83M+%
AMDAdvanced Micro Devices IncNEW$551.9M4.3%2.71M+%
CRISPR THECRISPR Therapeutics AGNEW$538.2M4.2%11.31M+%
SHOPIFYShopify IncNEW$495.6M3.9%4.18M+%
TEMPUS AITempus AI IncNEW$434.5M3.4%9.61M+%
CIRCLE INTCircle Internet Group IncNEW$430.2M3.3%4.51M+%
ROBINHOOD Robinhood Markets IncNEW$416.0M3.2%6.00M+%
COINCoinbase Global IncNEW$414.3M3.2%2.37M+%
TERADYNETeradyne IncNEW$369.1M2.9%1.25M+%
ROKURoku IncNEW$361.5M2.8%3.82M+%
ROBLOXROBLOX CorpNEW$333.5M2.6%5.90M+%
TWIST BIOSTwist Bioscience CorpNEW$301.4M2.3%6.34M+%
BEAM THERABeam Therapeutics IncNEW$289.1M2.2%12.13M+%
AMZNAmazon.com IncNEW$282.3M2.2%1.36M+%
10X GENOMI10X Genomics IncNEW$248.8M1.9%11.72M+%
KRATOS DEFKratos Defense & Security Solutions Inc.NEW$246.2M1.9%3.49M+%
BULLISHBullishNEW$234.5M1.8%6.56M+%
DEDeere & CoNEW$224.8M1.7%399K+%
TAIWAN SEMTaiwan Semiconductor Manufacturing Company LtdNEW$212.1M1.6%628K+%
GOOGAlphabet IncNEW$206.7M1.6%720K+%
COREWEAVECoreWeave IncNEW$196.6M1.5%2.54M+%
ARCHER AVIArcher Aviation IncNEW$193.5M1.5%37.44M+%
BITMINE IMBitMine Immersion TechnologiesNEW$191.8M1.5%9.70M+%
BLOCKBlock IncNEW$186.2M1.4%3.09M+%
INTELLIA TIntellia Therapeutics IncNEW$186.0M1.4%14.51M+%
NVDANVIDIA CorpNEW$180.6M1.4%1.04M+%
ARK 21SHARARK 21Shares Bitcoin ETFNEW$150.6M1.2%6.70M+%
ROCKET LABRocket Lab CorpNEW$144.1M1.1%2.24M+%
ILLUMINAIllumina IncNEW$139.2M1.1%1.13M+%
NATERANatera IncNEW$136.8M1.1%684K+%

Filing History

Q1 2026

$12.86B

182 positions

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Data from SEC 13F filings. Holdings reported with ~45 day delay from quarter-end. Not investment advice.

Cathie Wood Portfolio 2026 — What They're Holding · Nexus AI