Growth
ARK Investment Management
ARK Investment Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$15.40B
reported long US equity
Positions
190
US-listed holdings
New this quarter
16
7 exited
Reporting period
Q2 2026
vs Q1 2026
Largest 100 holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | TSLATesla Inc | $1.16B | 7.5% | 2.8M | Reduced |
| 2 | AMDAdvanced Micro Devices Inc | $822.8M | 5.3% | 1.4M | Reduced |
| 3 | Space Exploration Technologies Corp | $765.1M | 5.0% | 4.5M | New |
| 4 | TEMTempus AI Inc | $580.6M | 3.8% | 10.0M | Added |
| 5 | HOODRobinhood Markets Inc | $525.1M | 3.4% | 5.2M | Reduced |
| 6 | CRISPR Therapeutics AG | $516.0M | 3.4% | 9.5M | Reduced |
| 7 | SHOPShopify Inc | $474.5M | 3.1% | 4.2M | Reduced |
| 8 | TWSTTwist Bioscience Corp | $468.1M | 3.0% | 4.5M | Reduced |
| 9 | TXG10X Genomics Inc | $383.5M | 2.5% | 10.0M | Reduced |
| 10 | AMZNAmazon.com Inc | $379.2M | 2.5% | 1.6M | Added |
| 11 | PLTRPalantir Technologies Inc | $374.8M | 2.4% | 3.2M | Added |
| 12 | GOOGAlphabet Inc | $368.6M | 2.4% | 1.0M | Added |
| 13 | COINCoinbase Global Inc | $367.1M | 2.4% | 2.5M | Added |
| 14 | RBLXROBLOX Corp | $351.6M | 2.3% | 6.5M | Added |
| 15 | BEAMBeam Therapeutics Inc | $351.3M | 2.3% | 10.2M | Reduced |
| 16 | TERTeradyne Inc | $312.0M | 2.0% | 644.8K | Reduced |
| 17 | NTLAIntellia Therapeutics Inc | $285.5M | 1.9% | 16.9M | Added |
| 18 | CRCLCircle Internet Group Inc | $285.5M | 1.9% | 4.6M | Added |
| 19 | NVDANVIDIA Corp | $276.4M | 1.8% | 1.4M | Added |
| 20 | CRWVCoreWeave Inc | $264.5M | 1.7% | 2.7M | Added |
| 21 | DEDeere & Co | $249.3M | 1.6% | 393.0K | Reduced |
| 22 | XYZBlock Inc | $235.4M | 1.5% | 3.1M | Added |
| 23 | KTOSKratos Defense & Security Solutions Inc. | $233.0M | 1.5% | 4.7M | Added |
| 24 | Taiwan Semiconductor Manufacturing Company Ltd | $230.3M | 1.5% | 482.3K | Reduced |
| 25 | NTRANatera Inc | $187.0M | 1.2% | 688.9K | Added |
| 26 | ILMNIllumina Inc | $183.7M | 1.2% | 1.0M | Reduced |
| 27 | Cerebras Systems Inc | $169.0M | 1.1% | 764.6K | New |
| 28 | RKLBRocket Lab Corp | $165.8M | 1.1% | 1.6M | Reduced |
| 29 | Bullish | $158.1M | 1.0% | 6.7M | Added |
| 30 | AVGOBroadcom Inc | $153.8M | 1.0% | 407.2K | Reduced |
| 31 | RXRXRecursion Pharmaceuticals Inc | $151.7M | 1.0% | 41.3M | Added |
| 32 | Archer Aviation Inc | $151.2M | 1.0% | 32.0M | Reduced |
| 33 | Absci Corp | $149.8M | 1.0% | 12.9M | Reduced |
| 34 | VCYTVeracyte Inc | $134.8M | 0.9% | 2.3M | Reduced |
| 35 | METAMeta Platforms Inc | $134.6M | 0.9% | 239.0K | Added |
| 36 | ARK 21Shares Bitcoin ETF | $125.6M | 0.8% | 6.5M | Reduced |
| 37 | LHXL3Harris Technologies Inc | $125.3M | 0.8% | 431.2K | Added |
| 38 | BitMine Immersion Technologies | $117.3M | 0.8% | 8.8M | Reduced |
| 39 | PSNLPersonalis Inc | $110.8M | 0.7% | 8.3M | Added |
| 40 | WGSGeneDx Holdings Corp | $110.5M | 0.7% | 1.6M | Added |
| 41 | BWXTBWX Technologies Inc | $107.0M | 0.7% | 549.9K | Reduced |
| 42 | AVAVAeroVironment Inc | $100.3M | 0.7% | 607.5K | Added |
| 43 | X-Energy Inc | $99.4M | 0.6% | 5.4M | New |
| 44 | LLYEli Lilly & Co | $92.7M | 0.6% | 77.3K | Added |
| 45 | ROKURoku Inc | $82.3M | 0.5% | 595.9K | Reduced |
| 46 | GHGuardant Health Inc | $76.0M | 0.5% | 506.4K | Added |
| 47 | DASHDoorDash Inc | $70.1M | 0.5% | 380.1K | Added |
| 48 | SNOWSnowflake Inc | $68.6M | 0.4% | 269.5K | New |
| 49 | TRMBTrimble Inc | $68.2M | 0.4% | 1.3M | Added |
| 50 | SOFISoFi Technologies Inc | $67.1M | 0.4% | 3.7M | Reduced |
| 51 | IRDMIridium Communications Inc | $66.6M | 0.4% | 1.2M | Reduced |
| 52 | Joby Aviation Inc | $59.7M | 0.4% | 6.7M | Added |
| 53 | CATCaterpillar Inc | $59.6M | 0.4% | 56.0K | Reduced |
| 54 | LUNRIntuitive Machines Inc | $57.7M | 0.4% | 2.7M | Added |
| 55 | CDNACareDx Inc | $55.7M | 0.4% | 2.0M | Reduced |
| 56 | FIGFigma Inc | $55.0M | 0.4% | 3.0M | Reduced |
| 57 | DDOGDatadog Inc | $54.7M | 0.4% | 210.1K | Reduced |
| 58 | CERSCerus Corp | $52.4M | 0.3% | 17.9M | Reduced |
| 59 | TOSTToast Inc | $51.7M | 0.3% | 1.9M | Added |
| 60 | Alphabet Inc | $50.1M | 0.3% | 140.1K | New |
| 61 | PACBPacific Biosciences of California, Inc. | $50.0M | 0.3% | 29.8M | Reduced |
| 62 | Compass Pathways Plc | $48.8M | 0.3% | 3.5M | Added |
| 63 | Elbit Systems Ltd | $47.6M | 0.3% | 62.7K | Added |
| 64 | ADPTAdaptive Biotechnologies Corp | $44.8M | 0.3% | 2.1M | Reduced |
| 65 | NRIXNurix Therapeutics Inc | $43.5M | 0.3% | 1.8M | Added |
| 66 | NETCloudflare Inc | $43.1M | 0.3% | 175.7K | Reduced |
| 67 | BFLYButterfly Network Inc | $42.8M | 0.3% | 5.1M | Reduced |
| 68 | Aurora Innovation Inc | $41.8M | 0.3% | 6.1M | Reduced |
| 69 | MELIMercadoLibre Inc | $37.4M | 0.2% | 22.0K | Reduced |
| 70 | Alamar Biosciences Inc | $37.2M | 0.2% | 1.4M | New |
| 71 | Cameco Corp | $36.8M | 0.2% | 361.6K | Reduced |
| 72 | TDYTeledyne Technologies Inc | $36.6M | 0.2% | 54.9K | Added |
| 73 | SNPSSynopsys Inc | $36.3M | 0.2% | 81.3K | Added |
| 74 | SYMSymbotic Inc | $35.8M | 0.2% | 796.7K | Added |
| 75 | SDGRSchrodinger Inc | $35.0M | 0.2% | 2.2M | Added |
| 76 | BIDUBaidu Inc | $34.5M | 0.2% | 301.9K | Reduced |
| 77 | Spotify Technology SA | $34.5M | 0.2% | 75.1K | Added |
| 78 | PEverpure Inc | $31.4M | 0.2% | 398.0K | Reduced |
| 79 | DKNGDraftKings Inc | $31.0M | 0.2% | 1.2M | Reduced |
| 80 | Prime Medicine Inc | $30.8M | 0.2% | 8.3M | Added |
| 81 | RBRKRubrik Inc | $29.3M | 0.2% | 365.4K | Reduced |
| 82 | ISRGIntuitive Surgical Inc | $28.0M | 0.2% | 70.4K | Added |
| 83 | Kodiak AI Inc | $26.2M | 0.2% | 5.2M | Added |
| 84 | IONSIonis Pharmaceuticals Inc | $23.8M | 0.2% | 300.8K | Added |
| 85 | GTLBGitlab Inc | $23.4M | 0.2% | 768.0K | Reduced |
| 86 | WeRide Inc | $21.8M | 0.1% | 3.7M | Added |
| 87 | Generate Biomedicines Inc | $21.7M | 0.1% | 1.3M | Added |
| 88 | ABNBAirbnb Inc | $21.2M | 0.1% | 148.3K | Reduced |
| 89 | ARCTArcturus Therapeutics Holdings | $19.5M | 0.1% | 2.9M | Added |
| 90 | Oklo Inc | $19.5M | 0.1% | 372.3K | Added |
| 91 | Genius Sports Ltd | $18.6M | 0.1% | 3.1M | Reduced |
| 92 | CRWDCrowdstrike Holdings Inc | $18.0M | 0.1% | 94.5K | Reduced |
| 93 | HEIHEICO Corp | $17.8M | 0.1% | 50.1K | Added |
| 94 | MASS908 Devices Inc | $17.6M | 0.1% | 2.0M | Added |
| 95 | NFLXNetflix Inc | $16.1M | 0.1% | 224.9K | Added |
| 96 | PONYPony AI Inc | $15.4M | 0.1% | 2.2M | Added |
| 97 | SESea Ltd | $15.2M | 0.1% | 158.4K | Reduced |
| 98 | Garmin Ltd | $14.7M | 0.1% | 61.7K | Added |
| 99 | Klarna Group PLC | $14.4M | 0.1% | 712.2K | Reduced |
| 100 | SRTAStrata Critical Medical Inc | $14.4M | 0.1% | 2.7M | Reduced |
Not listed here: 90 further positions worth $240.4M (1.6% of the 13F). The complete list is in ARK Investment Management’s 13F filings on EDGAR.
Sold out (Q2 2026)
Honeywell International Inc, Brera Holdings PLC, ICE, PANW, CRM, PINS, iShares Russell 1000 ETF
Do they hold anything you hold?
Paste your tickers and see which of them ARK Investment Management and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.
From ARK Investment Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.