ARK Investment Management

Cathie Wood

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

181

Market Value

$12.9B

Portfolio Analysis

AIPreview
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I. Institutional Overview

As of the first quarter of 2026, the investment landscape continues to be defined by rapid technological shifts and the maturation of artificial intelligence across various industrial verticals. Within this context, the latest 13F filing from ARK Investment Management, led by the prominent and often polarizing figure Cathie Wood, offers a profound window...

The total reported market value of the portfolio stands at approximately $12.86 billion. While this figure represents a significant pool of capital, it is the composition and the underlying movement of this capital that reveal the true story. With 181 distinct holdings, the institution maintains a strategy that balances high-conviction core positions with a...

Analyzing the institutional scale, a portfolio of $12.86 billion indicates a focused investment vehicle. Unlike the multi-trillion-dollar "index-hugging" giants, ARK’s size allows it to be nimble enough to take meaningful stakes in mid-cap innovators while still being large enough to influence market sentiment. The fact that the institution manages 181...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
TSLA8.2%8.7%9.5%7.2%
AMD4.3%3.7%2.9%-
CRSP4.2%3.7%3.8%3.6%
SHOP3.9%4.3%4.3%4.3%
PLTR3.5%3.8%4.4%4.1%
TEM3.4%3.0%3.5%3.5%
CRCL3.4%--3.9%
HOOD3.2%3.6%4.3%5.3%
COIN3.2%3.8%4.8%6.7%
TER2.9%3.0%--

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

AMD+164.15%
TSLA+7.73%
CRCL-15.91%
RKLB+66.99%
ROKU+45.92%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

SHOP-8.24%
RBLX-8.89%
KTOS-23.12%
PLTR-12.18%
WGS-8.11%

Sector Analysis

Energy0.3%
Others0.1%
Materials0.0%
Utilities0.1%
Financials14.2%
Healthcare24.6%
Technology26.6%
Industrials11.6%