13F
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ARK Investment Management LLC

13F equity value
$12.9B
Positions
181
Top 10 concentration
40.1%
Quarters / total new picks
30 / 212
13F equity value over time
$0M$27B$54B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 30 quarters, returned +1.8% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 46.7% of quarters (excess t = 0.37, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.7%
t-stat
0.37
Quarterly win rate
47%
Annualized excess
-7.4%
$1 → follow vs universe
$1.28 vs $2.15
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120230331: universe 1.45520230630: universe 1.40320230930: universe 1.59220240331: universe 1.62820240630: universe 1.77620240930: universe 1.76020241231: universe 1.64320250331: universe 1.79120250630: universe 1.84720250930: universe 2.07720251231: universe 2.149 20180331: follow 1.01220180630: follow 0.79820180930: follow 0.90520181231: follow 0.82320190331: follow 0.77220190630: follow 0.72520190930: follow 0.87620191231: follow 0.94920200331: follow 1.14920200630: follow 1.35920200930: follow 1.62620201231: follow 1.30220210331: follow 1.35820210630: follow 1.56120210930: follow 1.32120211231: follow 1.01620220331: follow 1.06420220630: follow 1.02420220930: follow 0.75520230331: follow 0.79520230630: follow 0.84520230930: follow 0.93520240331: follow 0.90720240630: follow 1.01620240930: follow 1.23520241231: follow 1.18320250331: follow 1.24420250630: follow 1.31620250930: follow 1.23420251231: follow 1.281 0.67 1.49 2.32 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 181 · 2026 Q1

Ticker Value Weight QoQ
TSLA $1.1B
8.2%
TRIM
AMD $552M
4.3%
ADD
CRSP $538M
4.2%
ADD
SHOP $496M
3.9%
ADD
PLTR $455M
3.5%
TRIM
TEM $434M
3.4%
ADD
CRCL $430M
3.4%
ADD
HOOD $416M
3.2%
ADD
COIN $414M
3.2%
TRIM
TER $369M
2.9%
TRIM
ROKU $361M
2.8%
TRIM
RBLX $333M
2.6%
ADD
TWST $301M
2.3%
TRIM
BEAM $289M
2.3%
TRIM
AMZN $282M
2.2%
ADD
TXG $249M
1.9%
TRIM
KTOS $246M
1.9%
HOLD
BLSH $234M
1.8%
ADD
DE $225M
1.8%
TRIM
TSM $212M
1.7%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AVGOBNTXCGENDCHETHLLYPANWVELO

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.