Top Funds / ARK Investment Management LLC


Catherine Wood

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Tesla, Inc. ON STOCK 5,785,523 $3,864,324,000 7.68% +1,651,297 +$946,925,000
Teladoc Health, Inc. ON STOCK 14,424,180 $2,621,595,000 5.21% +6,591,848 +$1,055,442,000
Square, Inc. ON STOCK 10,978,316 $2,492,627,000 4.95% +3,895,906 +$951,211,000
ROKU, INC ON STOCK 4,997,644 $1,628,082,000 3.23% -379,178 -$157,130,000
ZILLOW GROUP, INC. ON STOCK 10,032,650 $1,300,633,000 2.58% +3,551,445 +$459,373,000
EXACT SCIENCES CORP ON STOCK 9,148,635 $1,205,607,000 2.39% +3,836,169 +$501,758,000
SHOPIFY INC. ON STOCK 1,073,523 $1,187,853,000 2.36% +592,422 +$643,271,000
Baidu, Inc. ADR 5,127,543 $1,115,497,000 2.22% +2,866,767 +$626,627,000
Spotify Technology S.A. ON STOCK 3,891,325 $1,042,681,000 2.07% +1,534,989 +$301,236,000
CRISPR Therapeutics AG ON STOCK 8,290,350 $1,010,179,000 2.01% -2,122,626 -$584,152,000
Zoom Video Communications, Inc. ON STOCK 3,002,347 $964,624,000 1.92% +2,047,276 +$642,459,000
TWILIO INC ON STOCK 2,737,162 $932,715,000 1.85% +943,403 +$325,528,000
Invitae Corp ON STOCK 23,977,808 $916,192,000 1.82% -3,023,330 -$212,726,000
Unity Software Inc ON STOCK 8,096,637 $812,174,000 1.61% +5,715,289 +$446,709,000
Intellia Therapeutics, Inc. ON STOCK 9,611,911 $771,404,000 1.53% -1,579,759 +$162,577,000
Twist Bioscience Corp ON STOCK 6,045,520 $748,798,000 1.49% +168,549 -$81,559,000
Accelerate Diagnostics, Inc ON STOCK 21,301,191 $709,543,000 1.41% -7,203,438 -$29,867,000
Pure Storage, Inc. ON STOCK 32,887,736 $708,402,000 1.41% -8,273,512 -$222,254,000
Sea Ltd ADR 3,171,074 $707,879,000 1.41% +1,243,602 +$324,216,000
DOCUSIGN, INC. ON STOCK 3,197,720 $647,378,000 1.29% +1,017,699 +$162,759,000
10x Genomics, Inc. ON STOCK 3,504,121 $634,246,000 1.26% +2,970,625 +$558,703,000
Intercontinental Exchange, Inc. ON STOCK 5,617,092 $627,317,000 1.25% +1,059,118 +$101,828,000
IOVANCE BIOTHERAPEUTICS, INC. ON STOCK 19,726,650 $624,546,000 1.24% +4,428,828 -$85,273,000
Novartis AG ON STOCK 7,219,265 $618,936,000 1.23% +5,089,320 +$417,158,000
REGENERON PHARMACEUTICALS, INC. ON STOCK 1,218,970 $576,743,000 1.15% +767,152 +$358,465,000