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ARK Investment Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARK Investment Management LLC
报告期 2026-03-31 · CIK 0001697748
持仓数
182
前50大市值合计
$11.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 17
增持 39
减持 69
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ROKU
Roku Inc
-$693.0M
4,737,742
-0%
减持
TSLA
Tesla Inc
-$627.9M
3,952,892
-27%
增持
TDOC
Teladoc Health Inc
-$576.2M
16,459,812
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SHOP
Shopify Inc
-$530.5M
922,608
-24%
减持
SQ
Square Inc
-$491.9M
6,121,186
-24%
减持
SE
Sea Ltd
-$473.3M
953,280
-66%
增持
PATH
UiPath Inc
+$452.4M
23,933,868
+102%
减持
TWLO
Twilio Inc
-$430.8M
3,248,577
-13%
建仓
HOOD
Robinhood Markets Inc
+$415.6M
9,876,801
减持
—
CRISPR Therapeutics AG
-$409.8M
7,585,674
-2%
减持
TCEHY
Tencent Holdings Ltd
-$408.4M
731,096
-88%
减持
TXG
10X Genomics Inc
-$390.5M
3,101,951
-28%
减持
—
Novartis AG
-$389.2M
3,621
-100%
减持
NTDOY
Nintendo Co Ltd
-$372.7M
117,316
-98%
减持
—
Skillz Inc
-$349.4M
18,836,108
-23%
减持
NTLA
Intellia Therapeutics Inc
-$339.5M
6,743,556
-12%
减持
JD
JD.com Inc
-$327.4M
2,399,639
-62%
减持
DOCU
DocuSign Inc
-$315.8M
1,821,484
-35%
减持
TER
Teradyne Inc
-$311.7M
561,829
-80%
减持
PSTG
Pure Storage Inc
-$297.9M
0
-100%
减持
—
Spotify Technology SA
-$280.9M
4,614,109
-4%
清仓
BEKE
KE Holdings Inc
-$276.6M
0
-100%
建仓
DNA
Ginkgo Bioworks Holdings Inc
+$269.2M
23,230,855
增持
ZM
Zoom Video Communications Inc
-$262.5M
4,425,858
+21%
减持
TWST
Twist Bioscience Corp
-$251.4M
3,946,409
-22%
增持
Z
Zillow Group Inc
-$245.7M
11,286,900
+11%
增持
BEAM
Beam Therapeutics Inc
-$236.3M
6,841,722
+6%
减持
RHHBY
Roche Holding AG
-$235.0M
1,036
-100%
清仓
—
Seres Therapeutics Inc
-$231.7M
0
-100%
增持
EXAS
Exact Sciences Corp
-$213.9M
11,728,629
+9%
增持
U
Unity Software Inc
+$206.3M
11,908,598
+1%
减持
CDNA
CareDx Inc
-$201.6M
3,410,153
-25%
增持
—
Signify Health Inc
+$198.3M
17,933,990
+346%
减持
IOVA
Iovance Biotherapeutics Inc
-$192.8M
11,649,837
-37%
清仓
TTD
Trade Desk Inc/The
-$168.7M
0
-100%
增持
COIN
Coinbase Global Inc
+$168.5M
6,995,663
+25%
减持
EDIT
Editas Medicine Inc
-$148.0M
6,297,359
-12%
增持
—
Berkeley Lights Inc
-$143.0M
8,502,916
+23%
减持
REGN
Regeneron Pharmaceuticals Inc
-$139.2M
428,147
-40%
减持
PDD
Pinduoduo Inc
-$136.1M
656,969
-57%
增持
PACB
Pacific Biosciences of Califor
-$135.2M
22,739,675
+11%
增持
—
DraftKings Inc
+$133.9M
17,543,561
+29%
清仓
—
Meituan
-$128.4M
0
-100%
清仓
BMY
Bristol-Myers Squibb Co
-$127.1M
0
-100%
减持
—
NanoString Technologies Inc
-$118.4M
1,565,538
-48%
减持
TWOU
2U Inc
-$108.6M
8,412,272
-10%
清仓
BABA
Alibaba Group Holding Ltd
-$104.9M
0
-100%
减持
PRLB
Proto Labs Inc
-$103.8M
2,619,323
-14%
减持
BIDU
Baidu Inc
-$102.6M
234,905
-65%
减持
GOOG
Alphabet Inc
-$101.0M
26,858
-61%
建仓
PFE
Pfizer Inc
+$95.4M
2,217,669
建仓
FTCHQ
Farfetch Ltd
+$94.3M
2,515,223
增持
PLTR
Palantir Technologies Inc
+$86.5M
37,242,249
+21%
减持
PYPL
PayPal Holdings Inc
-$83.2M
762,007
-21%
减持
SNAP
Snap Inc
-$78.9M
974,621
-56%
建仓
—
SomaLogic Inc
+$78.5M
6,334,312
清仓
—
ZhongAn Online P&C Insurance C
-$78.3M
0
-100%
增持
TSPH
TuSimple Holdings Inc
-$78.2M
10,314,228
+59%
减持
—
Stratasys Ltd
-$73.9M
7,229,607
-19%
减持
ACCD
Accolade Inc
-$73.6M
5,231,496
-3%
减持
SDGR
Schrodinger Inc/United States
-$72.6M
2,283,876
-13%
清仓
—
Ping An Healthcare and Technol
-$72.4M
0
-100%
建仓
—
Sema4 Holdings Corp
+$71.3M
9,395,504
减持
IONS
Ionis Pharmaceuticals Inc
-$69.9M
8,511,384
-4%
减持
—
NXP Semiconductors NV
-$68.7M
2,366
-99%
减持
IRDM
Iridium Communications Inc
-$66.5M
11,972,702
-12%
减持
TRMB
Trimble Inc
-$65.7M
4,433,239
-16%
清仓
—
CM Life Sciences Inc
-$64.2M
0
-100%
清仓
ABBV
AbbVie Inc
-$61.5M
0
-100%
建仓
MKFG
Markforged Holding Corp
+$61.1M
9,308,302
减持
VEEV
Veeva Systems Inc
-$60.1M
736,180
-16%
增持
PTON
Peloton Interactive Inc
-$59.5M
1,722,817
+2%
减持
OPEN
Opendoor Technologies Inc
-$59.0M
5,884,810
-42%
建仓
—
Genius Sports Ltd
+$57.0M
3,054,052
增持
VCYT
Veracyte Inc
+$56.8M
6,980,201
+4%
增持
QSI
Quantum-Si Inc
+$56.3M
12,698,381
+214%
清仓
HUYA
HUYA Inc
-$56.2M
0
-100%
建仓
—
LivePerson Inc
+$56.0M
950,194
减持
—
Yeahka Ltd
-$54.1M
58,400
-99%
减持
NVDA
NVIDIA Corp
-$52.2M
7,817
-88%
增持
ETSY
Etsy Inc
+$51.0M
595,192
+68%
建仓
ACHR
Archer Aviation Inc
+$51.0M
5,737,569
减持
INCY
Incyte Corp
-$50.5M
2,872,346
-3%
清仓
SEER
Seer Inc
-$49.5M
0
-100%
减持
PINS
Pinterest Inc
-$49.0M
1,603,748
-3%
增持
DDD
3D Systems Corp
-$48.6M
4,012,169
+1%
减持
CSTL
Castle Biosciences Inc
-$48.4M
2,057,867
-19%
建仓
—
Khosla Ventures Acquisition Co
+$48.3M
4,744,357
增持
PD
PagerDuty Inc
+$48.2M
9,996,968
+16%
清仓
—
Raven Industries Inc
-$47.9M
0
-100%
减持
VRTX
Vertex Pharmaceuticals Inc
-$47.6M
1,709,751
-4%
减持
HAPN
LendingClub Corp
-$46.4M
2,888,278
-59%
减持
ICE
Intercontinental Exchange Inc
-$43.6M
499,099
-41%
减持
NFLX
Netflix Inc
-$43.4M
25,376
-77%
清仓
—
Dassault Systemes SE
-$43.2M
0
-100%
清仓
BZ
Kanzhun Ltd
-$41.6M
0
-100%
减持
—
Compugen Ltd
-$40.5M
9,832,678
-18%
清仓
—
BASE Inc
-$40.0M
0
-100%
增持
DIS
Walt Disney Co/The
+$39.8M
393,879
+158%
减持
BFLY
Butterfly Network Inc
-$39.8M
7,190,816
-9%
减持
ISRG
Intuitive Surgical Inc
-$39.7M
24,978
-52%
减持
TAK
Takeda Pharmaceutical Co Ltd
-$39.6M
13,501,650
-13%
清仓
SRPT
Sarepta Therapeutics Inc
-$39.2M
0
-100%
清仓
—
CM Life Sciences II Inc
-$38.3M
0
-100%
减持
MTLS
Materialise NV
-$36.7M
5,594,437
-10%
清仓
SCHW
Charles Schwab Corp/The
-$36.1M
0
-100%
减持
OKTA
Okta Inc
-$36.0M
225,425
-38%
增持
—
1Life Healthcare Inc
-$34.9M
3,588,540
+10%
清仓
—
Jaws Spitfire Acquisition Corp
-$34.5M
0
-100%
建仓
—
Dassault Systemes SE
+$34.1M
648,446
清仓
—
Atlas Crest Investment Corp
-$33.7M
0
-100%
建仓
VLD
Velo3D Inc
+$33.1M
3,957,926
增持
AVAV
AeroVironment Inc
+$31.0M
874,349
+97%
减持
MELI
MercadoLibre Inc
-$30.2M
94,727
-22%
减持
BYDDY
BYD Co Ltd
-$30.1M
346,606
-60%
减持
META
Meta Platforms Inc
-$29.3M
210,084
-27%
建仓
—
Concord Acquisition Corp
+$28.2M
2,799,532
增持
NNDM
Nano Dimension Ltd
-$28.2M
18,925,002
+16%
增持
RXRX
Recursion Pharmaceuticals Inc
-$27.1M
2,593,836
+9%
清仓
PCAR
PACCAR Inc
-$27.0M
0
-100%
增持
VERV
Verve Therapeutics Inc
+$26.5M
1,267,705
+131%
增持
PSNL
Personalis Inc
-$25.6M
5,165,360
+5%
增持
KTOS
Kratos Defense & Security Solu
-$24.4M
9,563,962
+15%
减持
CLLS
Cellectis SA
-$24.4M
3,782,763
-19%
增持
STNE
StoneCo Ltd
+$23.8M
1,817,433
+210%
清仓
—
MGI Digital Graphic Technology
-$23.6M
0
-100%
增持
KMTUY
Komatsu Ltd
+$23.5M
3,887,491
+38%
减持
ARCT
Arcturus Therapeutics Holdings
+$23.2M
2,529,509
-12%
增持
—
Twitter Inc
-$21.9M
13,784,899
+11%
减持
—
Z Holdings Corp
-$21.6M
11,038,176
-40%
清仓
—
One
-$21.4M
0
-100%
减持
—
ExOne Co/The
-$21.3M
1,125,369
-49%
增持
BLDE
Blade Air Mobility Inc
+$20.0M
5,897,572
+50%
减持
AMZN
Amazon.com Inc
-$20.0M
13,314
-28%
减持
CERS
Cerus Corp
-$19.7M
17,085,744
-18%
建仓
—
BICO Group AB
+$19.6M
329,417
增持
—
Splunk Inc
+$19.5M
563,772
+31%
建仓
—
Conformis Inc
+$19.4M
14,551,646
清仓
HDB
HDFC Bank Ltd
-$19.1M
0
-100%
增持
NIU
Niu Technologies
-$18.4M
2,434,920
+6%
减持
CDXS
Codexis Inc
-$15.6M
5,833,501
-13%
增持
—
Discovery Ltd
+$15.2M
6,678,658
+30%
增持
ADYEY
Adyen NV
-$15.0M
1,577,916
+31%
增持
NVTA
Invitae Corp
+$15.0M
25,917,886
+21%
增持
RPTX
Repare Therapeutics Inc
+$14.6M
2,966,739
+46%
减持
—
Adyen NV
-$14.0M
40,867
-22%
建仓
XMTR
Xometry Inc
+$13.9M
240,947
减持
GBTC
Grayscale Bitcoin Trust BTC
+$13.6M
8,820,036
-8%
增持
ADPT
Adaptive Biotechnologies Corp
-$13.4M
4,856,421
+11%
减持
ANSS
ANSYS Inc
-$13.4M
141,229
-20%
