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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

203 changes from Cathie Wood (ARK Invest), filed 2025-07-30 for period end 2025-06-30.

$13.6B portfolio value
StockActionChangeCurrentPortfolio Impact
172573107
Circle Internet Group Inc
New$530.2M$530.2M3.89%
19260Q107
Coinbase Global Inc
Increased$390.8M$919.4M2.87%
770700102
Robinhood Markets Inc
Increased$302.4M$729.0M2.22%
7903107
Advanced Micro Devices Inc
Increased$238.1M$384.3M1.75%
771049103
ROBLOX Corp
Increased$183.3M$712.1M1.34%
82509L107
Shopify Inc
Increased$158.1M$582.5M1.16%
H17182108
CRISPR Therapeutics AG
Increased$149.4M$495.3M1.10%
77543R102
Roku Inc
Increased$134.8M$743.6M0.99%
88160R101
Tesla Inc
Increased$133.0M$977.6M0.98%
03945R102
Archer Aviation Inc
Increased$126.8M$321.0M0.93%
67066G104
NVIDIA Corp
Increased$121.7M$160.1M0.89%
874039100
Taiwan Semiconductor Manufactu
Increased$120.8M$158.3M0.89%
88023B103
Tempus AI Inc
Increased$109.7M$471.6M0.80%
50077B207
Kratos Defense & Security Solu
Increased$99.8M$209.4M0.73%
9066101
Airbnb Inc
Increased$96.3M$104.9M0.71%
773121108
Rocket Lab Corp
New$88.4M$88.4M0.65%
40131M109
Guardant Health Inc
Increased$86.9M$146.9M0.64%
90364P105
UiPath Inc
Sold out-$85.7M$00.63%
05605H100
BWX Technologies Inc
Increased$80.3M$92.3M0.59%
83406F102
SoFi Technologies Inc
Increased$57.0M$80.6M0.42%
8073108
AeroVironment Inc
Increased$55.0M$88.6M0.40%
23135106
Amazon.com Inc
Increased$49.8M$250.2M0.36%
88025U109
10X Genomics Inc
Increased$48.7M$160.9M0.36%
773122106
Rocket Lab USA Inc
Sold out-$44.1M$00.32%
25809K105
DoorDash Inc
New$44.0M$44.0M0.32%
452327109
Illumina Inc
Increased$40.4M$111.4M0.30%
69553P100
PagerDuty Inc
Reduced-$36.1M$131.4M0.26%
21873S108
CoreWeave Inc
Increased$35.9M$55.4M0.26%
37637K108
Gitlab Inc
Increased$34.5M$148.5M0.25%
26142V105
DraftKings Inc
Increased$31.3M$191.7M0.23%
45826J105
Intellia Therapeutics Inc
Increased$29.6M$122.1M0.22%
46269C102
Iridium Communications Inc
Increased$27.3M$160.9M0.20%
30303M102
Meta Platforms Inc
Reduced-$25.6M$214.4M0.19%
69608A108
Palantir Technologies Inc
Increased$25.2M$555.7M0.18%
632307104
Natera Inc
Increased$24.8M$158.2M0.18%
71535D106
Personalis Inc
Increased$21.4M$46.6M0.16%
88339J105
The Trade Desk Inc
Increased$20.9M$106.3M0.15%
888787108
Toast Inc
Increased$20.0M$83.2M0.15%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$17.3M$166.9M0.13%
G32089107
Etoro Group Ltd
New$16.5M$16.5M0.12%
G65163100
Joby Aviation Inc
Increased$16.3M$37.0M0.12%
18915M107
Cloudflare Inc
Increased$15.3M$40.0M0.11%
07373V105
Beam Therapeutics Inc
Reduced-$15.1M$150.5M0.11%
22788C105
Crowdstrike Holdings Inc
Increased$14.4M$62.3M0.11%
92337F107
Veracyte Inc
Reduced-$14.1M$102.7M0.10%
502431109
L3Harris Technologies Inc
Increased$13.7M$37.7M0.10%
L8681T102
Spotify Technology SA
Increased$13.6M$56.9M0.10%
56752108
Baidu Inc
Increased$13.4M$25.3M0.10%
92667104
Blade Air Mobility Inc
Increased$12.4M$34.7M0.09%
852234103
Block Inc
Reduced-$11.6M$210.0M0.09%
72352L106
Pinterest Inc
Increased$11.2M$141.4M0.08%
00650F109
Adaptive Biotechnologies Corp
Reduced-$10.7M$46.8M0.08%
58733R102
MercadoLibre Inc
Increased$10.6M$66.1M0.08%
880770102
Teradyne Inc
Increased$10.2M$195.5M0.07%
594918104
Microsoft Corp
Reduced-$10.0M$1.3M0.07%
90184D100
Twist Bioscience Corp
Reduced-$9.6M$235.5M0.07%
87151X101
Symbotic Inc
Increased$9.4M$17.3M0.07%
244199105
Deere & Co
Increased$8.3M$114.0M0.06%
05368X102
AvidXchange Holdings Inc
Sold out-$8.0M$00.06%
13321L108
Cameco Corp
Increased$7.8M$20.6M0.06%
896239100
Trimble Inc
Increased$7.1M$61.3M0.05%
46125A100
Intuitive Machines Inc
Increased$7.1M$12.6M0.05%
88554D205
3D Systems Corp
Reduced-$6.9M$2.2M0.05%
65443P102
908 Devices Inc
Increased$5.9M$18.9M0.04%
451051106
Ibotta Inc
Reduced-$5.9M$23.8M0.04%
80810D103
Schrodinger Inc/United States
Reduced-$5.9M$39.4M0.04%
559222401
Magna International Inc
Sold out-$5.5M$00.04%
462222100
Ionis Pharmaceuticals Inc
Increased$5.4M$35.6M0.04%
74765K105
Quantum-Si Inc
Increased$5.1M$15.6M0.04%
23804L103
Datadog Inc
Increased$5.1M$19.0M0.04%
74624M102
Pure Storage Inc
Increased$4.5M$17.8M0.03%
02156V109
Oklo Inc
Increased$4.4M$10.6M0.03%
91332U101
Unity Software Inc
Increased$4.2M$21.3M0.03%
149123101
Caterpillar Inc
Increased$3.9M$10.8M0.03%
Q90630114
Titomic Ltd
Sold out-$3.5M$00.03%
36118L106
Futu Holdings Ltd
Increased$3.4M$16.1M0.03%
02079K107
Alphabet Inc
Increased$3.3M$23.7M0.02%
00214Q104
ARK Innovation ETF
Reduced-$3.2M$755,4500.02%
124155102
Butterfly Network Inc
Reduced-$3.2M$12.8M0.02%
65345M108
Nextdoor Holdings Inc
Increased$3.2M$13.1M0.02%
G6683N103
NU Holdings Ltd/Cayman Islands
Increased$3.1M$16.1M0.02%
81141R100
Sea Ltd
Increased$2.8M$24.8M0.02%
M1500S107
Aryt Industries Ltd
Sold out-$2.6M$00.02%
871607107
Synopsys Inc
Increased$2.5M$13.9M0.02%
M82363124
SatixFy Communications Ltd
New$2.4M$2.4M0.02%
311642102
FARO Technologies Inc
Increased$2.3M$4.9M0.02%
51774107
Aurora Innovation Inc
Reduced-$2.2M$14.3M0.02%
31162100
Amgen Inc
Reduced-$2.2M$16.2M0.02%
75886F107
Regeneron Pharmaceuticals Inc
Reduced-$2.1M$6.6M0.02%
92532F100
Vertex Pharmaceuticals Inc
Reduced-$2.1M$10.7M0.02%
M6240T109
Kamada Ltd
New$2.0M$2.0M0.01%
69404D108
Pacific Biosciences of Califor
Increased$2.0M$45.0M0.01%
M5216V106
Global-e Online Ltd
Reduced-$2.0M$12.7M0.01%
48581R205
Kaspi.KZ JSC
Reduced-$1.9M$10.2M0.01%
M61452112
Isrotel Ltd
Sold out-$1.7M$00.01%
922475108
Veeva Systems Inc
Increased$1.7M$14.4M0.01%
9.1E+110
Absci Corp
Reduced-$1.7M$25.8M0.01%
157085101
Cerus Corp
Reduced-$1.6M$27.1M0.01%
98423F109
Xometry Inc
Increased$1.6M$4.1M0.01%
M3760D101
Elbit Systems Ltd
Reduced-$1.5M$21.6M0.01%
879360105
Teledyne Technologies Inc
Increased$1.5M$16.3M0.01%
G3934V109
Genius Sports Ltd
Reduced-$1.4M$39.2M0.01%
M7S64L123
Pagaya Technologies Ltd
Increased$1.4M$3.7M0.01%
747525103
QUALCOMM Inc
Increased$1.4M$31.8M0.01%
142152107
Caris Life Sciences Inc
New$1.3M$1.3M0.01%
46120E602
Intuitive Surgical Inc
Increased$1.2M$11.1M0.01%
M20791105
Camtek Ltd/Israel
Increased$1.2M$2.3M0.01%
40919102
ARK 21Shares Bitcoin ETF
Increased$1.1M$237.0M0.01%
760273102
Repare Therapeutics Inc
Sold out-$1.1M$00.01%
M7516K103
Nova Ltd
Increased$1.1M$2.6M0.01%
03969T109
Arcturus Therapeutics Holdings
Increased$1.0M$22.3M0.01%
57667T100
Materialise NV
Increased$1.0M$3.2M0.01%
24906P109
DENTSPLY SIRONA Inc
Increased$979,840$3.4M0.01%
M0854Q105
Allot Ltd
Increased$977,848$2.4M0.01%
67080M103
Nurix Therapeutics Inc
Reduced-$960,400$17.9M0.01%
52769106
Autodesk Inc
Increased$932,721$4.1M0.01%
M84137104
SimilarWeb Ltd
Increased$901,570$1.9M0.01%
70450Y103
PayPal Holdings Inc
Increased$894,728$11.7M0.01%
10501L106
Brainsway Ltd
Increased$844,246$2.6M0.01%
461202103
Intuit Inc
Reduced-$823,922$11.9M0.01%
79466L302
Salesforce Inc
Reduced-$810,713$19.4M0.01%
422806109
HEICO Corp
Increased$798,413$4.8M0.01%
60741F104
Mobileye Global Inc
Increased$794,580$2.5M0.01%
69370C100
PTC Inc
Increased$790,254$3.3M0.01%
M22465104
Check Point Software Technolog
Reduced-$684,046$1.7M0.01%
M87915274
Tower Semiconductor Ltd
Increased$683,706$2.0M0.01%
M9607U115
Valens Semiconductor Ltd
Increased$683,683$1.8M0.01%
M4R82T106
Fiverr International Ltd
Increased$643,803$2.0M0.00%
881624209
Teva Pharmaceutical Industries Ltd
Increased$638,659$2.0M0.00%
14167L103
CareDx Inc
Reduced-$628,965$41.0M0.00%
63008G203
Nano Dimension Ltd
Increased$593,040$2.9M0.00%
M8744T106
Taboola.com Ltd
Increased$570,609$2.2M0.00%
20451W101
Compass Pathways Plc
Reduced-$543,918$4.6M0.00%
98954M200
Zillow Group Inc
Reduced-$542,772$8.8M0.00%
90043100
BILL Holdings Inc
Reduced-$526,420$6.9M0.00%
M70700105
Nano-X Imaging Ltd
Increased$481,295$1.6M0.00%
M5425M103
Inmode Ltd
Reduced-$475,506$1.6M0.00%
M25722105
Compugen Ltd
Increased$462,329$1.8M0.00%
M6191J100
JFrog Ltd
Increased$456,868$2.3M0.00%
M81865111
RADCOM Ltd
Increased$436,539$2.0M0.00%
781154109
Rubrik Inc
Reduced-$425,951$23.6M0.00%
74168J101
Prime Medicine Inc
Reduced-$422,400$5.7M0.00%
M85548101
Stratasys Ltd
Reduced-$412,708$5.4M0.00%
483007704
Kaiser Aluminum Corp
Increased$404,319$1.3M0.00%
559166103
Magic Software Enterprises Ltd
Increased$389,553$2.4M0.00%
03662Q105
ANSYS Inc
Increased$376,718$3.6M0.00%
M81873107
Radware Ltd
Increased$370,340$2.3M0.00%
H2906T109
Garmin Ltd
Reduced-$359,105$5.4M0.00%
M98068105
Wix.com Ltd
Increased$319,592$1.6M0.00%
00214Q500
The 3D Printing ETF
Reduced-$305,105$3.6M0.00%
539830109
Lockheed Martin Corp
Reduced-$302,452$2.3M0.00%
45337C102
Incyte Corp
Increased$285,411$10.5M0.00%
464287614
iShares Russell 1000 Growth ET
Increased$282,955$301,6260.00%
M2197Q107
Cellebrite DI Ltd
Reduced-$268,713$1.4M0.00%
438516106
Honeywell International Inc
Increased$249,834$3.7M0.00%
16255101
Align Technology Inc
Increased$224,175$1.2M0.00%
M96088105
UroGen Pharma Ltd
Increased$220,651$2.3M0.00%
M6158M104
Ituran Location and Control Lt
Reduced-$215,989$1.9M0.00%
45866F104
Intercontinental Exchange Inc
Reduced-$207,498$10.2M0.00%
M7S750159
Nayax Ltd
Increased$201,451$2.1M0.00%
00724F101
Adobe Inc
Increased$195,554$526,1570.00%
72815L107
Playtika Holding Corp
Increased$179,683$1.6M0.00%
M68830112
MediWound Ltd
Increased$174,204$1.8M0.00%
G7T16G103
Sapiens International Corp NV
Reduced-$168,456$1.9M0.00%
M7S64H106
Monday.com Ltd
Increased$148,466$2.1M0.00%
40434L105
HP Inc
Reduced-$137,258$2.7M0.00%
M2682V108
CyberArk Software Ltd
Increased$134,939$2.0M0.00%
743713109
Proto Labs Inc
Increased$133,048$3.2M0.00%
922908736
Vanguard Growth ETF
Increased$118,798$120,3980.00%
75734B100
Reddit Inc
Increased$93,385$23.4M0.00%
489170100
Kennametal Inc
New$78,064$78,0640.00%
M78673114
Perion Network Ltd
Increased$73,693$1.8M0.00%
01741R102
ATI Inc
Reduced-$67,003$13,3830.00%
M25133105
Cognyte Software Ltd
Increased$58,611$1.6M0.00%
34385P108
Standard BioTools Inc
Increased$56,944$3.8M0.00%
33833X101
5N Plus Inc
Sold out-$56,535$00.00%
M15342104
AudioCodes Ltd
Increased$52,718$1.8M0.00%
31100100
AMETEK Inc
Reduced-$52,074$1.2M0.00%
466313103
Jabil Inc
Increased$47,340$115,3750.00%
533900106
Lincoln Electric Holdings Inc
Reduced-$45,033$1.1M0.00%
144285103
Carpenter Technology Corp
Increased$41,949$114,4210.00%
M8740S227
TAT Technologies Ltd
Reduced-$40,329$1.8M0.00%
369604301
GE Aerospace
Increased$36,959$1.3M0.00%
615394202
Moog Inc
Increased$35,296$1.0M0.00%
46438R105
iShares Ethereum Trust ETF
Increased$33,085$120,1790.00%
00214Q302
ARK Genomic Revolution ETF
Increased$24,420$105,2270.00%
M51474118
Gilat Satellite Networks Ltd
Increased$23,613$1.9M0.00%
911312106
United Parcel Service Inc
Reduced-$23,179$951,6620.00%
653656108
Nice Ltd
Increased$14,353$1.8M0.00%
277461406
Eastman Kodak Co
Reduced-$13,522$62,8680.00%
M8216R109
Riskified Ltd
Increased$9,939$1.8M0.00%
277432100
Eastman Chemical Co
Reduced-$9,351$68,5380.00%
428291108
Hexcel Corp
Increased$6,997$76,4870.00%
576690101
Materion Corp
Increased$5,661$71,5120.00%
464287622
iShares Russell 1000 ETF
Sold out-$3,868$00.00%
88579Y101
3M Co
Reduced-$3,269$82,0570.00%
05368V106
Avient Corp
Increased$2,068$73,8610.00%
389637109
Grayscale Bitcoin Trust ETF
Sold out-$1,303$00.00%
26614N102
DuPont de Nemours Inc
Reduced-$1,077$76,8890.00%
78462F103
SPDR S&P 500 ETF Trust
Reduced-$397$5560.00%
30063P105
Exact Sciences Corp
Increased$355$1,9130.00%
389930207
Grayscale Bitcoin Mini Trust E
Sold out-$146$00.00%
57064N201
Markforged Holding Corp
Sold out-$5$00.00%

Evidence

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Cathie Wood (ARK Invest) filed a 13F change in Coinbase Global Inc (19260Q107) on 2025-07-30, covering period end 2025-06-30.

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Cathie Wood (ARK Invest) disclosed new in Rocket Lab Corp | TradingNote AI