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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

204 changes from Cathie Wood (ARK Invest), filed 2025-11-12 for period end 2025-09-30.

$16.8B portfolio value
StockActionChangeCurrentPortfolio Impact
88160R101
Tesla Inc
Increased$618.8M$1.6B3.68%
09175A206
BitMine Immersion Technologies
New$387.9M$387.9M2.31%
G13311116
Brera Holdings PLC
New$218.4M$218.4M1.30%
69608A108
Palantir Technologies Inc
Increased$180.4M$736.1M1.07%
880770102
Teradyne Inc
Increased$179.2M$374.7M1.07%
G16910120
Bullish
New$163.9M$163.9M0.98%
H17182108
CRISPR Therapeutics AG
Increased$139.0M$634.3M0.83%
172573107
Circle Internet Group Inc
Reduced-$136.8M$393.4M0.81%
82509L107
Shopify Inc
Increased$133.2M$715.7M0.79%
50077B207
Kratos Defense & Security Solu
Increased$119.9M$329.3M0.71%
30063P105
Exact Sciences Corp
Increased$119.6M$119.6M0.71%
07373V105
Beam Therapeutics Inc
Increased$117.4M$267.9M0.70%
19260Q107
Coinbase Global Inc
Reduced-$110.9M$808.5M0.66%
7903107
Advanced Micro Devices Inc
Increased$110.5M$494.7M0.66%
88023B103
Tempus AI Inc
Increased$107.6M$579.2M0.64%
40131M109
Guardant Health Inc
Reduced-$97.2M$49.7M0.58%
45826J105
Intellia Therapeutics Inc
Increased$83.7M$205.8M0.50%
26142V105
DraftKings Inc
Reduced-$63.1M$128.6M0.38%
02079K107
Alphabet Inc
Increased$58.8M$82.6M0.35%
67066G104
NVIDIA Corporation
Increased$57.4M$217.5M0.34%
92337F107
Veracyte Inc
Increased$50.6M$153.3M0.30%
83406F102
SoFi Technologies Inc
Increased$50.1M$130.7M0.30%
874039100
Taiwan Semiconductor Manufactu
Increased$48.9M$207.2M0.29%
81663L200
GeneDx Holdings Corp
New$48.2M$48.2M0.29%
46269C102
Iridium Communications Inc
Reduced-$47.6M$113.3M0.28%
90184D100
Twist Bioscience Corp
Reduced-$46.2M$189.3M0.27%
56752108
Baidu Inc
Increased$41.7M$67.0M0.25%
01609W102
Alibaba Group Holding Ltd
New$37.6M$37.6M0.22%
8073108
AeroVironment Inc
Increased$37.5M$126.1M0.22%
244199105
Deere & Co
Increased$36.5M$150.5M0.22%
05605H100
BWX Technologies Inc
Increased$33.2M$125.6M0.20%
773121108
Rocket Lab Corp
Increased$30.8M$119.1M0.18%
316841105
Figma Inc
New$30.4M$30.4M0.18%
502431109
L3Harris Technologies Inc
Increased$29.3M$67.0M0.17%
732908108
Pony AI Inc
New$28.6M$28.6M0.17%
452327109
Illumina Inc
Increased$28.0M$139.4M0.17%
88428H101
3iQ Ether Staking ETF
New$27.2M$27.2M0.16%
74168J101
Prime Medicine Inc
Increased$24.6M$30.3M0.15%
771049103
ROBLOX Corp
Increased$23.8M$735.9M0.14%
88025U109
10X Genomics Inc
Reduced-$21.9M$139.0M0.13%
03945R102
Archer Aviation Inc
Reduced-$21.1M$299.9M0.13%
9066101
Airbnb Inc
Increased$20.9M$125.8M0.12%
91332U101
Unity Software Inc
Increased$17.8M$39.1M0.11%
23135106
Amazon.com Inc
Increased$17.4M$267.6M0.10%
G5279N105
Klarna Group PLC
New$16.9M$16.9M0.10%
852234103
Block Inc
Reduced-$16.8M$193.2M0.10%
88428J107
3iQ Solana Staking ETF
New$16.3M$16.3M0.10%
632307104
Natera Inc
Reduced-$14.5M$143.7M0.09%
87151X101
Symbotic Inc
Increased$14.5M$31.8M0.09%
69553P100
PagerDuty Inc
Increased$14.4M$145.8M0.09%
896239100
Trimble Inc
Increased$13.7M$75.0M0.08%
25809K105
DoorDash Inc
Increased$13.5M$57.5M0.08%
75734B100
Reddit Inc
Increased$13.0M$36.4M0.08%
23804L103
Datadog Inc
Increased$12.4M$31.4M0.07%
03969T109
Arcturus Therapeutics Holdings
Increased$12.2M$34.5M0.07%
72352L106
Pinterest Inc
Increased$12.1M$153.5M0.07%
G65163100
Joby Aviation Inc
Increased$11.6M$48.6M0.07%
871607107
Synopsys Inc
Increased$11.5M$25.4M0.07%
98954M200
Zillow Group Inc
Increased$11.4M$20.1M0.07%
74624M102
Pure Storage Inc
Increased$11.3M$29.1M0.07%
51774107
Aurora Innovation Inc
Increased$11.2M$25.6M0.07%
9.1E+110
Absci Corp
Increased$11.2M$37.0M0.07%
N0731H103
ATAI Life Sciences NV
New$10.7M$10.7M0.06%
770700102
Robinhood Markets Inc
Reduced-$10.7M$718.3M0.06%
14167L103
CareDx Inc
Reduced-$9.5M$31.6M0.06%
46125A100
Intuitive Machines Inc
Increased$9.2M$21.8M0.05%
G3934V109
Genius Sports Limited
Reduced-$9.1M$30.1M0.05%
21873S108
CoreWeave Inc
Increased$8.6M$64.0M0.05%
888787108
Toast Inc
Reduced-$7.8M$75.3M0.05%
18915M107
Cloudflare Inc
Increased$7.7M$47.7M0.05%
20451W101
Compass Pathways Plc
Increased$7.5M$12.2M0.04%
77543R102
Roku Inc
Reduced-$7.4M$736.1M0.04%
02156V109
Oklo Inc
Increased$6.8M$17.5M0.04%
88339J105
Trade Desk Inc/The
Increased$6.8M$113.1M0.04%
36118L106
Futu Holdings Ltd
Increased$6.4M$22.6M0.04%
37637K108
Gitlab Inc
Increased$6.4M$155.0M0.04%
G6683N103
NU Holdings Ltd
Increased$6.4M$22.5M0.04%
13321L108
Cameco Corp
Increased$6.3M$26.9M0.04%
500081104
Kodiak AI Inc
New$6.3M$6.3M0.04%
142152107
Caris Life Sciences Inc
Increased$6.2M$7.4M0.04%
58733R102
MercadoLibre Inc
Reduced-$6.0M$60.1M0.04%
M3760D101
Elbit Systems Ltd
Increased$5.7M$27.3M0.03%
462222100
Ionis Pharmaceuticals Inc
Increased$5.7M$41.3M0.03%
69404D108
Pacific Biosciences of Califor
Reduced-$5.4M$39.6M0.03%
747525103
QUALCOMM Inc
Increased$5.0M$36.8M0.03%
71535D106
Personalis Inc
Increased$4.9M$51.6M0.03%
311642102
FARO Technologies Inc
Sold out-$4.9M$00.03%
74765K105
Quantum-Si Inc
Reduced-$4.9M$10.7M0.03%
30303M102
Meta Platforms Inc
Increased$4.7M$219.1M0.03%
879360105
Teledyne Technologies Inc
Increased$4.5M$20.8M0.03%
149123101
Caterpillar Inc
Increased$4.0M$14.9M0.02%
67080M103
Nurix Therapeutics Inc
Reduced-$4.0M$14.0M0.02%
03662Q105
ANSYS Inc
Sold out-$3.6M$00.02%
65345M108
Nextdoor Holdings Inc
Increased$3.6M$16.7M0.02%
40919102
ARK 21Shares Bitcoin ETF
Increased$3.4M$240.4M0.02%
81141R100
Sea Ltd
Increased$3.3M$28.1M0.02%
75629V104
Recursion Pharmaceuticals Inc
Reduced-$3.2M$163.7M0.02%
31100100
AMETEK Inc
Increased$3.1M$4.3M0.02%
157085101
Cerus Corp
Increased$2.9M$30.0M0.02%
31162100
Amgen Inc
Reduced-$2.8M$13.3M0.02%
88554D205
3D Systems Corp
Increased$2.7M$4.9M0.02%
781154109
Rubrik Inc
Increased$2.6M$26.2M0.02%
10501L106
Brainsway Ltd
Sold out-$2.6M$00.02%
M82363124
SatixFy Communications Ltd
Sold out-$2.4M$00.01%
46120E602
Intuitive Surgical Inc
Increased$2.3M$13.3M0.01%
922475108
Veeva Systems Inc
Reduced-$2.3M$12.1M0.01%
92667104
Strata Critical Medical Inc
Reduced-$2.2M$32.4M0.01%
45337C102
Incyte Corp
Increased$2.0M$12.5M0.01%
594918104
Microsoft Corp
Increased$1.9M$3.2M0.01%
80810D103
Schrodinger Inc/United States
Reduced-$1.9M$37.6M0.01%
M8T80P204
Nexxen International Ltd
New$1.8M$1.8M0.01%
M25722105
Compugen Ltd
Sold out-$1.8M$00.01%
65443P102
908 Devices Inc
Reduced-$1.8M$17.1M0.01%
M7518J104
Oddity Tech Ltd
New$1.7M$1.7M0.01%
M7S64L123
Pagaya Technologies Ltd
Reduced-$1.7M$2.0M0.01%
H2906T109
Garmin Ltd
Increased$1.7M$7.1M0.01%
22788C105
Crowdstrike Holdings Inc
Increased$1.5M$63.9M0.01%
451051106
Ibotta Inc
Increased$1.4M$25.3M0.01%
461202103
Intuit Inc
Reduced-$1.4M$10.5M0.01%
79466L302
Salesforce Inc
Reduced-$1.4M$18.0M0.01%
48581R205
Kaspi.KZ JSC
Increased$1.3M$11.6M0.01%
M51474118
Gilat Satellite Networks Ltd
Increased$1.3M$3.2M0.01%
90043100
BILL Holdings Inc
Increased$1.2M$8.0M0.01%
M5216V106
Global-e Online Ltd
Increased$1.1M$13.8M0.01%
M2197Q107
Cellebrite DI Ltd
Increased$1.1M$2.5M0.01%
124155102
Butterfly Network Inc
Reduced-$971,962$11.9M0.01%
G7T16G103
Sapiens International Corp NV
Increased$933,962$2.8M0.01%
70450Y103
PayPal Holdings Inc
Reduced-$921,565$10.8M0.01%
438516106
Honeywell International Inc
Increased$902,471$4.6M0.01%
L8681T102
Spotify Technology SA
Reduced-$886,409$56.0M0.01%
M87915274
Tower Semiconductor Ltd
Increased$857,031$2.9M0.01%
M7S64H106
Monday.com Ltd
Reduced-$799,251$1.3M0.00%
60741F104
Mobileye Global Inc
Reduced-$757,289$1.7M0.00%
M8740S227
TAT Technologies Ltd
Increased$733,234$2.6M0.00%
00214Q104
ARK Innovation ETF
Increased$666,000$1.4M0.00%
92532F100
Vertex Pharmaceuticals Inc
Reduced-$661,600$10.1M0.00%
45866F104
Intercontinental Exchange Inc
Reduced-$639,251$9.6M0.00%
M9607U115
Valens Semiconductor Ltd
Reduced-$603,434$1.2M0.00%
M98068105
Wix.com Ltd
Increased$588,756$2.2M0.00%
52769106
Autodesk Inc
Reduced-$570,700$3.5M0.00%
00650F109
Adaptive Biotechnologies Corp
Increased$565,859$47.4M0.00%
G32089107
Etoro Group Ltd
Reduced-$538,193$16.0M0.00%
00724F101
Adobe Inc
Sold out-$526,157$00.00%
M81873107
Radware Ltd
Reduced-$516,402$1.8M0.00%
559166103
Magic Software Enterprises Ltd
Reduced-$514,231$1.9M0.00%
24906P109
DENTSPLY SIRONA Inc
Reduced-$506,958$2.9M0.00%
40434L105
HP Inc
Increased$504,202$3.2M0.00%
98423F109
Xometry Inc
Increased$483,537$4.6M0.00%
M5425M103
Inmode Ltd
Increased$455,283$2.1M0.00%
422806109
HEICO Corp
Increased$444,090$5.3M0.00%
539830109
Lockheed Martin Corp
Increased$438,564$2.7M0.00%
M2682V108
CyberArk Software Ltd
Increased$422,698$2.4M0.00%
743713109
Proto Labs Inc
Increased$408,864$3.6M0.00%
16255101
Align Technology Inc
Reduced-$397,427$777,3660.00%
57667T100
Materialise NV
Reduced-$383,302$2.8M0.00%
M85548101
Stratasys Ltd
Reduced-$380,980$5.0M0.00%
881624209
Teva Pharmaceutical Industries
Increased$372,316$2.4M0.00%
M7516K103
Nova Ltd
Reduced-$367,508$2.2M0.00%
M8744T106
Taboola.com Ltd
Reduced-$351,979$1.8M0.00%
483007704
Kaiser Aluminum Corp
Reduced-$346,592$996,3670.00%
69370C100
PTC Inc
Increased$333,130$3.6M0.00%
00214Q500
The 3D Printing ETF
Reduced-$296,988$3.3M0.00%
M96088105
UroGen Pharma Ltd
Increased$252,576$2.5M0.00%
615394202
Moog Inc
Increased$244,953$1.2M0.00%
M84137104
SimilarWeb Ltd
Increased$239,312$2.1M0.00%
75886F107
Regeneron Pharmaceuticals Inc
Increased$209,117$6.8M0.00%
M70700105
Nano-X Imaging Ltd
Reduced-$205,315$1.4M0.00%
M78673114
Perion Network Ltd
Reduced-$197,808$1.6M0.00%
M6240T109
Kamada Ltd
Reduced-$192,986$1.8M0.00%
M25133105
Cognyte Software Ltd
Increased$169,069$1.8M0.00%
63008G203
Nano Dimension Ltd
Increased$159,315$3.0M0.00%
M22465104
Check Point Software Technologies Ltd
Increased$157,026$1.9M0.00%
34385P108
Standard BioTools Inc
Increased$142,181$3.9M0.00%
533900106
Lincoln Electric Holdings Inc
Increased$136,611$1.2M0.00%
M6158M104
Ituran Location and Control Ltd
Reduced-$128,740$1.8M0.00%
922908736
Vanguard Growth ETF
Sold out-$120,398$00.00%
M4R82T106
Fiverr International Ltd
Reduced-$117,714$1.8M0.00%
M20791105
Camtek Ltd
Reduced-$114,962$2.2M0.00%
M8216R109
Riskified Ltd
Reduced-$92,978$1.7M0.00%
00214Q302
ARK Genomic Revolution ETF
Increased$90,587$195,8140.00%
M68830112
MediWound Ltd
Reduced-$87,998$1.7M0.00%
M81865111
RADCOM Ltd
Increased$82,860$2.1M0.00%
M6191J100
JFrog Ltd
Reduced-$82,539$2.2M0.00%
M15342104
AudioCodes Ltd
Reduced-$81,359$1.7M0.00%
144285103
Carpenter Technology Corp
Reduced-$55,246$59,1750.00%
M7S750159
Nayax Ltd
Reduced-$49,131$2.1M0.00%
466313103
Jabil Inc
Reduced-$47,835$67,5400.00%
01741R102
ATI Inc
Increased$46,971$60,3540.00%
464287614
iShares Russell 1000 Growth ETF
Increased$36,931$338,5570.00%
72815L107
Playtika Holding Corp
Increased$31,615$1.6M0.00%
489170100
Kennametal Inc
Reduced-$20,444$57,6200.00%
369604301
GE Aerospace
Increased$20,396$1.3M0.00%
46438R105
iShares Ethereum Trust ETF
Increased$19,473$139,6520.00%
911312106
United Parcel Service Inc
Increased$18,372$970,0340.00%
653656108
Nice Ltd
Reduced-$16,625$1.8M0.00%
277432100
Eastman Chemical Co
Reduced-$14,819$53,7190.00%
576690101
Materion Corp
Increased$12,330$83,8420.00%
M0854Q105
Allot Ltd
Reduced-$11,939$2.3M0.00%
88579Y101
3M Co
Reduced-$11,295$70,7620.00%
428291108
Hexcel Corp
Reduced-$5,636$70,8510.00%
26614N102
DuPont de Nemours Inc
Reduced-$5,143$71,7460.00%
05368V106
Avient Corporation
Reduced-$4,040$69,8210.00%
277461406
Eastman Kodak Co
Increased$3,219$66,0870.00%
78462F103
State Street SPDR S&P 500 ETF Trust
Sold out-$556$00.00%

Evidence

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Cathie Wood (ARK Invest) disclosed sold out in ANSYS Inc | TradingNote AI