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← ARK Investment Management LLC, its record

ARK Investment Management LLC and Capital World Investors: where the books meet

At Q2 2026, at least 17% of the two 13F books was the same, across 56 stocks both listed, against 8.4% at Q4 2016. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%8%17%Q4 2016: 8.4%, 34 in bothQ1 2017: 10.0%, 37 in both17Q2 2017: 11%, 38 in bothQ3 2017: 12%, 42 in bothQ4 2017: 12%, 48 in bothQ1 2018: 10%, 47 in both18Q2 2018: 10%, 54 in bothQ3 2018: 9.0%, 54 in bothQ4 2018: 6.3%, 49 in bothQ1 2019: 5.5%, 49 in both19Q2 2019: 6.1%, 49 in bothQ3 2019: 5.3%, 52 in bothQ4 2019: 6.3%, 53 in bothQ1 2020: 5.9%, 51 in both20Q2 2020: 8.0%, 49 in bothQ3 2020: 12%, 52 in bothQ4 2020: 17%, 58 in bothQ1 2021: 14%, 61 in both21Q2 2021: 12%, 58 in bothQ3 2021: 11%, 54 in bothQ4 2021: 11%, 66 in bothQ1 2022: 10%, 65 in both22Q2 2022: 7.5%, 61 in bothQ3 2022: 8.2%, 45 in bothQ4 2022: 4.6%, 44 in bothQ1 2023: 5.3%, 46 in both23Q2 2023: 6.3%, 49 in bothQ3 2023: 7.0%, 51 in bothQ4 2023: 6.6%, 48 in bothQ1 2024: 6.9%, 52 in both24Q2 2024: 8.0%, 52 in bothQ3 2024: 8.8%, 52 in bothQ4 2024: 11%, 53 in bothQ1 2025: 12%, 58 in both25Q2 2025: 13%, 61 in bothQ3 2025: 14%, 65 in bothQ4 2025: 15%, 63 in bothQ1 2026: 15%, 56 in both26Q2 2026: 17%, 56 in both
  • Q4 2016: 8.4%, 34 in both
  • Q1 2017: 10.0%, 37 in both
  • Q2 2017: 11%, 38 in both
  • Q3 2017: 12%, 42 in both
  • Q4 2017: 12%, 48 in both
  • Q1 2018: 10%, 47 in both
  • Q2 2018: 10%, 54 in both
  • Q3 2018: 9.0%, 54 in both
  • Q4 2018: 6.3%, 49 in both
  • Q1 2019: 5.5%, 49 in both
  • Q2 2019: 6.1%, 49 in both
  • Q3 2019: 5.3%, 52 in both
  • Q4 2019: 6.3%, 53 in both
  • Q1 2020: 5.9%, 51 in both
  • Q2 2020: 8.0%, 49 in both
  • Q3 2020: 12%, 52 in both
  • Q4 2020: 17%, 58 in both
  • Q1 2021: 14%, 61 in both
  • Q2 2021: 12%, 58 in both
  • Q3 2021: 11%, 54 in both
  • Q4 2021: 11%, 66 in both
  • Q1 2022: 10%, 65 in both
  • Q2 2022: 7.5%, 61 in both
  • Q3 2022: 8.2%, 45 in both
  • Q4 2022: 4.6%, 44 in both
  • Q1 2023: 5.3%, 46 in both
  • Q2 2023: 6.3%, 49 in both
  • Q3 2023: 7.0%, 51 in both
  • Q4 2023: 6.6%, 48 in both
  • Q1 2024: 6.9%, 52 in both
  • Q2 2024: 8.0%, 52 in both
  • Q3 2024: 8.8%, 52 in both
  • Q4 2024: 11%, 53 in both
  • Q1 2025: 12%, 58 in both
  • Q2 2025: 13%, 61 in both
  • Q3 2025: 14%, 65 in both
  • Q4 2025: 15%, 63 in both
  • Q1 2026: 15%, 56 in both
  • Q2 2026: 17%, 56 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockARK Investment Management LLCCapital World Investors
Tesla MTRS Inc(TSLA)7.5%Trimmed2.3%Added
Nvidia Corp(NVDA)1.8%Added2.6%Trimmed
Alphabet Inc-cl C(GOOG)2.4%Added1.8%Trimmed
Amazon Com Inc(AMZN)2.5%Added1.7%Added
Taiwan Semiconductor-sp ADR(TSM)1.5%Trimmed1.9%Added
Broadcom Inc(AVGO)1.0%Trimmed5.4%Added
Facebook Inc(META)0.9%Added2.7%Trimmed
Deere & Co(DE)1.6%Trimmed0.9%Trimmed
Eli Lilly & Co(LLY)0.6%Added2.3%Added
Shopify Inc(SHOP)3.1%Trimmed0.5%Added
Caterpillar Inc(CAT)0.4%Trimmed0.4%Trimmed
Alphabet Inc(GOOGL)0.3%New3.1%Added
Illumina Inc(ILMN)1.2%Trimmed0.3%Trimmed
Cloudflare Inc(NET)0.3%Trimmed0.7%Added
Mercadolibre Inc(MELI)0.2%Trimmed0.4%Trimmed
L3Harris Technologies Inc(LHX)0.8%Added0.2%Trimmed
25809k105(DASH)0.5%Added0.2%Added
Square Inc(XYZ)1.5%Added0.2%Added
Intuitive Surgical Inc(ISRG)0.2%Added0.4%Trimmed
Cameco Corp(CCJ)0.2%Trimmed0.2%Added

and 36 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Broadcom Inc(AVGO)ARK Investment Management LLC trimmed; Capital World Investors added
  • Facebook Inc(META)ARK Investment Management LLC added; Capital World Investors trimmed
  • Nvidia Corp(NVDA)ARK Investment Management LLC added; Capital World Investors trimmed
  • Tesla MTRS Inc(TSLA)ARK Investment Management LLC trimmed; Capital World Investors added
  • Taiwan Semiconductor-sp ADR(TSM)ARK Investment Management LLC trimmed; Capital World Investors added
  • Alphabet Inc-cl C(GOOG)ARK Investment Management LLC added; Capital World Investors trimmed
  • Netflix Inc(NFLX)ARK Investment Management LLC added; Capital World Investors trimmed
  • Cloudflare Inc(NET)ARK Investment Management LLC trimmed; Capital World Investors added
  • General Electric Co(GE)ARK Investment Management LLC trimmed; Capital World Investors added
  • Shopify Inc(SHOP)ARK Investment Management LLC trimmed; Capital World Investors added
  • Intuitive Surgical Inc(ISRG)ARK Investment Management LLC added; Capital World Investors trimmed
  • L3Harris Technologies Inc(LHX)ARK Investment Management LLC added; Capital World Investors trimmed
ARK Investment Management LLC: the recordCapital World Investors: the record

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