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← ARK Investment Management LLC, its record

ARK Investment Management LLC and Invesco Ltd: where the books meet

At Q2 2026, at least 17% of the two 13F books was the same, across 47 stocks both listed, against 6.5% 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: 6.5%, 33 in bothQ1 2017: 7.8%, 35 in both17Q2 2017: 8.1%, 36 in bothQ3 2017: 11%, 41 in bothQ4 2017: 12%, 51 in bothQ1 2018: 13%, 50 in both18Q2 2018: 14%, 56 in bothQ3 2018: 11%, 51 in bothQ4 2018: 8.7%, 50 in bothQ1 2019: 7.5%, 50 in both19Q2 2019: 7.0%, 53 in bothQ3 2019: 5.0%, 53 in bothQ4 2019: 4.8%, 43 in bothQ1 2020: 4.9%, 44 in both20Q2 2020: 5.1%, 51 in bothQ3 2020: 6.5%, 58 in bothQ4 2020: 7.8%, 69 in bothQ1 2021: 7.6%, 70 in both21Q2 2021: 6.5%, 70 in bothQ3 2021: 4.9%, 58 in bothQ4 2021: 3.6%, 64 in bothQ1 2022: 2.7%, 54 in both22Q2 2022: 3.4%, 52 in bothQ3 2022: 3.5%, 37 in bothQ4 2022: 3.6%, 35 in bothQ1 2023: 4.3%, 39 in both23Q2 2023: 4.8%, 41 in bothQ3 2023: 5.2%, 44 in bothQ4 2023: 4.7%, 42 in bothQ1 2024: 5.5%, 44 in both24Q2 2024: 6.8%, 50 in bothQ3 2024: 7.3%, 50 in bothQ4 2024: 8.2%, 45 in bothQ1 2025: 8.8%, 45 in both25Q2 2025: 9.7%, 51 in bothQ3 2025: 10%, 53 in bothQ4 2025: 15%, 57 in bothQ1 2026: 14%, 48 in both26Q2 2026: 17%, 47 in both
  • Q4 2016: 6.5%, 33 in both
  • Q1 2017: 7.8%, 35 in both
  • Q2 2017: 8.1%, 36 in both
  • Q3 2017: 11%, 41 in both
  • Q4 2017: 12%, 51 in both
  • Q1 2018: 13%, 50 in both
  • Q2 2018: 14%, 56 in both
  • Q3 2018: 11%, 51 in both
  • Q4 2018: 8.7%, 50 in both
  • Q1 2019: 7.5%, 50 in both
  • Q2 2019: 7.0%, 53 in both
  • Q3 2019: 5.0%, 53 in both
  • Q4 2019: 4.8%, 43 in both
  • Q1 2020: 4.9%, 44 in both
  • Q2 2020: 5.1%, 51 in both
  • Q3 2020: 6.5%, 58 in both
  • Q4 2020: 7.8%, 69 in both
  • Q1 2021: 7.6%, 70 in both
  • Q2 2021: 6.5%, 70 in both
  • Q3 2021: 4.9%, 58 in both
  • Q4 2021: 3.6%, 64 in both
  • Q1 2022: 2.7%, 54 in both
  • Q2 2022: 3.4%, 52 in both
  • Q3 2022: 3.5%, 37 in both
  • Q4 2022: 3.6%, 35 in both
  • Q1 2023: 4.3%, 39 in both
  • Q2 2023: 4.8%, 41 in both
  • Q3 2023: 5.2%, 44 in both
  • Q4 2023: 4.7%, 42 in both
  • Q1 2024: 5.5%, 44 in both
  • Q2 2024: 6.8%, 50 in both
  • Q3 2024: 7.3%, 50 in both
  • Q4 2024: 8.2%, 45 in both
  • Q1 2025: 8.8%, 45 in both
  • Q2 2025: 9.7%, 51 in both
  • Q3 2025: 10%, 53 in both
  • Q4 2025: 15%, 57 in both
  • Q1 2026: 14%, 48 in both
  • Q2 2026: 17%, 47 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 LLCInvesco Ltd
Amazon Com Inc(AMZN)2.5%Added2.7%Added
Advanced Micro Devices Inc(AMD)5.3%Trimmed2.4%Added
Alphabet Inc-cl C(GOOG)2.4%Added1.8%Added
Tesla MTRS Inc(TSLA)7.5%Trimmed1.8%Added
Nvidia Corp(NVDA)1.8%Added5.2%Added
Broadcom Inc(AVGO)1.0%Trimmed2.1%Trimmed
Facebook Inc(META)0.9%Added1.7%Added
Palantir Technologies Inc(PLTR)2.4%Added0.7%Added
Eli Lilly & Co(LLY)0.6%Added0.4%Added
Shopify Inc(SHOP)3.1%Trimmed0.3%Added
Alphabet Inc(GOOGL)0.3%New2.6%Added
Caterpillar Inc(CAT)0.4%Trimmed0.3%Trimmed
Datadog Inc(DDOG)0.4%Trimmed0.3%Added
Teradyne Inc(TER)2.0%Trimmed0.3%Added
Synopsys Inc(SNPS)0.2%Added0.2%Added
Mercadolibre Inc(MELI)0.2%Trimmed0.2%Added
Doordash Inc(DASH)0.5%Added0.2%Added
Intuitive Surgical Inc(ISRG)0.2%Added0.4%Added
Rocket Lab Corp(RKLB)1.1%Trimmed0.1%Added
Airbnb Inc(ABNB)0.1%Trimmed0.2%Added

and 27 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.

  • Microsoft Corp(MSFT)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Advanced Micro Devices Inc(AMD)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Tesla MTRS Inc(TSLA)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Palo Alto Networks Inc(PANW)ARK Investment Management LLC sold out; Invesco Ltd added
  • Crowdstrike Holdings Inc(CRWD)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Shopify Inc(SHOP)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Datadog Inc(DDOG)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Teradyne Inc(TER)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Mercadolibre Inc(MELI)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Airbnb Inc(ABNB)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Rocket Lab Corp(RKLB)ARK Investment Management LLC trimmed; Invesco Ltd added
  • Autodesk Inc(ADSK)ARK Investment Management LLC trimmed; Invesco Ltd added
ARK Investment Management LLC: the recordInvesco Ltd: the record

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