Cathie Wood ARK Investment Management
AUM
$13.6B
Cathie Wood is the founder, CEO, and CIO of ARK Investment Management, an investment firm known for its focus on “disruptive innovation”. She gained widespread attention for her bold market calls and high conviction in cutting-edge technologies such as electric vehicles, genomics, and blockchain. Under her guidance, ARK’s exchange-traded funds (ETFs) attracted substantial interest from both retail and institutional investors. Wood’s investment philosophy emphasizes research-driven analysis and long-term growth potential, positioning her as one of today’s most influential voices in the world of finance.
This Quarter Return
+5.33%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$1.26B
(+53%)
Cap. Flow
+$416M
Cap. Flow
% of AUM
33.15%
Top 10 Holdings %
Top 10 Hldgs %
33.6%
Holding
211
New
66
Increased
116
Reduced
15
Closed
11
Top Buys
| 1 |
JD.com
JD
|
$27.2M |
| 2 |
Tesla
TSLA
|
$24.1M |
| 3 |
Stratasys
SSYS
|
$24M |
| 4 |
Intellia Therapeutics
NTLA
|
$19.3M |
| 5 |
ATHN
Athenahealth, Inc.
ATHN
|
$18M |
Top Sells
| 1 |
Akamai
AKAM
|
$7.61M |
| 2 |
BlackBerry
BB
|
$4.66M |
| 3 |
FMI
Foundation Medicine, Inc.
FMI
|
$3.63M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.58M |
| 5 |
Twilio
TWLO
|
$3.09M |
Sector Composition
| 1 | Technology | 24.34% |
| 2 | Healthcare | 19.56% |
| 3 | Communication Services | 14.61% |
| 4 | Consumer Discretionary | 14.22% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Stratasys
SSYS
$906M
| $55.1M | 4.39% | 2,761,525 +1,203,256 | +77% | +$24M |
|
|
TWTR
2
DELISTED
Twitter, Inc.
TWTR
| $53.2M | 4.24% | 2,215,686 +580,187 | +35% | +$13.9M |
|
3
Amazon
AMZN
$2.44T
| $51.8M | 4.13% | 44,285 +7,861 | +22% | +$9.19M |
|
|
ATHN
4
DELISTED
Athenahealth, Inc.
ATHN
| $50.5M | 4.02% | 379,439 +135,383 | +55% | +$18M |
|
|
5
Tesla
TSLA
$1.1T
| $43.9M | 3.49% | 140,900 +77,471 | +122% | +$24.1M |
|
6
Illumina
ILMN
$15.8B
| $36.3M | 2.89% | 166,109 +39,810 | +32% | +$8.7M |
|
7
Baidu
BIDU
$32.6B
| $35.2M | 2.81% | 150,481 +54,817 | +57% | +$12.8M |
|
8
Editas Medicine
EDIT
$229M
| $34.2M | 2.72% | 1,112,845 +424,975 | +62% | +$13.1M |
|
|
JUNO
9
DELISTED
Juno Therapeutics, Inc.
JUNO
| $31.2M | 2.48% | 682,495 +161,380 | +31% | +$7.38M |
|
10
NVIDIA
NVDA
$4.27T
| $30.5M | 2.43% | 157,649 -4,185 | -3% | -$810K |
|
11
Alphabet (Google) Class C
GOOG
$2.57T
| $28.7M | 2.28% | 27,387 +8,961 | +49% | +$9.38M |
|
|
12
JD.com
JD
$44.2B
| $28.1M | 2.24% | 677,913 +655,641 | +2,944% | +$27.2M |
|
13
Netflix
NFLX
$514B
| $26.7M | 2.13% | 139,238 +44,542 | +47% | +$8.55M |
|
|
14
Intellia Therapeutics
NTLA
$1.21B
| $26.4M | 2.11% | 1,375,149 +1,002,671 | +269% | +$19.3M |
|
15
LendingClub
LC
$1.98B
| $24M | 1.91% | 5,811,387 +3,648,962 | +169% | +$15.1M |
|
|
TWOU
16
DELISTED
2U, Inc.
TWOU
| $23.7M | 1.88% | 366,736 +79,869 | +28% | +$5.15M |
|
|
XYZ
17
Block, Inc.
XYZ
$49B
| $23.5M | 1.87% | 676,779 +350,065 | +107% | +$12.1M |
|
18
Salesforce
CRM
$243B
| $23.3M | 1.85% | 227,803 +68,293 | +43% | +$6.98M |
|
|
BLUE
19
DELISTED
bluebird bio
BLUE
| $21.6M | 1.72% | 121,462 -13,069 | -10% | -$2.33M |
|
20
Meta Platforms (Facebook)
META
$1.86T
| $20.7M | 1.65% | 117,138 +30,357 | +35% | +$5.36M |
|
|
MDSO
21
DELISTED
Medidata Solutions, Inc.
MDSO
| $20.7M | 1.65% | 326,079 +221,799 | +213% | +$14.1M |
|
22
Apple
AAPL
$3.46T
| $20.3M | 1.62% | 120,157 +63,393 | +112% | +$10.7M |
|
|
SPLK
23
DELISTED
Splunk Inc
SPLK
| $20.2M | 1.61% | 244,377 -8,233 | -3% | -$682K |
|
|
NVTA
24
DELISTED
Invitae Corporation
NVTA
| $19.1M | 1.52% | 2,104,798 +643,860 | +44% | +$5.85M |
|
|
XLNX
25
DELISTED
Xilinx Inc
XLNX
| $19M | 1.51% | 281,568 +67,866 | +32% | +$4.58M |
|