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
+7.8%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$2.01B
AUM Growth
+$2.01B
(+60%)
Cap. Flow
+$683M
Cap. Flow
% of AUM
33.9%
Top 10 Holdings %
Top 10 Hldgs %
36.79%
Holding
213
New
13
Increased
155
Reduced
28
Closed
14
Top Buys
| 1 |
Intellia Therapeutics
NTLA
|
$47M |
| 2 |
Tesla
TSLA
|
$46.4M |
| 3 |
Stratasys
SSYS
|
$41.9M |
| 4 |
Baidu
BIDU
|
$38.2M |
| 5 |
NVIDIA
NVDA
|
$33.8M |
Top Sells
| 1 |
JUNO
Juno Therapeutics, Inc.
JUNO
|
$31.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$13.8M |
| 3 |
FMI
Foundation Medicine, Inc.
FMI
|
$13.5M |
| 4 |
Trip.com Group
TCOM
|
$6.93M |
| 5 |
LendingTree
TREE
|
$4.73M |
Sector Composition
| 1 | Technology | 27.26% |
| 2 | Healthcare | 21.25% |
| 3 | Consumer Discretionary | 14.26% |
| 4 | Communication Services | 13.7% |
| 5 | Industrials | 8.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Stratasys
SSYS
$906M
| $97.6M | 4.85% | 4,838,530 +2,077,005 | +75% | +$41.9M |
|
|
2
Tesla
TSLA
$1.09T
| $83.9M | 4.17% | 315,377 +174,477 | +124% | +$46.4M |
|
3
Amazon
AMZN
$2.44T
| $78.9M | 3.92% | 54,512 +10,227 | +23% | +$14.8M |
|
|
TWTR
4
DELISTED
Twitter, Inc.
TWTR
| $78.2M | 3.89% | 2,696,996 +481,310 | +22% | +$14M |
|
|
5
Intellia Therapeutics
NTLA
$1.21B
| $76M | 3.77% | 3,602,976 +2,227,827 | +162% | +$47M |
|
|
6
Baidu
BIDU
$32.6B
| $71.8M | 3.57% | 321,664 +171,183 | +114% | +$38.2M |
|
|
7
NVIDIA
NVDA
$4.27T
| $70.3M | 3.49% | 303,480 +145,831 | +93% | +$33.8M |
|
|
ATHN
8
DELISTED
Athenahealth, Inc.
ATHN
| $70.1M | 3.48% | 490,404 +110,965 | +29% | +$15.9M |
|
9
Illumina
ILMN
$15.8B
| $59.5M | 2.95% | 251,600 +85,491 | +51% | +$20.2M |
|
10
Netflix
NFLX
$514B
| $54.6M | 2.71% | 184,699 +45,461 | +33% | +$13.4M |
|
11
Editas Medicine
EDIT
$229M
| $53.7M | 2.67% | 1,620,208 +507,363 | +46% | +$16.8M |
|
|
XYZ
12
Block, Inc.
XYZ
$49B
| $53.7M | 2.66% | 1,090,524 +413,745 | +61% | +$20.4M |
|
13
JD.com
JD
$44.2B
| $47.1M | 2.34% | 1,163,258 +485,345 | +72% | +$19.7M |
|
|
MDSO
14
DELISTED
Medidata Solutions, Inc.
MDSO
| $44.7M | 2.22% | 711,972 +385,893 | +118% | +$24.2M |
|
15
Apple
AAPL
$3.46T
| $41.8M | 2.08% | 249,275 +129,118 | +107% | +$21.7M |
|
16
LendingClub
LC
$1.98B
| $41.8M | 2.07% | 11,930,701 +6,119,314 | +105% | +$21.4M |
|
|
XLNX
17
DELISTED
Xilinx Inc
XLNX
| $39.2M | 1.95% | 543,297 +261,729 | +93% | +$18.9M |
|
|
TWOU
18
DELISTED
2U, Inc.
TWOU
| $38.6M | 1.92% | 459,243 +92,507 | +25% | +$7.77M |
|
19
Salesforce
CRM
$243B
| $36M | 1.79% | 309,610 +81,807 | +36% | +$9.51M |
|
|
RDFN
20
DELISTED
Redfin
RDFN
| $33.8M | 1.68% | 1,479,735 +909,286 | +159% | +$20.8M |
|
|
BLUE
21
DELISTED
bluebird bio
BLUE
| $33.7M | 1.67% | 197,399 +75,937 | +63% | +$13M |
|
|
NVTA
22
DELISTED
Invitae Corporation
NVTA
| $32.5M | 1.61% | 6,927,275 +4,822,477 | +229% | +$22.6M |
|
|
SPLK
23
DELISTED
Splunk Inc
SPLK
| $32.1M | 1.59% | 326,416 +82,039 | +34% | +$8.07M |
|
|
RHT
24
DELISTED
Red Hat Inc
RHT
| $31.6M | 1.57% | 211,214 +55,543 | +36% | +$8.3M |
|
25
Cerus
CERS
$243M
| $28.8M | 1.43% | 5,251,984 +1,687,611 | +47% | +$9.25M |
|