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
+14.47%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$2.73B
AUM Growth
+$2.73B
(+36%)
Cap. Flow
+$480M
Cap. Flow
% of AUM
17.59%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
212
New
13
Increased
107
Reduced
72
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
$44.1M |
| 2 |
Stratasys
SSYS
|
$37.7M |
| 3 |
Teradyne
TER
|
$35.6M |
| 4 |
Spotify
SPOT
|
$34M |
| 5 |
Apple
AAPL
|
$32.1M |
Top Sells
| 1 |
TWOU
2U, Inc.
TWOU
|
$18.5M |
| 2 |
Autodesk
ADSK
|
$17.5M |
| 3 |
Meta Platforms (Facebook)
META
|
$17.3M |
| 4 |
PayPal
PYPL
|
$11.8M |
| 5 |
Protolabs
PRLB
|
$9.96M |
Sector Composition
| 1 | Technology | 26.17% |
| 2 | Healthcare | 24.37% |
| 3 | Consumer Discretionary | 15.4% |
| 4 | Communication Services | 15.1% |
| 5 | Industrials | 6.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $152M | 5.58% | 443,874 +128,497 | +41% | +$44.1M |
|
|
2
Stratasys
SSYS
$906M
| $130M | 4.78% | 6,808,746 +1,970,216 | +41% | +$37.7M |
|
3
Intellia Therapeutics
NTLA
$1.21B
| $123M | 4.53% | 4,513,584 +910,608 | +25% | +$24.9M |
|
|
TWTR
4
DELISTED
Twitter, Inc.
TWTR
| $120M | 4.41% | 2,757,845 +60,849 | +2% | +$2.66M |
|
5
Baidu
BIDU
$32.6B
| $101M | 3.7% | 415,392 +93,728 | +29% | +$22.8M |
|
6
Illumina
ILMN
$15.8B
| $93M | 3.41% | 332,865 +81,265 | +32% | +$22.7M |
|
|
ATHN
7
DELISTED
Athenahealth, Inc.
ATHN
| $87.4M | 3.2% | 549,035 +58,631 | +12% | +$9.33M |
|
8
Amazon
AMZN
$2.44T
| $87.3M | 3.2% | 51,388 -3,124 | -6% | -$5.31M |
|
|
XYZ
9
Block, Inc.
XYZ
$49B
| $84.2M | 3.09% | 1,366,161 +275,637 | +25% | +$17M |
|
|
10
Apple
AAPL
$3.46T
| $78.3M | 2.87% | 422,828 +173,553 | +70% | +$32.1M |
|
11
Editas Medicine
EDIT
$229M
| $78.2M | 2.86% | 2,181,572 +561,364 | +35% | +$20.1M |
|
12
NVIDIA
NVDA
$4.27T
| $73.8M | 2.7% | 311,533 +8,053 | +3% | +$1.91M |
|
13
Netflix
NFLX
$514B
| $69.8M | 2.56% | 178,212 -6,487 | -4% | -$2.54M |
|
14
JD.com
JD
$44.2B
| $68.8M | 2.52% | 1,766,968 +603,710 | +52% | +$23.5M |
|
|
NVTA
15
DELISTED
Invitae Corporation
NVTA
| $64.8M | 2.37% | 8,814,227 +1,886,952 | +27% | +$13.9M |
|
16
LendingClub
LC
$1.98B
| $58.7M | 2.15% | 15,479,488 +3,548,787 | +30% | +$13.4M |
|
|
17
Teradyne
TER
$19B
| $55.8M | 2.04% | 1,464,955 +934,612 | +176% | +$35.6M |
|
|
MDSO
18
DELISTED
Medidata Solutions, Inc.
MDSO
| $50.6M | 1.85% | 627,743 -84,229 | -12% | -$6.79M |
|
19
Salesforce
CRM
$243B
| $50.2M | 1.84% | 367,884 +58,274 | +19% | +$7.95M |
|
|
XLNX
20
DELISTED
Xilinx Inc
XLNX
| $46.8M | 1.71% | 716,666 +173,369 | +32% | +$11.3M |
|
|
RHT
21
DELISTED
Red Hat Inc
RHT
| $46M | 1.68% | 342,069 +130,855 | +62% | +$17.6M |
|
|
BLUE
22
DELISTED
bluebird bio
BLUE
| $41.3M | 1.51% | 263,321 +65,922 | +33% | +$10.3M |
|
23
Aptiv
APTV
$17.3B
| $39.7M | 1.46% | 433,705 +106,406 | +33% | +$9.75M |
|
24
Cerus
CERS
$243M
| $38M | 1.39% | 5,695,371 +443,387 | +8% | +$2.96M |
|
|
SPLK
25
DELISTED
Splunk Inc
SPLK
| $37.1M | 1.36% | 374,446 +48,030 | +15% | +$4.76M |
|