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
+3.61%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$3.97B
AUM Growth
+$3.97B
(+13%)
Cap. Flow
+$63.6M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
50.02%
Holding
245
New
36
Increased
85
Reduced
80
Closed
25
Top Buys
| 1 |
Tesla
TSLA
|
$91.5M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$43.5M |
| 3 |
TWOU
2U, Inc.
TWOU
|
$33.4M |
| 4 |
CRISPR Therapeutics
CRSP
|
$33M |
| 5 |
Nutanix
NTNX
|
$31.8M |
Top Sells
| 1 |
MDSO
Medidata Solutions, Inc.
MDSO
|
$101M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$50M |
| 3 |
LendingTree
TREE
|
$49.3M |
| 4 |
Baidu
BIDU
|
$39.2M |
| 5 |
NVIDIA
NVDA
|
$35.7M |
Sector Composition
| 1 | Healthcare | 30.31% |
| 2 | Technology | 26.14% |
| 3 | Communication Services | 11.17% |
| 4 | Financials | 10.19% |
| 5 | Consumer Discretionary | 8.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
LendingClub
LC
$1.98B
| $339M | 8.54% | 20,659,636 -793,521 | -4% | -$13M |
|
|
2
Tesla
TSLA
$1.1T
| $260M | 6.55% | 1,163,182 +409,332 | +54% | +$91.5M |
|
3
Stratasys
SSYS
$906M
| $227M | 5.71% | 7,711,945 +452,017 | +6% | +$13.3M |
|
|
NVTA
4
DELISTED
Invitae Corporation
NVTA
| $221M | 5.58% | 9,423,157 +693,634 | +8% | +$16.3M |
|
5
Illumina
ILMN
$15.8B
| $198M | 4.99% | 537,531 +70,578 | +15% | +$26M |
|
|
XYZ
6
Block, Inc.
XYZ
$49B
| $182M | 4.58% | 2,506,643 +373,765 | +18% | +$27.1M |
|
|
7
NVIDIA
NVDA
$4.27T
| $176M | 4.43% | 1,071,425 -217,650 | -17% | -$35.7M |
|
8
Intellia Therapeutics
NTLA
$1.21B
| $135M | 3.4% | 8,243,165 +261,967 | +3% | +$4.29M |
|
|
9
CRISPR Therapeutics
CRSP
$4.7B
| $128M | 3.23% | 2,724,349 +701,332 | +35% | +$33M |
|
10
Editas Medicine
EDIT
$229M
| $120M | 3.02% | 4,848,148 +288,714 | +6% | +$7.14M |
|
|
TWTR
11
DELISTED
Twitter, Inc.
TWTR
| $113M | 2.84% | 3,228,676 -1,432,499 | -31% | -$50M |
|
|
NSTG
12
DELISTED
NanoString Technologies, Inc.
NSTG
| $107M | 2.7% | 3,526,095 +49,569 | +1% | +$1.5M |
|
13
Veracyte
VCYT
$2.39B
| $86.6M | 2.18% | 3,036,653 -422,420 | -12% | -$12M |
|
|
14
Baidu
BIDU
$32.6B
| $74.2M | 1.87% | 631,960 -333,927 | -35% | -$39.2M |
|
15
Spotify
SPOT
$139B
| $72.6M | 1.83% | 496,384 +40,405 | +9% | +$5.91M |
|
16
Zillow
Z
$20.5B
| $72.4M | 1.82% | 1,560,137 -427,559 | -22% | -$19.8M |
|
17
Teladoc Health
TDOC
$1.36B
| $64.9M | 1.64% | 977,559 +240,886 | +33% | +$16M |
|
18
Teradyne
TER
$19B
| $63.8M | 1.61% | 1,332,568 -566,400 | -30% | -$27.1M |
|
|
SPLK
19
DELISTED
Splunk Inc
SPLK
| $63.8M | 1.61% | 507,306 +85,923 | +20% | +$10.8M |
|
20
Salesforce
CRM
$243B
| $62.6M | 1.58% | 412,434 +64,549 | +19% | +$9.79M |
|
|
XLNX
21
DELISTED
Xilinx Inc
XLNX
| $55.5M | 1.4% | 470,634 +368,657 | +362% | +$43.5M |
|
22
Protolabs
PRLB
$1.19B
| $54.6M | 1.38% | 470,848 +179,626 | +62% | +$20.8M |
|
|
MTLS
23
Materialise
MTLS
$303M
| $54.5M | 1.37% | 2,792,678 +43,519 | +2% | +$849K |
|
|
TWOU
24
DELISTED
2U, Inc.
TWOU
| $52.8M | 1.33% | 1,403,952 +886,408 | +171% | +$33.4M |
|
25
Cerus
CERS
$243M
| $47.7M | 1.2% | 8,493,022 +853,589 | +11% | +$4.8M |
|