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
-6.87%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$4.58B
AUM Growth
+$4.58B
(+15%)
Cap. Flow
+$602M
Cap. Flow
% of AUM
13.14%
Top 10 Holdings %
Top 10 Hldgs %
43.69%
Holding
266
New
39
Increased
83
Reduced
93
Closed
24
Top Buys
| 1 |
TWOU
2U, Inc.
TWOU
|
$59.7M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$56.8M |
| 3 |
Illumina
ILMN
|
$48M |
| 4 |
LendingTree
TREE
|
$38M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$32.6M |
Top Sells
| 1 |
LendingClub
LC
|
$217M |
| 2 |
NVIDIA
NVDA
|
$94.2M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$71.4M |
| 4 |
Spotify
SPOT
|
$51.3M |
| 5 |
Baidu
BIDU
|
$51.1M |
Sector Composition
| 1 | Healthcare | 23.39% |
| 2 | Technology | 20.67% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Communication Services | 6.26% |
| 5 | Financials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.09T
| $282M | 6.16% | 1,172,610 +9,428 | +0.8% | +$2.27M |
|
|
XYZ
2
Block, Inc.
XYZ
$49B
| $212M | 4.63% | 3,424,085 +917,442 | +37% | +$56.8M |
|
|
3
Illumina
ILMN
$15.8B
| $212M | 4.62% | 695,310 +157,779 | +29% | +$48M |
|
4
Stratasys
SSYS
$906M
| $166M | 3.63% | 7,804,069 +92,124 | +1% | +$1.96M |
|
|
NVTA
5
DELISTED
Invitae Corporation
NVTA
| $151M | 3.3% | 7,841,196 -1,581,961 | -17% | -$30.5M |
|
6
CRISPR Therapeutics
CRSP
$4.7B
| $114M | 2.49% | 2,782,140 +57,791 | +2% | +$2.37M |
|
7
Intellia Therapeutics
NTLA
$1.21B
| $113M | 2.47% | 8,470,576 +227,411 | +3% | +$3.04M |
|
8
Editas Medicine
EDIT
$229M
| $112M | 2.45% | 4,932,398 +84,250 | +2% | +$1.92M |
|
|
9
NVIDIA
NVDA
$4.27T
| $92.3M | 2.02% | 530,506 -540,919 | -50% | -$94.2M |
|
|
TWOU
10
DELISTED
2U, Inc.
TWOU
| $82.6M | 1.8% | 5,071,776 +3,667,824 | +261% | +$59.7M |
|
|
SPLK
11
DELISTED
Splunk Inc
SPLK
| $78.7M | 1.72% | 667,462 +160,156 | +32% | +$18.9M |
|
|
XLNX
12
DELISTED
Xilinx Inc
XLNX
| $77.7M | 1.7% | 810,328 +339,694 | +72% | +$32.6M |
|
|
NSTG
13
DELISTED
NanoString Technologies, Inc.
NSTG
| $72.4M | 1.58% | 3,352,169 -173,926 | -5% | -$3.76M |
|
14
Zillow
Z
$20.5B
| $69.7M | 1.52% | 2,336,106 +775,969 | +50% | +$23.1M |
|
15
Protolabs
PRLB
$1.19B
| $69.4M | 1.52% | 680,038 +209,190 | +44% | +$21.4M |
|
|
16
LendingTree
TREE
$924M
| $68.7M | 1.5% | 221,461 +122,444 | +124% | +$38M |
|
17
Teladoc Health
TDOC
$1.36B
| $65M | 1.42% | 960,086 -17,473 | -2% | -$1.18M |
|
18
Veracyte
VCYT
$2.39B
| $62M | 1.35% | 2,582,798 -453,855 | -15% | -$10.9M |
|
|
TWTR
19
DELISTED
Twitter, Inc.
TWTR
| $61.6M | 1.35% | 1,496,236 -1,732,440 | -54% | -$71.4M |
|
20
Salesforce
CRM
$243B
| $59.3M | 1.3% | 399,685 -12,749 | -3% | -$1.89M |
|
21
Teradyne
TER
$19B
| $55.3M | 1.21% | 955,696 -376,872 | -28% | -$21.8M |
|
|
22
LendingClub
LC
$1.98B
| $53.4M | 1.17% | 4,084,440 -16,575,196 | -80% | -$217M |
|
|
MTLS
23
Materialise
MTLS
$303M
| $52.1M | 1.14% | 2,819,385 +26,707 | +1% | +$494K |
|
24
Cerus
CERS
$243M
| $44.8M | 0.98% | 8,683,170 +190,148 | +2% | +$980K |
|
|
SYRS
25
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $39.8M | 0.87% | 3,834,728 +42,972 | +1% | +$446K |
|