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
+18.57%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$3.96B
AUM Growth
+$3.96B
(-13%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
242
New
19
Increased
93
Reduced
102
Closed
23
Top Buys
| 1 |
Zillow
ZG
|
$110M |
| 2 |
Roku
ROKU
|
$60M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$46.5M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
$43M |
| 5 |
Mercado Libre
MELI
|
$36.9M |
Top Sells
| 1 |
Tesla
TSLA
|
$189M |
| 2 |
Zillow
Z
|
$69.7M |
| 3 |
NVIDIA
NVDA
|
$69.6M |
| 4 |
Aptiv
APTV
|
$29.2M |
| 5 |
Teradyne
TER
|
$20.5M |
Sector Composition
| 1 | Healthcare | 32.05% |
| 2 | Technology | 26.26% |
| 3 | Communication Services | 13.47% |
| 4 | Consumer Discretionary | 11.22% |
| 5 | Financials | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $302M | 7.62% | 721,988 -450,622 | -38% | -$189M |
|
2
Illumina
ILMN
$15.8B
| $241M | 6.09% | 727,740 +32,430 | +5% | +$10.8M |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $234M | 5.91% | 3,747,978 +323,893 | +9% | +$20.3M |
|
4
CRISPR Therapeutics
CRSP
$4.7B
| $180M | 4.54% | 2,956,635 +174,495 | +6% | +$10.6M |
|
5
Stratasys
SSYS
$906M
| $171M | 4.32% | 8,463,934 +659,865 | +8% | +$13.3M |
|
|
NVTA
6
DELISTED
Invitae Corporation
NVTA
| $170M | 4.28% | 10,509,132 +2,667,936 | +34% | +$43M |
|
7
Editas Medicine
EDIT
$229M
| $132M | 3.32% | 4,447,277 -485,121 | -10% | -$14.4M |
|
8
Intellia Therapeutics
NTLA
$1.21B
| $128M | 3.23% | 8,741,432 +270,856 | +3% | +$3.97M |
|
|
TWOU
9
DELISTED
2U, Inc.
TWOU
| $125M | 3.16% | 5,220,253 +148,477 | +3% | +$3.56M |
|
|
10
Zillow
ZG
$19.8B
| $110M | 2.78% | +2,407,049 | New | +$110M |
|
|
XLNX
11
DELISTED
Xilinx Inc
XLNX
| $104M | 2.63% | 1,066,539 +256,211 | +32% | +$25M |
|
|
12
Roku
ROKU
$14.2B
| $98.8M | 2.49% | 737,580 +448,310 | +155% | +$60M |
|
|
SPLK
13
DELISTED
Splunk Inc
SPLK
| $94.7M | 2.39% | 632,564 -34,898 | -5% | -$5.23M |
|
|
TWTR
14
DELISTED
Twitter, Inc.
TWTR
| $94.5M | 2.38% | 2,947,892 +1,451,656 | +97% | +$46.5M |
|
15
LendingTree
TREE
$924M
| $86.4M | 2.18% | 284,649 +63,188 | +29% | +$19.2M |
|
|
NSTG
16
DELISTED
NanoString Technologies, Inc.
NSTG
| $85M | 2.14% | 3,055,316 -296,853 | -9% | -$8.26M |
|
17
Protolabs
PRLB
$1.19B
| $81.7M | 2.06% | 804,925 +124,887 | +18% | +$12.7M |
|
18
Veracyte
VCYT
$2.39B
| $77.9M | 1.96% | 2,788,436 +205,638 | +8% | +$5.74M |
|
19
Salesforce
CRM
$243B
| $76.5M | 1.93% | 470,544 +70,859 | +18% | +$11.5M |
|
20
Trade Desk
TTD
$26.8B
| $70.4M | 1.78% | 271,092 +127,607 | +89% | +$33.1M |
|
21
Teladoc Health
TDOC
$1.36B
| $62.8M | 1.59% | 750,655 -209,431 | -22% | -$17.5M |
|
|
22
Mercado Libre
MELI
$125B
| $58.6M | 1.48% | 102,431 +64,520 | +170% | +$36.9M |
|
|
23
NVIDIA
NVDA
$4.27T
| $55.2M | 1.39% | 234,736 -295,770 | -56% | -$69.6M |
|
24
Netflix
NFLX
$514B
| $53.8M | 1.36% | 166,350 +25,267 | +18% | +$8.18M |
|
25
LendingClub
LC
$1.98B
| $53.7M | 1.36% | 4,258,140 +173,700 | +4% | +$2.19M |
|