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
-11.97%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$4.01B
AUM Growth
+$4.01B
(+1.2%)
Cap. Flow
+$508M
Cap. Flow
% of AUM
12.66%
Top 10 Holdings %
Top 10 Hldgs %
48.19%
Holding
227
New
9
Increased
121
Reduced
71
Closed
20
Top Buys
| 1 |
Roku
ROKU
|
$83M |
| 2 |
NVTA
Invitae Corporation
NVTA
|
$76.4M |
| 3 |
Illumina
ILMN
|
$75.5M |
| 4 |
Pinterest
PINS
|
$61M |
| 5 |
Protolabs
PRLB
|
$60.7M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
$96.7M |
| 2 |
Tesla
TSLA
|
$65.7M |
| 3 |
Netflix
NFLX
|
$48.8M |
| 4 |
Salesforce
CRM
|
$47.9M |
| 5 |
Trade Desk
TTD
|
$46.5M |
Sector Composition
| 1 | Healthcare | 32.21% |
| 2 | Technology | 27.23% |
| 3 | Communication Services | 11.78% |
| 4 | Consumer Discretionary | 10.16% |
| 5 | Industrials | 4.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $313M | 7.79% | 596,649 -125,339 | -17% | -$65.7M |
|
|
2
Illumina
ILMN
$15.8B
| $274M | 6.83% | 1,004,026 +276,286 | +38% | +$75.5M |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $250M | 6.24% | 4,778,869 +1,030,891 | +28% | +$54M |
|
|
NVTA
4
DELISTED
Invitae Corporation
NVTA
| $220M | 5.48% | 16,094,750 +5,585,618 | +53% | +$76.4M |
|
5
CRISPR Therapeutics
CRSP
$4.7B
| $182M | 4.53% | 4,285,632 +1,328,997 | +45% | +$56.4M |
|
6
Stratasys
SSYS
$906M
| $156M | 3.89% | 9,795,137 +1,331,203 | +16% | +$21.2M |
|
|
7
Roku
ROKU
$14.2B
| $148M | 3.68% | 1,686,850 +949,270 | +129% | +$83M |
|
|
TWOU
8
DELISTED
2U, Inc.
TWOU
| $143M | 3.57% | 6,758,820 +1,538,567 | +29% | +$32.6M |
|
9
Intellia Therapeutics
NTLA
$1.21B
| $125M | 3.12% | 10,239,286 +1,497,854 | +17% | +$18.3M |
|
|
10
Protolabs
PRLB
$1.19B
| $122M | 3.04% | 1,602,676 +797,751 | +99% | +$60.7M |
|
|
XLNX
11
DELISTED
Xilinx Inc
XLNX
| $121M | 3.01% | 1,552,066 +485,527 | +46% | +$37.8M |
|
12
Zillow
ZG
$19.8B
| $114M | 2.84% | 3,348,848 +941,799 | +39% | +$32M |
|
13
Editas Medicine
EDIT
$229M
| $106M | 2.64% | 5,335,941 +888,664 | +20% | +$17.6M |
|
|
SPLK
14
DELISTED
Splunk Inc
SPLK
| $95.3M | 2.37% | 754,867 +122,303 | +19% | +$15.4M |
|
15
LendingTree
TREE
$924M
| $87.2M | 2.17% | 475,685 +191,036 | +67% | +$35M |
|
|
16
Pinterest
PINS
$25B
| $86.6M | 2.16% | 5,608,922 +3,951,648 | +238% | +$61M |
|
17
Veracyte
VCYT
$2.39B
| $79.4M | 1.98% | 3,265,859 +477,423 | +17% | +$11.6M |
|
18
Compugen
CGEN
$130M
| $75M | 1.87% | 10,326,360 +1,351,050 | +15% | +$9.81M |
|
|
NSTG
19
DELISTED
NanoString Technologies, Inc.
NSTG
| $73.4M | 1.83% | 3,051,660 -3,656 | -0.1% | -$87.9K |
|
20
Autodesk
ADSK
$66.4B
| $68.4M | 1.7% | 437,918 +232,571 | +113% | +$36.3M |
|
21
Cerus
CERS
$243M
| $65.1M | 1.62% | 14,005,056 +4,588,596 | +49% | +$21.3M |
|
|
MTLS
22
Materialise
MTLS
$303M
| $62.8M | 1.56% | 3,379,164 +544,758 | +19% | +$10.1M |
|
23
Pure Storage
PSTG
$25.4B
| $53.1M | 1.32% | +4,318,047 | New | +$53.1M |
|
24
PagerDuty
PD
$1.55B
| $45.1M | 1.12% | +2,607,525 | New | +$45.1M |
|
25
LendingClub
LC
$1.98B
| $43.2M | 1.08% | 5,500,633 +1,242,493 | +29% | +$9.75M |
|