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
+66.2%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$9.3B
AUM Growth
+$9.3B
(+132%)
Cap. Flow
+$2.91B
Cap. Flow
% of AUM
31.32%
Top 10 Holdings %
Top 10 Hldgs %
48.49%
Holding
223
New
16
Increased
176
Reduced
17
Closed
10
Top Buys
| 1 |
NVTA
Invitae Corporation
NVTA
|
$234M |
| 2 |
Roku
ROKU
|
$191M |
| 3 |
CRISPR Therapeutics
CRSP
|
$162M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$147M |
| 5 |
LendingTree
TREE
|
$135M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$37.3M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$28.9M |
| 3 |
Illumina
ILMN
|
$28M |
| 4 |
Autodesk
ADSK
|
$23.5M |
| 5 |
Inovio Pharmaceuticals
INO
|
$23.4M |
Sector Composition
| 1 | Healthcare | 29.73% |
| 2 | Technology | 28.01% |
| 3 | Communication Services | 12.97% |
| 4 | Consumer Discretionary | 10.32% |
| 5 | Financials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.1T
| $769M | 8.27% | 712,348 +115,699 | +19% | +$125M |
|
|
NVTA
2
DELISTED
Invitae Corporation
NVTA
| $722M | 7.76% | 23,820,712 +7,725,962 | +48% | +$234M |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $633M | 6.81% | 6,035,756 +1,256,887 | +26% | +$132M |
|
|
4
CRISPR Therapeutics
CRSP
$4.7B
| $476M | 5.12% | 6,483,251 +2,197,619 | +51% | +$162M |
|
|
5
Roku
ROKU
$14.2B
| $387M | 4.16% | 3,322,980 +1,636,130 | +97% | +$191M |
|
|
TWOU
6
DELISTED
2U, Inc.
TWOU
| $365M | 3.93% | 9,624,014 +2,865,194 | +42% | +$109M |
|
|
7
Illumina
ILMN
$15.8B
| $344M | 3.7% | 928,537 -75,489 | -8% | -$28M |
|
8
Zillow
ZG
$19.8B
| $289M | 3.11% | 5,033,059 +1,684,211 | +50% | +$96.8M |
|
|
9
LendingTree
TREE
$924M
| $272M | 2.93% | 940,694 +465,009 | +98% | +$135M |
|
10
Protolabs
PRLB
$1.19B
| $249M | 2.68% | 2,216,406 +613,730 | +38% | +$69M |
|
11
Intellia Therapeutics
NTLA
$1.21B
| $240M | 2.58% | 11,403,379 +1,164,093 | +11% | +$24.5M |
|
12
Editas Medicine
EDIT
$229M
| $223M | 2.4% | 7,546,146 +2,210,205 | +41% | +$65.4M |
|
13
Compugen
CGEN
$130M
| $212M | 2.28% | 14,098,423 +3,772,063 | +37% | +$56.7M |
|
|
XLNX
14
DELISTED
Xilinx Inc
XLNX
| $206M | 2.21% | 2,089,426 +537,360 | +35% | +$52.9M |
|
|
SPLK
15
DELISTED
Splunk Inc
SPLK
| $195M | 2.1% | 980,624 +225,757 | +30% | +$44.9M |
|
16
Pure Storage
PSTG
$25.5B
| $193M | 2.07% | 11,113,032 +6,794,985 | +157% | +$118M |
|
17
Stratasys
SSYS
$906M
| $179M | 1.93% | 11,290,045 +1,494,908 | +15% | +$23.7M |
|
18
Pinterest
PINS
$25B
| $168M | 1.8% | 7,562,955 +1,954,033 | +35% | +$43.3M |
|
19
PagerDuty
PD
$1.55B
| $149M | 1.6% | 5,198,461 +2,590,936 | +99% | +$74.2M |
|
20
Teradyne
TER
$19B
| $148M | 1.59% | 1,753,395 +1,031,373 | +143% | +$87.2M |
|
|
WORK
21
DELISTED
Slack Technologies, Inc.
WORK
| $147M | 1.58% | +4,728,097 | New | +$147M |
|
22
Cerus
CERS
$243M
| $144M | 1.54% | 21,758,435 +7,753,379 | +55% | +$51.2M |
|
23
Veracyte
VCYT
$2.39B
| $131M | 1.41% | 5,063,793 +1,797,934 | +55% | +$46.6M |
|
24
Iovance Biotherapeutics
IOVA
$792M
| $116M | 1.25% | 4,235,273 +3,348,094 | +377% | +$91.9M |
|
|
MTLS
25
Materialise
MTLS
$303M
| $107M | 1.16% | 4,760,879 +1,381,715 | +41% | +$31.2M |
|