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
+40.76%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$16.9B
AUM Growth
+$16.9B
(+81%)
Cap. Flow
+$6.1B
Cap. Flow
% of AUM
36.2%
Top 10 Holdings %
Top 10 Hldgs %
43.17%
Holding
240
New
27
Increased
146
Reduced
47
Closed
17
Top Buys
| 1 |
Tesla
TSLA
|
$1.17B |
| 2 |
Zillow
Z
|
$498M |
| 3 |
Teladoc Health
TDOC
|
$412M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$250M |
| 5 |
Pure Storage
PSTG
|
$223M |
Top Sells
| 1 |
Zillow
ZG
|
$289M |
| 2 |
VIVS
VivoSim Labs, Inc. Common Stock
VIVS
|
$203M |
| 3 |
Teradyne
TER
|
$115M |
| 4 |
Autodesk
ADSK
|
$65.8M |
| 5 |
Pinterest
PINS
|
$63.2M |
Sector Composition
| 1 | Healthcare | 28.53% |
| 2 | Technology | 26.23% |
| 3 | Communication Services | 14.65% |
| 4 | Consumer Discretionary | 11.55% |
| 5 | Financials | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.1T
| $1.47B | 8.73% | 3,430,778 +2,718,430 | +382% | +$1.17B |
|
|
NVTA
2
DELISTED
Invitae Corporation
NVTA
| $1.2B | 7.14% | 27,754,739 +3,934,027 | +17% | +$171M |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $948M | 5.62% | 5,829,902 -205,854 | -3% | -$33.5M |
|
4
Roku
ROKU
$14.2B
| $747M | 4.43% | 3,954,611 +631,631 | +19% | +$119M |
|
5
CRISPR Therapeutics
CRSP
$4.7B
| $707M | 4.2% | 8,457,320 +1,974,069 | +30% | +$165M |
|
|
6
Zillow
Z
$20.5B
| $498M | 2.95% | +4,901,109 | New | +$498M |
|
|
TWOU
7
DELISTED
2U, Inc.
TWOU
| $448M | 2.66% | 13,238,782 +3,614,768 | +38% | +$122M |
|
|
8
Teladoc Health
TDOC
$1.36B
| $441M | 2.62% | 2,012,786 +1,880,057 | +1,416% | +$412M |
|
9
LendingTree
TREE
$924M
| $414M | 2.45% | 1,347,905 +407,211 | +43% | +$125M |
|
10
Protolabs
PRLB
$1.19B
| $401M | 2.38% | 3,094,035 +877,629 | +40% | +$114M |
|
|
11
Pure Storage
PSTG
$25.5B
| $394M | 2.34% | 25,593,384 +14,480,352 | +130% | +$223M |
|
|
WORK
12
DELISTED
Slack Technologies, Inc.
WORK
| $377M | 2.24% | 14,044,461 +9,316,364 | +197% | +$250M |
|
13
Seres Therapeutics
MCRB
$163M
| $348M | 2.06% | 12,293,033 -185,901 | -1% | -$5.26M |
|
14
Illumina
ILMN
$15.8B
| $302M | 1.79% | 978,663 +50,126 | +5% | +$15.5M |
|
15
Editas Medicine
EDIT
$229M
| $299M | 1.78% | 10,670,424 +3,124,278 | +41% | +$87.7M |
|
16
PagerDuty
PD
$1.55B
| $288M | 1.71% | 10,620,814 +5,422,353 | +104% | +$147M |
|
17
Compugen
CGEN
$130M
| $287M | 1.7% | 17,672,228 +3,573,805 | +25% | +$58.1M |
|
18
Spotify
SPOT
$139B
| $273M | 1.62% | 1,124,066 +718,914 | +177% | +$174M |
|
19
Iovance Biotherapeutics
IOVA
$792M
| $260M | 1.54% | 7,903,308 +3,668,035 | +87% | +$121M |
|
|
20
Pinterest
PINS
$25B
| $251M | 1.49% | 6,040,263 -1,522,692 | -20% | -$63.2M |
|
21
Twist Bioscience
TWST
$1.61B
| $240M | 1.42% | 3,160,478 +1,516,988 | +92% | +$115M |
|
|
SPLK
22
DELISTED
Splunk Inc
SPLK
| $239M | 1.42% | 1,271,655 +291,031 | +30% | +$54.8M |
|
|
MTLS
23
Materialise
MTLS
$303M
| $233M | 1.38% | 6,319,679 +1,558,800 | +33% | +$57.5M |
|
24
Veracyte
VCYT
$2.39B
| $228M | 1.35% | 7,018,770 +1,954,977 | +39% | +$63.5M |
|
25
Intellia Therapeutics
NTLA
$1.21B
| $227M | 1.34% | 11,404,752 +1,373 | +0% | +$27.3K |
|