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
+42.63%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$37.6B
AUM Growth
+$37.6B
(+123%)
Cap. Flow
+$14.2B
Cap. Flow
% of AUM
37.72%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
249
New
26
Increased
191
Reduced
25
Closed
5
Top Buys
| 1 |
Teladoc Health
TDOC
|
$1.16B |
| 2 |
Exact Sciences
EXAS
|
$634M |
| 3 |
PayPal
PYPL
|
$553M |
| 4 |
Shopify
SHOP
|
$544M |
| 5 |
Tesla
TSLA
|
$496M |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$546M |
| 2 |
Illumina
ILMN
|
$343M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$233M |
| 4 |
Zscaler
ZS
|
$196M |
| 5 |
Editas Medicine
EDIT
|
$38.2M |
Sector Composition
| 1 | Healthcare | 32.82% |
| 2 | Technology | 23.96% |
| 3 | Communication Services | 14.69% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Financials | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.1T
| $2.92B | 7.76% | 4,134,226 +703,448 | +21% | +$496M |
|
2
Roku
ROKU
$14.2B
| $1.79B | 4.75% | 5,376,822 +1,422,211 | +36% | +$472M |
|
3
CRISPR Therapeutics
CRSP
$4.7B
| $1.59B | 4.24% | 10,412,976 +1,955,656 | +23% | +$299M |
|
|
4
Teladoc Health
TDOC
$1.36B
| $1.57B | 4.17% | 7,832,332 +5,819,546 | +289% | +$1.16B |
|
|
XYZ
5
Block, Inc.
XYZ
$49B
| $1.54B | 4.1% | 7,082,410 +1,252,508 | +21% | +$273M |
|
|
NVTA
6
DELISTED
Invitae Corporation
NVTA
| $1.13B | 3% | 27,001,138 -753,601 | -3% | -$31.5M |
|
7
Pure Storage
PSTG
$25.5B
| $931M | 2.48% | 41,161,248 +15,567,864 | +61% | +$352M |
|
8
Zillow
Z
$20.5B
| $841M | 2.24% | 6,481,205 +1,580,096 | +32% | +$205M |
|
9
Twist Bioscience
TWST
$1.61B
| $830M | 2.21% | 5,876,971 +2,716,493 | +86% | +$384M |
|
10
Spotify
SPOT
$139B
| $741M | 1.97% | 2,356,336 +1,232,270 | +110% | +$388M |
|
11
Pacific Biosciences
PACB
$396M
| $739M | 1.97% | 28,504,629 +8,659,849 | +44% | +$225M |
|
|
12
Editas Medicine
EDIT
$229M
| $710M | 1.89% | 10,125,564 -544,860 | -5% | -$38.2M |
|
13
Iovance Biotherapeutics
IOVA
$792M
| $710M | 1.89% | 15,297,822 +7,394,514 | +94% | +$343M |
|
|
14
Exact Sciences
EXAS
$8.85B
| $704M | 1.87% | 5,312,466 +4,783,270 | +904% | +$634M |
|
15
Protolabs
PRLB
$1.19B
| $632M | 1.68% | 4,119,922 +1,025,887 | +33% | +$157M |
|
16
Intellia Therapeutics
NTLA
$1.21B
| $609M | 1.62% | 11,191,670 -213,082 | -2% | -$11.6M |
|
17
Twilio
TWLO
$16.2B
| $607M | 1.62% | 1,793,759 +927,052 | +107% | +$314M |
|
|
18
PayPal
PYPL
$67.2B
| $605M | 1.61% | 2,584,689 +2,359,532 | +1,048% | +$553M |
|
19
LendingTree
TREE
$924M
| $550M | 1.46% | 2,010,255 +662,350 | +49% | +$181M |
|
|
20
Shopify
SHOP
$184B
| $545M | 1.45% | 481,101 +480,913 | +255,805% | +$544M |
|
|
TWOU
21
DELISTED
2U, Inc.
TWOU
| $531M | 1.41% | 13,261,577 +22,795 | +0.2% | +$912K |
|
22
Intercontinental Exchange
ICE
$101B
| $525M | 1.4% | 4,557,974 +3,115,470 | +216% | +$359M |
|
23
TSMC
TSM
$1.21T
| $491M | 1.31% | 4,507,394 +1,888,762 | +72% | +$206M |
|
24
Baidu
BIDU
$32.6B
| $489M | 1.3% | 2,260,776 +2,166,239 | +2,291% | +$468M |
|
25
DocuSign
DOCU
$15.4B
| $485M | 1.29% | 2,180,021 +1,427,875 | +190% | +$317M |
|