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
-1.3%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$50.3B
AUM Growth
+$50.3B
(+34%)
Cap. Flow
+$14.5B
Cap. Flow
% of AUM
28.71%
Top 10 Holdings %
Top 10 Hldgs %
34.7%
Holding
298
New
54
Increased
184
Reduced
49
Closed
8
Top Buys
| 1 |
Teladoc Health
TDOC
|
$1.2B |
| 2 |
Tesla
TSLA
|
$1.1B |
| 3 |
XYZ
Block, Inc.
XYZ
|
$885M |
| 4 |
Zoom
ZM
|
$658M |
| 5 |
Shopify
SHOP
|
$656M |
Top Sells
| 1 |
TSMC
TSM
|
$486M |
| 2 |
SPLK
Splunk Inc
SPLK
|
$272M |
| 3 |
CRISPR Therapeutics
CRSP
|
$259M |
| 4 |
Pacific Biosciences
PACB
|
$240M |
| 5 |
Pinterest
PINS
|
$225M |
Sector Composition
| 1 | Healthcare | 30.99% |
| 2 | Technology | 24.52% |
| 3 | Communication Services | 14.26% |
| 4 | Consumer Discretionary | 11.94% |
| 5 | Financials | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.1T
| $3.86B | 7.68% | 5,785,523 +1,651,297 | +40% | +$1.1B |
|
|
2
Teladoc Health
TDOC
$1.36B
| $2.62B | 5.21% | 14,424,180 +6,591,848 | +84% | +$1.2B |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $2.49B | 4.95% | 10,978,316 +3,895,906 | +55% | +$885M |
|
4
Roku
ROKU
$14.2B
| $1.63B | 3.23% | 4,997,644 -379,178 | -7% | -$124M |
|
5
Zillow
Z
$20.5B
| $1.3B | 2.58% | 10,032,650 +3,551,445 | +55% | +$460M |
|
6
Exact Sciences
EXAS
$8.85B
| $1.21B | 2.39% | 9,148,635 +3,836,169 | +72% | +$506M |
|
|
7
Shopify
SHOP
$184B
| $1.19B | 2.36% | 1,073,523 +592,422 | +123% | +$656M |
|
8
Baidu
BIDU
$32.6B
| $1.12B | 2.22% | 5,127,543 +2,866,767 | +127% | +$624M |
|
9
Spotify
SPOT
$139B
| $1.04B | 2.07% | 3,891,325 +1,534,989 | +65% | +$411M |
|
|
10
CRISPR Therapeutics
CRSP
$4.7B
| $1.01B | 2.01% | 8,290,350 -2,122,626 | -20% | -$259M |
|
|
11
Zoom
ZM
$24.4B
| $965M | 1.92% | 3,002,347 +2,047,276 | +214% | +$658M |
|
12
Twilio
TWLO
$16.2B
| $933M | 1.85% | 2,737,162 +943,403 | +53% | +$321M |
|
|
NVTA
13
DELISTED
Invitae Corporation
NVTA
| $916M | 1.82% | 23,977,808 -3,023,330 | -11% | -$116M |
|
14
Unity
U
$16.5B
| $812M | 1.61% | 8,096,637 +5,715,289 | +240% | +$573M |
|
15
Intellia Therapeutics
NTLA
$1.21B
| $771M | 1.53% | 9,611,911 -1,579,759 | -14% | -$127M |
|
16
Twist Bioscience
TWST
$1.61B
| $749M | 1.49% | 6,045,520 +168,549 | +3% | +$20.9M |
|
|
17
Pacific Biosciences
PACB
$396M
| $710M | 1.41% | 21,301,191 -7,203,438 | -25% | -$240M |
|
18
Pure Storage
PSTG
$25.5B
| $708M | 1.41% | 32,887,736 -8,273,512 | -20% | -$178M |
|
19
Sea Limited
SE
$111B
| $708M | 1.41% | 3,171,074 +1,243,602 | +65% | +$278M |
|
20
DocuSign
DOCU
$15.4B
| $647M | 1.29% | 3,197,720 +1,017,699 | +47% | +$206M |
|
21
10x Genomics
TXG
$1.76B
| $634M | 1.26% | 3,504,121 +2,970,625 | +557% | +$538M |
|
22
Intercontinental Exchange
ICE
$101B
| $627M | 1.25% | 5,617,092 +1,059,118 | +23% | +$118M |
|
23
Iovance Biotherapeutics
IOVA
$792M
| $625M | 1.24% | 19,726,650 +4,428,828 | +29% | +$140M |
|
24
Regeneron Pharmaceuticals
REGN
$61.2B
| $577M | 1.15% | 1,218,970 +767,152 | +170% | +$363M |
|
25
KE Holdings
BEKE
$20.7B
| $547M | 1.09% | 9,592,049 +2,953,956 | +45% | +$168M |
|