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
+9.88%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$53.7B
AUM Growth
+$53.7B
(+6.7%)
Cap. Flow
+$330M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
35.8%
Holding
310
New
20
Increased
111
Reduced
152
Closed
25
Top Buys
| 1 |
Coinbase
COIN
|
$1.42B |
| 2 |
UiPath
PATH
|
$807M |
| 3 |
DraftKings
DKNG
|
$483M |
| 4 |
TSP
TuSimple Holdings Inc. Class A Common Stock
TSP
|
$461M |
| 5 |
Unity
U
|
$408M |
Top Sells
| 1 |
Baidu
BIDU
|
$907M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$717M |
| 3 |
Intercontinental Exchange
ICE
|
$566M |
| 4 |
Synopsys
SNPS
|
$381M |
| 5 |
Pure Storage
PSTG
|
$344M |
Sector Composition
| 1 | Healthcare | 31.47% |
| 2 | Technology | 26.8% |
| 3 | Communication Services | 14.55% |
| 4 | Consumer Discretionary | 12.36% |
| 5 | Financials | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.09T
| $3.69B | 6.87% | 5,433,702 -351,821 | -6% | -$239M |
|
2
Teladoc Health
TDOC
$1.36B
| $2.66B | 4.96% | 16,016,998 +1,592,818 | +11% | +$265M |
|
3
Roku
ROKU
$14.2B
| $2.18B | 4.05% | 4,741,612 -256,032 | -5% | -$118M |
|
|
XYZ
4
Block, Inc.
XYZ
$49B
| $1.96B | 3.65% | 8,039,354 -2,938,962 | -27% | -$717M |
|
5
Shopify
SHOP
$183B
| $1.78B | 3.32% | 1,219,318 +145,795 | +14% | +$213M |
|
6
Twilio
TWLO
$16.2B
| $1.47B | 2.73% | 3,722,599 +985,437 | +36% | +$388M |
|
|
7
Coinbase
COIN
$78.1B
| $1.42B | 2.65% | +5,617,415 | New | +$1.42B |
|
8
Zoom
ZM
$24.3B
| $1.42B | 2.64% | 3,668,607 +666,260 | +22% | +$258M |
|
9
Exact Sciences
EXAS
$8.84B
| $1.33B | 2.48% | 10,726,790 +1,578,155 | +17% | +$196M |
|
10
Spotify
SPOT
$139B
| $1.32B | 2.46% | 4,792,008 +900,683 | +23% | +$248M |
|
|
11
Unity
U
$16.5B
| $1.3B | 2.41% | 11,810,212 +3,713,575 | +46% | +$408M |
|
12
CRISPR Therapeutics
CRSP
$4.69B
| $1.26B | 2.34% | 7,776,119 -514,231 | -6% | -$83.2M |
|
13
Intellia Therapeutics
NTLA
$1.21B
| $1.24B | 2.32% | 7,684,441 -1,927,470 | -20% | -$312M |
|
14
Zillow
Z
$20.5B
| $1.24B | 2.31% | 10,150,100 +117,450 | +1% | +$14.4M |
|
|
TWTR
15
DELISTED
Twitter, Inc.
TWTR
| $854M | 1.59% | 12,416,085 +4,622,845 | +59% | +$318M |
|
16
10x Genomics
TXG
$1.76B
| $842M | 1.57% | 4,300,037 +795,916 | +23% | +$156M |
|
17
Beam Therapeutics
BEAM
$1.67B
| $832M | 1.55% | 6,461,367 +1,682,263 | +35% | +$217M |
|
18
Palantir
PLTR
$372B
| $809M | 1.51% | 30,681,798 +12,049,327 | +65% | +$318M |
|
|
19
UiPath
PATH
$6.01B
| $807M | 1.5% | +11,875,886 | New | +$807M |
|
20
DocuSign
DOCU
$15.4B
| $785M | 1.46% | 2,806,990 -390,730 | -12% | -$109M |
|
21
Sea Limited
SE
$111B
| $777M | 1.45% | 2,829,917 -341,157 | -11% | -$93.7M |
|
|
NVTA
22
DELISTED
Invitae Corporation
NVTA
| $722M | 1.34% | 21,400,230 -2,577,578 | -11% | -$86.9M |
|
23
Pacific Biosciences
PACB
$396M
| $716M | 1.33% | 20,481,486 -819,705 | -4% | -$28.7M |
|
|
24
DraftKings
DKNG
$23.7B
| $711M | 1.32% | 13,628,251 +9,252,827 | +211% | +$483M |
|
25
Twist Bioscience
TWST
$1.61B
| $674M | 1.25% | 5,054,864 -990,656 | -16% | -$132M |
|