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
-12.52%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$41.6B
AUM Growth
+$41.6B
(-23%)
Cap. Flow
-$4.99B
Cap. Flow
% of AUM
-11.98%
Top 10 Holdings %
Top 10 Hldgs %
38.39%
Holding
329
New
40
Increased
68
Reduced
176
Closed
37
Top Buys
| 1 |
UiPath
PATH
|
$634M |
| 2 |
Robinhood
HOOD
|
$416M |
| 3 |
Coinbase
COIN
|
$313M |
| 4 |
Ginkgo Bioworks
DNA
|
$269M |
| 5 |
SGFY
Signify Health, Inc.
SGFY
|
$249M |
Top Sells
| 1 |
Tesla
TSLA
|
$1.15B |
| 2 |
Sea Limited
SE
|
$598M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$460M |
| 4 |
Shopify
SHOP
|
$402M |
| 5 |
Pure Storage
PSTG
|
$298M |
Sector Composition
| 1 | Healthcare | 31.32% |
| 2 | Technology | 28.77% |
| 3 | Communication Services | 13.55% |
| 4 | Consumer Discretionary | 12.09% |
| 5 | Financials | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $3.06B | 7.36% | 3,952,292 -1,481,410 | -27% | -$1.15B |
|
2
Teladoc Health
TDOC
$1.36B
| $2.09B | 5.01% | 16,459,812 +442,814 | +3% | +$56.2M |
|
|
3
Coinbase
COIN
$78.1B
| $1.59B | 3.82% | 6,993,163 +1,375,748 | +24% | +$313M |
|
4
Unity
U
$16.5B
| $1.5B | 3.61% | 11,908,598 +98,386 | +0.8% | +$12.4M |
|
5
Roku
ROKU
$14.2B
| $1.48B | 3.57% | 4,737,742 -3,870 | -0.1% | -$1.21M |
|
|
XYZ
6
Block, Inc.
XYZ
$49B
| $1.47B | 3.53% | 6,120,486 -1,918,868 | -24% | -$460M |
|
|
7
UiPath
PATH
$6.01B
| $1.26B | 3.02% | 23,933,868 +12,057,982 | +102% | +$634M |
|
|
8
Shopify
SHOP
$183B
| $1.25B | 3% | 922,608 -296,710 | -24% | -$402M |
|
9
Zoom
ZM
$24.3B
| $1.16B | 2.77% | 4,418,458 +749,851 | +20% | +$196M |
|
10
Exact Sciences
EXAS
$8.84B
| $1.12B | 2.69% | 11,728,629 +1,001,839 | +9% | +$95.6M |
|
11
Spotify
SPOT
$139B
| $1.04B | 2.5% | 4,614,109 -177,899 | -4% | -$40.1M |
|
12
Twilio
TWLO
$16.2B
| $1.04B | 2.49% | 3,248,577 -474,022 | -13% | -$151M |
|
13
Zillow
Z
$20.5B
| $995M | 2.39% | 11,286,900 +1,136,800 | +11% | +$100M |
|
14
Intellia Therapeutics
NTLA
$1.21B
| $905M | 2.17% | 6,743,556 -940,885 | -12% | -$126M |
|
15
Palantir
PLTR
$372B
| $895M | 2.15% | 37,242,249 +6,560,451 | +21% | +$158M |
|
16
CRISPR Therapeutics
CRSP
$4.69B
| $849M | 2.04% | 7,585,674 -190,445 | -2% | -$21.3M |
|
17
DraftKings
DKNG
$23.7B
| $844M | 2.03% | 17,535,061 +3,906,810 | +29% | +$188M |
|
|
TWTR
18
DELISTED
Twitter, Inc.
TWTR
| $832M | 2% | 13,784,899 +1,368,814 | +11% | +$82.7M |
|
|
NVTA
19
DELISTED
Invitae Corporation
NVTA
| $737M | 1.77% | 25,917,886 +4,517,656 | +21% | +$128M |
|
20
Fate Therapeutics
FATE
$122M
| $646M | 1.55% | 10,902,258 +3,419,156 | +46% | +$203M |
|
21
Beam Therapeutics
BEAM
$1.67B
| $595M | 1.43% | 6,841,722 +380,355 | +6% | +$33.1M |
|
22
Pacific Biosciences
PACB
$396M
| $581M | 1.39% | 22,723,075 +2,241,589 | +11% | +$57.3M |
|
23
Iridium Communications
IRDM
$2.62B
| $477M | 1.15% | 11,972,702 -1,620,280 | -12% | -$64.6M |
|
24
DocuSign
DOCU
$15.4B
| $469M | 1.13% | 1,821,484 -985,506 | -35% | -$254M |
|
25
10x Genomics
TXG
$1.76B
| $452M | 1.08% | 3,101,951 -1,198,086 | -28% | -$174M |
|