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
-11.24%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$33.1B
AUM Growth
+$33.1B
(-21%)
Cap. Flow
-$3.67B
Cap. Flow
% of AUM
-11.09%
Top 10 Holdings %
Top 10 Hldgs %
39.86%
Holding
368
New
73
Increased
85
Reduced
188
Closed
12
Top Buys
| 1 |
Zoom
ZM
|
$456M |
| 2 |
Roku
ROKU
|
$296M |
| 3 |
Robinhood
HOOD
|
$248M |
| 4 |
Teladoc Health
TDOC
|
$226M |
| 5 |
Twilio
TWLO
|
$213M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.14B |
| 2 |
Zillow
Z
|
$655M |
| 3 |
Unity
U
|
$593M |
| 4 |
Coinbase
COIN
|
$389M |
| 5 |
Shopify
SHOP
|
$286M |
Sector Composition
| 1 | Healthcare | 32.4% |
| 2 | Technology | 31.34% |
| 3 | Communication Services | 12.83% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Financials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $2.04B | 6.16% | 1,927,155 -2,025,137 | -51% | -$2.14B |
|
|
2
Teladoc Health
TDOC
$1.36B
| $1.74B | 5.25% | 18,922,198 +2,462,386 | +15% | +$226M |
|
|
3
Roku
ROKU
$14.2B
| $1.38B | 4.16% | 6,033,578 +1,295,836 | +27% | +$296M |
|
|
4
Coinbase
COIN
$78.1B
| $1.38B | 4.16% | 5,453,508 -1,539,655 | -22% | -$389M |
|
|
5
Zoom
ZM
$24.3B
| $1.27B | 3.83% | 6,895,530 +2,477,072 | +56% | +$456M |
|
6
UiPath
PATH
$6.01B
| $1.16B | 3.51% | 26,902,940 +2,969,072 | +12% | +$128M |
|
|
7
Unity
U
$16.5B
| $1.11B | 3.35% | 7,758,155 -4,150,443 | -35% | -$593M |
|
|
8
Twilio
TWLO
$16.2B
| $1.07B | 3.23% | 4,059,214 +810,637 | +25% | +$213M |
|
9
Exact Sciences
EXAS
$8.84B
| $1.05B | 3.18% | 13,496,014 +1,767,385 | +15% | +$138M |
|
|
XYZ
10
Block, Inc.
XYZ
$49B
| $998M | 3.02% | 6,177,364 +56,878 | +0.9% | +$9.19M |
|
|
11
Shopify
SHOP
$183B
| $985M | 2.98% | 715,230 -207,378 | -22% | -$286M |
|
12
Spotify
SPOT
$139B
| $940M | 2.84% | 4,014,884 -599,225 | -13% | -$140M |
|
13
Intellia Therapeutics
NTLA
$1.21B
| $936M | 2.83% | 7,916,882 +1,173,326 | +17% | +$139M |
|
|
TWTR
14
DELISTED
Twitter, Inc.
TWTR
| $745M | 2.25% | 17,245,755 +3,460,856 | +25% | +$150M |
|
15
CRISPR Therapeutics
CRSP
$4.69B
| $689M | 2.08% | 9,087,868 +1,502,194 | +20% | +$114M |
|
16
Palantir
PLTR
$372B
| $643M | 1.94% | 35,283,396 -1,958,853 | -5% | -$35.7M |
|
17
Beam Therapeutics
BEAM
$1.67B
| $636M | 1.92% | 7,983,401 +1,141,679 | +17% | +$91M |
|
18
Fate Therapeutics
FATE
$122M
| $603M | 1.82% | 10,312,167 -590,091 | -5% | -$34.5M |
|
19
DraftKings
DKNG
$23.7B
| $577M | 1.74% | 20,996,534 +3,461,473 | +20% | +$95.1M |
|
20
Pacific Biosciences
PACB
$396M
| $540M | 1.63% | 26,383,103 +3,660,028 | +16% | +$74.9M |
|
|
21
Robinhood
HOOD
$92B
| $424M | 1.28% | 23,847,924 +13,971,123 | +141% | +$248M |
|
22
Iridium Communications
IRDM
$2.62B
| $419M | 1.27% | 10,136,671 -1,836,031 | -15% | -$75.8M |
|
23
Trimble
TRMB
$19.4B
| $418M | 1.26% | 4,791,901 +358,662 | +8% | +$31.3M |
|
|
NVTA
24
DELISTED
Invitae Corporation
NVTA
| $408M | 1.23% | 26,700,813 +782,927 | +3% | +$12M |
|
25
10x Genomics
TXG
$1.76B
| $396M | 1.2% | 2,660,866 -441,085 | -14% | -$65.7M |
|