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
-23.44%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$24B
AUM Growth
+$24B
(-28%)
Cap. Flow
-$817M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
45.8%
Holding
394
New
34
Increased
135
Reduced
165
Closed
45
Top Buys
| 1 |
Coinbase
COIN
|
$290M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$289M |
| 3 |
Roku
ROKU
|
$280M |
| 4 |
Sea Limited
SE
|
$237M |
| 5 |
Roblox
RBLX
|
$188M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$616M |
| 2 |
Palantir
PLTR
|
$476M |
| 3 |
Tesla
TSLA
|
$358M |
| 4 |
Iridium Communications
IRDM
|
$314M |
| 5 |
DocuSign
DOCU
|
$271M |
Sector Composition
| 1 | Healthcare | 34.01% |
| 2 | Technology | 29.11% |
| 3 | Consumer Discretionary | 11.53% |
| 4 | Communication Services | 9.79% |
| 5 | Financials | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $1.72B | 7.17% | 1,594,562 -332,593 | -17% | -$358M |
|
2
Teladoc Health
TDOC
$1.36B
| $1.4B | 5.86% | 19,466,931 +544,733 | +3% | +$39.3M |
|
|
3
Coinbase
COIN
$78.1B
| $1.33B | 5.53% | 6,982,749 +1,529,241 | +28% | +$290M |
|
|
XYZ
4
Block, Inc.
XYZ
$49B
| $1.13B | 4.7% | 8,306,493 +2,129,129 | +34% | +$289M |
|
|
5
Roku
ROKU
$14.2B
| $1.04B | 4.33% | 8,271,196 +2,237,618 | +37% | +$280M |
|
6
Exact Sciences
EXAS
$8.84B
| $1B | 4.18% | 14,323,962 +827,948 | +6% | +$57.9M |
|
7
Zoom
ZM
$24.3B
| $986M | 4.12% | 8,414,179 +1,518,649 | +22% | +$178M |
|
8
Twilio
TWLO
$16.2B
| $828M | 3.45% | 5,021,261 +962,047 | +24% | +$159M |
|
9
Unity
U
$16.5B
| $818M | 3.41% | 8,244,223 +486,068 | +6% | +$48.2M |
|
10
UiPath
PATH
$6.01B
| $725M | 3.03% | 33,600,948 +6,698,008 | +25% | +$145M |
|
11
Spotify
SPOT
$139B
| $663M | 2.77% | 4,388,330 +373,446 | +9% | +$56.4M |
|
12
Intellia Therapeutics
NTLA
$1.21B
| $653M | 2.72% | 8,981,029 +1,064,147 | +13% | +$77.3M |
|
13
Shopify
SHOP
$183B
| $610M | 2.55% | 903,063 +187,833 | +26% | +$127M |
|
14
CRISPR Therapeutics
CRSP
$4.69B
| $590M | 2.46% | 9,404,071 +316,203 | +3% | +$19.8M |
|
15
Beam Therapeutics
BEAM
$1.67B
| $470M | 1.96% | 8,200,749 +217,348 | +3% | +$12.5M |
|
16
DraftKings
DKNG
$23.7B
| $456M | 1.9% | 23,416,465 +2,419,931 | +12% | +$47.1M |
|
17
Fate Therapeutics
FATE
$122M
| $426M | 1.78% | 10,988,182 +676,015 | +7% | +$26.2M |
|
18
Robinhood
HOOD
$92B
| $410M | 1.71% | 30,353,313 +6,505,389 | +27% | +$87.9M |
|
|
SGFY
19
DELISTED
Signify Health, Inc.
SGFY
| $381M | 1.59% | 20,992,230 +981,902 | +5% | +$17.8M |
|
20
PagerDuty
PD
$1.55B
| $351M | 1.47% | 10,267,541 +246,625 | +2% | +$8.43M |
|
|
21
Sea Limited
SE
$111B
| $315M | 1.32% | 2,630,041 +1,975,207 | +302% | +$237M |
|
|
22
Roblox
RBLX
$86.2B
| $282M | 1.18% | 6,092,646 +4,068,653 | +201% | +$188M |
|
23
Ginkgo Bioworks
DNA
$731M
| $260M | 1.09% | 64,533,640 +21,352,820 | +49% | +$86.1M |
|
24
Twist Bioscience
TWST
$1.61B
| $260M | 1.09% | 5,264,255 +1,497,052 | +40% | +$73.9M |
|
25
10x Genomics
TXG
$1.76B
| $258M | 1.08% | 3,391,338 +730,472 | +27% | +$55.6M |
|