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
-33.71%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$16.8B
AUM Growth
+$16.8B
(-30%)
Cap. Flow
+$435M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
46.4%
Holding
348
New
6
Increased
102
Reduced
225
Closed
8
Top Buys
| 1 |
Roku
ROKU
|
$178M |
| 2 |
Coinbase
COIN
|
$154M |
| 3 |
NVIDIA
NVDA
|
$126M |
| 4 |
Zoom
ZM
|
$125M |
| 5 |
Shopify
SHOP
|
$116M |
Top Sells
| 1 |
Spotify
SPOT
|
$264M |
| 2 |
Sea Limited
SE
|
$146M |
| 3 |
Tesla
TSLA
|
$114M |
| 4 |
SLGC
SomaLogic, Inc. Class A Common Stock
SLGC
|
$83.3M |
| 5 |
Ionis Pharmaceuticals
IONS
|
$53.7M |
Sector Composition
| 1 | Healthcare | 33.53% |
| 2 | Technology | 32.34% |
| 3 | Consumer Discretionary | 10.21% |
| 4 | Communication Services | 9.65% |
| 5 | Financials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $1.09B | 6.47% | 1,443,673 -150,889 | -9% | -$114M |
|
|
2
Zoom
ZM
$24.4B
| $1.03B | 6.08% | 9,576,018 +1,161,839 | +14% | +$125M |
|
|
3
Roku
ROKU
$14.2B
| $963M | 5.69% | 10,144,564 +1,873,368 | +23% | +$178M |
|
|
XYZ
4
Block, Inc.
XYZ
$49B
| $799M | 4.73% | 9,135,579 +829,086 | +10% | +$72.6M |
|
5
Exact Sciences
EXAS
$8.85B
| $746M | 4.41% | 14,971,765 +647,803 | +5% | +$32.3M |
|
|
6
Coinbase
COIN
$78.1B
| $699M | 4.13% | 8,951,225 +1,968,476 | +28% | +$154M |
|
7
Teladoc Health
TDOC
$1.36B
| $692M | 4.09% | 20,293,962 +827,031 | +4% | +$28.2M |
|
8
UiPath
PATH
$6.01B
| $642M | 3.8% | 37,595,245 +3,994,297 | +12% | +$68.2M |
|
9
Twilio
TWLO
$16.2B
| $586M | 3.47% | 5,572,436 +551,175 | +11% | +$58M |
|
10
CRISPR Therapeutics
CRSP
$4.69B
| $565M | 3.34% | 9,727,531 +323,460 | +3% | +$18.8M |
|
|
11
Shopify
SHOP
$183B
| $455M | 2.69% | 1,213,486 +310,423 | +34% | +$116M |
|
12
Intellia Therapeutics
NTLA
$1.21B
| $439M | 2.6% | 9,514,580 +533,551 | +6% | +$24.6M |
|
13
Unity
U
$16.5B
| $367M | 2.17% | 9,175,711 +931,488 | +11% | +$37.2M |
|
14
DraftKings
DKNG
$23.7B
| $342M | 2.03% | 25,275,813 +1,859,348 | +8% | +$25.2M |
|
15
Robinhood
HOOD
$92.1B
| $338M | 2% | 33,556,789 +3,203,476 | +11% | +$32.2M |
|
16
Beam Therapeutics
BEAM
$1.67B
| $309M | 1.83% | 8,792,064 +591,315 | +7% | +$20.8M |
|
|
SGFY
17
DELISTED
Signify Health, Inc.
SGFY
| $298M | 1.76% | 21,882,411 +890,181 | +4% | +$12.1M |
|
18
Ginkgo Bioworks
DNA
$731M
| $269M | 1.59% | 87,358,057 +22,824,417 | +35% | +$70.3M |
|
19
PagerDuty
PD
$1.55B
| $268M | 1.59% | 10,882,979 +615,438 | +6% | +$15.2M |
|
20
Fate Therapeutics
FATE
$122M
| $265M | 1.57% | 11,473,655 +485,473 | +4% | +$11.2M |
|
|
21
Spotify
SPOT
$139B
| $230M | 1.36% | 2,043,367 -2,344,963 | -53% | -$264M |
|
22
Roblox
RBLX
$86.2B
| $222M | 1.31% | 7,405,104 +1,312,458 | +22% | +$39.3M |
|
23
Twist Bioscience
TWST
$1.61B
| $213M | 1.26% | 6,267,721 +1,003,466 | +19% | +$34.2M |
|
24
10x Genomics
TXG
$1.76B
| $184M | 1.09% | 3,603,286 +211,948 | +6% | +$10.8M |
|
|
25
Ionis Pharmaceuticals
IONS
$6.76B
| $172M | 1.02% | 4,701,297 -1,470,011 | -24% | -$53.7M |
|