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
-6.03%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$11.5B
AUM Growth
+$11.5B
(-20%)
Cap. Flow
-$750M
Cap. Flow
% of AUM
-6.5%
Top 10 Holdings %
Top 10 Hldgs %
45.94%
Holding
243
New
5
Increased
61
Reduced
163
Closed
8
Top Buys
| 1 |
Tesla
TSLA
|
$67.1M |
| 2 |
Coinbase
COIN
|
$52.1M |
| 3 |
Prime Medicine
PRME
|
$30.5M |
| 4 |
Ginkgo Bioworks
DNA
|
$29.7M |
| 5 |
Twilio
TWLO
|
$28.6M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$126M |
| 2 |
Exact Sciences
EXAS
|
$75.3M |
| 3 |
Fate Therapeutics
FATE
|
$75.1M |
| 4 |
Spotify
SPOT
|
$61.5M |
| 5 |
SGFY
Signify Health, Inc.
SGFY
|
$61.1M |
Sector Composition
| 1 | Healthcare | 36.9% |
| 2 | Technology | 34.35% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Communication Services | 7.68% |
| 5 | Financials | 5.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Exact Sciences
EXAS
$8.85B
| $794M | 6.88% | 16,040,490 -1,521,212 | -9% | -$75.3M |
|
2
Zoom
ZM
$24.4B
| $719M | 6.23% | 10,615,891 -275,449 | -3% | -$18.7M |
|
|
3
Tesla
TSLA
$1.09T
| $570M | 4.94% | 4,625,472 +544,555 | +13% | +$67.1M |
|
|
XYZ
4
Block, Inc.
XYZ
$49B
| $566M | 4.9% | 9,003,301 -188,489 | -2% | -$11.8M |
|
5
UiPath
PATH
$6.01B
| $560M | 4.85% | 44,054,842 -2,029,232 | -4% | -$25.8M |
|
6
Roku
ROKU
$14.2B
| $493M | 4.27% | 12,114,981 +197,115 | +2% | +$8.02M |
|
7
Shopify
SHOP
$183B
| $461M | 3.99% | 13,279,103 -1,253,425 | -9% | -$43.5M |
|
8
Teladoc Health
TDOC
$1.36B
| $448M | 3.88% | 18,928,440 -1,929,862 | -9% | -$45.6M |
|
|
9
Twilio
TWLO
$16.2B
| $363M | 3.14% | 7,409,945 +583,314 | +9% | +$28.6M |
|
10
Intellia Therapeutics
NTLA
$1.21B
| $329M | 2.85% | 9,420,782 -236,270 | -2% | -$8.24M |
|
|
11
Coinbase
COIN
$78.1B
| $325M | 2.82% | 9,189,273 +1,472,138 | +19% | +$52.1M |
|
12
Beam Therapeutics
BEAM
$1.67B
| $321M | 2.78% | 8,213,131 -277,805 | -3% | -$10.9M |
|
13
CRISPR Therapeutics
CRSP
$4.69B
| $318M | 2.76% | 7,829,932 -407,190 | -5% | -$16.6M |
|
14
Unity
U
$16.5B
| $314M | 2.72% | 10,972,313 -290,846 | -3% | -$8.32M |
|
15
DraftKings
DKNG
$23.7B
| $285M | 2.47% | 25,032,084 +324,690 | +1% | +$3.7M |
|
16
PagerDuty
PD
$1.55B
| $268M | 2.32% | 10,097,244 -724,183 | -7% | -$19.2M |
|
|
17
Ginkgo Bioworks
DNA
$731M
| $244M | 2.11% | 144,384,067 +17,565,211 | +14% | +$29.7M |
|
18
Roblox
RBLX
$86.2B
| $241M | 2.09% | 8,464,810 -9,886 | -0.1% | -$281K |
|
19
Robinhood
HOOD
$92.1B
| $238M | 2.06% | 29,245,424 -3,665,046 | -11% | -$29.8M |
|
20
Pacific Biosciences
PACB
$396M
| $210M | 1.82% | 25,691,681 -3,000,813 | -10% | -$24.5M |
|
21
Veracyte
VCYT
$2.39B
| $197M | 1.71% | 8,300,241 -781,122 | -9% | -$18.5M |
|
22
Twist Bioscience
TWST
$1.61B
| $160M | 1.38% | 6,700,855 +23,947 | +0.4% | +$570K |
|
23
10x Genomics
TXG
$1.76B
| $157M | 1.36% | 4,316,567 -260,247 | -6% | -$9.48M |
|
24
Ionis Pharmaceuticals
IONS
$6.76B
| $101M | 0.88% | 2,673,538 -1,039,569 | -28% | -$39.3M |
|
25
Trimble
TRMB
$19.4B
| $96.4M | 0.84% | 1,906,218 -125,625 | -6% | -$6.35M |
|