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
+12.55%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$15.1B
AUM Growth
+$15.1B
(+3.8%)
Cap. Flow
-$901M
Cap. Flow
% of AUM
-5.97%
Top 10 Holdings %
Top 10 Hldgs %
49.01%
Holding
229
New
8
Increased
77
Reduced
135
Closed
7
Top Buys
| 1 |
Palantir
PLTR
|
$105M |
| 2 |
Teradyne
TER
|
$62.8M |
| 3 |
Meta Platforms (Facebook)
META
|
$57.3M |
| 4 |
UiPath
PATH
|
$56.2M |
| 5 |
Twilio
TWLO
|
$50.1M |
Top Sells
| 1 |
Exact Sciences
EXAS
|
$397M |
| 2 |
Shopify
SHOP
|
$330M |
| 3 |
Tesla
TSLA
|
$156M |
| 4 |
DraftKings
DKNG
|
$156M |
| 5 |
10x Genomics
TXG
|
$58.2M |
Sector Composition
| 1 | Technology | 33.42% |
| 2 | Healthcare | 30.11% |
| 3 | Consumer Discretionary | 12.52% |
| 4 | Communication Services | 9.33% |
| 5 | Financials | 8.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $1.27B | 8.39% | 4,843,621 -596,014 | -11% | -$156M |
|
2
Coinbase
COIN
$78.1B
| $867M | 5.74% | 12,121,881 +345,866 | +3% | +$24.7M |
|
|
3
UiPath
PATH
$6.01B
| $800M | 5.3% | 48,280,787 +3,388,821 | +8% | +$56.2M |
|
4
Roku
ROKU
$14.2B
| $765M | 5.06% | 11,958,292 -525,139 | -4% | -$33.6M |
|
|
XYZ
5
Block, Inc.
XYZ
$49B
| $714M | 4.73% | 10,726,935 +256,004 | +2% | +$17M |
|
6
Zoom
ZM
$24.4B
| $710M | 4.7% | 10,462,306 -404,727 | -4% | -$27.5M |
|
|
7
Exact Sciences
EXAS
$8.85B
| $672M | 4.45% | 7,155,098 -4,224,089 | -37% | -$397M |
|
|
8
Shopify
SHOP
$183B
| $573M | 3.8% | 8,874,796 -5,110,995 | -37% | -$330M |
|
9
Unity
U
$16.5B
| $518M | 3.43% | 11,935,740 -371,920 | -3% | -$16.1M |
|
10
Teladoc Health
TDOC
$1.36B
| $515M | 3.41% | 20,344,101 -240,079 | -1% | -$6.08M |
|
|
11
DraftKings
DKNG
$23.7B
| $480M | 3.18% | 18,060,463 -5,870,792 | -25% | -$156M |
|
|
12
Twilio
TWLO
$16.2B
| $448M | 2.96% | 7,038,184 +788,183 | +13% | +$50.1M |
|
13
CRISPR Therapeutics
CRSP
$4.69B
| $412M | 2.73% | 7,338,447 -651,741 | -8% | -$36.6M |
|
14
Intellia Therapeutics
NTLA
$1.21B
| $388M | 2.57% | 9,525,931 -311,235 | -3% | -$12.7M |
|
15
Roblox
RBLX
$86.2B
| $376M | 2.49% | 9,318,548 +292,068 | +3% | +$11.8M |
|
16
Pacific Biosciences
PACB
$396M
| $354M | 2.35% | 26,634,620 -1,119,059 | -4% | -$14.9M |
|
17
Robinhood
HOOD
$92.1B
| $319M | 2.11% | 31,919,788 +185,475 | +0.6% | +$1.85M |
|
18
Ginkgo Bioworks
DNA
$731M
| $316M | 2.09% | 169,749,527 +4,992,542 | +3% | +$9.29M |
|
19
Beam Therapeutics
BEAM
$1.67B
| $268M | 1.77% | 8,382,595 -190,834 | -2% | -$6.09M |
|
20
PagerDuty
PD
$1.55B
| $233M | 1.54% | 10,379,689 +549,680 | +6% | +$12.4M |
|
21
Veracyte
VCYT
$2.39B
| $199M | 1.32% | 7,828,292 -580,814 | -7% | -$14.8M |
|
22
Schrodinger
SDGR
$1.44B
| $176M | 1.16% | 3,517,355 -389,354 | -10% | -$19.4M |
|
|
23
10x Genomics
TXG
$1.76B
| $174M | 1.15% | 3,113,549 -1,041,774 | -25% | -$58.2M |
|
24
Twist Bioscience
TWST
$1.61B
| $142M | 0.94% | 6,959,240 -219,872 | -3% | -$4.5M |
|
|
25
Teradyne
TER
$19B
| $131M | 0.86% | 1,172,220 +563,791 | +93% | +$62.8M |
|