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
-8.01%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$13.1B
AUM Growth
+$13.1B
(-13%)
Cap. Flow
-$424M
Cap. Flow
% of AUM
-3.24%
Top 10 Holdings %
Top 10 Hldgs %
47.54%
Holding
235
New
13
Increased
82
Reduced
128
Closed
9
Top Buys
| 1 |
Roblox
RBLX
|
$76.9M |
| 2 |
Archer Aviation
ACHR
|
$74M |
| 3 |
Palantir
PLTR
|
$41.3M |
| 4 |
Pacific Biosciences
PACB
|
$26.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$26.2M |
Top Sells
| 1 |
Tesla
TSLA
|
$191M |
| 2 |
Coinbase
COIN
|
$114M |
| 3 |
Roku
ROKU
|
$107M |
| 4 |
Shopify
SHOP
|
$105M |
| 5 |
DraftKings
DKNG
|
$101M |
Sector Composition
| 1 | Technology | 33.68% |
| 2 | Healthcare | 27.44% |
| 3 | Consumer Discretionary | 12.08% |
| 4 | Communication Services | 10.66% |
| 5 | Financials | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.09T
| $1.02B | 7.81% | 4,078,651 -764,970 | -16% | -$191M |
|
2
UiPath
PATH
$6.01B
| $810M | 6.2% | 47,326,276 -954,511 | -2% | -$16.3M |
|
|
3
Coinbase
COIN
$78.1B
| $796M | 6.09% | 10,603,564 -1,518,317 | -13% | -$114M |
|
|
4
Roku
ROKU
$14.2B
| $737M | 5.64% | 10,439,813 -1,518,479 | -13% | -$107M |
|
5
Zoom
ZM
$24.3B
| $712M | 5.45% | 10,182,913 -279,393 | -3% | -$19.5M |
|
|
XYZ
6
Block, Inc.
XYZ
$49B
| $482M | 3.69% | 10,887,114 +160,179 | +1% | +$7.09M |
|
|
7
DraftKings
DKNG
$23.7B
| $431M | 3.29% | 14,627,852 -3,432,611 | -19% | -$101M |
|
8
Exact Sciences
EXAS
$8.84B
| $428M | 3.28% | 6,280,931 -874,167 | -12% | -$59.6M |
|
9
Twilio
TWLO
$16.2B
| $417M | 3.19% | 7,132,012 +93,828 | +1% | +$5.49M |
|
|
10
Shopify
SHOP
$183B
| $380M | 2.9% | 6,955,150 -1,919,646 | -22% | -$105M |
|
11
Teladoc Health
TDOC
$1.36B
| $378M | 2.89% | 20,311,873 -32,228 | -0.2% | -$599K |
|
12
Unity
U
$16.5B
| $360M | 2.76% | 11,477,199 -458,541 | -4% | -$14.4M |
|
|
13
Roblox
RBLX
$86.2B
| $347M | 2.65% | 11,973,881 +2,655,333 | +28% | +$76.9M |
|
14
Ginkgo Bioworks
DNA
$731M
| $330M | 2.52% | 182,192,185 +12,442,658 | +7% | +$22.5M |
|
15
CRISPR Therapeutics
CRSP
$4.69B
| $325M | 2.49% | 7,163,118 -175,329 | -2% | -$7.96M |
|
16
Robinhood
HOOD
$92B
| $322M | 2.46% | 32,834,879 +915,091 | +3% | +$8.98M |
|
17
Intellia Therapeutics
NTLA
$1.21B
| $315M | 2.41% | 9,948,629 +422,698 | +4% | +$13.4M |
|
|
18
Pacific Biosciences
PACB
$396M
| $249M | 1.91% | 29,822,440 +3,187,820 | +12% | +$26.6M |
|
19
PagerDuty
PD
$1.55B
| $237M | 1.82% | 10,554,585 +174,896 | +2% | +$3.93M |
|
20
Beam Therapeutics
BEAM
$1.67B
| $211M | 1.62% | 8,783,891 +401,296 | +5% | +$9.65M |
|
21
Veracyte
VCYT
$2.39B
| $170M | 1.3% | 7,593,592 -234,700 | -3% | -$5.24M |
|
|
22
Palantir
PLTR
$372B
| $151M | 1.15% | 9,423,627 +2,580,638 | +38% | +$41.3M |
|
23
Teradyne
TER
$19B
| $143M | 1.09% | 1,422,834 +250,614 | +21% | +$25.2M |
|
24
Twist Bioscience
TWST
$1.61B
| $137M | 1.05% | 6,785,983 -173,257 | -2% | -$3.51M |
|
25
10x Genomics
TXG
$1.76B
| $123M | 0.94% | 2,993,460 -120,089 | -4% | -$4.95M |
|