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
+2.79%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$14.4B
AUM Growth
+$14.4B
(-14%)
Cap. Flow
-$2.28B
Cap. Flow
% of AUM
-15.79%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
238
New
14
Increased
61
Reduced
153
Closed
8
Top Buys
| 1 |
Tesla
TSLA
|
$242M |
| 2 |
ARK 21Shares Bitcoin ETF
ARKB
|
$206M |
| 3 |
Roku
ROKU
|
$197M |
| 4 |
Pinterest
PINS
|
$118M |
| 5 |
SoFi Technologies
SOFI
|
$104M |
Top Sells
| 1 |
Coinbase
COIN
|
$1.11B |
| 2 |
Twilio
TWLO
|
$378M |
| 3 |
Zoom
ZM
|
$303M |
| 4 |
UiPath
PATH
|
$268M |
| 5 |
Exact Sciences
EXAS
|
$191M |
Sector Composition
| 1 | Technology | 29.08% |
| 2 | Healthcare | 26.34% |
| 3 | Communication Services | 14.15% |
| 4 | Financials | 13.03% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Coinbase
COIN
$78.1B
| $1.17B | 8.12% | 4,421,013 -4,178,670 | -49% | -$1.11B |
|
|
2
Tesla
TSLA
$1.1T
| $910M | 6.3% | 5,178,429 +1,375,910 | +36% | +$242M |
|
|
XYZ
3
Block, Inc.
XYZ
$49B
| $850M | 5.89% | 10,054,329 -1,833,299 | -15% | -$155M |
|
|
4
Roku
ROKU
$14.2B
| $818M | 5.67% | 12,556,647 +3,027,775 | +32% | +$197M |
|
|
5
UiPath
PATH
$6.02B
| $717M | 4.96% | 31,628,496 -11,842,101 | -27% | -$268M |
|
6
CRISPR Therapeutics
CRSP
$4.7B
| $556M | 3.85% | 8,157,028 -379,076 | -4% | -$25.8M |
|
7
Robinhood
HOOD
$91.9B
| $527M | 3.65% | 26,197,261 -8,738,943 | -25% | -$176M |
|
8
Roblox
RBLX
$86.2B
| $451M | 3.12% | 11,819,238 -86,935 | -0.7% | -$3.32M |
|
|
9
Zoom
ZM
$24.4B
| $414M | 2.87% | 6,330,527 -4,634,049 | -42% | -$303M |
|
10
DraftKings
DKNG
$23.7B
| $396M | 2.74% | 8,714,379 -3,602,856 | -29% | -$164M |
|
11
Unity
U
$16.5B
| $372M | 2.58% | 13,938,189 +1,748,411 | +14% | +$46.7M |
|
12
Shopify
SHOP
$184B
| $355M | 2.45% | 4,594,330 -1,416,166 | -24% | -$109M |
|
13
Intellia Therapeutics
NTLA
$1.21B
| $302M | 2.09% | 10,989,282 -423,167 | -4% | -$11.6M |
|
14
Palantir
PLTR
$372B
| $293M | 2.03% | 12,745,476 +1,807,617 | +17% | +$41.6M |
|
15
Beam Therapeutics
BEAM
$1.68B
| $270M | 1.87% | 8,182,174 -1,211,715 | -13% | -$40M |
|
16
Recursion Pharmaceuticals
RXRX
$2.05B
| $245M | 1.7% | 24,587,561 +3,933,274 | +19% | +$39.2M |
|
17
Teladoc Health
TDOC
$1.36B
| $242M | 1.68% | 16,034,670 -5,189,895 | -24% | -$78.4M |
|
18
Twist Bioscience
TWST
$1.61B
| $238M | 1.65% | 6,943,975 -269,282 | -4% | -$9.24M |
|
19
10x Genomics
TXG
$1.76B
| $236M | 1.63% | 6,283,812 +2,242,525 | +55% | +$84.2M |
|
|
20
Exact Sciences
EXAS
$8.85B
| $226M | 1.56% | 3,267,648 -2,765,245 | -46% | -$191M |
|
21
Ginkgo Bioworks
DNA
$733M
| $220M | 1.52% | 189,606,908 -8,999,711 | -5% | -$10.4M |
|
22
PagerDuty
PD
$1.55B
| $214M | 1.48% | 9,424,093 -1,989,330 | -17% | -$45.1M |
|
23
Meta Platforms (Facebook)
META
$1.86T
| $212M | 1.47% | 436,490 +127,127 | +41% | +$61.7M |
|
|
24
ARK 21Shares Bitcoin ETF
ARKB
$1.73B
| $206M | 1.43% | +2,909,018 | New | +$206M |
|
25
Teradyne
TER
$19B
| $199M | 1.38% | 1,762,195 +261,739 | +17% | +$29.5M |
|