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
-10.36%
1 Year Return
+94.51%
3 Year Return
+227.41%
5 Year Return
+180.93%
10 Year Return
–
AUM
$9.99B
AUM Growth
+$9.99B
(-17%)
Cap. Flow
-$264M
Cap. Flow
% of AUM
-2.64%
Top 10 Holdings %
Top 10 Hldgs %
48.49%
Holding
205
New
22
Increased
68
Reduced
103
Closed
9
Top Buys
| 1 |
TEM
Tempus AI, Inc. Class A Common Stock
TEM
|
$95.6M |
| 2 |
Deere & Co
DE
|
$69.2M |
| 3 |
Iridium Communications
IRDM
|
$65.1M |
| 4 |
GitLab
GTLB
|
$59.5M |
| 5 |
CRISPR Therapeutics
CRSP
|
$40.6M |
Top Sells
| 1 |
Roku
ROKU
|
$143M |
| 2 |
Palantir
PLTR
|
$127M |
| 3 |
UiPath
PATH
|
$116M |
| 4 |
Robinhood
HOOD
|
$111M |
| 5 |
SoFi Technologies
SOFI
|
$85.7M |
Sector Composition
| 1 | Technology | 24.85% |
| 2 | Healthcare | 23.73% |
| 3 | Communication Services | 18.95% |
| 4 | Consumer Discretionary | 13.14% |
| 5 | Financials | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.09T
| $845M | 8.45% | 3,258,758 -28,594 | -0.9% | -$7.41M |
|
|
2
Roku
ROKU
$14.2B
| $609M | 6.09% | 8,642,048 -2,029,908 | -19% | -$143M |
|
|
3
Palantir
PLTR
$372B
| $530M | 5.31% | 6,285,179 -1,508,264 | -19% | -$127M |
|
4
Roblox
RBLX
$86.1B
| $529M | 5.29% | 9,071,978 -1,070,573 | -11% | -$62.4M |
|
5
Coinbase
COIN
$78B
| $529M | 5.29% | 3,069,107 +34,462 | +1% | +$5.94M |
|
|
6
Robinhood
HOOD
$91.9B
| $427M | 4.27% | 10,248,659 -2,658,513 | -21% | -$111M |
|
7
Shopify
SHOP
$184B
| $424M | 4.25% | 4,444,225 -60,799 | -1% | -$5.81M |
|
|
TEM
8
Tempus AI, Inc. Class A Common Stock
TEM
$13B
| $362M | 3.62% | 7,501,399 +1,981,755 | +36% | +$95.6M |
|
|
9
CRISPR Therapeutics
CRSP
$4.7B
| $346M | 3.46% | 10,165,400 +1,192,336 | +13% | +$40.6M |
|
10
Twist Bioscience
TWST
$1.61B
| $245M | 2.45% | 6,241,595 +645,730 | +12% | +$25.4M |
|
11
Meta Platforms (Facebook)
META
$1.86T
| $240M | 2.4% | 416,469 -47,925 | -10% | -$27.6M |
|
12
ARK 21Shares Bitcoin ETF
ARKB
$1.73B
| $236M | 2.36% | 2,869,473 -230,759 | -7% | -$19M |
|
|
XYZ
13
Block, Inc.
XYZ
$49B
| $222M | 2.22% | 4,079,510 -848,409 | -17% | -$46.1M |
|
14
Amazon
AMZN
$2.44T
| $200M | 2.01% | 1,053,516 +158,431 | +18% | +$30.1M |
|
15
Archer Aviation
ACHR
$5.78B
| $194M | 1.94% | 27,315,033 -2,597,056 | -9% | -$18.5M |
|
16
Teradyne
TER
$19B
| $185M | 1.85% | 2,243,590 +320,580 | +17% | +$26.5M |
|
17
Recursion Pharmaceuticals
RXRX
$2.05B
| $184M | 1.84% | 34,815,502 +2,469,104 | +8% | +$13.1M |
|
18
PagerDuty
PD
$1.55B
| $168M | 1.68% | 9,170,848 +174,501 | +2% | +$3.19M |
|
19
Beam Therapeutics
BEAM
$1.68B
| $166M | 1.66% | 8,480,089 +1,412,060 | +20% | +$27.6M |
|
20
DraftKings
DKNG
$23.7B
| $160M | 1.61% | 4,830,133 -704,035 | -13% | -$23.4M |
|
21
Advanced Micro Devices
AMD
$265B
| $146M | 1.46% | 1,422,471 +215,883 | +18% | +$22.2M |
|
|
22
Iridium Communications
IRDM
$2.62B
| $134M | 1.34% | 4,891,677 +2,383,962 | +95% | +$65.1M |
|
23
Natera
NTRA
$22.8B
| $133M | 1.33% | 943,094 +55,383 | +6% | +$7.83M |
|
24
Pinterest
PINS
$25B
| $130M | 1.3% | 4,199,050 -187,496 | -4% | -$5.81M |
|
25
Veracyte
VCYT
$2.39B
| $117M | 1.17% | 3,939,302 -264,649 | -6% | -$7.85M |
|