ARK Investment Management LLC

Institutional manager·Cathie Wood·CIK 0001697748
Annual return
SPY
Alpha
Invested
$25.7B
Holdings
181
Trades YTD
2
EDITORIAL BRIEF · refreshed Jun 10, 2026

Why follow ARK Investment Management LLC right now?

Background

ARK Investment Management LLC was founded by Cathie Wood, who built the firm around a concentrated bet on what she calls "disruptive innovation" — technologies expected to reshape industries over a five-year horizon. ARK gained widespread attention during the 2020–2021 growth rally, when its flagship ARKK ETF posted extraordinary gains as remote-work, genomics, and fintech themes surged. The subsequent drawdown was equally sharp, with ARKK losing the majority of those gains through 2022. The firm manages a suite of thematic ETFs, and its 13F disclosures are closely watched because ARK holds the same names across multiple funds, making its filings a window into concentrated, high-conviction growth positioning.

Current Portfolio Signal

ARK's disclosed portfolio reads like a checklist of high-beta growth themes. Tesla (TSLA) sits at the top with 8.5% — a position size that alone makes this portfolio highly sensitive to a single name. Semiconductor exposure comes through AMD at 4.5%, while e-commerce is represented by Shopify (SHOP) at 4.0%. The fintech and crypto cluster is notable: Palantir (PLTR) at 3.7%, Coinbase (COIN) at 3.4%, and Robinhood (HOOD) at 3.4% together constitute roughly 10% of the portfolio. Genomics names — CRISPR Therapeutics (CRSP), Beam Therapeutics (BEAM), and…

Read the full 531-word brief. Pro members get the complete editorial analysis on every curated manager, plus Sunday Pulse + Stock Picks.

Unlock with Pro — $9.99/mo

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR
See all 181 holdings · Pro →

Recent trades · Last 90 days

Insider · Form 4 · Cathie Wood
SOLD
$800K
Oct 8FORM 4
Insider · Form 4 · Cathie Wood
SOLD
$500K
Oct 8FORM 4
See full trade history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 02:20 UTC.