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13F filings

ARK Invest

Cathie Wood
Performance
Assuming an initial $100,000 · Benchmark: S&P 500
Hypothetical
Replication modeTop 5Top 10>1%
YTD1Y5Y8YAll
CompoundFixed

Gains are reinvested — principal and returns grow together.

$50k$100k$150k2021/082023/042024/112026/07$175k$75k
Backtest through 2026-07-28
After filingAt quarter endBenchmark · S&P 500
After filingbuys the holdings only once the filing is public — about 45 days after the quarter ends. The path someone could actually have taken.
At quarter endpretends the same holdings were bought on the last day of the quarter, before anyone could have known them. Not possible in reality — shown dashed for comparison only.
BenchmarkS&P 500 (SPY) total return over the same window — what doing nothing but holding the market would earn.

Hypothetical backtest — not a real trading record. Simulated on public data from 2017-02: each position is bought only after the filing became public (using no information unavailable at the time), with trading costs deducted, on a total-return basis. Past performance does not predict future results.

All metrics below are computed on the After-filing curve.
Return?
14.8%
Compound annual return over the sample.
Risk?
37.0%
How much returns swing (annualized stdev); lower is steadier.
Return vs risk?
0.56
Return ÷ volatility; higher is better.
Beat SPX?
−0.1%
Annualized gain over the S&P.
Excess?
−2.1%
The strategy's own annual excess, apart from the market.
Significance?
t=−0.26 · very weak
t-value: how solid the excess is — higher is more reliable.
Max DD?
−75.1%
Largest peak-to-trough fall.
Leverage?
1.47×
How many times it rises and falls together with the market.
Longest recovery?
65 mo
Longest wait from a peak back to a new high.
About
Cathie Wood

Cathie Wood's ARK makes concentrated bets on disruptive innovation and discloses its holdings daily—a rarity in the fund industry. She rose to prominence on strong performance around 2020 and is a leading figure in innovation-growth investing; her aggressive thematic approach has drawn debate throughout. This is a highly volatile thematic-style fund; investors interested in disruptive-innovation themes can track its filings over time.

Holdings & changes
Replication modeTop 5Top 10>1%
Current holdingsPosition changes
2026-Q1 filing · filed 2026-05-12
>1% · filed weights
Others 29.8%
TickerNameWeightvs last filing
TSLA
Tesla, Inc. Common Stock
8.2%0.5
AMD
Advanced Micro Devices
4.3%+0.6
SHOP
Shopify Inc. Class A subordinate voting shares
3.9%0.4
PLTR
Palantir Technologies Inc. Class A Common Stock
3.5%0.3
TEM
Tempus AI, Inc. Class A Common Stock
3.4%+0.4
CRCL
Circle Internet Group, Inc.
3.4%+1.2
HOOD
Robinhood Markets, Inc. Class A Common Stock
3.2%0.4
COIN
Coinbase Global, Inc. Class A Common Stock
3.2%0.6
TER
Teradyne, Inc. Common Stock
2.9%
ROKU
Roku, Inc. Class A Common Stock
2.8%1.4
RBLX
Roblox Corporation
2.6%
TWST
Twist Bioscience Corporation Common Stock
2.3%+0.8
BEAM
Beam Therapeutics Inc. Common Stock
2.3%
AMZN
Amazon.Com Inc
2.2%+0.3
TXG
10x Genomics, Inc. Class A Common Stock
1.9%+0.6
KTOS
Kratos Defense & Security Solutions, Inc.
1.9%
DE
Deere & Company
1.8%+0.4
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
1.6%
GOOG
Alphabet Inc. Class C Capital Stock
1.6%+0.5
CRWV
CoreWeave, Inc. Class A Common Stock
1.5%+0.6
ACHR
Archer Aviation Inc.
1.5%0.3
BMNR
BitMine Immersion Technologies, Inc.
1.5%0.2
XYZ
Block, Inc.
1.4%
NTLA
Intellia Therapeutics, Inc
1.4%+0.6
NVDA
Nvidia Corp
1.4%
ARKB
ARK 21Shares Bitcoin ETF
1.2%
ILMN
Illumina Inc
1.1%0.3
NTRA
Natera, Inc. Common Stock
1.1%
LHX
L3Harris Technologies, Inc.
1.1%+0.4
Risk
The replication is built from public filings: ~45-day lag, US long stock positions only; replication returns are not the fund’s real returns, and the manager may have traded since.
Past / backtested performance does not predict the future. Masterfolio is an information service / publisher, not an investment adviser.
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