Cathie Wood - ARK Invest Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2016 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+11.33B
+9,999%+
Winning Positions
+60.21%
227 wins / 377 positions
Average Gain (Winners)
$49.90M
+9,999%+ avg per position
Active Positions
144
121 losing positions
Portfolio Value Over Time
Total Positions Tracked
377
All holdings over time
Win/Loss Ratio
1.88
227 gains / 121 losses
Active vs. Exited
144 / 235
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | Consumer Cyclical | Dec 2016 | ACTIVE | $3.91K | $1.05B | $1.05B | +9,999%+ |
| AMD | Advanced Micro Devices, Inc. | Technology | Sep 2018 | ACTIVE | $19.77K | $551.88M | $551.86M | +9,999%+ |
| SHOP | Shopify Inc. | Technology | Jun 2017 | ACTIVE | $242.00 | $495.55M | $495.55M | +9,999%+ |
| PLTR | Palantir Technologies Inc. | Technology | Dec 2020 | ACTIVE | $31.02K | $454.91M | $454.88M | +9,999%+ |
| TEM | Tempus AI, Inc. | Healthcare | Jun 2024 | ACTIVE | $18.29M | $434.46M | $416.17M | +2274.83% |
| HOOD | Robinhood Markets, Inc. | Financial Services | Sep 2021 | ACTIVE | $415.62K | $416.01M | $415.60M | +9,999%+ |
| COIN | Coinbase Global, Inc. | Financial Services | Jun 2021 | ACTIVE | $1.42M | $414.33M | $412.91M | +9,999%+ |
| TER | Teradyne, Inc. | Technology | Dec 2016 | ACTIVE | $4.26K | $369.13M | $369.12M | +9,999%+ |
| ROKU | Roku, Inc. | Communication Services | Jun 2019 | ACTIVE | $7.01K | $361.49M | $361.48M | +9,999%+ |
| RBLX | Roblox Corporation | Communication Services | Mar 2021 | ACTIVE | $33.51K | $333.48M | $333.45M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.