Cathie Wood - ARK Invest Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2016 to June 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)
+12.87B
+9,999%+
Winning Positions
+61.46%
236 wins / 384 positions
Average Gain (Winners)
$54.60M
+9,999%+ avg per position
Active Positions
147
116 losing positions
Portfolio Value Over Time
Total Positions Tracked
384
All holdings over time
Win/Loss Ratio
2.03
236 gains / 116 losses
Active vs. Exited
147 / 239
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 | $1.16B | $1.16B | +9,999%+ |
| AMD | Advanced Micro Devices, Inc. | Technology | Sep 2018 | ACTIVE | $19.77K | $822.83M | $822.81M | +9,999%+ |
| TEM | Tempus AI, Inc. | Healthcare | Jun 2024 | ACTIVE | $18.29M | $580.61M | $562.32M | +3073.70% |
| HOOD | Robinhood Markets, Inc. | Financial Services | Sep 2021 | ACTIVE | $415.62K | $525.07M | $524.65M | +9,999%+ |
| SHOP | Shopify Inc. | Technology | Jun 2017 | ACTIVE | $242.00 | $474.52M | $474.52M | +9,999%+ |
| TWST | Twist Bioscience Corporation | Healthcare | Jun 2019 | ACTIVE | $6.20K | $468.08M | $468.08M | +9,999%+ |
| TXG | 10x Genomics, Inc. | Healthcare | Jun 2020 | ACTIVE | $30.06K | $383.52M | $383.49M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Dec 2016 | ACTIVE | $13.29K | $379.24M | $379.23M | +9,999%+ |
| PLTR | Palantir Technologies Inc. | Technology | Dec 2020 | ACTIVE | $31.02K | $374.78M | $374.75M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Dec 2016 | ACTIVE | $9.35K | $368.64M | $368.63M | +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.