Cathie Wood - ARK Invest Investment Strategy & Portfolio Analysis
How ARK Invest allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
According to the SEC 13F filed on Aug 14, 2026, Cathie Wood's ARK Invest portfolio reflects a quant / systematic investor approach across 148 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are led by Tesla, (~9% of total exposure), with the top five holdings representing approximately 28% of reported value. Across 148 reported holdings, economic exposure is broadly distributed across healthcare, technology, and consumer cyclical companies without dominant single-name concentration. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance anchored in growth-oriented names across healthcare, technology, and consumer discretionary. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Long-Term Holder, Broadly Diversified, Economically Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Quant / Systematic Investor
Traits: Long-Term Holder, Broadly Diversified, Economically Diversified, Structurally Diversified
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is lowly concentrated: top three names represent 19.9% of assets, top five 27.7%, and the largest single position is 9.0%.
Top 3 weight
19.9%
Top 5 weight
27.7%
Top 10 weight
43.0%
Largest position
9.0%
Top holdings: Tesla, Inc., Advanced Micro Devices, Inc., Tempus AI, Inc., Robinhood Markets, Inc., Shopify Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Healthcare and Technology, with 10 sectors represented in the latest filing.
Leading sectors: Healthcare, Technology, Consumer Cyclical
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 9.0%, top ten 43.0%) and high economic diversification (HHI 0.02). Turnover tolerance maps to a moderate profile.
Largest position
9.0%
Top 10 weight
43.0%
Max sector
29.4%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count increased from 145 to 148 (+3 names).
- Top-five concentration rose from 26.4% to 27.7%.
- Dominant sector mix shifted from Technology, Healthcare to Healthcare, Technology.
- Quarter-over-quarter portfolio weight turnover: 13.2%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.