Cathie Wood - ARK Invest Investment Strategy & Portfolio Analysis
How ARK Invest allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, Cathie Wood's ARK Invest portfolio reflects a quant / systematic investor approach across 145 reported 13F positions. Portfolio returns are led by Tesla, (~9% of total exposure), with the top five holdings representing approximately 26% of reported value. Across 145 reported holdings, economic exposure is broadly distributed across technology, healthcare, 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 technology, healthcare, and consumer discretionary. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. 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 18.5% of assets, top five 26.4%, and the largest single position is 9.3%.
Top 3 weight
18.5%
Top 5 weight
26.4%
Top 10 weight
44.0%
Largest position
9.3%
Top holdings: Tesla, Inc., Advanced Micro Devices, Inc., Shopify Inc., Palantir Technologies Inc., Tempus AI, Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Technology and Healthcare, with 10 sectors represented in the latest filing.
Leading sectors: Technology, Healthcare, Consumer Cyclical
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 9.3%, top ten 44.0%) and high economic diversification (HHI 0.02). Turnover tolerance maps to a moderate profile.
Largest position
9.3%
Top 10 weight
44.0%
Max sector
26.4%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Position count decreased from 162 to 145 (-17 names).
- Top-five concentration fell from 27.6% to 26.4%.
- Quarter-over-quarter portfolio weight turnover: 11.9%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.