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Catherine Duddy WoodMama Cathie

ARK Investment Management

United States

1.5

Catherine Duddy Wood — Investment style

Growth2Value

Favors high-growth innovators over low-multiple value stocks

Macro5Companies

Analyzes technology megatrends and individual firms

Quantitative5Qualitative

Combines valuation models with qualitative tech research

Short term8Long term

Invests with a five-year innovation horizon

Concentrated4Diversified

Owns many stocks within concentrated innovation themes

Aggressive1Conservative

Accepts severe drawdowns in volatile growth stocks

Leveraged8Unleveraged

Core active ETFs generally do not use borrowing

Short9Long positions

Primarily owns innovative equities rather than shorting

Innovative1Traditional

Targets AI, robotics, genomics and disruptive technology

Alternative assets9Stocks

Primarily invests in publicly traded innovation stocks

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns6/10

Huge 2020 gain but uneven long-term excess returns

Performance consistency2/10

Large annual gains alternate with steep losses

Downside protection1/10

ARKK fell roughly 67% during 2022

Replicability5/10

Open research, but innovation forecasts are hard to copy

Explosiveness10/10

ARKK gained roughly 153% during 2020

Top 3 investment successes

Tesla Growth Investment : ARK backed Tesla for years based on its electric vehicles and autonomous-driving potential Tesla surged about 743% in 2020 and was a major contributor to ARKK returns This reflects fund exposure, not the realized return on a single purchase
Innovation ETF Breakout : In 2020, ARK benefited from accelerating digital adoption and rising electric-vehicle and genomics stocks Its flagship ARKK fund returned about 152.8%, ranking first among actively managed US equity funds tracked by Morningstar that year
Coinbase Rebound Exposure : ARK kept Coinbase among its major holdings during the 2023 crypto-market recovery Official fund reporting named Coinbase a positive performance contributor, while ARKK returned about 67.6% that calendar year Individual realized trading gains were not disclosed

Top 3 investment setbacks

Growth-Stock Collapse : In 2022, inflation and rapid interest-rate increases crushed valuations of long-duration growth stocks ARKK, heavily exposed to speculative innovation firms, lost about 67.0% for the year, substantially worse than the S&P 500 This was a fund-level decline
Teladoc Investment Collapse : ARK held a major position in telehealth provider Teladoc, betting on digital healthcare In April 2022, the stock plunged roughly 47% in one day after disappointing guidance, while making up about 6.8% of ARKK The exact realized loss was not disclosed
Premature Nvidia Exit : ARKK sold its Nvidia position around January 2023, before surging demand for generative AI drove the stock about 160% higher by late May The fund missed much of that subsequent rally This was an opportunity cost, not necessarily a realized trading loss

Top 10 reported SEC 13F holdings

Quarter ended: 2026-06-30 · Filed: 2026-08-14

#	Top 10 reported SEC 13F holdings	Share of reported 13F value
1	Tesla (TSLA)	8%
2	Advanced Micro Devices (AMD)	5%
3	Space Exploration Technologies (SPCX)	5%
4	Tempus AI (TEM)	4%
5	Robinhood Markets (HOOD)	3%
6	CRISPR Therapeutics (CRSP)	3%
7	Shopify (SHOP)	3%
8	Twist Bioscience (TWST)	3%
9	10x Genomics (TXG)	2%
10	Amazon (AMZN)	2%

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.