| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
About ARK Investment Management
ARK Investment Management is a New York-based investment management firm that specializes in actively managed exchange-traded funds (ETFs). The company was founded in 2014 by Catherine Wood, who serves as the CEO and Chief Investment Officer. ARK's investment philosophy is centered around disruptive innovation, which involves investing in companies that are at the forefront of technological advancements and are poised to disrupt traditional industries.
ARK's ETFs cover a range of themes, including genomics, robotics, fintech, and next-generation internet. The company's flagship fund, the ARK Innovation ETF (ARKK), has been one of the best-performing ETFs in recent years, with a 5-year annualized return of over 35%. Other popular ARK ETFs include the ARK Genomic Revolution ETF (ARKG) and the ARK Next Generation Internet ETF (ARKW).
In addition to Catherine Wood, ARK's leadership team includes COO Jane Kanter, CFO/CIO/CLO Brett Winton, and Director of Research Sam Korus. The company has gained a reputation for its innovative investment strategies and its willingness to take bold positions in emerging technologies. However, as with any investment, there are risks involved, and investors should carefully consider their investment objectives and risk tolerance before investing in ARK's ETFs.
Overall, ARK Investment Management has established itself as a leading player in the ETF industry, and its focus on disruptive innovation has resonated with investors looking for exposure to high-growth companies.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA MTRS INC | 30 | Q2 2024 | 9.3% |
| SQUARE INC - A | 30 | Q2 2024 | 6.8% |
| INTELLIA THERAPEUTICS INC | 30 | Q2 2024 | 5.0% |
| STRATASYS LTD | 30 | Q2 2024 | 8.0% |
| NVIDIA CORP | 30 | Q2 2024 | 6.6% |
| AMAZON.COM INC | 30 | Q2 2024 | 5.6% |
| VERACYTE INC | 30 | Q2 2024 | 2.5% |
| TERADYNE INC | 30 | Q2 2024 | 3.3% |
| PROTO LABS INC | 30 | Q2 2024 | 3.3% |
| CERUS CORP | 30 | Q2 2024 | 1.6% |
View ARK Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PagerDuty, Inc. | June 10, 2024 | 9,611,132 | 10.0% |
| ROKU, INC | May 10, 2024 | 13,078,707 | 10.3% |
| Archer Aviation Inc. | March 11, 2024 | 28,866,814 | 10.6% |
| Markforged Holding Corp | February 12, 2024 | 20,200,757 | 10.2% |
| RECURSION PHARMACEUTICALS, INC. | February 12, 2024 | 23,076,052 | 11.1% |
| 2U, Inc. | January 29, 2024 | 9,575,926 | 11.7% |
| 908 Devices Inc. | January 29, 2024 | 4,346,579 | 13.4% |
| Accolade, Inc. | January 29, 2024 | 6,805,208 | 8.9% |
| Adaptive Biotechnologies Corp | January 29, 2024 | 12,806,513 | 8.8% |
| Arcturus Therapeutics Holdings Inc. | January 29, 2024 | 2,047,687 | 7.7% |
View ARK Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2024-08-12 |
| 13F-HR | 2024-07-26 |
| SC 13G/A | 2024-06-10 |
| SC 13G/A | 2024-05-10 |
| 13F-HR | 2024-04-18 |
| SC 13G/A | 2024-03-11 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-01-29 |
| SC 13G/A | 2024-01-29 |
View ARK Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.