Disruptive innovation
Technological change follows cost curves that compound faster than markets expect; own the disruptors through the volatility. High conviction, full transparency, five-year horizons — and the drawdowns that come with them.
Net worth
Estimatedyearly estimates from public reporting · risk pane = rolling volatility, the standard deviation of annual growth wealth managers useThe allocation
Estimatedmodeled from public reporting — a wealth manager's sketch, not a statementThe firm itself — flows are the fortune
Returns
EstimatedThe year that made the brand
Drawdowns past 70%, partial recovery
Innovation beta: the range IS the thesis
Portfolio highlights
public & private — widely reported positions; weights are member-gated- Teslapublic
ARK's signature conviction
- Coinbasepublic
The crypto-rails bet
- Rokupublic
Streaming-platform holding
- OpenAIprivate
Via ARK's venture fund
- xAIprivate
Via ARK's venture fund
- SpaceXprivate
Via ARK's venture fund
Private allocations
best public information — stakes and terms mostly undisclosedLate-stage AI exposure
Musk-ecosystem AI bet
The long-duration anchor
Frontier-lab diversification
The pillars
- Wright's Law cost curves over quarterly earnings
- Five-year price targets, published openly
- Volatility is the toll for exposure to change
- Conviction concentrated in a handful of platforms
Signature moves
- Early public conviction in electric vehicles and genomics
- Publishing full research and daily trades for anyone to see
The tax playbook
Editorialstrategies widely reported around Wood — never tax adviceThe ETF wrapper IS the strategy
In-kind creation and redemption lets ETFs shed appreciated shares without distributing capital gains — ARK's funds pass through almost none to holders.
Own the manager
Her wealth is the management company — unrealized private equity, untaxed until an exit.
Compiled from public reporting on structures these investors are widely reported to use. Tax outcomes depend entirely on individual circumstances — this is background reading, not tax advice.
On the wire
tracked filings & reports — live from SEC EDGAR and pressLoading the wire…
Recent moves
from public filings & press — quarter-level, not live data- BUY2025
ARK's daily disclosures showed buying AI and genomics drawdowns all year
- BUY2025
Added private AI-lab exposure through ARK's venture vehicle
Sources
Where this profile's information comes from — filings first.
This profile is an editorial summary compiled from public sources. Allocation, return, and prediction figures are MODELED ESTIMATES — informed guesses, not verified data; predictions are illustrative scenarios only. No affiliation with or endorsement by Cathie Wood is implied, and nothing on this page is investment advice.