THE DISRUPTION BETTOR · ARK INVEST

Cathie Wood

Extreme growth: only "disruptive innovation" companies — AI, genomics, robotics, crypto — on a five-year horizon.

Cathie Wood founded ARK Invest in 2014 on a contrarian idea: actively managed ETFs concentrated in disruptive innovation, with research published free and positions disclosed daily — transparency unheard of in the industry.

2020 made her a star: the ARK Innovation fund (ARKK) gained over 150% driven by Tesla, Zoom and Square, and capital poured in by the tens of billions. 2021–2022 brought her back to earth: ARKK lost over 75% from its highs, becoming the symbol of zero-rate growth excess.

Loved and mocked with equal intensity, she remains unique: her extreme forecasts (dizzying Tesla targets, Bitcoin in the millions) make headlines, and her daily trades are followed by an army of retail investors.

Famous moves

Tesla since 2014: the unshakable conviction that powered ARK's best years
ARKK's +152% in 2020: one of the best years ever for an equity ETF
The 2021–22 descent: -75% from the highs, a lesson in thematic concentration

What are they buying today?

Big funds' moves are public in SEC 13F filings: InsiderFlow tracks and explains them.

Frequently asked questions

Are ARK's positions public?

Yes, more than anyone's: ARK publishes its ETFs' trades daily, on top of quarterly 13Fs.

Is investing with Cathie Wood a good idea?

It depends on your tolerance: ARKK delivered both +150% in a year and -75% in two. It's a thematic bet, not a buy-and-forget fund.