Tesla (TSLA)
Electric-vehicle and energy company that ARK frames primarily as an AI and autonomy (robotaxi) play.
Benzinga via inkl.com, 2018 call ↗CleanTechnica, 2023 ↗Fortune, 2023 ↗
The celebrity money desk
Who's really writing the cheques
Founder, CEO and CIO of ARK Invest (2014), which runs actively managed high-conviction ETFs (flagship ARKK) concentrated in disruptive innovation — EVs, AI, genomics, fintech and crypto. She publishes her research openly and buys aggressively into volatility.
ARK Invest CEOArk's Cathie Wood Discusses Crypto, Inflation & IPOs · via Bloomberg Television
Cathie Wood founded ARK Invest in 2014 to bet exclusively on what she calls disruptive innovation: companies she expects to reshape the economy across artificial intelligence, robotics, genomic sequencing, energy storage and blockchain. Her funds run concentrated, high-conviction positions with a stated five-year horizon and openly embrace volatility, which produced a 152.5% gain for the flagship ARK Innovation ETF (ARKK) in 2020 and steep losses in the years that followed as the same growth stocks unwound. Because ARK runs actively managed ETFs, its holdings are disclosed daily and traded often, so her portfolio is a moving basket rather than a fixed set of stakes. Her best-known calls, an early outsized price target on Tesla and long-running Bitcoin forecasts in the hundreds of thousands of dollars, capture both the ambition and the risk of the approach.
It's the first global private—meaning no government oversight—digital, rules-based monetary system in the history of the world.
Our investment time horizon is five years. And we're focused on exponential growth trajectories.
Stablecoins are usurping part of the role that we thought Bitcoin would play. Given what's happening with stablecoins, we could take maybe $300,000 off that bullish case.
If we're right, this stock in our models is going to $4,000. If we're wrong, and all they do is electric, our bear case is $600.
12 documented positions — each sourced to named reporting.
Electric-vehicle and energy company that ARK frames primarily as an AI and autonomy (robotaxi) play.
Benzinga via inkl.com, 2018 call ↗CleanTechnica, 2023 ↗Fortune, 2023 ↗
Elon Musk's private rocket-launch and satellite-internet (Starlink) company.
Data-analytics and AI software company serving governments and large enterprises.
The largest cryptocurrency; ARK offers direct exposure through its spot Bitcoin ETF, and Bitcoin sits at the center of ARK's blockchain thesis.
Payments and fintech company behind Cash App and Square, rebranded from Square to Block.
Photo: Caroline Wood — Wikimedia Commons, CC BY-SA 4.0
ARK trades publicly-disclosed ETF positions that change frequently; ARKK has been highly volatile (big 2020 gain then steep drawdowns), and her long-range targets are forecasts, not realised returns.