Cathie Wood of ARK Invest has long excited investors with her daring strategy toward disruptive innovation. Her flagship fund, the ARK Innovation ETF (ARKK), targets individuals hoping to profit from companies that are transforming the world.
In a recent Yahoo Finance segment, Stocks in Translation host Jared Blikre breaks down ARKK’s key investments from 2020 to 2025, highlighting how Wood’s strategy has evolved – from the explosive highs of 2020 to the ambitious possibilities of 2025.
Here’s a closer look at the fund’s journey and what’s driving it today.
ARKK saw a 153% increase in 2020, accompanied by a list of disruptive companies. While Teladoc Health (TDOC) profited from the telemedicine trend, Tesla (TSLA) was the leader in the electric vehicle (EV) market.
Roku (ROKU) drove the streaming revolution, Block (SQ) transformed digital payments, and Shopify (SHOP) empowered a new era of e-commerce.
These holdings showcased Wood’s sharp instinct for companies redefining their industries, making ARKK a favorite among growth-focused investors.
Looking at 2025, ARKK will explore emerging trends. Nevertheless, Elon Musk’s Tesla continues to lead, but Wood has broadened her attention to Gitlab (GTLB) for AI and data analysis, Roblox (RBLX) for the metaverse, and Coinbase Global (COIN) for cryptocurrency investment.
This change supports Wood’s ultimate purpose of rapid expansion and emphasizes her beliefs regarding blockchain, virtual realities, and AI as the upcoming major developments.
ARKK’s performance has been uneven. Following its peak in 2020, it fell 67% in 2022 due to increasing rates, with assets dropping from $59 billion in 2021 to $11.1 billion by mid-2024.
A recovery in 2023 resulted in an 82% increase, surpassing the S&P 500’s 53%. As of May 2025, ARKK has risen only 1% year-to-date, underperforming the market but picking up momentum since April, assisted by stocks such as Palantir.
Critics, including Morningstar, point to ARKK’s $14.3 billion loss in investor wealth over the past decade, citing its volatility.
Still, Wood’s early wins, like Tesla and Bitcoin, highlight her long-term vision. ARKK remains a high-risk, high-reward play on the future of innovation.
ARKK invests in disruptive tech companies across sectors like AI, EVs, crypto, and the metaverse.
In 2025, ARKK’s key holdings include Tesla, Gitlab, Roblox, Coinbase, and Palantir.
Cathie Wood manages ARKK, focusing on long-term growth through disruptive innovation themes.
CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.
All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.
Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.
XRP is currently trading at $2.42, supported by levels at $2.10, $1.85, and $1.60, with…
The SOL price is in focus due to multiple reasons, with the most notable being…
The October 2025 crypto crash was triggered by event driven liquidations, ETF outflows, rising real…
Story Highlights The live price of SUI crypto is . The SUI price is expected…
Revolut, a British multi-national Neobank, has secured a MiCA license from the Cyprus Securities and…
In a market where attention often swings between high-priced blue chips and short-lived meme coins,…
