According to its latest 13F filing, Cathie Wood's Ark Invest had USD 15.4 billion in assets under management as of the second quarter. Its flagship Ark Innovation ETF (ARKK) is concentrated in a few names: as of Oct. 19, Tesla made up about 9.7%, SpaceX about 6.4% and AMD about 1.75% of fund assets, or roughly 18% combined. Since its October 2014 inception, ARKK has returned about 14.3% annualized, but after its 0.75% expense ratio it has not beaten the S&P 500, and its five-year annualized return is -4.06%. The article compares it with the Vanguard Information Technology ETF (VGT), which charges 0.09%, has averaged 20.9% annual returns over five years, and excludes Tesla and SpaceX under its benchmark's definition of technology.
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TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/20/2026 | 373.77 |
| Change that session | +1.55% |
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