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Cathie Wood's Flagship ARK Fund Tumbles More Than 60% from Its 2021 Peak

Dow Jones2022-04-20

After riding high early in the pandemic, Cathie Wood's flagship ARK Innovation exchange-traded fund $(ARKK)$ has tumbled more than 60% from its February 2021 peak, according to Bespoke Investment Group.

Worse yet, shares of companies held by the fund were down 70% on average from their 5-year highs (see chart below).

Only one stock in the fund -- Signify Health Inc. $(SGFY)$ -- was up on the year, while its overall holdings were down 40.8% on average in 2022, according to the Bespoke report issued late Tuesday.

The chart details ARK Innovation's holdings from its biggest concentration to its smallest, an itemized list of the damage unfolding in some of Wood's buzziest bets in the arena of "disruptive" technology.

Specifically, the fund's largest holding, shares of Tesla Inc. $(TSLA)$, were off 18.4% since peaking Nov. 4, 2021, followed by a nearly 82% drop in its second-largest exposure, Zoom Video Communications Inc. (ZM), from its high.

"Given that TSLA is by far the largest ARKK holding with a 10.55% weight, its smaller decline relative to the rest of the Pacer Swan SOS Fund of Funds ETF|ETF's holdings has helped ARKK from falling even more," Bespoke analysts wrote.

However, the team also said "it's going to take a huge rally in the 'growth' space," and that ARKK's average holding would need to climb 348% to get back to prior highs. Wood's team did not immediately respond to a request for comment.

Shares of many formerly high-flying technology companies have fallen since COVID-19 vaccinations rolled out broadly last year. Most took another step lower since the Federal Reserve switched course in late November, signaling it would end its easy-money stance earlier than previously anticipated to help fight high inflation.

Treasury yields have climbed sharply on the Fed's plans to aggressively raise its policy rate this year, and to significantly reduce its nearly $9 trillion balance sheet, potentially starting at the central bank's upcoming May 3-4 meeting.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • JC888
    ·2022-04-20
    I could still recall earlier on one could still watch Cathie almost daily on Youtube - just like any other equity Youtubers - daily talking about the stocks and SPACs that they have purchased.  Wonder where are all of them now ?  Hardly see them on Youtube.  Could it have been that I have also Unsubscribed from them too ?  I wonder...
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  • Remotecam
    ·2022-04-20
    Up and down market is normal.  Heavily investing in the future brings one sided risk. $ARK Innovation ETF(ARKK)$ needs to survive this next 2 years. 
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  • DiAngel
    ·2022-04-20
    😓
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  • DiAngel
    ·2022-04-20
    She is far too arrogant. Maybe this year is not her year. 🙏🙏🙏
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  • Anzygart
    ·2022-04-20
    Overhyped stocks
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  • Roarhigher
    ·2022-04-20
    Ok
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  • oohsodope
    ·2022-04-20
    Ok
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  • RO8
    ·2022-04-20
    Wah
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  • Steadyhoo
    ·2022-04-20
    Their team must be going [Gosh] [Blush] [Drowsy] 
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  • Moonshot
    ·2022-04-20
    Thematic ETF is at their best when the stock market is feverish. Put on your seat belts and seat tight as we are re-entering the atmosphere back to earth. [Sly] 
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  • Azile
    ·2022-04-20
    looks like she will be swimming naked
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  • Newnew
    ·2022-04-20
    [Happy] 
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  • Manjab
    ·2022-04-20
    It's best to do more in depth research into her holdings.. They don't seem very innovative to me and benefited from covid which has pretty much subsided 
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  • Venture118f
    ·2022-04-20
    Will take ages to recover ... better not into all these fancy full stocks ☺️☺️
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  • KITkat
    ·2022-04-20
    Holy... 
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  • Catnbird
    ·2022-04-20
    Omg
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  • Tiongwee
    ·2022-04-20
    What happen?
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  • Great
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  • Road1Warrior
    ·2022-04-20
    Bloody black eyes now with blood all over the floor
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  • AndyCHLim
    ·2022-04-20
    Ok
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