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Feb 24, 2026 4:00 PM

ARK Unplugged: How Cathie Wood Crushed the S&P 500 in 2025

ARK Invest's 2025 performance data has been finalized, offering a comprehensive look back at the stocks Cathie Wood identified as underappreciated going into the previous year. 

ARK dissected how these specific disruptive technology firms navigated the market cycles of 2025 and gave a breakdown of the year's biggest winners and losers. 

AMD stock is moving. See the chart and price action here. 

ARK's Winners

Robinhood Markets, Inc. (NASDAQ:HOOD) emerged as the primary driver of growth for Ark's portfolio over the last year. ending 2025 with a 204% gain. 

The firm noted that Robinhood successfully transitioned from a meme-stock trading app into a full-service financial hub. 

Its expansion into international brokerage services and the successful rollout of its credit card product helped diversify its revenue streams and attract a more stable asset base throughout the year.

Palantir Technologies Inc. (NYSE:PLTR) stock also delivered strong results for investors. The company finished 2025 with a remarkable 135% return, bolstered by the rapid commercial scaling of its Artificial Intelligence Platform. 

Wood's long-standing thesis that software would eventually capture more value than hardware was validated as Palantir secured numerous high-value enterprise contracts.

Advanced Micro Devices, Inc. (NASDAQ:AMD) provided a solid 77% ...