Cathie Wood ARK Investment Management
Cathie Wood is the founder, CEO, and CIO of ARK Investment Management, an investment firm known for its focus on “disruptive innovation”. She gained widespread attention for her bold market calls and high conviction in cutting-edge technologies such as electric vehicles, genomics, and blockchain. Under her guidance, ARK’s exchange-traded funds (ETFs) attracted substantial interest from both retail and institutional investors. Wood’s investment philosophy emphasizes research-driven analysis and long-term growth potential, positioning her as one of today’s most influential voices in the world of finance.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Teladoc Health
TDOC
|
+$1.53B |
| 2 |
Tesla
TSLA
|
+$1.24B |
| 3 |
XYZ
Block Inc
XYZ
|
+$911M |
| 4 |
Zoom
ZM
|
+$754M |
| 5 |
Baidu
BIDU
|
+$748M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$509M |
| 2 |
CRISPR Therapeutics
CRSP
|
+$321M |
| 3 |
SPLK
Splunk Inc
SPLK
|
+$314M |
| 4 |
Pacific Biosciences
PACB
|
+$252M |
| 5 |
PayPal
PYPL
|
+$229M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 32.81% |
| 2 | Technology | 24.55% |
| 3 | Communication Services | 14.27% |
| 4 | Consumer Discretionary | 11.94% |
| 5 | Financials | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Alphabet (Google) Class A
GOOGL
$4.22T
| $6K | ﹤0.01% |
60
-1,882,140
| -100% | -$186M |
|
227
Salesforce
CRM
$171B
| – | – |
-446,604
| Closed | -$99.4M |
|
228
Illumina
ILMN
$33.1B
| – | – |
-52,001
| Closed | -$18.7M |
|
229
Okta
OKTA
$23.5B
| – | – |
-182,849
| Closed | -$46.5M |
|
230
Rockwell Automation
ROK
$48.5B
| – | – |
-55,862
| Closed | -$14M |
|
|
AYLA
231
DELISTED
Ayala Pharmaceuticals, Inc. Common Stock
AYLA
| – | – |
-113,450
| Closed | -$1.25M |
|
|
FLIR
232
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| – | – |
-1,472,422
| Closed | -$64.5M |
|
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Cathie Wood's Q1 2021 Portfolio in Review
As of Q1 2021, Cathie Wood held 298 positions worth $50.3B, up 34% from $37.6B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Cathie Wood deployed $15.9B of net new capital in Q1 2021, opening 54 new positions and adding to 184 existing holdings. Its largest new stake was Twitter, Inc.: 7,793,240 shares worth $496M.
By sector, the portfolio is most concentrated in Healthcare at 33% of assets, down from 36% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was TSMC, an estimated $509M trimmed.
- Cathie Wood's largest Q1 2021 buy was Twitter, Inc.: 7,793,240 shares worth $496M.
- Cathie Wood added most to Teladoc Health in Q1 2021, an estimated $1.53B increase.
- Cathie Wood's biggest Q1 2021 reduction was TSMC, cutting an estimated $509M.
- Cathie Wood fully exited Salesforce in Q1 2021, selling an estimated $99.4M.
- Cathie Wood's ten largest holdings make up 35% of its $50.3B portfolio in Q1 2021.
- Cathie Wood opened 54 new positions and closed 8 in Q1 2021.
- Cathie Wood's portfolio value rose 34% quarter-over-quarter to $50.3B.
Based on ARK Investment Management's 13F filing for Q1 2021, filed 13 May 2021.