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 |
Coinbase
COIN
|
+$187M |
| 2 |
Roku
ROKU
|
+$182M |
| 3 |
NVIDIA
NVDA
|
+$127M |
| 4 |
Zoom
ZM
|
+$123M |
| 5 |
XYZ
Block Inc
XYZ
|
+$75.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Shopify
SHOP
|
+$334M |
| 2 |
Spotify
SPOT
|
+$264M |
| 3 |
Sea Limited
SE
|
+$150M |
| 4 |
Tesla
TSLA
|
+$124M |
| 5 |
SLGC
SomaLogic, Inc. Class A Common Stock
SLGC
|
+$61.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 34.37% |
| 2 | Technology | 32.14% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Communication Services | 9.62% |
| 5 | Financials | 6.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Bruker
BRKR
$9.07B
| $165K | ﹤0.01% |
2,643
-125
| -5% | -$7.66K |
|
227
Steven Madden
SHOO
$3.37B
| $165K | ﹤0.01% |
4,442
-211
| -5% | -$8K |
|
228
Thermo Fisher Scientific
TMO
$233B
| $165K | ﹤0.01% |
290
-496
| -63% | -$273K |
|
229
BWX Technologies
BWXT
$14.4B
| $164K | ﹤0.01% |
3,199
-152
| -5% | -$7.9K |
|
230
CDW
CDW
$17.2B
| $163K | ﹤0.01% |
962
-45
| -4% | -$7.57K |
|
231
McCormick & Company Non-Voting
MKC
$14.9B
| $161K | ﹤0.01% |
+1,733
| New | +$164K |
|
232
Roper Technologies
ROP
$40.7B
| $161K | ﹤0.01% |
364
-17
| -4% | -$7.39K |
|
233
Sonoco
SON
$5.88B
| $161K | ﹤0.01% |
2,748
-130
| -5% | -$7.73K |
|
234
Amkor Technology
AMKR
$12.5B
| $160K | ﹤0.01% |
7,841
-373
| -5% | -$7.09K |
|
235
Mercury Systems
MRCY
$5.49B
| $159K | ﹤0.01% |
2,663
-126
| -5% | -$7.52K |
|
236
PVH
PVH
$3.62B
| $158K | ﹤0.01% |
2,229
-106
| -5% | -$7.33K |
|
237
Sony
SONY
$140B
| $158K | ﹤0.01% |
8,395
-395
| -4% | -$7K |
|
238
TripAdvisor
TRIP
$1.17B
| $158K | ﹤0.01% |
6,366
-303
| -5% | -$7.18K |
|
239
Adobe
ADBE
$109B
| $157K | ﹤0.01% |
377
-17
| -4% | -$6.92K |
|
240
Canadian Solar
CSIQ
$988M
| $157K | ﹤0.01% |
4,882
-232
| -5% | -$7.13K |
|
241
Allegro MicroSystems
ALGM
$6.93B
| $156K | ﹤0.01% |
6,073
-289
| -5% | -$6.9K |
|
242
Qualys
QLYS
$6.3B
| $156K | ﹤0.01% |
1,197
-56
| -4% | -$7.34K |
|
243
Dropbox
DBX
$7.5B
| $154K | ﹤0.01% |
7,379
-351
| -5% | -$7.59K |
|
244
FIVE9
FIVN
$2.45B
| $154K | ﹤0.01% |
1,593
-75
| -4% | -$7.59K |
|
245
Accenture
ACN
$113B
| $152K | ﹤0.01% |
510
-24
| -4% | -$7.21K |
|
246
VF Corp
VFC
$5.65B
| $152K | ﹤0.01% |
3,012
-143
| -5% | -$7.17K |
|
247
ASML
ASML
$677B
| $149K | ﹤0.01% |
258
-12
| -4% | -$6.7K |
|
248
Omnicell
OMCL
$1.62B
| $149K | ﹤0.01% |
1,341
-63
| -4% | -$7.23K |
|
249
NetApp
NTAP
$37.7B
| $148K | ﹤0.01% |
2,055
-97
| -5% | -$6.98K |
|
250
Starbucks
SBUX
$122B
| $148K | ﹤0.01% |
1,888
-89
| -5% | -$6.83K |
|
Similar funds
Cathie Wood's Q2 2022 Portfolio in Review
As of Q2 2022, Cathie Wood held 361 positions worth $16.9B, down 29% from $24B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Trading was light in Q2 2022: portfolio turnover was 5%. Cathie Wood opened 8 new positions and exited 10, leaving the 361-position portfolio largely intact.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, down from 35% a quarter earlier, followed by Technology and Consumer Discretionary.
- Cathie Wood's largest Q2 2022 buy was General Motors: 151,065 shares worth $5.84M.
- Cathie Wood added most to Coinbase in Q2 2022, an estimated $187M increase.
- Cathie Wood's biggest Q2 2022 reduction was Shopify, cutting an estimated $334M.
- Cathie Wood fully exited SomaLogic, Inc. Class A Common Stock in Q2 2022, selling an estimated $61.8M.
- Cathie Wood's ten largest holdings make up 46% of its $16.9B portfolio in Q2 2022.
- Cathie Wood opened 8 new positions and closed 10 in Q2 2022.
- Cathie Wood's portfolio value fell 29% quarter-over-quarter to $16.9B.
Based on ARK Investment Management's 13F filing for Q2 2022, filed 11 Jul 2022.