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 |
Zoom
ZM
|
+$582M |
| 2 |
Robinhood
HOOD
|
+$430M |
| 3 |
Roku
ROKU
|
+$350M |
| 4 |
Teladoc Health
TDOC
|
+$294M |
| 5 |
Twilio
TWLO
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$2.04B |
| 2 |
Zillow
Z
|
+$739M |
| 3 |
Unity
U
|
+$634M |
| 4 |
Coinbase
COIN
|
+$448M |
| 5 |
Shopify
SHOP
|
+$303M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.87% |
| 2 | Technology | 31.26% |
| 3 | Communication Services | 12.85% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Financials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $15K | ﹤0.01% |
31
+17
| +121% | +$7.8K |
|
302
LivePerson
LPSN
$34.9M
| $11K | ﹤0.01% |
20
-63,326
| -100% | -$43.9M |
|
303
Guardant Health
GH
$22.9B
| $8K | ﹤0.01% |
82
-11
| -12% | -$1.14K |
|
304
Alphabet (Google) Class A
GOOGL
$4.22T
| $3K | ﹤0.01% |
20
| – | – |
|
|
INCR
305
Intercure
INCR
$10.1M
| $2K | ﹤0.01% |
257
-287,414
| -100% | -$2.06M |
|
306
Boeing
BA
$169B
| – | – |
-30,281
| Closed | -$6.4M |
|
307
Caribou Biosciences
CRBU
$178M
| – | – |
-4,903
| Closed | -$117K |
|
308
Meta Platforms (Facebook)
META
$1.4T
| – | – |
-210,084
| Closed | -$69.7M |
|
309
NXP Semiconductors
NXPI
$56.9B
| – | – |
-2,366
| Closed | -$463K |
|
310
Pinterest
PINS
$13.3B
| – | – |
-1,603,748
| Closed | -$71.3M |
|
|
RDHL
311
Redhill Biopharma
RDHL
$3.83M
| – | – |
-19
| Closed | -$88K |
|
312
TSMC
TSM
$2.17T
| – | – |
-10
| Closed | -$1K |
|
313
GeneDx Holdings
WGS
$2.6B
| – | – |
-284,712
| Closed | -$71.3M |
|
|
NSTG
314
DELISTED
NanoString Technologies, Inc.
NSTG
| – | – |
-1,565,538
| Closed | -$68.5M |
|
|
XONE
315
DELISTED
The ExOne Company
XONE
| – | – |
-1,125,369
| Closed | -$26.3M |
|
Similar funds
Cathie Wood's Q4 2021 Portfolio in Review
As of Q4 2021, Cathie Wood held 374 positions worth $33.1B, down 21% from $41.6B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Cathie Wood withdrew a net $3.12B in Q4 2021, closing 12 positions and reducing 191 holdings. Its most notable exit was GeneDx Holdings, an estimated $71.3M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, up from 33% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Cathie Wood opened a new position in Nu Holdings worth $36.8M.
- Cathie Wood's largest Q4 2021 buy was Nu Holdings: 3,928,467 shares worth $36.8M.
- Cathie Wood added most to Zoom in Q4 2021, an estimated $582M increase.
- Cathie Wood's biggest Q4 2021 reduction was Tesla, cutting an estimated $2.04B.
- Cathie Wood fully exited GeneDx Holdings in Q4 2021, selling an estimated $71.3M.
- Cathie Wood's ten largest holdings make up 40% of its $33.1B portfolio in Q4 2021.
- Cathie Wood opened 75 new positions and closed 12 in Q4 2021.
- Cathie Wood's portfolio value fell 21% quarter-over-quarter to $33.1B.
Based on ARK Investment Management's 13F filing for Q4 2021, filed 28 Jan 2022.