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 |
Roku
ROKU
|
+$328M |
| 2 |
Coinbase
COIN
|
+$299M |
| 3 |
Sea Limited
SE
|
+$278M |
| 4 |
XYZ
Block Inc
XYZ
|
+$258M |
| 5 |
Roblox
RBLX
|
+$245M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$581M |
| 2 |
Palantir
PLTR
|
+$462M |
| 3 |
Tesla
TSLA
|
+$311M |
| 4 |
Iridium Communications
IRDM
|
+$293M |
| 5 |
DOCU
DocuSign
DOCU
|
+$290M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 35.25% |
| 2 | Technology | 29.05% |
| 3 | Consumer Discretionary | 11.53% |
| 4 | Communication Services | 9.8% |
| 5 | Financials | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
PayPal
PYPL
$52.7B
| – | – |
-217,493
| Closed | -$41M |
|
|
SCS
327
DELISTED
Steelcase
SCS
| – | – |
-16,694
| Closed | -$196K |
|
|
SFIX
328
Stitch Fix
SFIX
$446M
| – | – |
-10,230
| Closed | -$194K |
|
|
FIRY
329
Firy Inc
FIRY
$160M
| – | – |
-1,204,471
| Closed | -$179M |
|
330
Snap
SNAP
$8.86B
| – | – |
-1,434,048
| Closed | -$67.4M |
|
331
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| – | – |
-31
| Closed | -$15K |
|
332
Takeda Pharmaceutical
TAK
$58.1B
| – | – |
-7,862,379
| Closed | -$107M |
|
|
TPIC
333
DELISTED
TPI Composites
TPIC
| – | – |
-12,936
| Closed | -$194K |
|
334
Vanguard Morningstar Growth ETF
VUG
$225B
| – | – |
-16,782
| Closed | -$898K |
|
335
Warby Parker
WRBY
$3.39B
| – | – |
-4,173
| Closed | -$194K |
|
|
NTBL
336
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
| – | – |
-38,006
| Closed | -$2.62M |
|
|
CND
337
DELISTED
Concord Acquisition Corp.
CND
| – | – |
-3,172,501
| Closed | -$33M |
|
|
HIBB
338
DELISTED
Hibbett, Inc. Common Stock
HIBB
| – | – |
-2,723
| Closed | -$196K |
|
Similar funds
Cathie Wood's Q1 2022 Portfolio in Review
As of Q1 2022, Cathie Wood held 399 positions worth $24B, down 28% from $33.1B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Cathie Wood's Q1 2022 filing shows 37 new, 140 increased, 168 reduced and 46 closed positions. Its largest new stake was Global E Online: 563,078 shares worth $19M. The largest sale was Twitter, Inc., an estimated $581M.
By sector, the portfolio is most concentrated in Healthcare at 35% of assets, up from 34% a quarter earlier, followed by Technology and Consumer Discretionary.
- Cathie Wood's largest Q1 2022 buy was Global E Online: 563,078 shares worth $19M.
- Cathie Wood added most to Roku in Q1 2022, an estimated $328M increase.
- Cathie Wood's biggest Q1 2022 reduction was Twitter, Inc., cutting an estimated $581M.
- Cathie Wood fully exited Firy Inc in Q1 2022, selling an estimated $179M.
- Cathie Wood's ten largest holdings make up 46% of its $24B portfolio in Q1 2022.
- Cathie Wood opened 37 new positions and closed 46 in Q1 2022.
- Cathie Wood's portfolio value fell 28% quarter-over-quarter to $24B.
Based on ARK Investment Management's 13F filing for Q1 2022, filed 19 Apr 2022.