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Cathie Wood

Cathie Wood ARK Investment Management

AUM $15.4B
1-Year Est. Return 50.29%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+40.82%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$16.9B
AUM Growth
+$7.56B
Cap. Flow
+$4.84B
Cap. Flow %
28.72%
Top 10 Hldgs %
43.17%
Holding
241
New
28
Increased
144
Reduced
48
Closed
18

Top Buys

Rank Stock Value
1
TDOC icon
Teladoc Health
TDOC
+$398M
2
Z icon
Zillow
Z
+$383M
3
WORK
Slack Technologies, Inc.
WORK
+$274M
4
P
Everpure Inc
P
+$237M
5
TSM icon
TSMC
TSM
+$191M

Top Sells

Rank Stock Value
1
ZG icon
Zillow
ZG
+$289M
2
TER icon
Teradyne
TER
+$123M
3
ADSK icon
Autodesk
ADSK
+$67.7M
4
PINS icon
Pinterest
PINS
+$49.6M
5
TSLA icon
Tesla
TSLA
+$46.4M

Sector Composition

Rank Sector Weight
1 Healthcare 35.66%
2 Technology 27.47%
3 Communication Services 14.66%
4 Consumer Discretionary 11.55%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWLO icon
26
Twilio
TWLO
$34.6B
$214M 1.27%
866,707
+738,212
+575% +$182M
TSM icon
27
TSMC
TSM
$2.17T
$212M 1.26%
2,618,632
+2,513,677
+2,395% +$191M
PACB icon
28
Pacific Biosciences
PACB
$420M
$196M 1.16%
19,844,780
+11,613,288
+141% +$66.9M
XLNX
29
DELISTED
Xilinx Inc
XLNX
$193M 1.14%
1,848,208
-241,218
-12% -$24.8M
META icon
30
Meta Platforms (Facebook)
META
$1.4T
$191M 1.13%
729,778
+559,367
+328% +$144M
CERS icon
31
Cerus
CERS
$566M
$188M 1.11%
30,000,071
+8,241,636
+38% +$54.7M
HUYA
32
Huya Inc
HUYA
$498M
$188M 1.11%
7,834,947
+6,029,393
+334% +$152M
NSTG
33
DELISTED
NanoString Technologies, Inc.
NSTG
$171M 1.01%
3,822,106
+337,295
+10% +$13.1M
DOCU
34
DocuSign
DOCU
$11.8B
$162M 0.96%
752,146
+735,504
+4,420% +$153M
SE icon
35
Sea Limited
SE
$72B
$155M 0.92%
1,004,874
+762,438
+314% +$103M
SSYS icon
36
Stratasys
SSYS
$692M
$151M 0.89%
12,070,385
+780,340
+7% +$11.4M
ZS icon
37
Zscaler
ZS
$29.4B
$145M 0.86%
1,030,864
+249,725
+32% +$32.4M
ICE icon
38
Intercontinental Exchange
ICE
$90.5B
$144M 0.86%
1,442,504
+1,382,352
+2,298% +$136M
SNPS icon
39
Synopsys
SNPS
$76.2B
$135M 0.8%
631,126
+536,678
+568% +$109M
IRDM icon
40
Iridium Communications
IRDM
$5.19B
$113M 0.67%
4,400,942
+1,129,751
+35% +$31.1M
ARCT icon
41
Arcturus Therapeutics
ARCT
$382M
$107M 0.64%
2,495,842
+577,007
+30% +$28.6M
SYRS
42
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$99.1M 0.59%
1,121,251
+269,938
+32% +$30.7M
MELI icon
43
Mercado Libre
MELI
$97.5B
$84.2M 0.5%
77,799
+28,476
+58% +$30.9M
U icon
44
Unity
U
$20.7B
$77.7M 0.46%
+890,404
New +$75.1M
CLLS
45
Cellectis
CLLS
$342M
$76.5M 0.45%
4,135,083
+1,355,756
+49% +$24.1M
AMZN icon
46
Amazon
AMZN
$2.79T
$76.4M 0.45%
485,320
+130,080
+37% +$20.5M
BABA icon
47
Alibaba
BABA
$286B
$75.7M 0.45%
257,372
+103,814
+68% +$27.4M
PSNL icon
48
Personalis
PSNL
$1.96B
$71.4M 0.42%
3,293,141
+1,224,458
+59% +$24.3M
CDNA icon
49
CareDx
CDNA
$2.51B
$70.5M 0.42%
1,859,227
+583,725
+46% +$19.7M
SNAP icon
50
Snap
SNAP
$8.86B
$68.4M 0.41%
2,621,392
+712,028
+37% +$16.6M
1
2
3 4 5

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Cathie Wood's Q3 2020 Portfolio in Review

As of Q3 2020, Cathie Wood held 241 positions worth $16.9B, up 81% from $9.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Cathie Wood deployed $4.84B of net new capital in Q3 2020, opening 28 new positions and adding to 144 existing holdings. Its largest new stake was Zillow: 4,901,109 shares worth $498M.

By sector, the portfolio is most concentrated in Healthcare at 36% of assets, down from 37% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Teradyne, an estimated $123M trimmed.

  • Cathie Wood's largest Q3 2020 buy was Zillow: 4,901,109 shares worth $498M.
  • Cathie Wood added most to Teladoc Health in Q3 2020, an estimated $398M increase.
  • Cathie Wood's biggest Q3 2020 reduction was Teradyne, cutting an estimated $123M.
  • Cathie Wood fully exited Zillow in Q3 2020, selling an estimated $289M.
  • Cathie Wood's ten largest holdings make up 43% of its $16.9B portfolio in Q3 2020.
  • Cathie Wood opened 28 new positions and closed 18 in Q3 2020.
  • Cathie Wood's portfolio value rose 81% quarter-over-quarter to $16.9B.

Based on ARK Investment Management's 13F filing for Q3 2020, filed 30 Oct 2020.