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
|
+$1.18B |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$578M |
| 3 |
Shopify
SHOP
|
+$505M |
| 4 |
PayPal
PYPL
|
+$489M |
| 5 |
KE Holdings
BEKE
|
+$441M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$437M |
| 2 |
Illumina
ILMN
|
+$304M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$214M |
| 4 |
Zscaler
ZS
|
+$156M |
| 5 |
NVTA
Invitae Corporation
NVTA
|
+$36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 35.83% |
| 2 | Technology | 24.2% |
| 3 | Communication Services | 14.7% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Financials | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PagerDuty
PD
$950M
| $482M | 1.28% |
11,547,833
+927,019
| +9% | +$31.6M |
|
|
MTLS
27
Materialise
MTLS
$382M
| $464M | 1.24% |
8,564,081
+2,244,402
| +36% | +$99.9M |
|
28
Veracyte
VCYT
$3.4B
| $442M | 1.18% |
9,027,827
+2,009,057
| +29% | +$93.1M |
|
|
29
KE Holdings
BEKE
$19.6B
| $409M | 1.09% |
+6,638,093
| New | +$441M |
|
30
Pinterest
PINS
$13.3B
| $404M | 1.07% |
6,129,780
+89,517
| +1% | +$5.37M |
|
31
Sea Limited
SE
$72B
| $384M | 1.02% |
1,927,472
+922,598
| +92% | +$164M |
|
32
Unity
U
$20.7B
| $365M | 0.97% |
2,381,348
+1,490,944
| +167% | +$181M |
|
|
SPLK
33
DELISTED
Splunk Inc
SPLK
| $343M | 0.91% |
2,019,273
+747,618
| +59% | +$143M |
|
34
Seres Therapeutics
MCRB
$45.8M
| $337M | 0.9% |
687,063
+72,411
| +12% | +$42.4M |
|
35
Zoom
ZM
$31.5B
| $322M | 0.86% |
+955,071
| New | +$426M |
|
36
CareDx
CDNA
$2.51B
| $294M | 0.78% |
4,062,322
+2,203,095
| +118% | +$128M |
|
37
Iridium Communications
IRDM
$5.19B
| $274M | 0.73% |
6,970,230
+2,569,288
| +58% | +$80.7M |
|
38
Synopsys
SNPS
$76.2B
| $265M | 0.7% |
1,021,182
+390,056
| +62% | +$90M |
|
39
Fate Therapeutics
FATE
$279M
| $264M | 0.7% |
2,901,700
+1,461,730
| +102% | +$90.8M |
|
|
NSTG
40
DELISTED
NanoString Technologies, Inc.
NSTG
| $262M | 0.7% |
3,917,273
+95,167
| +2% | +$4.78M |
|
41
Stratasys
SSYS
$692M
| $250M | 0.67% |
12,087,661
+17,276
| +0.1% | +$277K |
|
42
Personalis
PSNL
$1.96B
| $248M | 0.66% |
6,778,623
+3,485,482
| +106% | +$105M |
|
|
HUYA
43
Huya Inc
HUYA
$498M
| $231M | 0.62% |
11,600,993
+3,766,046
| +48% | +$80.6M |
|
44
Regeneron Pharmaceuticals
REGN
$85.9B
| $218M | 0.58% |
+451,818
| New | +$244M |
|
45
Compugen
CGEN
$248M
| $207M | 0.55% |
17,083,306
-588,922
| -3% | -$8.12M |
|
46
Cerus
CERS
$566M
| $205M | 0.54% |
29,572,265
-427,806
| -1% | -$2.81M |
|
47
Vertex Pharmaceuticals
VRTX
$139B
| $193M | 0.51% |
816,194
+718,842
| +738% | +$165M |
|
48
Mercado Libre
MELI
$97.5B
| $184M | 0.49% |
109,639
+31,840
| +41% | +$44.9M |
|
|
CLLS
49
Cellectis
CLLS
$342M
| $181M | 0.48% |
6,679,077
+2,543,994
| +62% | +$57.1M |
|
50
Meta Platforms (Facebook)
META
$1.4T
| $179M | 0.48% |
654,316
-75,462
| -10% | -$20.7M |
|
Similar funds
Cathie Wood's Q4 2020 Portfolio in Review
As of Q4 2020, Cathie Wood held 249 positions worth $37.6B, up 123% from $16.9B the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Cathie Wood deployed $13B of net new capital in Q4 2020, opening 26 new positions and adding to 191 existing holdings. Its largest new stake was KE Holdings: 6,638,093 shares worth $409M.
By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Slack Technologies, Inc., an estimated $437M trimmed.
- Cathie Wood's largest Q4 2020 buy was KE Holdings: 6,638,093 shares worth $409M.
- Cathie Wood added most to Teladoc Health in Q4 2020, an estimated $1.18B increase.
- Cathie Wood's biggest Q4 2020 reduction was Slack Technologies, Inc., cutting an estimated $437M.
- Cathie Wood fully exited Twitter, Inc. in Q4 2020, selling an estimated $29.6M.
- Cathie Wood's ten largest holdings make up 37% of its $37.6B portfolio in Q4 2020.
- Cathie Wood opened 26 new positions and closed 5 in Q4 2020.
- Cathie Wood's portfolio value rose 123% quarter-over-quarter to $37.6B.
Based on ARK Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.