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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
+66.21%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$9.3B
AUM Growth
+$5.29B
Cap. Flow
+$2.46B
Cap. Flow %
26.43%
Top 10 Hldgs %
48.49%
Holding
223
New
16
Increased
176
Reduced
17
Closed
10

Top Buys

Rank Stock Value
1
ROKU icon
Roku
ROKU
+$187M
2
WORK
Slack Technologies, Inc.
WORK
+$142M
3
NVTA
Invitae Corporation
NVTA
+$135M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$128M
5
TREE icon
LendingTree
TREE
+$112M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$31.8M
2
TWTR
Twitter, Inc.
TWTR
+$29.3M
3
ILMN icon
Illumina
ILMN
+$25M
4
ADSK icon
Autodesk
ADSK
+$19.3M
5
AVAV icon
AeroVironment
AVAV
+$14.9M

Sector Composition

Rank Sector Weight
1 Healthcare 37.49%
2 Technology 30.3%
3 Communication Services 12.98%
4 Consumer Discretionary 10.32%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XONE
51
DELISTED
The ExOne Company
XONE
$27.6M 0.3%
3,227,654
+621,971
+24% +$4.95M
PSNL icon
52
Personalis
PSNL
$1.96B
$26.8M 0.29%
2,068,683
+964,618
+87% +$10.7M
SE icon
53
Sea Limited
SE
$72B
$26M 0.28%
242,436
+19,114
+9% +$1.38M
TDOC icon
54
Teladoc Health
TDOC
$1.16B
$25.3M 0.27%
132,729
+5,635
+4% +$988K
CRM icon
55
Salesforce
CRM
$171B
$25.1M 0.27%
133,887
-4,302
-3% -$725K
NVDA icon
56
NVIDIA
NVDA
$5.2T
$22.9M 0.25%
2,411,880
-3,924,480
-62% -$31.8M
PDD icon
57
Pinduoduo
PDD
$126B
$22M 0.24%
256,510
+43,398
+20% +$2.61M
INO icon
58
Inovio Pharmaceuticals
INO
$122M
$20.8M 0.22%
64,286
-72,208
-53% -$11.6M
IONS icon
59
Ionis Pharmaceuticals
IONS
$9.93B
$20.3M 0.22%
344,131
+224,450
+188% +$12.5M
WDAY icon
60
Workday
WDAY
$49.4B
$19.8M 0.21%
105,776
+46,419
+78% +$7.5M
HUBS icon
61
HubSpot
HUBS
$12B
$19.5M 0.21%
86,989
+36,000
+71% +$6.47M
SNPS icon
62
Synopsys
SNPS
$76.2B
$18.4M 0.2%
94,448
+36,640
+63% +$6.05M
CSTL icon
63
Castle Biosciences
CSTL
$1.04B
$17.9M 0.19%
473,770
+253,318
+115% +$8.66M
AYX
64
DELISTED
Alteryx Inc
AYX
$17.7M 0.19%
108,037
+46,399
+75% +$6.01M
ADBE icon
65
Adobe
ADBE
$109B
$17.6M 0.19%
40,468
+16,750
+71% +$6.21M
HAPN
66
Happen Inc
HAPN
$2.13B
$17M 0.18%
3,728,033
-1,772,600
-32% -$11M
NFLX icon
67
Netflix
NFLX
$331B
$15.6M 0.17%
341,950
-22,820
-6% -$971K
ADPT icon
68
Adaptive Biotechnologies
ADPT
$4.15B
$15M 0.16%
+309,138
New +$11.3M
VIVS
69
VivoSim Labs
VIVS
$3.83M
$14.9M 0.16%
113,077
+17,607
+18% +$2.15M
TTD icon
70
Trade Desk
TTD
$6.19B
$14.9M 0.16%
366,370
+66,980
+22% +$2.02M
SDGR icon
71
Schrodinger
SDGR
$1.47B
$14.2M 0.15%
+155,516
New +$9.05M
TEAM icon
72
Atlassian
TEAM
$43.5B
$13.5M 0.15%
74,915
+31,000
+71% +$5.15M
CRWD icon
73
CrowdStrike
CRWD
$195B
$13.4M 0.14%
+533,708
New +$10.7M
TWTR
74
DELISTED
Twitter, Inc.
TWTR
$12.7M 0.14%
425,282
-970,655
-70% -$29.3M
OKTA icon
75
Okta
OKTA
$23.5B
$12.3M 0.13%
+61,577
New +$10.5M
1 2
3
4 5

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ECM
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IFP
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FGP
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Cathie Wood's Q2 2020 Portfolio in Review

As of Q2 2020, Cathie Wood held 223 positions worth $9.3B, up 132% from $4.01B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Cathie Wood deployed $2.46B of net new capital in Q2 2020, opening 16 new positions and adding to 176 existing holdings. Its largest new stake was Slack Technologies, Inc.: 4,728,097 shares worth $147M.

By sector, the portfolio is most concentrated in Healthcare at 37% of assets, down from 38% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $31.8M trimmed.

  • Cathie Wood's largest Q2 2020 buy was Slack Technologies, Inc.: 4,728,097 shares worth $147M.
  • Cathie Wood added most to Roku in Q2 2020, an estimated $187M increase.
  • Cathie Wood's biggest Q2 2020 reduction was NVIDIA, cutting an estimated $31.8M.
  • Cathie Wood fully exited Alphabet (Google) Class A in Q2 2020, selling an estimated $1.57M.
  • Cathie Wood's ten largest holdings make up 48% of its $9.3B portfolio in Q2 2020.
  • Cathie Wood opened 16 new positions and closed 10 in Q2 2020.
  • Cathie Wood's portfolio value rose 132% quarter-over-quarter to $9.3B.

Based on ARK Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.