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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
FATE icon
51
Fate Therapeutics
FATE
$279M
$57.6M 0.34%
1,439,970
+420,140
+41% +$14.7M
EXAS
52
DELISTED
Exact Sciences
EXAS
$54M 0.32%
+529,196
New +$45.7M
JD icon
53
JD.com
JD
$39.7B
$53.8M 0.32%
692,704
+540,188
+354% +$37.5M
INCY icon
54
Incyte
INCY
$25.9B
$52M 0.31%
579,326
+246,548
+74% +$23.8M
XONE
55
DELISTED
The ExOne Company
XONE
$49.6M 0.29%
4,062,980
+835,326
+26% +$9M
NVDA icon
56
NVIDIA
NVDA
$5.2T
$47.2M 0.28%
3,490,560
+1,078,680
+45% +$12.6M
PYPL icon
57
PayPal
PYPL
$52.7B
$44.4M 0.26%
225,157
+60,928
+37% +$11.5M
ADPT icon
58
Adaptive Biotechnologies
ADPT
$4.15B
$43M 0.26%
884,722
+575,584
+186% +$24.2M
NFLX icon
59
Netflix
NFLX
$331B
$42.2M 0.25%
844,390
+502,440
+147% +$25M
CRM icon
60
Salesforce
CRM
$171B
$36.4M 0.22%
144,644
+10,757
+8% +$2.35M
HAPN
61
Happen Inc
HAPN
$2.13B
$35.3M 0.21%
7,487,851
+3,759,818
+101% +$19.8M
TTD icon
62
Trade Desk
TTD
$6.19B
$34.3M 0.2%
662,010
+295,640
+81% +$13.5M
CRWD icon
63
CrowdStrike
CRWD
$195B
$32.5M 0.19%
946,288
+412,580
+77% +$12M
TWTR
64
DELISTED
Twitter, Inc.
TWTR
$29.6M 0.18%
665,508
+240,226
+56% +$9.22M
HUBS icon
65
HubSpot
HUBS
$12B
$29.5M 0.18%
100,945
+13,956
+16% +$3.66M
TXG icon
66
10x Genomics
TXG
$8.48B
$28.8M 0.17%
231,097
-105,456
-31% -$11.1M
AAPL icon
67
Apple
AAPL
$4.51T
$26.6M 0.16%
229,924
-184,596
-45% -$20.1M
VRTX icon
68
Vertex Pharmaceuticals
VRTX
$139B
$26.5M 0.16%
+97,352
New +$26.9M
GH icon
69
Guardant Health
GH
$22.9B
$26.2M 0.16%
234,021
-224,531
-49% -$20.5M
TEAM icon
70
Atlassian
TEAM
$43.5B
$24.9M 0.15%
136,738
+61,823
+83% +$11M
ADBE icon
71
Adobe
ADBE
$109B
$24.8M 0.15%
50,608
+10,140
+25% +$4.72M
SDGR icon
72
Schrodinger
SDGR
$1.47B
$24.6M 0.15%
517,035
+361,519
+232% +$24.9M
TER icon
73
Teradyne
TER
$58.7B
$24.4M 0.15%
307,698
-1,445,697
-82% -$123M
OKTA icon
74
Okta
OKTA
$23.5B
$24.4M 0.14%
114,015
+52,438
+85% +$10.9M
TRMB icon
75
Trimble
TRMB
$14B
$24M 0.14%
493,639
+238,951
+94% +$11.4M
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.