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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
+34.54%
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
+$3.82B
Cap. Flow
+$186M
Cap. Flow %
1.1%
Top 10 Hldgs %
48.66%
Holding
228
New
2
Increased
94
Reduced
126
Closed
5

Top Buys

Rank Stock Value
1
TTD icon
Trade Desk
TTD
+$145M
2
RXRX icon
Recursion Pharmaceuticals
RXRX
+$98.2M
3
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$82.3M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$75.9M
5
XYZ
Block Inc
XYZ
+$56.6M

Top Sells

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$219M
2
DKNG icon
DraftKings
DKNG
+$77.3M
3
ROKU icon
Roku
ROKU
+$76.2M
4
PATH icon
UiPath
PATH
+$75.3M
5
TSLA icon
Tesla
TSLA
+$65.6M

Sector Composition

Rank Sector Weight
1 Technology 33.49%
2 Healthcare 28.02%
3 Financials 11.83%
4 Communication Services 11.59%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRNA icon
51
Moderna
MRNA
$57.9B
$43.5M 0.26%
437,403
+177,565
+68% +$14.9M
DE icon
52
Deere & Co
DE
$175B
$43.5M 0.26%
108,777
-5,454
-5% -$2.06M
TOST icon
53
Toast
TOST
$21.2B
$42.8M 0.25%
2,345,520
+1,181,409
+101% +$19.4M
GENI icon
54
Genius Sports
GENI
$2.16B
$42.7M 0.25%
6,914,013
+620,472
+10% +$3.34M
INTU icon
55
Intuit
INTU
$100B
$40.6M 0.24%
64,900
-957
-1% -$528K
STNE icon
56
StoneCo
STNE
$2.16B
$38.4M 0.23%
2,129,302
-38,287
-2% -$503K
NET icon
57
Cloudflare
NET
$104B
$36.7M 0.22%
440,868
+11,259
+3% +$788K
CRWD icon
58
CrowdStrike
CRWD
$195B
$36.3M 0.21%
568,036
-12,444
-2% -$652K
SLGC
59
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
$36M 0.21%
14,241,979
+1,258,977
+10% +$2.93M
INCY icon
60
Incyte
INCY
$25.9B
$33.4M 0.2%
531,625
+37,932
+8% +$2.15M
NRIX icon
61
Nurix Therapeutics
NRIX
$2.77B
$33M 0.2%
3,194,999
+601,952
+23% +$4.13M
QSI icon
62
Quantum-Si Incorporated
QSI
$183M
$31.2M 0.18%
15,519,322
+1,071,105
+7% +$1.63M
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.18T
$29.2M 0.17%
207,257
-10,385
-5% -$1.41M
NU icon
64
Nu Holdings
NU
$70.4B
$28.9M 0.17%
3,466,947
-338,913
-9% -$2.74M
PRME icon
65
Prime Medicine
PRME
$615M
$27.8M 0.16%
3,138,270
+515,841
+20% +$3.97M
TSM icon
66
TSMC
TSM
$2.17T
$26M 0.15%
249,821
+48,775
+24% +$4.65M
RKLB icon
67
Rocket Lab Corp
RKLB
$46.4B
$24.4M 0.14%
4,414,007
-87,315
-2% -$394K
REGN icon
68
Regeneron Pharmaceuticals
REGN
$85.9B
$24.4M 0.14%
27,731
-9
-0% -$7.41K
ANSS
69
DELISTED
Ansys
ANSS
$24.1M 0.14%
66,502
-4,456
-6% -$1.32M
ESLT icon
70
Elbit Systems
ESLT
$34.7B
$23.1M 0.14%
108,253
-5,277
-5% -$1.07M
SRTA
71
Strata Critical Medical Inc
SRTA
$552M
$22.9M 0.14%
6,493,785
-299,941
-4% -$861K
CMPS
72
Compass Pathways
CMPS
$1.85B
$22.9M 0.14%
2,618,871
+186,040
+8% +$1.2M
JOBY icon
73
Joby Aviation
JOBY
$7.45B
$22.6M 0.13%
3,404,900
+227,331
+7% +$1.4M
MSFT icon
74
Microsoft
MSFT
$3.59T
$21.9M 0.13%
58,306
+7,342
+14% +$2.61M
BILL icon
75
BILL Holdings
BILL
$4.76B
$21.4M 0.13%
262,511
-4,700
-2% -$386K
1 2
3
4 5

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Cathie Wood's Q4 2023 Portfolio in Review

As of Q4 2023, Cathie Wood held 228 positions worth $16.9B, up 29% from $13.1B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 3.1%. Cathie Wood opened 2 new positions and exited 5, leaving the 228-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.

  • Cathie Wood's largest Q4 2023 buy was ProShares Bitcoin Strategy ETF: 4,549,207 shares worth $93.2M.
  • Cathie Wood added most to Trade Desk in Q4 2023, an estimated $145M increase.
  • Cathie Wood's biggest Q4 2023 reduction was Coinbase, cutting an estimated $219M.
  • Cathie Wood fully exited General Motors in Q4 2023, selling an estimated $9.66M.
  • Cathie Wood's ten largest holdings make up 49% of its $16.9B portfolio in Q4 2023.
  • Cathie Wood opened 2 new positions and closed 5 in Q4 2023.
  • Cathie Wood's portfolio value rose 29% quarter-over-quarter to $16.9B.

Based on ARK Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.