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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
-4.76%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$11.3B
AUM Growth
-$3.17B
Cap. Flow
-$1.68B
Cap. Flow %
-14.94%
Top 10 Hldgs %
49.04%
Holding
238
New
9
Increased
53
Reduced
128
Closed
48

Top Buys

Rank Stock Value
1
TXG icon
10x Genomics
TXG
+$79.3M
2
RBLX icon
Roblox
RBLX
+$54.1M
3
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$33.2M
4
RXRX icon
Recursion Pharmaceuticals
RXRX
+$31M
5
SHOP icon
Shopify
SHOP
+$24.7M

Top Sells

Rank Stock Value
1
ZM icon
Zoom
ZM
+$234M
2
COIN icon
Coinbase
COIN
+$198M
3
EXAS
Exact Sciences
EXAS
+$161M
4
HOOD icon
Robinhood
HOOD
+$138M
5
DNA icon
Ginkgo Bioworks
DNA
+$124M

Sector Composition

Rank Sector Weight
1 Technology 26.86%
2 Healthcare 24.46%
3 Communication Services 18.33%
4 Consumer Discretionary 12.38%
5 Financials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GENI icon
51
Genius Sports
GENI
$2.16B
$34.1M 0.3%
6,260,974
-840,225
-12% -$4.49M
DE icon
52
Deere & Co
DE
$175B
$32.9M 0.29%
88,113
-9,144
-9% -$3.57M
NET icon
53
Cloudflare
NET
$104B
$32.7M 0.29%
395,205
+1,825
+0.5% +$147K
PRME icon
54
Prime Medicine
PRME
$615M
$31.5M 0.28%
6,126,773
+133,419
+2% +$809K
VEEV icon
55
Veeva Systems
VEEV
$40.3B
$30.7M 0.27%
167,858
-19,141
-10% -$3.8M
NU icon
56
Nu Holdings
NU
$70.4B
$30.3M 0.27%
2,354,350
-1,984,222
-46% -$23.1M
RKLB icon
57
Rocket Lab Corp
RKLB
$46.4B
$30.2M 0.27%
6,297,073
+391,778
+7% +$1.63M
INTU icon
58
Intuit
INTU
$100B
$28.5M 0.25%
43,351
-7,942
-15% -$4.93M
QCOM icon
59
Qualcomm
QCOM
$169B
$24.3M 0.22%
121,846
-10,128
-8% -$1.91M
INCY icon
60
Incyte
INCY
$25.9B
$24.2M 0.21%
398,663
-40,023
-9% -$2.27M
NXDR
61
Nextdoor Holdings
NXDR
$925M
$23.9M 0.21%
8,613,300
-1,155,919
-12% -$2.67M
AMGN icon
62
Amgen
AMGN
$238B
$23.4M 0.21%
74,821
+23,155
+45% +$6.8M
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.18T
$23.4M 0.21%
127,355
-15,990
-11% -$2.72M
LAB icon
64
Standard BioTools
LAB
$263M
$22.4M 0.2%
12,679,391
-363,049
-3% -$887K
SRTA
65
Strata Critical Medical Inc
SRTA
$552M
$22.4M 0.2%
6,443,137
+230,216
+4% +$768K
MASS icon
66
908 Devices
MASS
$441M
$20.3M 0.18%
3,937,631
-111,307
-3% -$672K
ACCD
67
DELISTED
Accolade Inc
ACCD
$20.2M 0.18%
5,641,448
+28,405
+0.5% +$215K
KSPI icon
68
Kaspi.kz JSC
KSPI
$20.1B
$19.6M 0.17%
151,958
-27,972
-16% -$3.43M
AMZN icon
69
Amazon
AMZN
$2.79T
$19.2M 0.17%
99,200
+51,515
+108% +$9.46M
GLBE icon
70
Global E Online
GLBE
$6.81B
$18.5M 0.16%
508,957
-578,852
-53% -$18.7M
TEM
71
Tempus AI
TEM
$13.1B
$18.3M 0.16%
+522,698
New +$16M
SNPS icon
72
Synopsys
SNPS
$76.2B
$17.5M 0.16%
29,415
-2,995
-9% -$1.69M
ABSI icon
73
Absci
ABSI
$1.64B
$17M 0.15%
5,503,888
+2,226,794
+68% +$10.3M
REGN icon
74
Regeneron Pharmaceuticals
REGN
$85.9B
$16.7M 0.15%
15,865
-2,348
-13% -$2.28M
ANSS
75
DELISTED
Ansys
ANSS
$16.3M 0.14%
50,562
-5,553
-10% -$1.82M
1 2
3
4 5

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AA
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NMIFOAC
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WA
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ECM
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SAM
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IFP
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FGP
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Cathie Wood's Q2 2024 Portfolio in Review

As of Q2 2024, Cathie Wood held 238 positions worth $11.3B, down 22% from $14.4B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Cathie Wood withdrew a net $1.68B in Q2 2024, closing 48 positions and reducing 128 holdings. Its most notable exit was StoneCo, an estimated $11.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Cathie Wood opened a new position in Tempus AI worth $18.3M.

  • Cathie Wood's largest Q2 2024 buy was Tempus AI: 522,698 shares worth $18.3M.
  • Cathie Wood added most to 10x Genomics in Q2 2024, an estimated $79.3M increase.
  • Cathie Wood's biggest Q2 2024 reduction was Zoom, cutting an estimated $234M.
  • Cathie Wood fully exited StoneCo in Q2 2024, selling an estimated $11.4M.
  • Cathie Wood's ten largest holdings make up 49% of its $11.3B portfolio in Q2 2024.
  • Cathie Wood opened 9 new positions and closed 48 in Q2 2024.
  • Cathie Wood's portfolio value fell 22% quarter-over-quarter to $11.3B.

Based on ARK Investment Management's 13F filing for Q2 2024, filed 26 Jul 2024.