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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
IONS icon
76
Ionis Pharmaceuticals
IONS
$9.93B
$23.8M 0.14%
502,560
+158,429
+46% +$8.8M
DE icon
77
Deere & Co
DE
$175B
$23.8M 0.14%
107,456
+63,083
+142% +$12.2M
ACCD
78
DELISTED
Accolade Inc
ACCD
$23.1M 0.14%
+593,584
New +$20.5M
CSTL icon
79
Castle Biosciences
CSTL
$1.04B
$23M 0.14%
447,725
-26,045
-5% -$1.16M
GOOG icon
80
Alphabet (Google) Class C
GOOG
$4.18T
$21.8M 0.13%
296,980
+235,680
+384% +$18M
KTOS icon
81
Kratos Defense & Security Solutions
KTOS
$10.7B
$21.3M 0.13%
1,106,685
+547,959
+98% +$10.1M
TAK icon
82
Takeda Pharmaceutical
TAK
$58.1B
$20.6M 0.12%
+1,156,297
New +$21.1M
WKHS icon
83
Workhorse Group
WKHS
$35.3M
$18.5M 0.11%
243
+209
+615% +$11.9M
CAT icon
84
Caterpillar
CAT
$381B
$18.4M 0.11%
123,641
+60,144
+95% +$8.45M
PLUR icon
85
Pluri
PLUR
$18.5M
$18.4M 0.11%
217,952
+71,875
+49% +$5.5M
EVGN icon
86
Evogene
EVGN
$8.89M
$18.3M 0.11%
461,885
+422,361
+1,069% +$7.54M
AQB icon
87
AquaBounty Technologies
AQB
$6.74M
$17.3M 0.1%
193,033
+136,884
+244% +$9.64M
CDXS icon
88
Codexis
CDXS
$183M
$16.6M 0.1%
1,412,299
+412,131
+41% +$5.13M
PHR icon
89
Phreesia
PHR
$749M
$16.5M 0.1%
512,590
+490,054
+2,175% +$14.6M
FLIR
90
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$16.2M 0.1%
451,880
+245,743
+119% +$9.37M
ADSK icon
91
Autodesk
ADSK
$53.6B
$12.7M 0.08%
55,188
-284,680
-84% -$67.7M
AVAV icon
92
AeroVironment
AVAV
$8.14B
$12.1M 0.07%
201,537
+61,825
+44% +$4.59M
BIDU icon
93
Baidu
BIDU
$31.6B
$12M 0.07%
94,537
+51,265
+118% +$6.35M
WIX icon
94
WIX.com
WIX
$3.43B
$11.4M 0.07%
44,825
+36,391
+431% +$10M
NXPI icon
95
NXP Semiconductors
NXPI
$56.9B
$11.3M 0.07%
90,162
+35,507
+65% +$4.33M
VIVS
96
VivoSim Labs
VIVS
$3.83M
$11.3M 0.07%
118,533
+5,456
+5% +$703K
WDAY icon
97
Workday
WDAY
$49.4B
$10.7M 0.06%
49,851
-55,925
-53% -$11.1M
SPCE icon
98
Virgin Galactic
SPCE
$467M
$9.72M 0.06%
25,270
+15,744
+165% +$5.98M
ANSS
99
DELISTED
Ansys
ANSS
$9.16M 0.05%
27,988
+9,956
+55% +$3.12M
ISRG icon
100
Intuitive Surgical
ISRG
$134B
$9.1M 0.05%
38,460
+9,510
+33% +$2.14M
2 3
4
5 6

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ECM
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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.