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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
+42.62%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$37.6B
AUM Growth
+$20.7B
Cap. Flow
+$13B
Cap. Flow %
34.65%
Top 10 Hldgs %
36.92%
Holding
249
New
26
Increased
191
Reduced
25
Closed
5

Top Buys

Rank Stock Value
1
TDOC icon
Teladoc Health
TDOC
+$1.18B
2
EXAS
Exact Sciences
EXAS
+$578M
3
SHOP icon
Shopify
SHOP
+$505M
4
PYPL icon
PayPal
PYPL
+$489M
5
BEKE icon
KE Holdings
BEKE
+$441M

Top Sells

Rank Stock Value
1
WORK
Slack Technologies, Inc.
WORK
+$437M
2
ILMN icon
Illumina
ILMN
+$304M
3
XLNX
Xilinx Inc
XLNX
+$214M
4
ZS icon
Zscaler
ZS
+$156M
5
NVTA
Invitae Corporation
NVTA
+$36M

Sector Composition

Rank Sector Weight
1 Healthcare 35.83%
2 Technology 24.2%
3 Communication Services 14.7%
4 Consumer Discretionary 10.63%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNDM
76
Nano Dimension
NNDM
$325M
$76.4M 0.2%
8,393,249
+7,973,574
+1,900% +$40.4M
AQB icon
77
AquaBounty Technologies
AQB
$6.74M
$75.7M 0.2%
432,021
+238,988
+124% +$26.6M
TXG icon
78
10x Genomics
TXG
$8.48B
$75.5M 0.2%
533,496
+302,399
+131% +$43.9M
TRMB icon
79
Trimble
TRMB
$14B
$74.8M 0.2%
1,119,940
+626,301
+127% +$36M
AMZN icon
80
Amazon
AMZN
$2.79T
$73.3M 0.2%
450,080
-35,240
-7% -$5.62M
PHR icon
81
Phreesia
PHR
$749M
$71.4M 0.19%
1,316,496
+803,906
+157% +$34.5M
GH icon
82
Guardant Health
GH
$22.9B
$69.7M 0.19%
540,537
+306,516
+131% +$35.3M
PTON icon
83
Peloton Interactive
PTON
$2.37B
$66.9M 0.18%
+441,179
New +$53.7M
DE icon
84
Deere & Co
DE
$175B
$66.8M 0.18%
248,248
+140,792
+131% +$35M
TTD icon
85
Trade Desk
TTD
$6.19B
$65.3M 0.17%
815,830
+153,820
+23% +$11.6M
GOOG icon
86
Alphabet (Google) Class C
GOOG
$4.18T
$64.7M 0.17%
738,220
+441,240
+149% +$37.2M
FLIR
87
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$64.5M 0.17%
1,472,422
+1,020,542
+226% +$39.4M
API
88
Agora
API
$369M
$62.1M 0.17%
+1,569,888
New +$64.8M
KTOS icon
89
Kratos Defense & Security Solutions
KTOS
$10.7B
$61.3M 0.16%
2,233,535
+1,126,850
+102% +$24.7M
HUBS icon
90
HubSpot
HUBS
$12B
$56.8M 0.15%
143,250
+42,305
+42% +$14.8M
NET icon
91
Cloudflare
NET
$104B
$55.1M 0.15%
+724,940
New +$47.5M
CRWD icon
92
CrowdStrike
CRWD
$195B
$54.4M 0.14%
1,028,008
+81,720
+9% +$3.18M
ADBE icon
93
Adobe
ADBE
$109B
$53.8M 0.14%
107,619
+57,011
+113% +$27.5M
NXPI icon
94
NXP Semiconductors
NXPI
$56.9B
$51.9M 0.14%
326,634
+236,472
+262% +$34.9M
TEAM icon
95
Atlassian
TEAM
$43.5B
$51.3M 0.14%
219,336
+82,598
+60% +$17.5M
SI
96
DELISTED
Silvergate Capital Corporation
SI
$46.9M 0.12%
630,789
+404,025
+178% +$13.3M
WORK
97
DELISTED
Slack Technologies, Inc.
WORK
$46.7M 0.12%
1,106,491
-12,937,970
-92% -$437M
OKTA icon
98
Okta
OKTA
$23.5B
$46.5M 0.12%
182,849
+68,834
+60% +$16.4M
LSPD icon
99
Lightspeed Commerce
LSPD
$1.37B
$46.5M 0.12%
660,370
+490,316
+288% +$22.7M
CAT icon
100
Caterpillar
CAT
$381B
$45.4M 0.12%
249,604
+125,963
+102% +$21.4M
2 3
4
5 6

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Cathie Wood's Q4 2020 Portfolio in Review

As of Q4 2020, Cathie Wood held 249 positions worth $37.6B, up 123% from $16.9B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Cathie Wood deployed $13B of net new capital in Q4 2020, opening 26 new positions and adding to 191 existing holdings. Its largest new stake was KE Holdings: 6,638,093 shares worth $409M.

By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Slack Technologies, Inc., an estimated $437M trimmed.

  • Cathie Wood's largest Q4 2020 buy was KE Holdings: 6,638,093 shares worth $409M.
  • Cathie Wood added most to Teladoc Health in Q4 2020, an estimated $1.18B increase.
  • Cathie Wood's biggest Q4 2020 reduction was Slack Technologies, Inc., cutting an estimated $437M.
  • Cathie Wood fully exited Twitter, Inc. in Q4 2020, selling an estimated $29.6M.
  • Cathie Wood's ten largest holdings make up 37% of its $37.6B portfolio in Q4 2020.
  • Cathie Wood opened 26 new positions and closed 5 in Q4 2020.
  • Cathie Wood's portfolio value rose 123% quarter-over-quarter to $37.6B.

Based on ARK Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.