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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
+12.55%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$15.1B
AUM Growth
+$554M
Cap. Flow
-$772M
Cap. Flow %
-5.11%
Top 10 Hldgs %
49.01%
Holding
229
New
8
Increased
77
Reduced
135
Closed
7

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$77.8M
2
TER icon
Teradyne
TER
+$56.5M
3
PATH icon
UiPath
PATH
+$54.3M
4
META icon
Meta Platforms (Facebook)
META
+$49.3M
5
TWLO icon
Twilio
TWLO
+$46.5M

Top Sells

Rank Stock Value
1
EXAS
Exact Sciences
EXAS
+$330M
2
SHOP icon
Shopify
SHOP
+$289M
3
DKNG icon
DraftKings
DKNG
+$135M
4
TSLA icon
Tesla
TSLA
+$119M
5
TXG icon
10x Genomics
TXG
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 33.32%
2 Healthcare 30.54%
3 Consumer Discretionary 12.52%
4 Communication Services 9.34%
5 Financials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRIX icon
76
Nurix Therapeutics
NRIX
$2.77B
$22.6M 0.15%
2,261,071
+21,212
+0.9% +$216K
CRWD icon
77
CrowdStrike
CRWD
$195B
$22M 0.15%
600,300
+202,128
+51% +$7.04M
NXDR
78
Nextdoor Holdings
NXDR
$925M
$21.6M 0.14%
6,620,252
+386,937
+6% +$960K
GH icon
79
Guardant Health
GH
$22.9B
$20.6M 0.14%
574,995
-8,260
-1% -$237K
CMPS
80
Compass Pathways
CMPS
$1.85B
$20.2M 0.13%
2,439,580
-100,507
-4% -$853K
MSFT icon
81
Microsoft
MSFT
$3.59T
$20.1M 0.13%
58,969
-9,094
-13% -$2.85M
SNPS icon
82
Synopsys
SNPS
$76.2B
$19.3M 0.13%
44,373
+1,039
+2% +$418K
MGA icon
83
Magna International
MGA
$19.5B
$18.7M 0.12%
330,913
+13,508
+4% +$716K
CAT icon
84
Caterpillar
CAT
$381B
$18.3M 0.12%
74,339
+3,035
+4% +$677K
ISRG icon
85
Intuitive Surgical
ISRG
$134B
$17.8M 0.12%
52,065
-4,924
-9% -$1.49M
MRNA icon
86
Moderna
MRNA
$57.9B
$17.4M 0.12%
142,998
-5,908
-4% -$788K
PFE icon
87
Pfizer
PFE
$160B
$17.1M 0.11%
465,601
-19,189
-4% -$747K
TDY icon
88
Teledyne Technologies
TDY
$29.5B
$16.6M 0.11%
40,381
+978
+2% +$403K
PRNT icon
89
The 3D Printing ETF
PRNT
$63M
$15.7M 0.1%
670,384
-29,712
-4% -$659K
MTLS
90
Materialise
MTLS
$382M
$15.2M 0.1%
1,762,504
+240,785
+16% +$2.08M
TSM icon
91
TSMC
TSM
$2.17T
$14.6M 0.1%
+144,738
New +$13.5M
GM icon
92
General Motors
GM
$77.2B
$14.3M 0.09%
371,454
+15,163
+4% +$524K
LHX icon
93
L3Harris
LHX
$49.7B
$13.5M 0.09%
69,100
-3,066
-4% -$587K
PINS icon
94
Pinterest
PINS
$13.3B
$12.7M 0.08%
465,512
+52
+0% +$1.3K
LMT icon
95
Lockheed Martin
LMT
$130B
$12.6M 0.08%
27,342
+526
+2% +$244K
CDXS icon
96
Codexis
CDXS
$183M
$11.5M 0.08%
4,124,339
-171,247
-4% -$554K
PSNL icon
97
Personalis
PSNL
$1.96B
$10.8M 0.07%
5,736,163
-44,201
-0.8% -$99.9K
XMTR icon
98
Xometry
XMTR
$4.79B
$9.9M 0.07%
467,419
+244,776
+110% +$4.28M
ICE icon
99
Intercontinental Exchange
ICE
$90.5B
$8.29M 0.05%
73,334
-90
-0.1% -$9.75K
PRLB icon
100
Protolabs
PRLB
$1.9B
$7.87M 0.05%
225,049
+1,127
+0.5% +$35.9K
2 3
4
5 6

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NMIFOAC
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WA
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ECM
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IFP
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Cathie Wood's Q2 2023 Portfolio in Review

As of Q2 2023, Cathie Wood held 229 positions worth $15.1B, up 3.8% from $14.6B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Cathie Wood withdrew a net $772M in Q2 2023, closing 7 positions and reducing 135 holdings. Its most notable exit was Niu Technologies, an estimated $25.4K position sold in full.

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

Against the trend, Cathie Wood opened a new position in Palantir worth $105M.

  • Cathie Wood's largest Q2 2023 buy was Palantir: 6,842,989 shares worth $105M.
  • Cathie Wood added most to Teradyne in Q2 2023, an estimated $56.5M increase.
  • Cathie Wood's biggest Q2 2023 reduction was Exact Sciences, cutting an estimated $330M.
  • Cathie Wood fully exited Niu Technologies in Q2 2023, selling an estimated $25.4K.
  • Cathie Wood's ten largest holdings make up 49% of its $15.1B portfolio in Q2 2023.
  • Cathie Wood opened 8 new positions and closed 7 in Q2 2023.
  • Cathie Wood's portfolio value rose 3.8% quarter-over-quarter to $15.1B.

Based on ARK Investment Management's 13F filing for Q2 2023, filed 10 Jul 2023.