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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
SPOT icon
76
Spotify
SPOT
$110B
$21.3M 0.13%
113,178
+238
+0.2% +$41.6K
RPTX
77
DELISTED
Repare Therapeutics
RPTX
$20.6M 0.12%
2,821,560
+200,677
+8% +$1.12M
NVTA
78
DELISTED
Invitae Corporation
NVTA
$20.4M 0.12%
32,550,683
-391,923
-1% -$234K
NXDR
79
Nextdoor Holdings
NXDR
$925M
$20.4M 0.12%
10,787,494
+3,901,481
+57% +$6.88M
DDD icon
80
3D Systems Corp
DDD
$530M
$19.7M 0.12%
3,109,753
+216,637
+7% +$1.07M
SOFI icon
81
SoFi Technologies
SOFI
$24.4B
$19.6M 0.12%
1,970,742
+1,160,125
+143% +$9.22M
CAT icon
82
Caterpillar
CAT
$381B
$19.5M 0.12%
65,864
-3,245
-5% -$842K
SNPS icon
83
Synopsys
SNPS
$76.2B
$18.9M 0.11%
36,714
-6,592
-15% -$3.37M
MGA icon
84
Magna International
MGA
$19.5B
$18.2M 0.11%
308,189
-15,199
-5% -$820K
P
85
Everpure Inc
P
$36.1B
$17.4M 0.1%
486,730
+309,283
+174% +$10.8M
TDY icon
86
Teledyne Technologies
TDY
$29.5B
$16.8M 0.1%
37,547
-1,874
-5% -$752K
MKFG
87
DELISTED
Markforged Holding Corporation
MKFG
$15.5M 0.09%
1,891,431
-129,086
-6% -$1.13M
BFLY icon
88
Butterfly Network
BFLY
$2.54B
$14.8M 0.09%
13,688,534
+973,260
+8% +$963K
PFE icon
89
Pfizer
PFE
$160B
$14.4M 0.09%
499,757
+35,677
+8% +$1.08M
ISRG icon
90
Intuitive Surgical
ISRG
$134B
$14.1M 0.08%
41,789
+4,672
+13% +$1.39M
PSNL icon
91
Personalis
PSNL
$1.96B
$14M 0.08%
6,671,545
+952,118
+17% +$1.23M
CCJ icon
92
Cameco
CCJ
$44.6B
$13.9M 0.08%
321,457
-15,858
-5% -$664K
AVDX
93
DELISTED
AvidXchange
AVDX
$13.7M 0.08%
1,109,512
+101,878
+10% +$1.02M
LHX icon
94
L3Harris
LHX
$49.7B
$13.4M 0.08%
63,700
-15,627
-20% -$2.93M
PRNT icon
95
The 3D Printing ETF
PRNT
$63M
$13.4M 0.08%
575,467
-30,894
-5% -$629K
LMT icon
96
Lockheed Martin
LMT
$130B
$13.2M 0.08%
29,050
-1,458
-5% -$646K
MTLS
97
Materialise
MTLS
$382M
$12.2M 0.07%
1,860,122
+113,406
+6% +$670K
VUZI icon
98
Vuzix
VUZI
$248M
$12.1M 0.07%
5,813,065
-428,938
-7% -$1.17M
GH icon
99
Guardant Health
GH
$22.9B
$11.9M 0.07%
438,100
-135,223
-24% -$3.55M
TWOU
100
DELISTED
2U Inc
TWOU
$11.8M 0.07%
319,198
-6,306
-2% -$308K
2 3
4
5 6

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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.