Cathie Wood ARK Investment Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$269M |
| 2 |
Roku
ROKU
|
+$236M |
| 3 |
ARK 21Shares Bitcoin ETF
ARKB
|
+$159M |
| 4 |
Pinterest
PINS
|
+$124M |
| 5 |
SoFi Technologies
SOFI
|
+$113M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$752M |
| 2 |
Twilio
TWLO
|
+$408M |
| 3 |
Zoom
ZM
|
+$309M |
| 4 |
UiPath
PATH
|
+$277M |
| 5 |
EXAS
Exact Sciences
EXAS
|
+$175M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.07% |
| 2 | Healthcare | 26.46% |
| 3 | Communication Services | 14.17% |
| 4 | Financials | 13.03% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Absci
ABSI
$1.64B
| $18.6M | 0.13% |
+3,277,094
| New | +$14.8M |
|
77
Synopsys
SNPS
$76.2B
| $18.5M | 0.13% |
32,410
-4,304
| -12% | -$2.37M |
|
78
Joby Aviation
JOBY
$7.45B
| $18.1M | 0.13% |
3,377,895
-27,005
| -0.8% | -$153K |
|
|
CMPS
79
Compass Pathways
CMPS
$1.85B
| $18M | 0.12% |
2,161,234
-457,637
| -17% | -$4.61M |
|
|
SRTA
80
Strata Critical Medical Inc
SRTA
$552M
| $17.7M | 0.12% |
6,212,921
-280,864
| -4% | -$867K |
|
81
Regeneron Pharmaceuticals
REGN
$85.9B
| $17.5M | 0.12% |
18,213
-9,518
| -34% | -$9.05M |
|
82
Microsoft
MSFT
$3.59T
| $16.2M | 0.11% |
38,582
-19,724
| -34% | -$7.98M |
|
83
BILL Holdings
BILL
$4.76B
| $16.2M | 0.11% |
236,179
-26,332
| -10% | -$1.84M |
|
84
Caterpillar
CAT
$381B
| $15.6M | 0.11% |
42,616
-23,248
| -35% | -$7.43M |
|
|
MKFG
85
DELISTED
Markforged Holding Corporation
MKFG
| $15.5M | 0.11% |
1,859,433
-31,998
| -2% | -$229K |
|
|
AVDX
86
DELISTED
AvidXchange
AVDX
| $15.4M | 0.11% |
1,170,733
+61,221
| +6% | +$735K |
|
87
L3Harris
LHX
$49.7B
| $14.9M | 0.1% |
69,750
+6,050
| +9% | +$1.27M |
|
88
Magna International
MGA
$19.5B
| $14.9M | 0.1% |
272,722
-35,467
| -12% | -$1.96M |
|
89
Intuitive Surgical
ISRG
$134B
| $14.8M | 0.1% |
36,985
-4,804
| -11% | -$1.82M |
|
90
Amgen
AMGN
$238B
| $14.7M | 0.1% |
+51,666
| New | +$15.1M |
|
91
Teledyne Technologies
TDY
$29.5B
| $14.4M | 0.1% |
33,621
-3,926
| -10% | -$1.68M |
|
92
Sea Limited
SE
$72B
| $13.3M | 0.09% |
247,985
+244,304
| +6,637% | +$11.2M |
|
93
3D Systems Corp
DDD
$530M
| $12.8M | 0.09% |
2,894,124
-215,629
| -7% | -$1.06M |
|
|
RPTX
94
DELISTED
Repare Therapeutics
RPTX
| $12.7M | 0.09% |
2,703,783
-117,777
| -4% | -$755K |
|
95
The 3D Printing ETF
PRNT
$63M
| $12.2M | 0.08% |
539,704
-35,763
| -6% | -$791K |
|
96
Butterfly Network
BFLY
$2.54B
| $12.2M | 0.08% |
11,294,537
-2,393,997
| -17% | -$2.57M |
|
97
Intercontinental Exchange
ICE
$90.5B
| $12.2M | 0.08% |
88,532
+18,841
| +27% | +$2.5M |
|
98
ServiceNow
NOW
$133B
| $12M | 0.08% |
+78,790
| New | +$11.9M |
|
99
Lockheed Martin
LMT
$130B
| $11.8M | 0.08% |
26,050
-3,000
| -10% | -$1.31M |
|
100
StoneCo
STNE
$2.16B
| $11.4M | 0.08% |
683,807
-1,445,495
| -68% | -$24.8M |
|
Similar funds
Cathie Wood's Q1 2024 Portfolio in Review
As of Q1 2024, Cathie Wood held 239 positions worth $14.4B, down 14% from $16.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Cathie Wood withdrew a net $1.79B in Q1 2024, closing 9 positions and reducing 152 holdings. Its most notable exit was SomaLogic, Inc. Class A Common Stock, an estimated $36M position sold in full.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 33% a quarter earlier, followed by Healthcare and Communication Services.
Against the trend, Cathie Wood opened a new position in ARK 21Shares Bitcoin ETF worth $206M.
- Cathie Wood's largest Q1 2024 buy was ARK 21Shares Bitcoin ETF: 8,727,054 shares worth $206M.
- Cathie Wood added most to Tesla in Q1 2024, an estimated $269M increase.
- Cathie Wood's biggest Q1 2024 reduction was Coinbase, cutting an estimated $752M.
- Cathie Wood fully exited SomaLogic, Inc. Class A Common Stock in Q1 2024, selling an estimated $36M.
- Cathie Wood's ten largest holdings make up 47% of its $14.4B portfolio in Q1 2024.
- Cathie Wood opened 15 new positions and closed 9 in Q1 2024.
- Cathie Wood's portfolio value fell 14% quarter-over-quarter to $14.4B.
Based on ARK Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.