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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
INTU icon
101
Intuit
INTU
$100B
$8.77M 0.05%
26,879
+17,899
+199% +$5.6M
ESLT icon
102
Elbit Systems
ESLT
$34.7B
$8.41M 0.05%
69,898
+33,582
+92% +$4.43M
GWRE icon
103
Guidewire Software
GWRE
$15.8B
$8.15M 0.05%
78,215
+50,603
+183% +$5.68M
IBKR icon
104
Interactive Brokers
IBKR
$42.5B
$8.06M 0.05%
667,428
+261,564
+64% +$3.26M
SCHW
105
Charles Schwab
SCHW
$194B
$7.79M 0.05%
214,896
+181,307
+540% +$6.31M
HDB icon
106
HDFC Bank
HDB
$121B
$7.24M 0.04%
289,792
+127,694
+79% +$3.1M
TRU icon
107
TransUnion
TRU
$16.2B
$7.15M 0.04%
84,946
+60,473
+247% +$5.22M
NIU
108
Niu Technologies
NIU
$153M
$7.05M 0.04%
+367,407
New +$7.4M
CELL
109
DELISTED
PhenomeX Inc. Common Stock
CELL
$6.59M 0.04%
+86,332
New +$5.48M
VRSK icon
110
Verisk Analytics
VRSK
$24.4B
$6.4M 0.04%
34,541
+21,751
+170% +$3.98M
ROK icon
111
Rockwell Automation
ROK
$48.5B
$6.12M 0.04%
27,712
+14,228
+106% +$3.18M
PDD icon
112
Pinduoduo
PDD
$126B
$6.02M 0.04%
81,232
-175,278
-68% -$15M
LSPD icon
113
Lightspeed Commerce
LSPD
$1.37B
$5.45M 0.03%
+170,054
New +$5.22M
OPEN icon
114
Opendoor
OPEN
$3.43B
$3.79M 0.02%
+206,372
New +$2.47M
SI
115
DELISTED
Silvergate Capital Corporation
SI
$3.27M 0.02%
226,764
+123,944
+121% +$1.78M
SURF
116
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$3.13M 0.02%
+454,069
New +$2.75M
HPQ icon
117
HP
HPQ
$27.2B
$2.49M 0.01%
131,320
+29,596
+29% +$540K
ALTR
118
DELISTED
Altair Engineering Inc
ALTR
$2.25M 0.01%
53,575
+8,020
+18% +$323K
MSFT icon
119
Microsoft
MSFT
$3.59T
$2.07M 0.01%
9,842
+2,310
+31% +$485K
PTC icon
120
PTC
PTC
$16.8B
$2.06M 0.01%
24,935
+4,655
+23% +$397K
DDD icon
121
3D Systems Corp
DDD
$530M
$1.71M 0.01%
347,853
+132,919
+62% +$788K
FVRR icon
122
Fiverr
FVRR
$331M
$1.42M 0.01%
10,231
-23,738
-70% -$2.54M
CBMG
123
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$1.3M 0.01%
71,010
-530,643
-88% -$8.92M
RDHL
124
Redhill Biopharma
RDHL
$3.83M
$1.26M 0.01%
123
-23
-16% -$189K
NNDM
125
Nano Dimension
NNDM
$325M
$1.2M 0.01%
419,675
+314,964
+301% +$600K
3 4
5
6 7

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AA
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NMIFOAC
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ECM
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IFP
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FGP
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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.