We are live on ! Find out more
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
SRPT icon
101
Sarepta Therapeutics
SRPT
$1.98B
$41.4M 0.11%
+242,911
New +$36M
WDAY icon
102
Workday
WDAY
$49.4B
$39.8M 0.11%
166,290
+116,439
+234% +$26.2M
WKHS icon
103
Workhorse Group
WKHS
$35.3M
$36.6M 0.1%
616
+373
+153% +$24.3M
AVAV icon
104
AeroVironment
AVAV
$8.14B
$35.3M 0.09%
406,726
+205,189
+102% +$16.5M
INTU icon
105
Intuit
INTU
$100B
$33.9M 0.09%
89,333
+62,454
+232% +$21.9M
PDD icon
106
Pinduoduo
PDD
$126B
$32.4M 0.09%
182,390
+101,158
+125% +$12.1M
SPCE icon
107
Virgin Galactic
SPCE
$467M
$31.9M 0.09%
67,290
+42,020
+166% +$19.6M
PLTR icon
108
Palantir
PLTR
$432B
$31M 0.08%
+1,317,122
New +$23.6M
BFLY icon
109
Butterfly Network
BFLY
$2.54B
$29.8M 0.08%
+1,507,542
New +$19.3M
XLNX
110
DELISTED
Xilinx Inc
XLNX
$29.1M 0.08%
205,309
-1,642,899
-89% -$214M
TER icon
111
Teradyne
TER
$58.7B
$28.5M 0.08%
238,047
-69,651
-23% -$7.12M
ANSS
112
DELISTED
Ansys
ANSS
$28.1M 0.07%
77,265
+49,277
+176% +$16.5M
GWRE icon
113
Guidewire Software
GWRE
$15.8B
$28M 0.07%
217,878
+139,663
+179% +$15.9M
PLUR icon
114
Pluri
PLUR
$18.5M
$28M 0.07%
494,918
+276,966
+127% +$20.2M
SCHW
115
Charles Schwab
SCHW
$194B
$25.8M 0.07%
486,201
+271,305
+126% +$12.3M
MASS icon
116
908 Devices
MASS
$441M
$24.9M 0.07%
+437,248
New +$25.5M
NIU
117
Niu Technologies
NIU
$153M
$24.9M 0.07%
887,653
+520,246
+142% +$15.1M
SURF
118
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$23.5M 0.06%
2,542,391
+2,088,322
+460% +$18.2M
ADSK icon
119
Autodesk
ADSK
$53.6B
$22.6M 0.06%
73,902
+18,714
+34% +$4.93M
XONE
120
DELISTED
The ExOne Company
XONE
$22.5M 0.06%
2,375,334
-1,687,646
-42% -$19.2M
RPTX
121
DELISTED
Repare Therapeutics
RPTX
$21.8M 0.06%
+635,393
New +$19M
EVGN icon
122
Evogene
EVGN
$8.89M
$21.6M 0.06%
459,450
-2,435
-0.5% -$85.8K
ISRG icon
123
Intuitive Surgical
ISRG
$134B
$21.2M 0.06%
77,610
+39,150
+102% +$9.72M
HDB icon
124
HDFC Bank
HDB
$121B
$20.1M 0.05%
555,222
+265,430
+92% +$8.46M
ILMN icon
125
Illumina
ILMN
$33.1B
$18.7M 0.05%
52,001
-954,065
-95% -$304M
3 4
5
6 7

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

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.