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 |
Zoom
ZM
|
+$582M |
| 2 |
Robinhood
HOOD
|
+$430M |
| 3 |
Roku
ROKU
|
+$350M |
| 4 |
Teladoc Health
TDOC
|
+$294M |
| 5 |
Twilio
TWLO
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$2.04B |
| 2 |
Zillow
Z
|
+$739M |
| 3 |
Unity
U
|
+$634M |
| 4 |
Coinbase
COIN
|
+$448M |
| 5 |
Shopify
SHOP
|
+$303M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.87% |
| 2 | Technology | 31.26% |
| 3 | Communication Services | 12.85% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Financials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nu Holdings
NU
$70.4B
| $36.8M | 0.11% |
+3,928,467
| New | +$38.6M |
|
102
Protolabs
PRLB
$1.9B
| $36.8M | 0.11% |
716,647
-1,902,676
| -73% | -$112M |
|
103
The 3D Printing ETF
PRNT
$63M
| $36.3M | 0.11% |
1,059,507
-72,072
| -6% | -$2.58M |
|
104
XPeng
XPEV
$11.7B
| $34.7M | 0.1% |
+689,791
| New | +$31.1M |
|
105
Synopsys
SNPS
$76.2B
| $34.5M | 0.1% |
93,708
-12,500
| -12% | -$4.22M |
|
106
Intercontinental Exchange
ICE
$90.5B
| $34.3M | 0.1% |
250,494
-248,605
| -50% | -$32.9M |
|
|
CND
107
DELISTED
Concord Acquisition Corp.
CND
| $33M | 0.1% |
3,172,501
+372,969
| +13% | +$4.08M |
|
108
Teledyne Technologies
TDY
$29.5B
| $32.2M | 0.1% |
73,648
-10,389
| -12% | -$4.52M |
|
109
Baidu
BIDU
$31.6B
| $30.5M | 0.09% |
205,110
-29,795
| -13% | -$4.65M |
|
110
Pinduoduo
PDD
$126B
| $29.8M | 0.09% |
511,509
-145,460
| -22% | -$11.5M |
|
111
Caterpillar
CAT
$381B
| $29.8M | 0.09% |
144,201
-73,664
| -34% | -$14.8M |
|
112
Intuit
INTU
$100B
| $28.4M | 0.09% |
44,119
-78,345
| -64% | -$48.4M |
|
113
Intuitive Surgical
ISRG
$134B
| $27.1M | 0.08% |
75,525
+591
| +0.8% | +$203K |
|
|
FTCH
114
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $25.5M | 0.08% |
763,733
-1,751,490
| -70% | -$64.4M |
|
|
SURF
115
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $25.5M | 0.08% |
5,326,127
+707,773
| +15% | +$4.57M |
|
116
L3Harris
LHX
$49.7B
| $24.5M | 0.07% |
114,889
-24,187
| -17% | -$5.36M |
|
|
CLLS
117
Cellectis
CLLS
$342M
| $23.9M | 0.07% |
2,941,556
-841,207
| -22% | -$8.27M |
|
118
monday.com
MNDY
$3.84B
| $23.7M | 0.07% |
76,927
+59,991
| +354% | +$20.5M |
|
119
Opendoor
OPEN
$3.43B
| $23.7M | 0.07% |
1,679,032
-4,401,938
| -72% | -$81.3M |
|
120
Senti Biosciences Holdings
SNTI
$12.1M
| $23.3M | 0.07% |
236,268
+3,556
| +2% | +$355K |
|
|
DM
121
DELISTED
Desktop Metal, Inc.
DM
| $22.7M | 0.07% |
458,110
+262,739
| +134% | +$17.7M |
|
122
HP
HPQ
$27.2B
| $21.9M | 0.07% |
581,264
-67,952
| -10% | -$2.22M |
|
|
ZY
123
DELISTED
Zymergen Inc. Common Stock
ZY
| $21.8M | 0.07% |
3,252,396
-530,105
| -14% | -$5.15M |
|
124
Microsoft
MSFT
$3.59T
| $17.3M | 0.05% |
51,509
-11,489
| -18% | -$3.72M |
|
|
ALTR
125
DELISTED
Altair Engineering Inc
ALTR
| $16.5M | 0.05% |
213,576
-52,106
| -20% | -$3.9M |
|
Similar funds
Cathie Wood's Q4 2021 Portfolio in Review
As of Q4 2021, Cathie Wood held 374 positions worth $33.1B, down 21% from $41.6B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Cathie Wood withdrew a net $3.12B in Q4 2021, closing 12 positions and reducing 191 holdings. Its most notable exit was GeneDx Holdings, an estimated $71.3M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, up from 33% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Cathie Wood opened a new position in Nu Holdings worth $36.8M.
- Cathie Wood's largest Q4 2021 buy was Nu Holdings: 3,928,467 shares worth $36.8M.
- Cathie Wood added most to Zoom in Q4 2021, an estimated $582M increase.
- Cathie Wood's biggest Q4 2021 reduction was Tesla, cutting an estimated $2.04B.
- Cathie Wood fully exited GeneDx Holdings in Q4 2021, selling an estimated $71.3M.
- Cathie Wood's ten largest holdings make up 40% of its $33.1B portfolio in Q4 2021.
- Cathie Wood opened 75 new positions and closed 12 in Q4 2021.
- Cathie Wood's portfolio value fell 21% quarter-over-quarter to $33.1B.
Based on ARK Investment Management's 13F filing for Q4 2021, filed 28 Jan 2022.