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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
XMTR icon
101
Xometry
XMTR
$4.79B
$10.1M 0.06%
281,262
-8,230
-3% -$176K
SSYS icon
102
Stratasys
SSYS
$692M
$9.13M 0.05%
639,133
-358,199
-36% -$4.19M
ICE icon
103
Intercontinental Exchange
ICE
$90.5B
$8.95M 0.05%
69,691
-1,261
-2% -$143K
AMZN icon
104
Amazon
AMZN
$2.79T
$7.73M 0.05%
50,846
-2,736
-5% -$384K
PRLB icon
105
Protolabs
PRLB
$1.9B
$6.95M 0.04%
178,345
-1,105
-0.6% -$35.8K
FARO
106
DELISTED
Faro Technologies
FARO
$6.44M 0.04%
285,677
-35,646
-11% -$611K
GRMN
107
Garmin
GRMN
$56.9B
$6.03M 0.04%
46,934
-2,527
-5% -$293K
Z icon
108
Zillow
Z
$8.07B
$5.35M 0.03%
92,407
-1,635
-2% -$72.1K
VLD
109
DELISTED
Velo3D, Inc.
VLD
$5.31M 0.03%
381,566
-2,104
-0.5% -$81K
HPQ icon
110
HP
HPQ
$27.2B
$5.11M 0.03%
169,788
-21,729
-11% -$609K
ALTR
111
DELISTED
Altair Engineering Inc
ALTR
$5.08M 0.03%
60,349
-10,125
-14% -$704K
PTC icon
112
PTC
PTC
$16.8B
$4.76M 0.03%
27,220
-8,354
-23% -$1.28M
ADSK icon
113
Autodesk
ADSK
$53.6B
$4.46M 0.03%
18,316
-6,352
-26% -$1.37M
XRAY icon
114
Dentsply Sirona
XRAY
$2.18B
$4.21M 0.03%
118,415
-9,827
-8% -$312K
HON icon
115
Honeywell
HON
$68.4B
$4.14M 0.02%
20,931
-1,129
-5% -$204K
NNDM
116
Nano Dimension
NNDM
$325M
$3.84M 0.02%
1,599,674
-349,007
-18% -$878K
HEI icon
117
HEICO Corp
HEI
$49.6B
$3.29M 0.02%
18,421
-988
-5% -$167K
MYNA
118
DELISTED
Mynaric AG American Depository Shares
MYNA
$3.27M 0.02%
560,075
-30,080
-5% -$145K
CEL
119
DELISTED
Cellcom Israel, Ltd.
CEL
$2.98M 0.02%
717,811
+135,415
+23% +$563K
DM
120
DELISTED
Desktop Metal, Inc.
DM
$2.97M 0.02%
395,820
+52,267
+15% +$473K
FROG icon
121
JFrog
FROG
$11.4B
$2.82M 0.02%
81,599
+7,202
+10% +$195K
WIX icon
122
WIX.com
WIX
$3.43B
$2.7M 0.02%
21,983
-3,560
-14% -$343K
AUDC icon
123
AudioCodes
AUDC
$232M
$2.62M 0.02%
217,400
-900
-0.4% -$9.22K
CGNT icon
124
Cognyte Software
CGNT
$636M
$2.62M 0.02%
408,067
-34,334
-8% -$172K
MOG.A icon
125
Moog Inc Class A
MOG.A
$12.3B
$2.59M 0.02%
17,855
-2,519
-12% -$326K
3 4
5
6 7

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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.