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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
LECO icon
126
Lincoln Electric
LECO
$15.4B
$2.54M 0.02%
11,695
+881
+8% +$170K
TSEM icon
127
Tower Semiconductor
TSEM
$25.2B
$2.54M 0.02%
83,261
+24,317
+41% +$634K
MNDY icon
128
monday.com
MNDY
$3.84B
$2.53M 0.02%
13,459
+1,285
+11% +$207K
NVMI
129
Nova
NVMI
$12B
$2.49M 0.01%
18,090
-1,316
-7% -$152K
CRNT icon
130
Ceragon Networks
CRNT
$191M
$2.47M 0.01%
1,144,114
+124,647
+12% +$229K
GE icon
131
GE Aerospace
GE
$361B
$2.43M 0.01%
23,883
-1,775
-7% -$164K
URGN icon
132
UroGen Pharma
URGN
$2.29B
$2.42M 0.01%
161,525
-53,747
-25% -$698K
AME icon
133
Ametek
AME
$54.9B
$2.41M 0.01%
14,628
-3,671
-20% -$560K
CYBR
134
DELISTED
CyberArk
CYBR
$2.41M 0.01%
10,984
-3,079
-22% -$571K
CAMT icon
135
Camtek
CAMT
$6.85B
$2.35M 0.01%
33,942
-16,450
-33% -$1M
TEVA icon
136
Teva Pharmaceuticals
TEVA
$43.5B
$2.33M 0.01%
222,806
-32,004
-13% -$299K
RSKD icon
137
Riskified
RSKD
$779M
$2.32M 0.01%
496,375
+30,581
+7% +$125K
NICE icon
138
Nice
NICE
$5.87B
$2.32M 0.01%
11,625
+1,693
+17% +$305K
TARO
139
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$2.31M 0.01%
55,266
-2,295
-4% -$84.6K
MBLY icon
140
Mobileye
MBLY
$7.68B
$2.28M 0.01%
52,565
-16
-0% -$630
TBLA icon
141
Taboola.com
TBLA
$1.01B
$2.27M 0.01%
523,612
-149,106
-22% -$563K
KALU icon
142
Kaiser Aluminum
KALU
$2.52B
$2.26M 0.01%
31,730
+2,922
+10% +$185K
CLBT icon
143
Cellebrite
CLBT
$2.77B
$2.26M 0.01%
260,711
-33,020
-11% -$257K
WKME
144
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
$2.21M 0.01%
207,136
-46,437
-18% -$437K
PERI icon
145
Perion Network
PERI
$386M
$2.2M 0.01%
71,356
+10,683
+18% +$303K
SPR
146
DELISTED
Spirit AeroSystems
SPR
$2.15M 0.01%
67,802
-80,547
-54% -$1.98M
ALGN icon
147
Align Technology
ALGN
$11.5B
$2.13M 0.01%
7,778
-728
-9% -$173K
SPNS
148
DELISTED
Sapiens International
SPNS
$2.1M 0.01%
72,407
-6,473
-8% -$172K
UPS icon
149
United Parcel Service
UPS
$86.8B
$2.09M 0.01%
13,323
+1,369
+11% +$207K
CHKP icon
150
Check Point Software Technologies
CHKP
$13.3B
$2.09M 0.01%
13,702
-3,260
-19% -$461K
4 5
6
7 8

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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.