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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
+2.92%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$14.4B
AUM Growth
-$2.45B
Cap. Flow
-$1.79B
Cap. Flow %
-12.38%
Top 10 Hldgs %
47.17%
Holding
239
New
15
Increased
61
Reduced
152
Closed
9

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$269M
2
ROKU icon
Roku
ROKU
+$236M
3
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$159M
4
PINS icon
Pinterest
PINS
+$124M
5
SOFI icon
SoFi Technologies
SOFI
+$113M

Top Sells

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$752M
2
TWLO icon
Twilio
TWLO
+$408M
3
ZM icon
Zoom
ZM
+$309M
4
PATH icon
UiPath
PATH
+$277M
5
EXAS
Exact Sciences
EXAS
+$175M

Sector Composition

Rank Sector Weight
1 Technology 29.07%
2 Healthcare 26.46%
3 Communication Services 14.17%
4 Financials 13.03%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KALU icon
126
Kaiser Aluminum
KALU
$2.52B
$3.02M 0.02%
33,817
+2,087
+7% +$146K
CGNT icon
127
Cognyte Software
CGNT
$636M
$3.02M 0.02%
365,382
-42,685
-10% -$303K
CLBT icon
128
Cellebrite
CLBT
$2.77B
$2.85M 0.02%
257,500
-3,211
-1% -$32.8K
FROG icon
129
JFrog
FROG
$11.4B
$2.84M 0.02%
64,198
-17,401
-21% -$674K
NVMI
130
Nova
NVMI
$12B
$2.74M 0.02%
15,473
-2,617
-14% -$413K
ARKK icon
131
ARK Innovation ETF
ARKK
$6.72B
$2.74M 0.02%
54,759
+26,732
+95% +$1.3M
TEVA icon
132
Teva Pharmaceuticals
TEVA
$43.5B
$2.71M 0.02%
192,136
-30,670
-14% -$387K
NICE icon
133
Nice
NICE
$5.87B
$2.7M 0.02%
10,361
-1,264
-11% -$287K
CGEN icon
134
Compugen
CGEN
$248M
$2.65M 0.02%
+1,039,292
New +$2.42M
RSKD icon
135
Riskified
RSKD
$779M
$2.64M 0.02%
487,174
-9,201
-2% -$43.7K
ALGN icon
136
Align Technology
ALGN
$11.5B
$2.62M 0.02%
7,986
+208
+3% +$61K
NYAX
137
Nayax
NYAX
$1.74B
$2.57M 0.02%
95,724
+864
+0.9% +$21.8K
XMTR icon
138
Xometry
XMTR
$4.79B
$2.56M 0.02%
151,459
-129,803
-46% -$3.52M
MYNA
139
DELISTED
Mynaric AG American Depository Shares
MYNA
$2.52M 0.02%
525,272
-34,803
-6% -$176K
SPNS
140
DELISTED
Sapiens International
SPNS
$2.52M 0.02%
78,216
+5,809
+8% +$169K
MNDY icon
141
monday.com
MNDY
$3.84B
$2.51M 0.02%
11,092
-2,367
-18% -$502K
CYBR
142
DELISTED
CyberArk
CYBR
$2.48M 0.02%
9,342
-1,642
-15% -$407K
TSEM icon
143
Tower Semiconductor
TSEM
$25.2B
$2.46M 0.02%
73,436
-9,825
-12% -$306K
LECO icon
144
Lincoln Electric
LECO
$15.4B
$2.44M 0.02%
9,559
-2,136
-18% -$505K
MBLY icon
145
Mobileye
MBLY
$7.68B
$2.44M 0.02%
75,895
+23,330
+44% +$662K
AUDC icon
146
AudioCodes
AUDC
$232M
$2.41M 0.02%
184,593
-32,807
-15% -$418K
AME icon
147
Ametek
AME
$54.9B
$2.39M 0.02%
13,081
-1,547
-11% -$266K
WIX icon
148
WIX.com
WIX
$3.43B
$2.36M 0.02%
17,202
-4,781
-22% -$629K
TBLA icon
149
Taboola.com
TBLA
$1.01B
$2.34M 0.02%
527,364
+3,752
+0.7% +$16.7K
MOG.A icon
150
Moog Inc Class A
MOG.A
$12.3B
$2.34M 0.02%
14,651
-3,204
-18% -$472K
4 5
6
7 8

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AA
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NMIFOAC
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WA
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ECM
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SAM
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IFP
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FGP
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Cathie Wood's Q1 2024 Portfolio in Review

As of Q1 2024, Cathie Wood held 239 positions worth $14.4B, down 14% from $16.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Cathie Wood withdrew a net $1.79B in Q1 2024, closing 9 positions and reducing 152 holdings. Its most notable exit was SomaLogic, Inc. Class A Common Stock, an estimated $36M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 33% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Cathie Wood opened a new position in ARK 21Shares Bitcoin ETF worth $206M.

  • Cathie Wood's largest Q1 2024 buy was ARK 21Shares Bitcoin ETF: 8,727,054 shares worth $206M.
  • Cathie Wood added most to Tesla in Q1 2024, an estimated $269M increase.
  • Cathie Wood's biggest Q1 2024 reduction was Coinbase, cutting an estimated $752M.
  • Cathie Wood fully exited SomaLogic, Inc. Class A Common Stock in Q1 2024, selling an estimated $36M.
  • Cathie Wood's ten largest holdings make up 47% of its $14.4B portfolio in Q1 2024.
  • Cathie Wood opened 15 new positions and closed 9 in Q1 2024.
  • Cathie Wood's portfolio value fell 14% quarter-over-quarter to $14.4B.

Based on ARK Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.