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 |
Roku
ROKU
|
+$187M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
+$142M |
| 3 |
NVTA
Invitae Corporation
NVTA
|
+$135M |
| 4 |
CRISPR Therapeutics
CRSP
|
+$128M |
| 5 |
LendingTree
TREE
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$31.8M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$29.3M |
| 3 |
Illumina
ILMN
|
+$25M |
| 4 |
Autodesk
ADSK
|
+$19.3M |
| 5 |
AeroVironment
AVAV
|
+$14.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 37.49% |
| 2 | Technology | 30.3% |
| 3 | Communication Services | 12.98% |
| 4 | Consumer Discretionary | 10.32% |
| 5 | Financials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Moog Inc Class A
MOG.A
$12.3B
| $274K | ﹤0.01% |
5,164
+1,940
| +60% | +$99.7K |
|
152
Stryker
SYK
$126B
| $274K | ﹤0.01% |
1,523
+108
| +8% | +$19.9K |
|
153
Kaiser Aluminum
KALU
$2.52B
| $270K | ﹤0.01% |
3,662
+775
| +27% | +$55.2K |
|
154
Medtronic
MDT
$119B
| $256K | ﹤0.01% |
2,789
+245
| +10% | +$23.5K |
|
|
AJRD
155
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $254K | ﹤0.01% |
6,415
+722
| +13% | +$30.1K |
|
|
NNDM
156
Nano Dimension
NNDM
$325M
| $230K | ﹤0.01% |
104,711
+28,980
| +38% | +$48.4K |
|
157
Aptiv
APTV
$10B
| $148K | ﹤0.01% |
1,901
-53,235
| -97% | -$3.66M |
|
|
EB
158
DELISTED
Eventbrite
EB
| $133K | ﹤0.01% |
15,493
-48,037
| -76% | -$424K |
|
159
Hexcel
HXL
$7.1B
| $59K | ﹤0.01% |
1,300
+788
| +154% | +$28K |
|
160
DuPont de Nemours
DD
$18.7B
| $56K | ﹤0.01% |
844
+328
| +64% | +$19.2K |
|
161
ATI
ATI
$28.2B
| $52K | ﹤0.01% |
5,084
+2,954
| +139% | +$25.6K |
|
162
Avient
AVNT
$4.1B
| $52K | ﹤0.01% |
1,991
+820
| +70% | +$19K |
|
163
Carpenter Technology
CRS
$24.4B
| $51K | ﹤0.01% |
2,085
+1,241
| +147% | +$27.6K |
|
164
Eastman Chemical
EMN
$8.47B
| $51K | ﹤0.01% |
734
+222
| +43% | +$14K |
|
165
3M
MMM
$92.3B
| $43K | ﹤0.01% |
328
+51
| +18% | +$6.43K |
|
166
Kodak
KODK
$963M
| $41K | ﹤0.01% |
18,332
+6,865
| +60% | +$16K |
|
167
Xerox
XRX
$381M
| $35K | ﹤0.01% |
2,275
+1,113
| +96% | +$19.2K |
|
168
Precigen
PGEN
$2.58B
| $2K | ﹤0.01% |
474
+193
| +69% | +$657 |
|
|
BLCM
169
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1K | ﹤0.01% |
94
+45
| +92% | +$306 |
|
170
Alphabet (Google) Class A
GOOGL
$4.22T
| – | – |
-27,040
| Closed | -$1.57M |
|
171
Regeneron Pharmaceuticals
REGN
$85.9B
| – | – |
-89
| Closed | -$43K |
|
|
YARW
172
Yarrow Bioscience
YARW
$97.2M
| – | – |
-20
| Closed | -$197K |
|
|
RUBY
173
DELISTED
Rubius Therapeutics, Inc
RUBY
| – | – |
-318,121
| Closed | -$1.42M |
|
|
MLNX
174
DELISTED
Mellanox Technologies, Ltd.
MLNX
| – | – |
-4,826
| Closed | -$585K |
|
Similar funds
Cathie Wood's Q2 2020 Portfolio in Review
As of Q2 2020, Cathie Wood held 223 positions worth $9.3B, up 132% from $4.01B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Cathie Wood deployed $2.46B of net new capital in Q2 2020, opening 16 new positions and adding to 176 existing holdings. Its largest new stake was Slack Technologies, Inc.: 4,728,097 shares worth $147M.
By sector, the portfolio is most concentrated in Healthcare at 37% of assets, down from 38% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was NVIDIA, an estimated $31.8M trimmed.
- Cathie Wood's largest Q2 2020 buy was Slack Technologies, Inc.: 4,728,097 shares worth $147M.
- Cathie Wood added most to Roku in Q2 2020, an estimated $187M increase.
- Cathie Wood's biggest Q2 2020 reduction was NVIDIA, cutting an estimated $31.8M.
- Cathie Wood fully exited Alphabet (Google) Class A in Q2 2020, selling an estimated $1.57M.
- Cathie Wood's ten largest holdings make up 48% of its $9.3B portfolio in Q2 2020.
- Cathie Wood opened 16 new positions and closed 10 in Q2 2020.
- Cathie Wood's portfolio value rose 132% quarter-over-quarter to $9.3B.
Based on ARK Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.