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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
+42.62%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$37.6B
AUM Growth
+$20.7B
Cap. Flow
+$13B
Cap. Flow %
34.65%
Top 10 Hldgs %
36.92%
Holding
249
New
26
Increased
191
Reduced
25
Closed
5

Top Buys

Rank Stock Value
1
TDOC icon
Teladoc Health
TDOC
+$1.18B
2
EXAS
Exact Sciences
EXAS
+$578M
3
SHOP icon
Shopify
SHOP
+$505M
4
PYPL icon
PayPal
PYPL
+$489M
5
BEKE icon
KE Holdings
BEKE
+$441M

Top Sells

Rank Stock Value
1
WORK
Slack Technologies, Inc.
WORK
+$437M
2
ILMN icon
Illumina
ILMN
+$304M
3
XLNX
Xilinx Inc
XLNX
+$214M
4
ZS icon
Zscaler
ZS
+$156M
5
NVTA
Invitae Corporation
NVTA
+$36M

Sector Composition

Rank Sector Weight
1 Healthcare 35.83%
2 Technology 24.2%
3 Communication Services 14.7%
4 Consumer Discretionary 10.63%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FVRR icon
151
Fiverr
FVRR
$331M
$2.03M 0.01%
10,406
+175
+2% +$31.7K
NICE icon
152
Nice
NICE
$5.87B
$2.01M 0.01%
7,084
+2,866
+68% +$697K
CAMT icon
153
Camtek
CAMT
$6.85B
$2M 0.01%
91,434
+29,292
+47% +$561K
SILC icon
154
Silicom
SILC
$253M
$1.96M 0.01%
46,930
+25,167
+116% +$945K
INMD icon
155
InMode
INMD
$867M
$1.96M 0.01%
82,606
+34,192
+71% +$723K
RDWR icon
156
Radware
RDWR
$1.17B
$1.89M 0.01%
68,213
+35,460
+108% +$886K
CRNT icon
157
Ceragon Networks
CRNT
$191M
$1.82M ﹤0.01%
653,123
+286,568
+78% +$734K
CHKP icon
158
Check Point Software Technologies
CHKP
$13.3B
$1.74M ﹤0.01%
13,093
+5,910
+82% +$722K
TEVA icon
159
Teva Pharmaceuticals
TEVA
$43.5B
$1.74M ﹤0.01%
179,802
+104,715
+139% +$1M
ALLT icon
160
Allot
ALLT
$366M
$1.73M ﹤0.01%
164,625
+84,923
+107% +$861K
SPNS
161
DELISTED
Sapiens International
SPNS
$1.68M ﹤0.01%
54,784
+24,484
+81% +$717K
AME icon
162
Ametek
AME
$54.9B
$1.53M ﹤0.01%
12,621
+6,321
+100% +$712K
FARO
163
DELISTED
Faro Technologies
FARO
$1.52M ﹤0.01%
21,492
+11,017
+105% +$728K
KALU icon
164
Kaiser Aluminum
KALU
$2.52B
$1.48M ﹤0.01%
14,970
+9,180
+159% +$703K
GE icon
165
GE Aerospace
GE
$361B
$1.47M ﹤0.01%
27,272
+15,709
+136% +$704K
WIX icon
166
WIX.com
WIX
$3.43B
$1.46M ﹤0.01%
5,848
-38,977
-87% -$10.3M
PYPD icon
167
PolyPid
PYPD
$104M
$1.42M ﹤0.01%
4,791
+3,443
+255% +$1.1M
AUDC icon
168
AudioCodes
AUDC
$232M
$1.38M ﹤0.01%
50,074
+23,970
+92% +$703K
KMDA icon
169
Kamada
KMDA
$475M
$1.35M ﹤0.01%
209,833
+117,015
+126% +$832K
RDHL
170
Redhill Biopharma
RDHL
$3.83M
$1.35M ﹤0.01%
167
+44
+36% +$396K
URGN icon
171
UroGen Pharma
URGN
$2.29B
$1.33M ﹤0.01%
73,769
+39,557
+116% +$829K
AJRD
172
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$1.27M ﹤0.01%
24,044
+13,404
+126% +$539K
AYLA
173
DELISTED
Ayala Pharmaceuticals, Inc. Common Stock
AYLA
$1.25M ﹤0.01%
113,450
+101,387
+840% +$1.17M
ARNC
174
DELISTED
Arconic Corporation
ARNC
$1.24M ﹤0.01%
41,618
+17,203
+70% +$453K
UCTT
175
Ultra Clean Holdings
UCTT
$3.46B
$1.22M ﹤0.01%
39,220
+21,989
+128% +$614K
4 5 6
7
8

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Cathie Wood's Q4 2020 Portfolio in Review

As of Q4 2020, Cathie Wood held 249 positions worth $37.6B, up 123% from $16.9B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Cathie Wood deployed $13B of net new capital in Q4 2020, opening 26 new positions and adding to 191 existing holdings. Its largest new stake was KE Holdings: 6,638,093 shares worth $409M.

By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Slack Technologies, Inc., an estimated $437M trimmed.

  • Cathie Wood's largest Q4 2020 buy was KE Holdings: 6,638,093 shares worth $409M.
  • Cathie Wood added most to Teladoc Health in Q4 2020, an estimated $1.18B increase.
  • Cathie Wood's biggest Q4 2020 reduction was Slack Technologies, Inc., cutting an estimated $437M.
  • Cathie Wood fully exited Twitter, Inc. in Q4 2020, selling an estimated $29.6M.
  • Cathie Wood's ten largest holdings make up 37% of its $37.6B portfolio in Q4 2020.
  • Cathie Wood opened 26 new positions and closed 5 in Q4 2020.
  • Cathie Wood's portfolio value rose 123% quarter-over-quarter to $37.6B.

Based on ARK Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.