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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
-23.45%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$24B
AUM Growth
-$9.12B
Cap. Flow
-$328M
Cap. Flow %
-1.37%
Top 10 Hldgs %
45.79%
Holding
399
New
37
Increased
140
Reduced
168
Closed
46

Top Buys

Rank Stock Value
1
ROKU icon
Roku
ROKU
+$328M
2
COIN icon
Coinbase
COIN
+$299M
3
SE icon
Sea Limited
SE
+$278M
4
XYZ
Block Inc
XYZ
+$258M
5
RBLX icon
Roblox
RBLX
+$245M

Top Sells

Rank Stock Value
1
TWTR
Twitter, Inc.
TWTR
+$581M
2
PLTR icon
Palantir
PLTR
+$462M
3
TSLA icon
Tesla
TSLA
+$311M
4
IRDM icon
Iridium Communications
IRDM
+$293M
5
DOCU
DocuSign
DOCU
+$290M

Sector Composition

Rank Sector Weight
1 Healthcare 35.25%
2 Technology 29.05%
3 Consumer Discretionary 11.53%
4 Communication Services 9.8%
5 Financials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYBR
151
DELISTED
CyberArk
CYBR
$3.35M 0.01%
19,874
+2,682
+16% +$407K
ARKK icon
152
ARK Innovation ETF
ARKK
$6.72B
$3.28M 0.01%
49,485
-109,507
-69% -$7.73M
AJRD
153
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$3.26M 0.01%
82,739
-29,561
-26% -$1.18M
PERI icon
154
Perion Network
PERI
$386M
$3.08M 0.01%
136,790
-3,726
-3% -$79.4K
GILT icon
155
Gilat Satellite Networks
GILT
$809M
$2.92M 0.01%
331,137
-26,921
-8% -$218K
URGN icon
156
UroGen Pharma
URGN
$2.29B
$2.9M 0.01%
333,472
+146,979
+79% +$1.15M
ARNC
157
DELISTED
Arconic Corporation
ARNC
$2.9M 0.01%
113,307
-43,147
-28% -$1.28M
CHKP icon
158
Check Point Software Technologies
CHKP
$13.3B
$2.85M 0.01%
20,647
-4,595
-18% -$600K
TEVA icon
159
Teva Pharmaceuticals
TEVA
$43.5B
$2.82M 0.01%
300,012
-4,780
-2% -$39.9K
FROG icon
160
JFrog
FROG
$11.4B
$2.71M 0.01%
100,706
+15,192
+18% +$384K
CEL
161
DELISTED
Cellcom Israel, Ltd.
CEL
$2.68M 0.01%
463,242
-481,106
-51% -$2.78M
PLTK icon
162
Playtika
PLTK
$904M
$2.67M 0.01%
138,261
+30,260
+28% +$539K
CLBT icon
163
Cellebrite
CLBT
$2.77B
$2.62M 0.01%
+409,584
New +$2.72M
TUFN
164
DELISTED
Tufin Software Technologies Ltd.
TUFN
$2.61M 0.01%
291,834
-25,836
-8% -$231K
CLGN icon
165
CollPlant Biotechnologies
CLGN
$5.91M
$2.57M 0.01%
228,657
+63,203
+38% +$695K
FVRR icon
166
Fiverr
FVRR
$331M
$2.51M 0.01%
32,997
+15,213
+86% +$1.21M
RDWR icon
167
Radware
RDWR
$1.17B
$2.5M 0.01%
78,207
-14,617
-16% -$486K
INVZ icon
168
Innoviz Technologies
INVZ
$101M
$2.48M 0.01%
686,524
+74,016
+12% +$296K
NNOX icon
169
Nano X Imaging
NNOX
$67.6M
$2.48M 0.01%
228,841
+98,938
+76% +$1.06M
MGIC
170
DELISTED
Magic Software Enterprises
MGIC
$2.44M 0.01%
138,786
-9,032
-6% -$169K
ENLV icon
171
Enlivex Ltd
ENLV
$25.7M
$2.43M 0.01%
28,956
+5,669
+24% +$459K
CGNT icon
172
Cognyte Software
CGNT
$636M
$2.42M 0.01%
214,241
+72,228
+51% +$835K
ITRN icon
173
Ituran Location and Control
ITRN
$1.01B
$2.41M 0.01%
104,659
-11,953
-10% -$278K
TARO
174
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$2.4M 0.01%
55,566
+6,307
+13% +$295K
CRNT icon
175
Ceragon Networks
CRNT
$191M
$2.37M 0.01%
1,113,434
+209,040
+23% +$457K
5 6
7
8 9

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Cathie Wood's Q1 2022 Portfolio in Review

As of Q1 2022, Cathie Wood held 399 positions worth $24B, down 28% from $33.1B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Cathie Wood's Q1 2022 filing shows 37 new, 140 increased, 168 reduced and 46 closed positions. Its largest new stake was Global E Online: 563,078 shares worth $19M. The largest sale was Twitter, Inc., an estimated $581M.

By sector, the portfolio is most concentrated in Healthcare at 35% of assets, up from 34% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cathie Wood's largest Q1 2022 buy was Global E Online: 563,078 shares worth $19M.
  • Cathie Wood added most to Roku in Q1 2022, an estimated $328M increase.
  • Cathie Wood's biggest Q1 2022 reduction was Twitter, Inc., cutting an estimated $581M.
  • Cathie Wood fully exited Firy Inc in Q1 2022, selling an estimated $179M.
  • Cathie Wood's ten largest holdings make up 46% of its $24B portfolio in Q1 2022.
  • Cathie Wood opened 37 new positions and closed 46 in Q1 2022.
  • Cathie Wood's portfolio value fell 28% quarter-over-quarter to $24B.

Based on ARK Investment Management's 13F filing for Q1 2022, filed 19 Apr 2022.