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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
-33.84%
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
-$7.05B
Cap. Flow
+$159M
Cap. Flow %
0.94%
Top 10 Hldgs %
46.22%
Holding
361
New
8
Increased
101
Reduced
226
Closed
10

Top Buys

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$187M
2
ROKU icon
Roku
ROKU
+$182M
3
NVDA icon
NVIDIA
NVDA
+$127M
4
ZM icon
Zoom
ZM
+$123M
5
XYZ
Block Inc
XYZ
+$75.8M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$334M
2
SPOT icon
Spotify
SPOT
+$264M
3
SE icon
Sea Limited
SE
+$150M
4
TSLA icon
Tesla
TSLA
+$124M
5
SLGC
SomaLogic, Inc. Class A Common Stock
SLGC
+$61.8M

Sector Composition

Rank Sector Weight
1 Healthcare 34.37%
2 Technology 32.14%
3 Consumer Discretionary 10.17%
4 Communication Services 9.62%
5 Financials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVMI
151
Nova
NVMI
$12B
$2.31M 0.01%
21,761
+193
+0.9% +$19.2K
SPNS
152
DELISTED
Sapiens International
SPNS
$2.25M 0.01%
88,992
+3,416
+4% +$82.6K
MGIC
153
DELISTED
Magic Software Enterprises
MGIC
$2.23M 0.01%
131,121
-7,665
-6% -$131K
TSEM icon
154
Tower Semiconductor
TSEM
$25.2B
$2.23M 0.01%
46,297
-25,370
-35% -$1.21M
TUFN
155
DELISTED
Tufin Software Technologies Ltd.
TUFN
$2.21M 0.01%
174,349
-117,485
-40% -$1.46M
CLGN icon
156
CollPlant Biotechnologies
CLGN
$5.91M
$2.19M 0.01%
235,660
+7,003
+3% +$64.3K
NNOX icon
157
Nano X Imaging
NNOX
$67.6M
$2.18M 0.01%
213,548
-15,293
-7% -$159K
SILC icon
158
Silicom
SILC
$253M
$2.12M 0.01%
57,702
-473
-0.8% -$16.8K
TEVA icon
159
Teva Pharmaceuticals
TEVA
$43.5B
$2.12M 0.01%
232,518
-67,494
-22% -$588K
CAMT icon
160
Camtek
CAMT
$6.85B
$2.1M 0.01%
71,116
+2,835
+4% +$81K
NICE icon
161
Nice
NICE
$5.87B
$2.1M 0.01%
10,567
+603
+6% +$122K
AUDC icon
162
AudioCodes
AUDC
$232M
$2.07M 0.01%
90,288
+3,716
+4% +$85.2K
TARO
163
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$2.05M 0.01%
55,940
+374
+0.7% +$14.3K
RSKD icon
164
Riskified
RSKD
$779M
$2.04M 0.01%
391,654
+5,897
+2% +$30.5K
INMD icon
165
InMode
INMD
$867M
$1.97M 0.01%
73,637
+16,552
+29% +$435K
CHKP icon
166
Check Point Software Technologies
CHKP
$13.3B
$1.96M 0.01%
15,700
-4,947
-24% -$635K
CYBR
167
DELISTED
CyberArk
CYBR
$1.93M 0.01%
13,886
-5,988
-30% -$865K
CLBT icon
168
Cellebrite
CLBT
$2.77B
$1.93M 0.01%
399,956
-9,628
-2% -$50.1K
CGNT icon
169
Cognyte Software
CGNT
$636M
$1.92M 0.01%
271,405
+57,164
+27% +$401K
GILT icon
170
Gilat Satellite Networks
GILT
$809M
$1.92M 0.01%
296,160
-34,977
-11% -$245K
ALLT icon
171
Allot
ALLT
$366M
$1.87M 0.01%
357,287
+104,946
+42% +$611K
CEL
172
DELISTED
Cellcom Israel, Ltd.
CEL
$1.87M 0.01%
380,491
-82,751
-18% -$407K
CRNT icon
173
Ceragon Networks
CRNT
$191M
$1.86M 0.01%
1,049,583
-63,851
-6% -$122K
PERI icon
174
Perion Network
PERI
$386M
$1.85M 0.01%
94,381
-42,409
-31% -$879K
PLTK icon
175
Playtika
PLTK
$904M
$1.82M 0.01%
123,201
-15,060
-11% -$235K
5 6
7
8 9

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ECM
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IFP
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Cathie Wood's Q2 2022 Portfolio in Review

As of Q2 2022, Cathie Wood held 361 positions worth $16.9B, down 29% from $24B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Trading was light in Q2 2022: portfolio turnover was 5%. Cathie Wood opened 8 new positions and exited 10, leaving the 361-position portfolio largely intact.

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

  • Cathie Wood's largest Q2 2022 buy was General Motors: 151,065 shares worth $5.84M.
  • Cathie Wood added most to Coinbase in Q2 2022, an estimated $187M increase.
  • Cathie Wood's biggest Q2 2022 reduction was Shopify, cutting an estimated $334M.
  • Cathie Wood fully exited SomaLogic, Inc. Class A Common Stock in Q2 2022, selling an estimated $61.8M.
  • Cathie Wood's ten largest holdings make up 46% of its $16.9B portfolio in Q2 2022.
  • Cathie Wood opened 8 new positions and closed 10 in Q2 2022.
  • Cathie Wood's portfolio value fell 29% quarter-over-quarter to $16.9B.

Based on ARK Investment Management's 13F filing for Q2 2022, filed 11 Jul 2022.