We are live on ! Find out more
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
+10.07%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$53.7B
AUM Growth
+$3.39B
Cap. Flow
-$32.8M
Cap. Flow %
-0.06%
Top 10 Hldgs %
35.8%
Holding
310
New
20
Increased
111
Reduced
152
Closed
25

Top Buys

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$1.46B
2
PATH icon
UiPath
PATH
+$871M
3
DKNG icon
DraftKings
DKNG
+$488M
4
U icon
Unity
U
+$365M
5
TWLO icon
Twilio
TWLO
+$342M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$890M
2
XYZ
Block Inc
XYZ
+$682M
3
ICE icon
Intercontinental Exchange
ICE
+$549M
4
TREE icon
LendingTree
TREE
+$362M
5
SNPS icon
Synopsys
SNPS
+$350M

Sector Composition

Rank Sector Weight
1 Healthcare 32.91%
2 Technology 26.75%
3 Communication Services 14.56%
4 Consumer Discretionary 12.36%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSEM icon
176
Tower Semiconductor
TSEM
$25.2B
$5.53M 0.01%
187,735
-9,182
-5% -$258K
TARO
177
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$5.51M 0.01%
76,598
-2,029
-3% -$149K
PYPD icon
178
PolyPid
PYPD
$104M
$5.48M 0.01%
20,179
+921
+5% +$256K
SILC icon
179
Silicom
SILC
$253M
$5.47M 0.01%
124,047
-13,824
-10% -$598K
RDHL
180
Redhill Biopharma
RDHL
$3.83M
$5.42M 0.01%
787
+11
+1% +$75.9K
KMDA icon
181
Kamada
KMDA
$475M
$5.36M 0.01%
915,006
+48,640
+6% +$291K
PLUR icon
182
Pluri
PLUR
$18.5M
$5.35M 0.01%
168,865
-279,800
-62% -$9.27M
KALU icon
183
Kaiser Aluminum
KALU
$2.52B
$5.34M 0.01%
43,239
-2,791
-6% -$348K
LECO icon
184
Lincoln Electric
LECO
$15.4B
$5.27M 0.01%
40,018
+462
+1% +$59.2K
RADA
185
DELISTED
Rada Electronic Industries Ltd
RADA
$5.17M 0.01%
424,628
-154,437
-27% -$1.9M
CYBR
186
DELISTED
CyberArk
CYBR
$5.11M 0.01%
39,203
+2,192
+6% +$292K
TEVA icon
187
Teva Pharmaceuticals
TEVA
$43.5B
$5.07M 0.01%
512,442
+12,598
+3% +$133K
SYK icon
188
Stryker
SYK
$126B
$4.98M 0.01%
19,190
+52
+0.3% +$13.3K
NNOX icon
189
Nano X Imaging
NNOX
$67.6M
$4.96M 0.01%
154,711
+60,658
+64% +$1.84M
AJRD
190
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$4.92M 0.01%
101,825
+11,796
+13% +$566K
GE icon
191
GE Aerospace
GE
$361B
$4.89M 0.01%
72,889
-10,893
-13% -$727K
FROG icon
192
JFrog
FROG
$11.4B
$4.88M 0.01%
107,301
+16,241
+18% +$731K
MDT icon
193
Medtronic
MDT
$119B
$4.86M 0.01%
39,131
-665
-2% -$83.5K
NUVA
194
DELISTED
NuVasive, Inc.
NUVA
$4.84M 0.01%
71,410
-9,911
-12% -$677K
URGN icon
195
UroGen Pharma
URGN
$2.29B
$4.83M 0.01%
316,248
+24,378
+8% +$441K
UCTT
196
Ultra Clean Holdings
UCTT
$3.46B
$4.83M 0.01%
89,874
-29,774
-25% -$1.59M
ROBO
197
DELISTED
ROBO GROUP T.E.K. LTD
ROBO
$4.82M 0.01%
3,313,095
+638,924
+24% +$929K
MOG.A icon
198
Moog Inc Class A
MOG.A
$12.3B
$4.81M 0.01%
57,181
-1,494
-3% -$129K
ENLV icon
199
Enlivex Ltd
ENLV
$25.7M
$4.58M 0.01%
34,320
+2,559
+8% +$385K
SPNS
200
DELISTED
Sapiens International
SPNS
$4.46M 0.01%
169,723
-13,224
-7% -$391K
6 7
8
9 10

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Cathie Wood's Q2 2021 Portfolio in Review

As of Q2 2021, Cathie Wood held 310 positions worth $53.7B, up 6.7% from $50.3B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Cathie Wood's Q2 2021 filing shows 20 new, 111 increased, 152 reduced and 25 closed positions. Its largest new stake was Coinbase: 5,617,415 shares worth $1.42B. The largest sale was Baidu, an estimated $890M.

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

  • Cathie Wood's largest Q2 2021 buy was Coinbase: 5,617,415 shares worth $1.42B.
  • Cathie Wood added most to DraftKings in Q2 2021, an estimated $488M increase.
  • Cathie Wood's biggest Q2 2021 reduction was Baidu, cutting an estimated $890M.
  • Cathie Wood fully exited Fastly Inc in Q2 2021, selling an estimated $96.5M.
  • Cathie Wood's ten largest holdings make up 36% of its $53.7B portfolio in Q2 2021.
  • Cathie Wood opened 20 new positions and closed 25 in Q2 2021.
  • Cathie Wood's portfolio value rose 6.7% quarter-over-quarter to $53.7B.

Based on ARK Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.