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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
KMDA icon
176
Kamada
KMDA
$475M
$1.8M 0.01%
399,126
-22,115
-5% -$109K
ARBE icon
177
Arbe Robotics
ARBE
$91.1M
$1.79M 0.01%
258,122
-11,279
-4% -$76.7K
XLE icon
178
PUT
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$1.74M 0.01%
39,800
– –
RDWR icon
179
Radware
RDWR
$1.17B
$1.73M 0.01%
71,824
-6,383
-8% -$167K
FROG icon
180
JFrog
FROG
$11.4B
$1.72M 0.01%
92,022
-8,684
-9% -$182K
FVRR icon
181
Fiverr
FVRR
$331M
$1.72M 0.01%
40,565
+7,568
+23% +$360K
RADA
182
DELISTED
Rada Electronic Industries Ltd
RADA
$1.7M 0.01%
141,567
-122,515
-46% -$1.58M
REE
183
DELISTED
REE Automotive
REE
$1.7M 0.01%
35,329
+16,006
+83% +$819K
ENLV icon
184
Enlivex Ltd
ENLV
$25.7M
$1.66M 0.01%
22,067
-6,889
-24% -$534K
WIX icon
185
WIX.com
WIX
$3.43B
$1.64M 0.01%
26,038
+6,216
+31% +$455K
URGN icon
186
UroGen Pharma
URGN
$2.29B
$1.61M 0.01%
302,124
-31,348
-9% -$215K
TBLA icon
187
Taboola.com
TBLA
$1.01B
$1.56M 0.01%
483,015
+59,896
+14% +$220K
GMDA
188
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$1.56M 0.01%
714,534
-138,967
-16% -$353K
IS
189
DELISTED
ironSource Ltd.
IS
$1.49M 0.01%
516,478
+128,438
+33% +$430K
SMWB icon
190
Similarweb
SMWB
$727M
$1.47M 0.01%
164,316
+4,776
+3% +$50.4K
WKME
191
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
$1.41M 0.01%
143,817
-7,127
-5% -$88.4K
KRNT icon
192
Kornit Digital
KRNT
$721M
$1.31M 0.01%
31,135
+5,389
+21% +$285K
RDHL
193
Redhill Biopharma
RDHL
$3.83M
$1.17M 0.01%
1,045
+183
+21% +$251K
ZM icon
194
CALL
Zoom
ZM
$31.5B
$989K 0.01%
9,200
– –
VIVS
195
VivoSim Labs
VIVS
$3.83M
$703K ﹤0.01%
24,303
-1,206
-5% -$37.5K
PYR
196
DELISTED
PyroGenesis Canada Inc. Common Shares
PYR
$385K ﹤0.01%
145,098
+10,991
+8% +$23.4K
ARKK icon
197
CALL
ARK Innovation ETF
ARKK
$6.72B
$370K ﹤0.01%
8,400
– –
ARKG icon
198
ARK Genomic Revolution ETF
ARKG
$1.94B
$345K ﹤0.01%
10,707
+3,858
+56% +$135K
TSLA icon
199
CALL
Tesla
TSLA
$1.43T
$303K ﹤0.01%
1,200
– –
EMN icon
200
Eastman Chemical
EMN
$8.47B
$294K ﹤0.01%
2,666
-126
-5% -$13K
6 7
8
9 10

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ECM
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SAM
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IFP
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FGP
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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.