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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
-8.01%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$13.1B
AUM Growth
-$2.03B
Cap. Flow
-$437M
Cap. Flow %
-3.34%
Top 10 Hldgs %
47.54%
Holding
235
New
13
Increased
82
Reduced
128
Closed
9

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$88.2M
2
ACHR icon
Archer Aviation
ACHR
+$83.9M
3
PLTR icon
Palantir
PLTR
+$41.1M
4
PACB icon
Pacific Biosciences
PACB
+$36.4M
5
TER icon
Teradyne
TER
+$26.4M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$197M
2
COIN icon
Coinbase
COIN
+$128M
3
ROKU icon
Roku
ROKU
+$118M
4
SHOP icon
Shopify
SHOP
+$116M
5
DKNG icon
DraftKings
DKNG
+$101M

Sector Composition

Rank Sector Weight
1 Technology 33.55%
2 Healthcare 27.73%
3 Consumer Discretionary 12.08%
4 Communication Services 10.67%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HXL icon
176
Hexcel
HXL
$7.1B
$164K ﹤0.01%
2,520
-153
-6% -$10.9K
EMN icon
177
Eastman Chemical
EMN
$8.47B
$163K ﹤0.01%
2,123
-126
-6% -$10.5K
KMT icon
178
Kennametal
KMT
$2.28B
$161K ﹤0.01%
+6,469
New +$175K
KODK icon
179
Kodak
KODK
$963M
$148K ﹤0.01%
35,128
-17,069
-33% -$83.5K
ARKG icon
180
ARK Genomic Revolution ETF
ARKG
$1.94B
$112K ﹤0.01%
4,024
+829
+26% +$27.1K
PYR
181
DELISTED
PyroGenesis Canada Inc. Common Shares
PYR
$25.3K ﹤0.01%
57,013
-189,700
-77% -$120K
IWF icon
182
iShares Russell 1000 Growth ETF
IWF
$125B
$17.8K ﹤0.01%
268
-224
-46% -$15.5K
VUG icon
183
Vanguard Morningstar Growth ETF
VUG
$225B
$15.1K ﹤0.01%
336
+294
+700% +$13.9K
SATX
184
DELISTED
SatixFy Communications
SATX
$5.09K ﹤0.01%
9,565
-1,435,936
-99% -$678K
SPY icon
185
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$376 ﹤0.01%
+1
New +$445
ALLT icon
186
Allot
ALLT
$366M
– –
-702,565
Closed -$2.22M
CDXS icon
187
Codexis
CDXS
$183M
– –
-4,124,339
Closed -$11.5M
IOVA icon
188
Iovance Biotherapeutics
IOVA
$3.76B
– –
-775,787
Closed -$5.46M
JD icon
189
JD.com
JD
$39.7B
– –
-114,573
Closed -$3.91M
EDR
190
DELISTED
Endeavor Group Holdings, Inc.
EDR
– –
-16
Closed -$383
CELL
191
DELISTED
PhenomeX Inc. Common Stock
CELL
– –
-2,220,351
Closed -$1.09M
SURF
192
DELISTED
Surface Oncology, Inc. Common Stock
SURF
– –
-1,412,077
Closed -$1.23M
ARNC
193
DELISTED
Arconic Corporation
ARNC
– –
-86,892
Closed -$2.57M
AJRD
194
DELISTED
Aerojet Rocketdyne Holdings
AJRD
– –
-38,240
Closed -$2.1M
4 5 6 7
8

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NMIFOAC
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IFP
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FGP
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Cathie Wood's Q3 2023 Portfolio in Review

As of Q3 2023, Cathie Wood held 235 positions worth $13.1B, down 13% from $15.1B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Cathie Wood withdrew a net $437M in Q3 2023, closing 9 positions and reducing 128 holdings. Its most notable exit was Codexis, an estimated $11.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Cathie Wood opened a new position in Cameco worth $13.4M.

  • Cathie Wood's largest Q3 2023 buy was Cameco: 337,315 shares worth $13.4M.
  • Cathie Wood added most to Roblox in Q3 2023, an estimated $88.2M increase.
  • Cathie Wood's biggest Q3 2023 reduction was Tesla, cutting an estimated $197M.
  • Cathie Wood fully exited Codexis in Q3 2023, selling an estimated $11.5M.
  • Cathie Wood's ten largest holdings make up 48% of its $13.1B portfolio in Q3 2023.
  • Cathie Wood opened 13 new positions and closed 9 in Q3 2023.
  • Cathie Wood's portfolio value fell 13% quarter-over-quarter to $13.1B.

Based on ARK Investment Management's 13F filing for Q3 2023, filed 18 Oct 2023.