Cathie Wood ARK Investment Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trade Desk
TTD
|
+$145M |
| 2 |
Recursion Pharmaceuticals
RXRX
|
+$98.2M |
| 3 |
ProShares Bitcoin Strategy ETF
BITO
|
+$82.3M |
| 4 |
CRISPR Therapeutics
CRSP
|
+$75.9M |
| 5 |
XYZ
Block Inc
XYZ
|
+$56.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$219M |
| 2 |
DraftKings
DKNG
|
+$77.3M |
| 3 |
Roku
ROKU
|
+$76.2M |
| 4 |
UiPath
PATH
|
+$75.3M |
| 5 |
Tesla
TSLA
|
+$65.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.49% |
| 2 | Healthcare | 28.02% |
| 3 | Financials | 11.83% |
| 4 | Communication Services | 11.59% |
| 5 | Consumer Discretionary | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hexcel
HXL
$7.1B
| $157K | ﹤0.01% |
2,132
-388
| -15% | -$26.2K |
|
177
Kennametal
KMT
$2.28B
| $154K | ﹤0.01% |
5,974
-495
| -8% | -$11.9K |
|
178
Sea Limited
SE
$72B
| $149K | ﹤0.01% |
3,681
-18,022
| -83% | -$735K |
|
179
DuPont de Nemours
DD
$18.7B
| $144K | ﹤0.01% |
1,491
-543
| -27% | -$49.4K |
|
180
Kodak
KODK
$963M
| $140K | ﹤0.01% |
35,945
+817
| +2% | +$3.14K |
|
181
Vanguard Morningstar Growth ETF
VUG
$225B
| $30.1K | ﹤0.01% |
582
+246
| +73% | +$11.9K |
|
182
iShares Russell 1000 Growth ETF
IWF
$125B
| $28.9K | ﹤0.01% |
380
+112
| +42% | +$7.92K |
|
|
PYR
183
DELISTED
PyroGenesis Canada Inc. Common Shares
PYR
| $1.95K | ﹤0.01% |
6,000
-51,013
| -89% | -$20.1K |
|
184
Apollo Global Management
APO
$78.4B
| – | – |
-27,791
| Closed | -$2.49M |
|
185
General Motors
GM
$77.2B
| – | – |
-293,043
| Closed | -$9.66M |
|
|
SATX
186
DELISTED
SatixFy Communications
SATX
| – | – |
-9,565
| Closed | -$5.09K |
|
187
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| – | – |
-1
| Closed | -$376 |
|
Similar funds
Cathie Wood's Q4 2023 Portfolio in Review
As of Q4 2023, Cathie Wood held 228 positions worth $16.9B, up 29% from $13.1B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Trading was light in Q4 2023: portfolio turnover was 3.1%. Cathie Wood opened 2 new positions and exited 5, leaving the 228-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Healthcare and Financials.
- Cathie Wood's largest Q4 2023 buy was ProShares Bitcoin Strategy ETF: 4,549,207 shares worth $93.2M.
- Cathie Wood added most to Trade Desk in Q4 2023, an estimated $145M increase.
- Cathie Wood's biggest Q4 2023 reduction was Coinbase, cutting an estimated $219M.
- Cathie Wood fully exited General Motors in Q4 2023, selling an estimated $9.66M.
- Cathie Wood's ten largest holdings make up 49% of its $16.9B portfolio in Q4 2023.
- Cathie Wood opened 2 new positions and closed 5 in Q4 2023.
- Cathie Wood's portfolio value rose 29% quarter-over-quarter to $16.9B.
Based on ARK Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.