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 |
Zoom
ZM
|
+$582M |
| 2 |
Robinhood
HOOD
|
+$430M |
| 3 |
Roku
ROKU
|
+$350M |
| 4 |
Teladoc Health
TDOC
|
+$294M |
| 5 |
Twilio
TWLO
|
+$242M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$2.04B |
| 2 |
Zillow
Z
|
+$739M |
| 3 |
Unity
U
|
+$634M |
| 4 |
Coinbase
COIN
|
+$448M |
| 5 |
Shopify
SHOP
|
+$303M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.87% |
| 2 | Technology | 31.26% |
| 3 | Communication Services | 12.85% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Financials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
PUT
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
| $1.8M | 0.01% |
64,800
+11,000
| +20% | +$311K |
|
202
UroGen Pharma
URGN
$2.29B
| $1.77M | 0.01% |
186,493
-57,672
| -24% | -$813K |
|
|
203
CALL
Zoom
ZM
$31.5B
| $1.58M | ﹤0.01% |
8,600
+1,200
| +16% | +$282K |
|
204
Pluri
PLUR
$18.5M
| $1.56M | ﹤0.01% |
133,985
+18,315
| +16% | +$362K |
|
205
IceCure Medical
ICCM
$8.33M
| $1.4M | ﹤0.01% |
15,496
+5,056
| +48% | +$845K |
|
206
Nurix Therapeutics
NRIX
$2.77B
| $1.27M | ﹤0.01% |
+43,947
| New | +$1.33M |
|
|
VIVS
207
VivoSim Labs
VIVS
$3.83M
| $1.2M | ﹤0.01% |
27,513
-4,286
| -13% | -$276K |
|
208
iShares Russell 1000 Growth ETF
IWF
$125B
| $1.13M | ﹤0.01% |
14,724
+11,312
| +332% | +$839K |
|
|
SLGCW
209
CALL
DELISTED
SomaLogic, Inc. Warrant
SLGCW
| $1M | ﹤0.01% |
300,000
-548,758
| -65% | -$2.1M |
|
210
Vanguard Morningstar Growth ETF
VUG
$225B
| $898K | ﹤0.01% |
16,782
+11,928
| +246% | +$621K |
|
211
CALL
ARK Innovation ETF
ARKK
$6.72B
| $795K | ﹤0.01% |
8,400
| – | – |
|
212
Thermo Fisher Scientific
TMO
$233B
| $759K | ﹤0.01% |
1,138
+139
| +14% | +$86.8K |
|
213
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
| $524K | ﹤0.01% |
7,400
+1,800
| +32% | +$129K |
|
214
DuPont de Nemours
DD
$18.7B
| $517K | ﹤0.01% |
5,095
-224
| -4% | -$21.3K |
|
215
Xerox
XRX
$381M
| $509K | ﹤0.01% |
22,461
-12
| -0.1% | -$244 |
|
|
216
CALL
Coinbase
COIN
$49.2B
| $505K | ﹤0.01% |
2,000
-500
| -20% | -$145K |
|
217
Eastman Chemical
EMN
$8.47B
| $503K | ﹤0.01% |
4,158
-522
| -11% | -$58K |
|
218
3M
MMM
$92.3B
| $452K | ﹤0.01% |
3,041
-89
| -3% | -$13.3K |
|
219
ATI
ATI
$28.2B
| $427K | ﹤0.01% |
26,804
+1,462
| +6% | +$23.5K |
|
|
220
CALL
Tesla
TSLA
$1.43T
| $423K | ﹤0.01% |
1,200
-600
| -33% | -$201K |
|
221
Carpenter Technology
CRS
$24.4B
| $401K | ﹤0.01% |
13,738
-138
| -1% | -$4.3K |
|
222
Hexcel
HXL
$7.1B
| $388K | ﹤0.01% |
7,489
-1,623
| -18% | -$91.9K |
|
223
APi Group
APG
$17.8B
| $382K | ﹤0.01% |
304,347
-54,659
| -15% | -$839K |
|
224
Peloton Interactive
PTON
$2.37B
| $365K | ﹤0.01% |
10,196
-1,712,621
| -99% | -$105M |
|
225
CALL
Pacific Biosciences
PACB
$420M
| $360K | ﹤0.01% |
17,600
+1,000
| +6% | +$24.1K |
|
Similar funds
Cathie Wood's Q4 2021 Portfolio in Review
As of Q4 2021, Cathie Wood held 374 positions worth $33.1B, down 21% from $41.6B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Cathie Wood withdrew a net $3.12B in Q4 2021, closing 12 positions and reducing 191 holdings. Its most notable exit was GeneDx Holdings, an estimated $71.3M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, up from 33% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Cathie Wood opened a new position in Nu Holdings worth $36.8M.
- Cathie Wood's largest Q4 2021 buy was Nu Holdings: 3,928,467 shares worth $36.8M.
- Cathie Wood added most to Zoom in Q4 2021, an estimated $582M increase.
- Cathie Wood's biggest Q4 2021 reduction was Tesla, cutting an estimated $2.04B.
- Cathie Wood fully exited GeneDx Holdings in Q4 2021, selling an estimated $71.3M.
- Cathie Wood's ten largest holdings make up 40% of its $33.1B portfolio in Q4 2021.
- Cathie Wood opened 75 new positions and closed 12 in Q4 2021.
- Cathie Wood's portfolio value fell 21% quarter-over-quarter to $33.1B.
Based on ARK Investment Management's 13F filing for Q4 2021, filed 28 Jan 2022.