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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
-23.45%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$24B
AUM Growth
-$9.12B
Cap. Flow
-$328M
Cap. Flow %
-1.37%
Top 10 Hldgs %
45.79%
Holding
399
New
37
Increased
140
Reduced
168
Closed
46

Top Buys

Rank Stock Value
1
ROKU icon
Roku
ROKU
+$328M
2
COIN icon
Coinbase
COIN
+$299M
3
SE icon
Sea Limited
SE
+$278M
4
XYZ
Block Inc
XYZ
+$258M
5
RBLX icon
Roblox
RBLX
+$245M

Top Sells

Rank Stock Value
1
TWTR
Twitter, Inc.
TWTR
+$581M
2
PLTR icon
Palantir
PLTR
+$462M
3
TSLA icon
Tesla
TSLA
+$311M
4
IRDM icon
Iridium Communications
IRDM
+$293M
5
DOCU
DocuSign
DOCU
+$290M

Sector Composition

Rank Sector Weight
1 Healthcare 35.25%
2 Technology 29.05%
3 Consumer Discretionary 11.53%
4 Communication Services 9.8%
5 Financials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRS icon
201
Carpenter Technology
CRS
$24.4B
$477K ﹤0.01%
11,368
-2,370
-17% -$82.9K
TMO icon
202
Thermo Fisher Scientific
TMO
$233B
$464K ﹤0.01%
786
-352
-31% -$202K
ATI icon
203
ATI
ATI
$28.2B
$451K ﹤0.01%
16,821
-9,983
-37% -$231K
TSLA icon
204
CALL
Tesla
TSLA
$1.43T
$431K ﹤0.01%
1,200
– –
SPLK
205
DELISTED
Splunk Inc
SPLK
$431K ﹤0.01%
2,901
-877,312
-100% -$107M
COIN icon
206
CALL
Coinbase
COIN
$49.2B
$418K ﹤0.01%
2,200
+200
+10% +$39.1K
HXL icon
207
Hexcel
HXL
$7.1B
$370K ﹤0.01%
6,224
-1,265
-17% -$69.7K
XYZ
208
CALL
Block Inc
XYZ
$49.4B
$366K ﹤0.01%
2,700
+1,200
+80% +$145K
APG icon
209
APi Group
APG
$17.8B
$342K ﹤0.01%
267,147
-37,200
-12% -$545K
PYR
210
DELISTED
PyroGenesis Canada Inc. Common Shares
PYR
$336K ﹤0.01%
134,107
+19,869
+17% +$45.8K
DD icon
211
DuPont de Nemours
DD
$18.7B
$317K ﹤0.01%
3,433
-1,662
-33% -$162K
ARKG icon
212
ARK Genomic Revolution ETF
ARKG
$1.94B
$315K ﹤0.01%
6,849
-46,541
-87% -$2.22M
EMN icon
213
Eastman Chemical
EMN
$8.47B
$313K ﹤0.01%
2,792
-1,366
-33% -$160K
XRX icon
214
Xerox
XRX
$381M
$306K ﹤0.01%
15,193
-7,268
-32% -$153K
MMM icon
215
3M
MMM
$92.3B
$294K ﹤0.01%
2,359
-682
-22% -$90.7K
PTON icon
216
Peloton Interactive
PTON
$2.37B
$233K ﹤0.01%
8,804
-1,392
-14% -$39.9K
SNOW icon
217
Snowflake
SNOW
$115B
$200K ﹤0.01%
871
+209
+32% +$54K
DKNG icon
218
CALL
DraftKings
DKNG
$13B
$193K ﹤0.01%
9,900
+1,400
+16% +$29.7K
FIVN icon
219
FIVE9
FIVN
$2.45B
$184K ﹤0.01%
1,668
+240
+17% +$27.9K
NTCO
220
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$183K ﹤0.01%
16,716
-4,374
-21% -$38.8K
OMCL icon
221
Omnicell
OMCL
$1.62B
$182K ﹤0.01%
1,404
+318
+29% +$45.8K
ALGM icon
222
Allegro MicroSystems
ALGM
$6.93B
$181K ﹤0.01%
+6,362
New +$182K
ALV icon
223
Autoliv
ALV
$9.18B
$181K ﹤0.01%
2,367
+470
+25% +$43.3K
CSIQ icon
224
Canadian Solar
CSIQ
$988M
$181K ﹤0.01%
5,114
-1,069
-17% -$32.3K
GTES icon
225
Gates Industrial Corp
GTES
$6.56B
$181K ﹤0.01%
+12,011
New +$188K
7 8
9
10 11

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Cathie Wood's Q1 2022 Portfolio in Review

As of Q1 2022, Cathie Wood held 399 positions worth $24B, down 28% from $33.1B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Cathie Wood's Q1 2022 filing shows 37 new, 140 increased, 168 reduced and 46 closed positions. Its largest new stake was Global E Online: 563,078 shares worth $19M. The largest sale was Twitter, Inc., an estimated $581M.

By sector, the portfolio is most concentrated in Healthcare at 35% of assets, up from 34% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Cathie Wood's largest Q1 2022 buy was Global E Online: 563,078 shares worth $19M.
  • Cathie Wood added most to Roku in Q1 2022, an estimated $328M increase.
  • Cathie Wood's biggest Q1 2022 reduction was Twitter, Inc., cutting an estimated $581M.
  • Cathie Wood fully exited Firy Inc in Q1 2022, selling an estimated $179M.
  • Cathie Wood's ten largest holdings make up 46% of its $24B portfolio in Q1 2022.
  • Cathie Wood opened 37 new positions and closed 46 in Q1 2022.
  • Cathie Wood's portfolio value fell 28% quarter-over-quarter to $24B.

Based on ARK Investment Management's 13F filing for Q1 2022, filed 19 Apr 2022.