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 |
Roku
ROKU
|
+$187M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
+$142M |
| 3 |
NVTA
Invitae Corporation
NVTA
|
+$135M |
| 4 |
CRISPR Therapeutics
CRSP
|
+$128M |
| 5 |
LendingTree
TREE
|
+$112M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$31.8M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$29.3M |
| 3 |
Illumina
ILMN
|
+$25M |
| 4 |
Autodesk
ADSK
|
+$19.3M |
| 5 |
AeroVironment
AVAV
|
+$14.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 37.49% |
| 2 | Technology | 30.3% |
| 3 | Communication Services | 12.98% |
| 4 | Consumer Discretionary | 10.32% |
| 5 | Financials | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.43T
| $769M | 8.27% |
10,685,220
+1,735,485
| +19% | +$93.9M |
|
|
NVTA
2
DELISTED
Invitae Corporation
NVTA
| $722M | 7.76% |
23,820,712
+7,725,962
| +48% | +$135M |
|
|
XYZ
3
Block Inc
XYZ
$49.4B
| $633M | 6.81% |
6,035,756
+1,256,887
| +26% | +$96.2M |
|
|
4
CRISPR Therapeutics
CRSP
$5.75B
| $476M | 5.12% |
6,483,251
+2,197,619
| +51% | +$128M |
|
|
5
Roku
ROKU
$23.4B
| $387M | 4.16% |
3,322,980
+1,636,130
| +97% | +$187M |
|
|
TWOU
6
DELISTED
2U Inc
TWOU
| $365M | 3.93% |
320,800
+95,506
| +42% | +$85.3M |
|
|
7
Illumina
ILMN
$33.1B
| $344M | 3.7% |
954,536
-77,603
| -8% | -$25M |
|
8
Zillow
ZG
$8.27B
| $289M | 3.11% |
5,033,059
+1,684,211
| +50% | +$83M |
|
|
9
LendingTree
TREE
$433M
| $272M | 2.93% |
940,694
+465,009
| +98% | +$112M |
|
10
Protolabs
PRLB
$1.9B
| $249M | 2.68% |
2,216,406
+613,730
| +38% | +$63M |
|
11
Intellia Therapeutics
NTLA
$1.8B
| $240M | 2.58% |
11,403,379
+1,164,093
| +11% | +$19.8M |
|
12
Editas Medicine
EDIT
$478M
| $223M | 2.4% |
7,546,146
+2,210,205
| +41% | +$57.8M |
|
13
Compugen
CGEN
$248M
| $212M | 2.28% |
14,098,423
+3,772,063
| +37% | +$50.9M |
|
|
XLNX
14
DELISTED
Xilinx Inc
XLNX
| $206M | 2.21% |
2,089,426
+537,360
| +35% | +$47.7M |
|
|
SPLK
15
DELISTED
Splunk Inc
SPLK
| $195M | 2.1% |
980,624
+225,757
| +30% | +$35.7M |
|
|
P
16
Everpure Inc
P
$36.1B
| $193M | 2.07% |
11,113,032
+6,794,985
| +157% | +$102M |
|
17
Stratasys
SSYS
$692M
| $179M | 1.93% |
11,290,045
+1,494,908
| +15% | +$25.3M |
|
18
Pinterest
PINS
$13.3B
| $168M | 1.8% |
7,562,955
+1,954,033
| +35% | +$38.1M |
|
19
PagerDuty
PD
$950M
| $149M | 1.6% |
5,198,461
+2,590,936
| +99% | +$62.5M |
|
20
Teradyne
TER
$58.7B
| $148M | 1.59% |
1,753,395
+1,031,373
| +143% | +$69.1M |
|
|
WORK
21
DELISTED
Slack Technologies, Inc.
WORK
| $147M | 1.58% |
+4,728,097
| New | +$142M |
|
22
Cerus
CERS
$566M
| $144M | 1.54% |
21,758,435
+7,753,379
| +55% | +$44.4M |
|
23
Veracyte
VCYT
$3.4B
| $131M | 1.41% |
5,063,793
+1,797,934
| +55% | +$44.8M |
|
24
Iovance Biotherapeutics
IOVA
$3.76B
| $116M | 1.25% |
4,235,273
+3,348,094
| +377% | +$110M |
|
|
MTLS
25
Materialise
MTLS
$382M
| $107M | 1.16% |
4,760,879
+1,381,715
| +41% | +$30.3M |
|
Similar funds
Cathie Wood's Q2 2020 Portfolio in Review
As of Q2 2020, Cathie Wood held 223 positions worth $9.3B, up 132% from $4.01B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Cathie Wood deployed $2.46B of net new capital in Q2 2020, opening 16 new positions and adding to 176 existing holdings. Its largest new stake was Slack Technologies, Inc.: 4,728,097 shares worth $147M.
By sector, the portfolio is most concentrated in Healthcare at 37% of assets, down from 38% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was NVIDIA, an estimated $31.8M trimmed.
- Cathie Wood's largest Q2 2020 buy was Slack Technologies, Inc.: 4,728,097 shares worth $147M.
- Cathie Wood added most to Roku in Q2 2020, an estimated $187M increase.
- Cathie Wood's biggest Q2 2020 reduction was NVIDIA, cutting an estimated $31.8M.
- Cathie Wood fully exited Alphabet (Google) Class A in Q2 2020, selling an estimated $1.57M.
- Cathie Wood's ten largest holdings make up 48% of its $9.3B portfolio in Q2 2020.
- Cathie Wood opened 16 new positions and closed 10 in Q2 2020.
- Cathie Wood's portfolio value rose 132% quarter-over-quarter to $9.3B.
Based on ARK Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.