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 |
Teladoc Health
TDOC
|
+$1.18B |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$578M |
| 3 |
Shopify
SHOP
|
+$505M |
| 4 |
PayPal
PYPL
|
+$489M |
| 5 |
KE Holdings
BEKE
|
+$441M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$437M |
| 2 |
Illumina
ILMN
|
+$304M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$214M |
| 4 |
Zscaler
ZS
|
+$156M |
| 5 |
NVTA
Invitae Corporation
NVTA
|
+$36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 35.83% |
| 2 | Technology | 24.2% |
| 3 | Communication Services | 14.7% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Financials | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.43T
| $2.92B | 7.76% |
12,402,678
+2,110,344
| +21% | +$360M |
|
2
Roku
ROKU
$23.4B
| $1.79B | 4.75% |
5,376,822
+1,422,211
| +36% | +$373M |
|
3
CRISPR Therapeutics
CRSP
$5.75B
| $1.59B | 4.24% |
10,412,976
+1,955,656
| +23% | +$231M |
|
|
4
Teladoc Health
TDOC
$1.16B
| $1.57B | 4.17% |
7,832,332
+5,819,546
| +289% | +$1.18B |
|
|
XYZ
5
Block Inc
XYZ
$49.4B
| $1.54B | 4.1% |
7,082,410
+1,252,508
| +21% | +$244M |
|
|
NVTA
6
DELISTED
Invitae Corporation
NVTA
| $1.13B | 3% |
27,001,138
-753,601
| -3% | -$36M |
|
|
P
7
Everpure Inc
P
$36.1B
| $931M | 2.48% |
41,161,248
+15,567,864
| +61% | +$298M |
|
8
Zillow
Z
$8.07B
| $841M | 2.24% |
6,481,205
+1,580,096
| +32% | +$175M |
|
9
Twist Bioscience
TWST
$9.13B
| $830M | 2.21% |
5,876,971
+2,716,493
| +86% | +$301M |
|
10
Spotify
SPOT
$110B
| $741M | 1.97% |
2,356,336
+1,232,270
| +110% | +$348M |
|
11
Pacific Biosciences
PACB
$420M
| $739M | 1.97% |
28,504,629
+8,659,849
| +44% | +$147M |
|
12
Editas Medicine
EDIT
$478M
| $710M | 1.89% |
10,125,564
-544,860
| -5% | -$22.4M |
|
13
Iovance Biotherapeutics
IOVA
$3.76B
| $710M | 1.89% |
15,297,822
+7,394,514
| +94% | +$294M |
|
|
EXAS
14
DELISTED
Exact Sciences
EXAS
| $704M | 1.87% |
5,312,466
+4,783,270
| +904% | +$578M |
|
15
Protolabs
PRLB
$1.9B
| $632M | 1.68% |
4,119,922
+1,025,887
| +33% | +$145M |
|
16
Intellia Therapeutics
NTLA
$1.8B
| $609M | 1.62% |
11,191,670
-213,082
| -2% | -$7.74M |
|
17
Twilio
TWLO
$34.6B
| $607M | 1.62% |
1,793,759
+927,052
| +107% | +$290M |
|
|
18
PayPal
PYPL
$52.7B
| $605M | 1.61% |
2,584,689
+2,359,532
| +1,048% | +$489M |
|
19
LendingTree
TREE
$433M
| $550M | 1.46% |
2,010,255
+662,350
| +49% | +$197M |
|
|
20
Shopify
SHOP
$192B
| $545M | 1.45% |
4,811,010
+4,809,130
| +255,805% | +$505M |
|
|
TWOU
21
DELISTED
2U Inc
TWOU
| $531M | 1.41% |
442,053
+760
| +0.2% | +$815K |
|
22
Intercontinental Exchange
ICE
$90.5B
| $525M | 1.4% |
4,557,974
+3,115,470
| +216% | +$323M |
|
23
TSMC
TSM
$2.17T
| $491M | 1.31% |
4,507,394
+1,888,762
| +72% | +$179M |
|
24
Baidu
BIDU
$31.6B
| $489M | 1.3% |
2,260,776
+2,166,239
| +2,291% | +$322M |
|
|
DOCU
25
DocuSign
DOCU
$11.8B
| $485M | 1.29% |
2,180,021
+1,427,875
| +190% | +$321M |
|
Similar funds
Cathie Wood's Q4 2020 Portfolio in Review
As of Q4 2020, Cathie Wood held 249 positions worth $37.6B, up 123% from $16.9B the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Cathie Wood deployed $13B of net new capital in Q4 2020, opening 26 new positions and adding to 191 existing holdings. Its largest new stake was KE Holdings: 6,638,093 shares worth $409M.
By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Slack Technologies, Inc., an estimated $437M trimmed.
- Cathie Wood's largest Q4 2020 buy was KE Holdings: 6,638,093 shares worth $409M.
- Cathie Wood added most to Teladoc Health in Q4 2020, an estimated $1.18B increase.
- Cathie Wood's biggest Q4 2020 reduction was Slack Technologies, Inc., cutting an estimated $437M.
- Cathie Wood fully exited Twitter, Inc. in Q4 2020, selling an estimated $29.6M.
- Cathie Wood's ten largest holdings make up 37% of its $37.6B portfolio in Q4 2020.
- Cathie Wood opened 26 new positions and closed 5 in Q4 2020.
- Cathie Wood's portfolio value rose 123% quarter-over-quarter to $37.6B.
Based on ARK Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.