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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
+34.54%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$16.9B
AUM Growth
+$3.82B
Cap. Flow
+$186M
Cap. Flow %
1.1%
Top 10 Hldgs %
48.66%
Holding
228
New
2
Increased
94
Reduced
126
Closed
5

Top Buys

Rank Stock Value
1
TTD icon
Trade Desk
TTD
+$145M
2
RXRX icon
Recursion Pharmaceuticals
RXRX
+$98.2M
3
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$82.3M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$75.9M
5
XYZ
Block Inc
XYZ
+$56.6M

Top Sells

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$219M
2
DKNG icon
DraftKings
DKNG
+$77.3M
3
ROKU icon
Roku
ROKU
+$76.2M
4
PATH icon
UiPath
PATH
+$75.3M
5
TSLA icon
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
COIN icon
1
Coinbase
COIN
$49.2B
$1.5B 8.85%
8,599,683
-2,003,881
-19% -$219M
PATH icon
2
UiPath
PATH
$8.49B
$1.08B 6.39%
43,470,597
-3,855,679
-8% -$75.3M
TSLA icon
3
Tesla
TSLA
$1.43T
$945M 5.59%
3,802,519
-276,132
-7% -$65.6M
XYZ
4
Block Inc
XYZ
$49.4B
$920M 5.44%
11,887,628
+1,000,514
+9% +$56.6M
ROKU icon
5
Roku
ROKU
$23.4B
$873M 5.17%
9,528,872
-910,941
-9% -$76.2M
ZM icon
6
Zoom
ZM
$31.5B
$788M 4.67%
10,964,576
+781,663
+8% +$51.7M
RBLX icon
7
Roblox
RBLX
$27.4B
$544M 3.22%
11,906,173
-67,708
-0.6% -$2.5M
TWLO icon
8
Twilio
TWLO
$34.6B
$541M 3.2%
7,130,187
-1,825
-0% -$114K
CRSP icon
9
CRISPR Therapeutics
CRSP
$5.75B
$534M 3.16%
8,536,104
+1,372,986
+19% +$75.9M
U icon
10
Unity
U
$20.7B
$498M 2.95%
12,189,778
+712,579
+6% +$22M
SHOP icon
11
Shopify
SHOP
$192B
$468M 2.77%
6,010,496
-944,654
-14% -$60.3M
TDOC icon
12
Teladoc Health
TDOC
$1.16B
$457M 2.71%
21,224,565
+912,692
+4% +$16.8M
EXAS
13
DELISTED
Exact Sciences
EXAS
$446M 2.64%
6,032,893
-248,038
-4% -$16.3M
HOOD icon
14
Robinhood
HOOD
$97.2B
$445M 2.64%
34,936,204
+2,101,325
+6% +$20.9M
DKNG icon
15
DraftKings
DKNG
$13B
$434M 2.57%
12,317,235
-2,310,617
-16% -$77.3M
NTLA icon
16
Intellia Therapeutics
NTLA
$1.8B
$348M 2.06%
11,412,449
+1,463,820
+15% +$42.1M
PACB icon
17
Pacific Biosciences
PACB
$420M
$338M 2%
34,504,273
+4,681,833
+16% +$38.3M
DNA icon
18
Ginkgo Bioworks
DNA
$498M
$336M 1.99%
4,965,165
+410,360
+9% +$25.1M
TWST icon
19
Twist Bioscience
TWST
$9.13B
$266M 1.57%
7,213,257
+427,274
+6% +$9.88M
PD icon
20
PagerDuty
PD
$950M
$264M 1.56%
11,413,423
+858,838
+8% +$18.6M
BEAM icon
21
Beam Therapeutics
BEAM
$3.07B
$256M 1.51%
9,393,889
+609,998
+7% +$15.2M
TXG icon
22
10x Genomics
TXG
$8.48B
$226M 1.34%
4,041,287
+1,047,827
+35% +$45.6M
VCYT icon
23
Veracyte
VCYT
$3.4B
$211M 1.25%
7,655,603
+62,011
+0.8% +$1.5M
RXRX icon
24
Recursion Pharmaceuticals
RXRX
$1.88B
$204M 1.21%
20,654,287
+13,777,689
+200% +$98.2M
PLTR icon
25
Palantir
PLTR
$432B
$188M 1.11%
10,937,859
+1,514,232
+16% +$27M
1
2 3 4 5

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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.