 | |
Catherine Wood13F | |
| ARK Investment Management LLC | |
| Last update 2024-10-31 | 187 Stocks (10 new) |
| Value $10.93 Bil | Turnover 4 % |
| Portfolio Report | |
Catherine Wood Profile
With over 40 years of experience, Cathie Wood founded ARK in 2014 to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that spans across sectors, market capitalizations and geographies, she believes ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage and blockchain technology.
As chief investment officer and portfolio manager, Wood spearheaded the development of ARK’s philosophy and investment approach and is ultimately responsible for investment decisions.
As chief investment officer and portfolio manager, Wood spearheaded the development of ARK’s philosophy and investment approach and is ultimately responsible for investment decisions.
Catherine Wood Investing Philosophy
Recognizing that disruptive innovation causes rapid cost declines, cuts across sectors and spawns further innovation, ARK uses an iterative investment process that combines top-down and bottom-up research. The firm strives to identify innovation early in order to capitalize on the opportunity, providing long-term value to investors.
Catherine Wood Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 4,588,781 | 1200562.890 | -13.65% | 10.980 | -1.27% | 0.140 | +65.82% | +31.79% | 1054954.006 | Vehicles & Parts | |
ROKU | Roku Inc | 11,222,047 | 837837.990 | -11.75% | 7.660 | -0.79% | 7.760 | +43.33% | -16.31% | 11125.166 | Media - Diversified | |
COIN | Coinbase Global Inc | 3,241,198 | 577484.190 | -8.92% | 5.280 | -0.63% | 1.300 | +66.50% | +83.56% | 79879.314 | Capital Markets | |
RBLX | Roblox Corp | 11,841,410 | 524100.790 | -11.23% | 4.790 | -0.49% | 1.830 | +45.83% | +19.04% | 35685.479 | Interactive Media | |
SQ | Block Inc | 6,625,470 | 444767.780 | -20.10% | 4.070 | -0.95% | 1.080 | +42.65% | +12.66% | 54078.771 | Software | |
HOOD | Robinhood Markets Inc | 17,974,345 | 420959.150 | -6.15% | 3.850 | -0.24% | 2.030 | +77.89% | +158.87% | 29171.202 | Capital Markets | |
PLTR | Palantir Technologies Inc | 11,017,774 | 409861.200 | -15.40% | 3.750 | -0.45% | 0.490 | +104.02% | +249.10% | 136339.559 | Software | |
SHOP | Shopify Inc | 4,670,904 | 374326.280 | -5.96% | 3.420 | -0.17% | 0.360 | +60.42% | +40.67% | 140775.024 | Software | |
CRSP | CRISPR Therapeutics AG | 7,498,625 | 352285.400 | -3.60% | 3.220 | -0.13% | 8.800 | +8.53% | -18.67% | 4329.979 | Biotechnology | |
PATH | UiPath Inc | 20,949,802 | 268157.470 | -29.57% | 2.450 | -0.99% | 3.810 | +20.13% | -46.18% | 7347.435 | Software |
Catherine Wood's Historical Top Holdings Breakdowns
Catherine Wood's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZM | Zoom Video Communications Inc | 2024-09-30 | Reduce | -1.32% | 55.32 ($62.51) 71.9 | $86.32 | 38.09% | Reduce -99.95% | 1,191 | -2,520,834 | |
TSLA | Tesla Inc | 2024-09-30 | Reduce | -1.27% | 191.76 ($228.05) 263.26 | $328.64 | 44.11% | Reduce -13.65% | 4,588,781 | -725,614 | |
PATH | UiPath Inc | 2024-09-30 | Reduce | -0.99% | 10.75 ($12.24) 13.24 | $13.36 | 9.15% | Reduce -29.57% | 20,949,802 | -8,797,635 | |
TEM | Tempus AI Inc | 2024-09-30 | Add | +0.96% | 30.88 ($46.75) 71.47 | $68.04 | 45.54% | Add 354.98% | 2,378,157 | 1,855,459 | |
SQ | Block Inc | 2024-09-30 | Reduce | -0.95% | 57.21 ($64.6) 72.07 | $87.25 | 35.06% | Reduce -20.1% | 6,625,470 | -1,667,032 | |
AMD | Advanced Micro Devices Inc | 2024-09-30 | Add | +0.82% | 128.67 ($151.94) 183.96 | $143.62 | -5.48% | Add 231.64% | 785,313 | 548,515 | |
ROKU | Roku Inc | 2024-09-30 | Reduce | -0.79% | 51.67 ($64.08) 77.45 | $76.62 | 19.57% | Reduce -11.75% | 11,222,047 | -1,494,385 | |
U | Unity Software Inc | 2024-09-30 | Reduce | -0.67% | 13.93 ($17.27) 23.19 | $19.22 | 11.29% | Reduce -41.04% | 6,665,871 | -4,639,335 | |
TDOC | Teladoc Health Inc | 2024-09-30 | Sold Out | -0.65% | 6.79 ($8.28) 10.09 | $9.70 | 17.15% | Sold Out | 0 | -7,481,255 | |
COIN | Coinbase Global Inc | 2024-09-30 | Reduce | -0.63% | 147.35 ($200.3) 265.15 | $319.07 | 59.30% | Reduce -8.92% | 3,241,198 | -317,503 |
Catherine Wood Total Holding History ($B)
Catherine Wood's Asset Allocation
Catherine Wood Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Catherine Wood's Hypothetical Growth since 2024-09-30
Catherine Wood's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Catherine Wood's Holdings Heat Map
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Catherine Wood's Holdings Bubble Chart
Catherine Wood News
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