 | |
Catherine Wood13F | |
| ARK Investment Management LLC | |
| Last update 2025-02-04 | 183 Stocks (7 new) |
| Value $12.01 Bil | Turnover 7 % |
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 2024-12-31
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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 | 3,287,352 | 1,327,564.4 | -28.36% | 11.060 | -3.11% | 0.100 | -36.08% | -37.52% | 811,559.4 | Vehicles & Parts | |
ROKU | Roku Inc | 10,671,956 | 793,353.2 | -4.90% | 6.610 | -0.38% | 7.350 | -23.96% | -18.99% | 8,788.8 | Media - Diversified | |
COIN | Coinbase Global Inc | 3,034,645 | 753,502.3 | -6.37% | 6.280 | -0.34% | 1.210 | -32.18% | -29.32% | 44,555.8 | Capital Markets | |
PLTR | Palantir Technologies Inc | 7,793,443 | 589,418.1 | -29.26% | 4.910 | -1.10% | 0.340 | +31.65% | +17.08% | 207,681.3 | Software | |
RBLX | Roblox Corp | 10,142,551 | 586,848.0 | -14.35% | 4.890 | -0.69% | 1.550 | -7.38% | -1.04% | 38,209.6 | Interactive Media | |
HOOD | Robinhood Markets Inc | 12,907,172 | 480,921.2 | -28.19% | 4.010 | -1.09% | 1.460 | +8.98% | +17.23% | 38,676.9 | Capital Markets | |
SHOP | Shopify Inc | 4,505,024 | 479,019.2 | -3.55% | 3.990 | -0.12% | 0.350 | -19.28% | -21.27% | 107,996.1 | Software | |
XYZ | Block Inc | 4,927,919 | 418,823.8 | -25.62% | 3.490 | -1.04% | 0.800 | -34.65% | -36.53% | 33,414.8 | Software | |
CRSP | CRISPR Therapeutics AG | 8,973,064 | 353,179.8 | +19.66% | 2.940 | +0.48% | 10.510 | -0.98% | -0.15% | 3,370.9 | Biotechnology | |
ACHR | Archer Aviation Inc | 29,912,089 | 291,642.9 | +27.07% | 2.430 | +0.52% | 5.960 | -21.63% | -27.90% | 3,813.6 | Aerospace & Defense |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2024-12-31 | Reduce | -3.11% | 213.65 ($322.75) 479.86 | $252.31 | -21.82% | Reduce -28.36% | 3,287,352 | -1,301,429 | |
U | Unity Software Inc | 2024-12-31 | Reduce | -1.15% | 17.34 ($22.25) 27.72 | $19.23 | -13.57% | Reduce -83.05% | 1,129,906 | -5,535,965 | |
PLTR | Palantir Technologies Inc | 2024-12-31 | Reduce | -1.10% | 37.49 ($58.59) 82.38 | $88.55 | 51.14% | Reduce -29.26% | 7,793,443 | -3,224,331 | |
HOOD | Robinhood Markets Inc | 2024-12-31 | Reduce | -1.09% | 22.43 ($32.45) 43.2 | $43.68 | 34.61% | Reduce -28.19% | 12,907,172 | -5,067,173 | |
XYZ | Block Inc | 2024-12-31 | Reduce | -1.04% | 65.06 ($82.29) 98.92 | $53.94 | -34.45% | Reduce -25.62% | 4,927,919 | -1,697,551 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add | +1.00% | 180.8 ($204.89) 232.93 | $184.87 | -9.77% | Add 156.59% | 895,085 | 546,252 | |
TEM | Tempus AI Inc | 2024-12-31 | Add | +0.88% | 33.03 ($49.39) 77.62 | $42.12 | -14.72% | Add 132.1% | 5,519,644 | 3,141,487 | |
ILMN | Illumina Inc | 2024-12-31 | New Buy | +0.76% | 130.74 ($142.62) 155.15 | $74.78 | -47.57% | New holding | 686,330 | 686,330 | |
MRNA | Moderna Inc | 2024-12-31 | Sold Out | -0.71% | 36.85 ($47.54) 63.16 | $26.20 | -44.89% | Sold Out | 0 | -1,163,946 | |
RBLX | Roblox Corp | 2024-12-31 | Reduce | -0.69% | 39.86 ($50.43) 61.45 | $57.26 | 13.54% | Reduce -14.35% | 10,142,551 | -1,698,859 |
Catherine Wood Total Holding History ($B)
Catherine Wood's Asset Allocation
Catherine Wood Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Catherine Wood's Hypothetical Growth since 2024-12-31
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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