Cathie Wood Portfolio 2023
Cathie Wood
ARK Invest Holdings Strategy: Growth Investor, Short SellerWith four decades of experience in the investment industry, Catherine Wood founded ARK Investment Management, LLC in 2014 to focus solely on disruptive innovation, primarily in the public equity markets. Cathie Wood's investment strategy emphasizes innovation and growth, as reflected in her portfolio's top five stock investments. Coinbase Global Inc leads with a significant 10.6% stake, underscoring her belief in the cryptocurrency sector's potential. Following closely is UiPath Inc, which represents 6.2% of her portfolio, showcasing her confidence in the automation and AI industry. Block Inc holds the third spot at 5.7%, highlighting Wood's investment in financial technology as a transformative force. The fourth largest holding is Zoom Video Communications Inc, accounting for 4.7%; this choice reflects an investment in remote communication technologies, a sector that has shown substantial growth. Lastly, Tesla Inc makes up 4.6% of her portfolio, indicating a strong conviction in electric vehicles (EVs) and renewable energy solutions. These stocks collectively offer potential investors insight into Cathie Wood's forward-thinking and tech-centered market approach.
Track Cathie, It's Free!Performance
1 Year
+27.32%
3 Years
-49.85%
5 Years
+35.56%
10 years
+156.72%
Sectors
Largest Holdings
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See the listTrades
- Coinbase Global Inc - Ordinary Shares - Class A (COIN)
- Sector:
- % of Portfolio: 12.6%
- (Buy) $170.27 ― +42.5% →$242.62 (Now)
- UiPath Inc - Ordinary Shares - Class A (PATH)
- Sector: Software Publishers
- % of Portfolio: 6.2%
- (Buy) $44.99 ― -47.5% →$23.60 (Now)
- Block Inc - Ordinary Shares - Class A (SQ)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.5%
- (Buy) $120.02 ― -35.7% →$77.22 (Now)
- Zoom Video Communications Inc - Ordinary Shares - Class A (ZM)
- Sector: Software Publishers
- % of Portfolio: 4.4%
- (Buy) $231.51 ― -71.0% →$67.03 (Now)
- Tesla Inc (TSLA)
- Sector: Automobile Manufacturing
- % of Portfolio: 4.1%
- (Buy) $86.20 ― +107.3% →$178.65 (Now)
- CRISPR Therapeutics AG (CRSP)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 4.1%
- (Buy) $70.95 ― +11.9% →$79.37 (Now)
- Roku Inc - Ordinary Shares - Class A (ROKU)
- Sector: Cable and Other Subscription Programming
- % of Portfolio: 3.6%
- (Buy) $144.56 ― -56.4% →$63.07 (Now)
- Robinhood Markets Inc - Ordinary Shares - Class A (HOOD)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 3.4%
- (Buy) $26.85 ― -39.1% →$16.36 (Now)
- DraftKings Inc. - Ordinary Shares - Class A (DKNG)
- Sector: Casinos (except Casino Hotels)
- % of Portfolio: 3.2%
- (Buy) $45.93 ― -7.3% →$42.58 (Now)
- Roblox Corporation - Ordinary Shares - Class A (RBLX)
- Sector: Software Publishers
- % of Portfolio: 2.9%
- (Buy) $52.17 ― -23.1% →$40.12 (Now)
- Shopify Inc - Ordinary Shares - Class A (SHOP)
- Sector: Software Publishers
- % of Portfolio: 2.7%
- (Buy) $70.42 ― +7.0% →$75.33 (Now)
- Twilio Inc - Ordinary Shares Class A (TWLO)
- Sector: Software Publishers
- % of Portfolio: 2.6%
- (Buy) $210.13 ― -70.9% →$61.16 (Now)
- Exact Sciences Corp. (EXAS)
- Sector: Research and Development in Biotechnology
- % of Portfolio: 2.2%
- (Buy) $102.57 ― -40.1% →$61.46 (Now)
- Beam Therapeutics Inc (BEAM)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 2.1%
- (Buy) $73.84 ― -49.9% →$36.96 (Now)
- Intellia Therapeutics Inc (NTLA)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.1%
- (Buy) $34.76 ― -13.6% →$30.02 (Now)
- Unity Software Inc (U)
- Sector: Software Publishers
- % of Portfolio: 2.0%
- (Buy) $91.10 ― -70.0% →$27.34 (Now)
- Teladoc Health Inc (TDOC)
- Sector: HMO Medical Centers
- % of Portfolio: 2.0%
- (Buy) $163.11 ― -90.6% →$15.35 (Now)
- Palantir Technologies Inc - Ordinary Shares - Class A (PLTR)
- Sector: Software Publishers
- % of Portfolio: 1.7%
- (Buy) $13.33 ― +98.4% →$26.46 (Now)
- Pagerduty Inc (PD)
- Sector: Software Publishers
- % of Portfolio: 1.7%
- (Buy) $27.57 ― -11.7% →$24.34 (Now)
- Twist Bioscience Corp (TWST)
- Sector: Research and Development in Biotechnology
- % of Portfolio: 1.7%
- (Buy) $63.76 ― -40.4% →$37.99 (Now)
- Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A (DNA)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 1.4%
- (Buy) $4.74 ― -74.7% →$1.20 (Now)
- Recursion Pharmaceuticals Inc - Ordinary Shares - Class A (RXRX)
- Sector: Research and Development in Biotechnology
- % of Portfolio: 1.4%
- (Buy) $10.33 ― +8.0% →$11.15 (Now)
- Trade Desk Inc - Ordinary Shares - Class A (TTD)
- Sector: Software Publishers
- % of Portfolio: 1.1%
- (Buy) $73.51 ― +11.3% →$81.83 (Now)
- Veracyte Inc (VCYT)
- Sector: Medical Laboratories
- % of Portfolio: 1.1%
- (Buy) $26.23 ― -13.3% →$22.75 (Now)
- 10x Genomics Inc - Ordinary Shares - Class A (TXG)
- Sector: Testing Laboratories
- % of Portfolio: 1.0%
- (Buy) $120.05 ― -65.9% →$40.97 (Now)
- Teradyne, Inc. (TER)
- Sector: Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals
- % of Portfolio: 1.0%
- (Buy) $82.09 ― +34.0% →$109.99 (Now)
- Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.0%
- (Buy) $267.85 ― +91.2% →$512.19 (Now)
- Pacific Biosciences of California Inc (PACB)
- Sector: Analytical Laboratory Instrument Manufacturing
- % of Portfolio: 1.0%
- (Buy) $11.04 ― -58.4% →$4.59 (Now)
- ProShares Trust - ProShares Bitcoin Strategy ETF (BITO)
- Sector:
- % of Portfolio: 0.9%
- (Buy) $18.09 ― +72.0% →$31.11 (Now)
- NVIDIA Corp (NVDA)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 0.8%
- (Buy) $81.11 ― +1042.5% →$926.69 (Now)
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Average Buy Price |
Current Price |
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Options
Can't find any put or calls that Cathie Wood has in Ark Invest
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Metrics
Performance
1 Year
+27.32%
3 Years
-49.85%
5 Years
+35.56%
10 years
+156.72%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $87.7 Billion
- Dividend Yield 0.14 %
- Beta 1.7827
- P/E Ratio 831.22
- Negative P/E Ratio -63.98
- Profit Margin -71.25%
- PEG 97.49
- Price to Sales Ratio 9.14
- Price to Book Ratio 8.05
- Enterprise Value to EBIT: -73.53
- Enterprise Value to Revenue 9.94
- Total Debt to Enterprise Value 0.07
- Debt to Equity 0.7463
- Quarterly Earnings Growth (YoY) -
- Return on Equity -58.77%
- Return on Assets -6.13%
- Return on Invested Capital -8.34%
Track Cathie
Don't miss a trade. Get notified when Cathie Wood makes his next trade, It's Free!
About Cathie Wood
With four decades of experience in the investment industry, Catherine Wood founded ARK Investment Management, LLC in 2014 to focus solely on disruptive innovation, primarily in the public equity markets. Cathie Wood's investment strategy emphasizes innovation and growth, as reflected in her portfolio's top five stock investments. Coinbase Global Inc leads with a significant 10.6% stake, underscoring her belief in the cryptocurrency sector's potential. Following closely is UiPath Inc, which represents 6.2% of her portfolio, showcasing her confidence in the automation and AI industry. Block Inc holds the third spot at 5.7%, highlighting Wood's investment in financial technology as a transformative force. The fourth largest holding is Zoom Video Communications Inc, accounting for 4.7%; this choice reflects an investment in remote communication technologies, a sector that has shown substantial growth. Lastly, Tesla Inc makes up 4.6% of her portfolio, indicating a strong conviction in electric vehicles (EVs) and renewable energy solutions. These stocks collectively offer potential investors insight into Cathie Wood's forward-thinking and tech-centered market approach.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the listTrack Cathie
Don't miss a trade. Get notified when Cathie Wood makes his next trade, It's Free!