ARK Investment Management Portfolio | Cathie Wood 13F Holdings & Trades (2024)

FAQs

What are Cathie Wood's largest holdings in ARK? ›

With these details in mind, let's take a look at some of the best stocks in Cathie Wood's stock portfolio. Some notable names in this list include Tesla, Inc. (NASDAQ:TSLA), UiPath Inc. (NYSE:PATH), and Coinbase Global, Inc.

ARK Investment Management LLC has disclosed 229 total holdings in their latest SEC filings. Portfolio manager(s) are listed as Catherine Wood. Most recent portfolio value is calculated to be $ 14,442,819,044 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed).

Wood ranked among Wall Street's most successful stock pickers in 2020, the year her flagship Ark Innovation ETF soared 149%, trouncing the 16% return in the S&P 500 (^GSPC -0.74%).

Is ARKK a Buy, Sell or Hold? ARKK has a consensus rating of Moderate Buy which is based on 27 buy ratings, 8 hold ratings and 1 sell ratings.

Cathie Wood Stocks to Buy: Amazon (AMZN)

Cathie Wood holds one of the Magnificent Seven, Amazon (NASDAQ:AMZN), worth $8.57 million.

Fund Objective

ARKK is an actively managed Exchange Traded Fund (ETF) that seeks long-term growth of capital by investing under normal circ*mstances primarily (at least 65% of its assets) in domestic and foreign equity securities of companies that are relevant to the Fund's investment theme of disruptive innovation.

Why is Cathie Wood famous? ›

Cathie Wood is best known for making big bets on technology by investing in small and large-cap stocks of companies that are engaged in what is known as “disruptive innovation”— ranging from artificial intelligence and genome sequencing to robotics, clean energy, and blockchain.

Many of ARK's holdings have declined tremendously from their 2021 peaks. Investors had largely stayed with Wood since ARK's downturn. In 2022 and 2023, the ETFs saw roughly $800 million assets outflow each year, even as the funds lost 20% to 70% of their value from the 2021 peak.

Cathie Wood is co-founder, CEO, and CIO of ARK Investment Management, also known as ARK Invest. ARK Invest was founded in 2014 and has had enormous success in exchange-traded funds, or ETFs, due mainly to Wood's ability to pick the right stocks.

Dividend Summary

There is typically 1 dividend per year (excluding specials), and the dividend cover is approximately 1.0.

The well-known investor is making her mark in St. Petersburg more than two years after she moved her firm out of New York, joining others in the finance world who decamped for the Sunshine State. Cathie Wood is a lot of things to a lot of people in St. Petersburg, Florida.

The ARK Innovation ETF (ARKK), ARK Genomic Revolution ETF (ARKG), ARK Fintech Innovation ETF (ARKF), and ARK Autonomous Technology & Robotics ETF (ARKQ) are among the best ARK ETFs available to investors. These funds provide exposure to disruptive technologies and sectors with long-term growth potential.

Following the transaction, ARKK now owns 6.47 million shares of SoFi, making it the 31st-largest position in the exchange-traded fund (ETF) among 36 total.