Cathie Wood operates the ARK Investment Management hedge fund that is located in New York. It has 282 clients and assets under management (AUM) of $55,094,588,754 according to Form ADV from 04-23-2021. As of the last Q3 2021 13F filing on 9-30-2021 the fund’s top 10 holdings were 38.38% of the total portfolio. ARK had $41,642,471,000 of its capital in managed 13F securities at the end of the third quarter of 2021. The fund’s largest holding was Tesla Inc with 3,952,292 shares held.[1]

Cathie Wood has four decades of investment industry experience. She founded ARK Investment Management in 2014 to focus on innovative companies using technology to disrupt their industries and sectors. [2]

Here are the top 30 holdings in her portfolio as of 9-30-2021 that are approximately 1% or higher in position size. 

Ticker Symbol/Portfolio Percentage[3]

  1. TSLA 7.36%
  2. TDOC 5.01%
  3. COIN 3.82%
  4. U 3.61%
  5. ROKU 3.56%
  6. SQ 3.52%
  7. PATH 3.02%
  8. SHOP 3.00%
  9. ZM 2.77%
  10. EXAS 2.69%
  11. SPOT 2.50%
  12. TWLO 2.49%
  13. Z 2.39%
  14. NTLA 2.17%
  15. PLTR 2.15%
  16. CRSP 2.04%
  17. DKNG 2.03%
  18. TWTR 2.00%
  19. NVTA 1.77%
  20. FATE 1.55%
  21. BEAM 1.43%
  22. PACB 1.39%
  23. IRDM 1.15%
  24. DOCU 1.13%
  25. TXG 1.08%

By Steve Burns

After a lifelong fascination with financial markets, Steve began investing in 1993 and trading his accounts in 1995. It was love at first trade. After more than 30 successful years in the markets, Steve now dedicates his time to helping traders improve their psychology and profitability. New Trader U offers an extensive blog resource with more than 4,000 original articles, online courses, and best-selling books covering various topics.