Current Cathie Wood Portfolio 2022

Current Cathie Wood Portfolio 2022

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 Q4 2021 13F filing on 12-31-2021 the fund’s top 10 holdings were 39.85% of the total portfolio. ARK had $41,642,471,000 of its capital in managed 13F securities at the end of the fourth quarter of 2021. The fund’s largest holding was Tesla Inc with 1,927,155 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 12-31-2021 that are approximately 1% or higher of the total portfolio.

Ticker Symbol/Sector/Portfolio Percentage[3]

  1. TSLA CONSUMER DISCRETIONARY 6.17%
  2. TDOC HEALTH CARE 5.26%
  3. ROKU INFORMATION TECHNOLOGY 4.17%
  4. COIN INFORMATION TECHNOLOGY 4.17%
  5. ZM INFORMATION TECHNOLOGY 3.84%
  6. PATH INFORMATION TECHNOLOGY 3.51%
  7. U INFORMATION TECHNOLOGY 3.36%
  8. TWLO INFORMATION TECHNOLOGY 3.24%
  9. EXAS HEALTH CARE 3.18%
  10. SQ FINANCE 3.02%
  11. SHOP COMMUNICATIONS 2.98%
  12. SPOT COMMUNICATIONS 2.85%
  13. NTLA HEALTH CARE 2.83%
  14. TWTR COMMUNICATIONS 2.26%
  15. CRSP HEALTH CARE 2.09%
  16. PLTR INFORMATION TECHNOLOGY 1.95%
  17. BEAM HEALTH CARE 1.93%
  18. FATE HEALTH CARE 1.83%
  19. DKNG FINANCE 1.75%
  20. PACB HEALTH CARE 1.63%
  21. HOOD FINANCE 1.28%
  22. IRDM UTILITIES AND TELECOMMUNICATIONS 1.27%
  23. TRMB INFORMATION TECHNOLOGY 1.27%
  24. NVTA HEALTH CARE 1.23%
  25. TXG HEALTH CARE 1.20%
  26. DOCU INFORMATION TECHNOLOGY 1.17%
  27. DNA HEALTH CARE 1.09%
  28. TSP INFORMATION TECHNOLOGY 1.07%
  29. PD INFORMATION TECHNOLOGY 1.05%
  30. VCYT HEALTH CARE 1.03%