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Catherine Wood
Portfolio: Top Holdings & Stock Picks

Ark Investment Management LLC

Growth Investing

Catherine Wood (Ark Investment Management LLC) disclosed 196 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $16.8 B billion and a turnover rate of 8.8%.

Portfolio Value
$16.8 B
Total Holdings
196
Latest Filing
Q3 2025
Nov 12, 2025
Turnover Rate
8.78%

Catherine Wood Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
3.59 M $1.6 B 9.50% 7.7 Years +16.64%
2.4 M $808.47 M 4.81% 4.3 Years -8.68%
7.35 M $736.14 M 4.38% 6.3 Years -13.10%
4.04 M $736.08 M 4.38% 2.3 Years -1.01%
5.31 M $735.93 M 4.38% 4.5 Years -21.52%
5.02 M $718.34 M 4.28% 4 Years -35.56%
4.82 M $715.68 M 4.26% 7.7 Years -4.63%
9.79 M $634.29 M 3.78% 7.7 Years -3.89%
TEM
7.18 M $579.16 M 3.45% 1.3 Years -3.31%
AMD
3.06 M $494.74 M 2.94% 2.5 Years +12.92%

Recent Moves

Significant New Position
+7.47 M Shares | +$387.91 M Value
Continues to build a major stake in the Financials sector
Q3 2025
Added to Core Holding
+512,158 Shares | +$227.77 M Value
Largest position increase in Consumer Discretionary sector
Q3 2025
Reduced Exposure to Position
-2.77 M Shares | -$396.44 M Value
Significant reduction in holdings of Financials
Q3 2025
Complete Exit
-112,444 Shares | -$4.94 M Value
Cleared FARO, sector remains in portfolio
Q3 2025

Catherine Wood's Historical Top Holdings Breakdown

Portfolio Date:

Catherine Wood Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
09/30/2025 Reduce -35.6% 5.02 M -2.77 M $396.44 M
09/30/2025 New Buy 7.47 M 7.47 M $387.91 M
09/30/2025 Add 16.6% 3.59 M 512,158 $227.77 M
09/30/2025 New Buy 7.28 M 7.28 M $218.39 M
09/30/2025 Reduce -21.5% 5.31 M -1.46 M $201.75 M
09/30/2025 New Buy 2.58 M 2.58 M $163.9 M
GH
09/30/2025 Reduce -71.8% 795,234 -2.03 M $126.73 M
09/30/2025 Add 6072589.0% 2.19 M 2.19 M $119.6 M
09/30/2025 Reduce -13.1% 7.35 M -1.11 M $110.97 M
09/30/2025 Reduce -20.0% 3.6 M -903,364 $82.54 M

Catherine Wood's Sector Breakdowns

Portfolio Date:

About Catherine Wood

Catherine "Cathie" Wood is the founder, CEO, and CIO of ARK Invest, an investment management firm known for its actively managed exchange-traded funds (ETFs). She gained widespread recognition for her bullish bets on high-growth, disruptive technology companies like Tesla. Wood is a prominent voice in the investment community, frequently sharing her firm's research and market outlook publicly, challenging conventional Wall Street thinking.

Cathie Wood Investment Strategy

Cathie Wood is the leading voice for Disruptive Innovation, focusing exclusively on technologies that can change the world. Unlike traditional index investing, her firm ARK Invest employs Thematic Investing, targeting five core platforms: Artificial Intelligence, Robotics, Energy Storage, DNA Sequencing, and Blockchain. She relies heavily on Wright's Law, which predicts cost declines as production scales, to identify companies poised for exponential growth. This strategy leads to a high-conviction portfolio often concentrated in top bets like [Tesla (TSLA)], [Coinbase (COIN)], and [Roku (ROKU)], prioritizing future potential over short-term profits.

Frequently Asked Questions

As of 2025-09-30, Catherine Wood holds 194 stocks. Top positions include TSLA, COIN, ROKU, PLTR, RBLX. For full portfolio details, please visit Catherine Wood’s portfolio.

In Q3 2025, Catherine Wood’s largest purchase by dollar amount was BMNR. For complete transaction details, please visit Catherine Wood’s portfolio.

According to the 13F filing for Q3 2025, Catherine Wood increased their stake in TSLA.

Catherine Wood’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.