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캐시 우드(ARK Invest)의 2024년 3월 기준 13F 보유 종목을 하위 20개부터 상위 순으로 분석. 메타·코인베이스·Unity 등은 수익/손실 현황과 DCF 기반 적정가 대비 상승여력을 설명하고, 코인베이스(최대 보유, 약 1/3 이상 비중)·Block·UiPath 등 상위 종목을 다룸. 우드의 과거 성과는 저조했다고 평가하며 '과거 실적 대비 향후 성과' 여부를 질문으로 마무리. 특정 종목에 대한 명시적 매수/매도 권유는 없음.
다듬은 글
right now these are the top stocks owned by Kathy Wood and this is a deep dive into her stock portfolio based on her latest 13f we'll look at her meaningful positions from the smallest to the biggest you're going to want to watch till the end because some of these positions are going to surprise you Kathy Wood's the controversial founder of Arc Investment Management who's focused solely on disruptive innovation her investment strategy emphasizes Innovation and growth and that's reflected in her portfolio even with more than 40 years of experience in the investment industry Cathy Wood's results have been less than flattering her funds have mixed results over the years and have been roller coaster rides for investors her Flagship Arc Innovation ETF was the top performing Global Equity with at least $1 billion of Assets in 2020 and she was named the best stock picker of the Year by Bloomberg but with high highs Kathy Wood has seen low lows she had the worst performing Equity Fund in 2022 and according to Morning Star she was the third highest wealth Destroyer since founding Ark in 2014 one of wood's smallest positions is the pro shares Bitcoin strategy ETF she added to this for the first time at the end of the fourth quarter in 2023 today it makes up around 1% of her portfolio next we have meta platforms the company formerly known as Facebook this also comes in at around 1% of the portfolio and it's a company she's bought and sold out of many times over the last handful of years as meta rebounded in 2023 wood was adding more in each of the last three quarters she's been a major beneficiary of their recent runup netting a gain of over 85% meta owned by a ton of super investors with multiple multi-billion dollar positions in the company Woods holding is toward the smaller end based on the numbers behind a discounted cash flow analysis meta has a $512 current fair value giving it just a marginal upside analyst arna's bullish on the company with a $451 A5 price Target that implies a 9% downside this comes even though meta has nine buy ratings and three hold recommendations with zero sells Wood's next position position also around 1% of the portfolio is 10x geonomics she's been buying and selling this stock like crazy going back all the way till the middle of 2020 most recently she bought a million shares after having sold the stock straight for the last year even with her most recent buy given her large purchases in 2021 wood is down heavily on the investment with a loss of 68% Kathy Wood's the second biggest super investor in this $4.3 billion company that trades close to its 52e low based on a discounted cash flow analysis it looks like there's an 18.5% upside with a $455 current fair value next pteridine is also a company Wood's been adding more to buying the stock straight for nearly the last 2 years this is another company she's made a ton of trades on buying or selling out of this dating back to the fourth quarter of 2016 since then the stock has had a runup and she's gained around 28% so far like the last company on our list Kathy Wood is the second largest super investor in pteridine which is is nearly a $17 billion company veracite is the next company in Cathy Wood's portfolio coming in at just over 1% like almost all of these other stocks she's been actively buying in and selling out of this one since first buying in in the fourth quarter of 2016 it's estimated Kathy would is down around 16% on the stock W's the largest individual investor in this $1.5 billion doll company that trades $3 above its 52e low right now A discounted cash flow analysis supports an 18% upside with a $26 current fair value next trade desk comes in at just over 1% of the portfolio and she's bought this in e to the last 3 qus it's company she was purchasing around covid times and since then she's netted a gain of around 9% Wood's the second largest super investor in this 38 a half billion doll advertising company that trades $11 below its 52e high like the other companies we've looked at it looks like there's a slight upside with an $83 current fair value and a 3.7% upside based on a discounted cash flow analysis recursion Pharmaceuticals is Wood's next position coming in at 1 1/2% of her portfolio she owns around 9% of its shares outstanding since buying in in the middle of 2021 she's bought or sold on 10 different occasions so far she has a gain of around 6% today Guru Focus gives ruran Pharmaceuticals a $21 current fair value but it does come with a possible value trap warning so this is a stock to potentially watch next up for wood is gko bioworks it's the 21st largest position in her portfolio and she owns 115% of its shares this is a company she's bought pretty consistently Going Back 2 and 1/2 years but at the same time it's a huge loser for her as it's continued to Trend downward so far she's lost 75% of her money on this one Woods not alone is a super investor in this $2 billion company that trades just above its 52e low it doesn't look like there's a lot supporting EV valuation for Geno bioworks they're not profitable and they have a tangible Book value of 48 cents per share Wood's 20th largest holding is Twist bioscience she owns more than 115% of their shares and it makes up 1 12% of her portfolio like our last holding this one's been a big loser she was basically buying the company at its Peaks back in 2021 and since then this stock has trended downwards after an initial run of a ton of success she has a loss of about 44% on her position W's the biggest super investor in this $2 billion biotech company that trades just $6 below its 52e high however the numbers do look more flattering for this company with a $47 current fair value and a 33% upside based on a discounted cash flow analysis hopefully you're enjoying the video so far because we're just getting started as we break the top 20 positions for Kathy Wood next up is pag your duty this software company comes in at 1.6% of her portfolio Wood's one of the biggest super investors in this stock owning 12% of its shares it's another company she's bought and sold a lot L of in the last handful of years but so far she's lost about 15% on this stock today this $2.2 billion software company trades just $4 above its 52- we high and wood is the biggest super investor by far in Pedro Duty the numbers look like there's a 23% upside with a $29 current fair value based on a DCF now we're really getting into software companies for Kathy Wood next on our list at her 18th largest position is paler this comes in at 1.6% of her portfolio it's another company she's been very active in but she's owned this one for a long time buying it prior to its public listing because of this it's estimated wood has netted around an 87% gain on her shares plus she's been buying more of paler in the last few quarters paler is a $56 billion software company that trades a dollar below its 52e high Renaissance technology founder Jim Simons is the biggest super investor with a$1 billion position in the company despite its recent runup Guru Focus gives paling er a $165 current fair value today paler stock price is 48% Above This Unity software is next for Kathy Wood at 2% of her portfolio this is another company that's a big loser she's down 71% Wood's the largest super investor in this 10.5 billion do gaming software company that's just a dollar above its 52e low analysts are relatively bullish on the company giving it a 36% upside and a $355 price Target it looks like the the next few companies are health related before we get back into software technology businesses here as her 16th largest position it's Tad do Health wood owns 122% of the stock which has been a major loser for her she was making purchases both during its runup into its peak in 2021 and since then so far she's netted a loss of 91% with a Buy in the most recent quarter it looks like her conviction on the business isn't over however this $2.5 billion tea health company trades just a dollar above its 52e low and wood is by far the biggest super investor with the position in the company the numbers May support Wood's recent bullishness giving it a big upside of 67% and a fair value of $25 per share we'll see how things pan out with this one intellia Therapeutics is Wood's 15th largest position she owns 115% of the business that also has been a loser for her cumulatively her purchases are down 18% since she first bought in in the fourth quarter of 2016 recently though she's been buying even as the stock has crashed in this $3 billion therapeutic company she's the biggest super investor even though it trades just $5 above its 52e lows the numbers support a modest 12% upside with a $32 current fair value beam Therapeutics is next on our list at 2% of woods portfolio this one's also a huge loser for her she's down 49% even though she owns more than 10% of the business like intellia recently Wood's been buying she's Far and Away the bigest super investor in beam profitability isn't great for beam and they have a tangible Book value of $12 per share next we have exact Sciences her 13th biggest holding this one's pretty interesting for wood she bought straight for nearly 2 years and then she's been selling straight for the last full year so far it's also a big loser down 40% today this 11 billion science company trades just $5 above its 52e low and once again Wood's the biggest super investor with the position it doesn't look like there's much upside with the company priced right around its current fair value we're back to software companies with Wood's next position twilio this makes up 2 and a half% of her portfolio and once again she's been buying and selling for the last four years straight after purchasing it at its Peaks she's down more than 70% twio is an 11 billion software Communications company that trades in the middle of its 52e high and low behind Al Gore Kathy Wood is the second largest super investor it looks like there's a decent 15% upside for the business us with a $72 current fair value based on a DCF now we're right about to crack Kathy Wood's top 10 Stock Holdings but first at the 11 spot with just under 3% of her portfolio it's Shopify this is a company she's also been buying in and selling out of but she's timed her purchases and some of these sales better than in the past so far she's netted a gain of around 12% on the business recently she's been selling this $96 billion e-commerce software business that may not be the most prudent as a discount cash flow analysis gives it a current fair value of $97 per share and a 23% upside analysts see things differently however targeting $65 as their stock price with a 177% downside they're much more split on their buy hold and sell recommendations now we're finally into the top 10 at the 10th spot it's the gaming company Roblox no surprise Wood's also active with this one but she bought and sold at some inopportune times since her first purchases she's down 23% on the company today the $23 billion gaming company trades $6 below its 52e highs and wood is the second largest super investor in this one while she's been selling out more recently analysts have a price Target at $46 for the company giving it a 15% upside plus it seems there are more Buy and Hold recommendations than sells DraftKings the online gambling company is the ninth largest position coming in at more than 3% wood owns around 2.6% of the company's shares and sends buying near highs she's down 8% on this one she's been selling as the company rebounded from its Market lows in early 2023 today the 20 billion gambling company trades just $2 below its 52e high and again no surprise Wood's the biggest super investor analysts think DraftKings has more room to climb with a $465 price Target giving it a 10.2% upside in the number eight spot we have Robin Hood markets it's 3.6% of her portfolio and she owns around 5% of the company since buying in wood is down big losing 36% but this is a company she's more bullish on for the future buying in each of the last four quarters today Robin Hood which trades under the stock tier Hood trades at its 52e highs analysts see that as about a fair price for the company with just a $17 price Target implying a slight downside do you know what Kathy Wood's top five stocks are keep watching to find out Roku is Cathy Wood's seventh largest holding she owns 7.7% % of this TV streaming business also a very active position for her with the timing of her buys and sells she's down big losing 55% in the three most recent quarters she's been selling after buying for the last year and a half straight Roku is an $8 billion business that trades $12 above its 52e lows the numbers support about an $80 current fair value with a 23.5% upside it looks like analysts are even more bullish with a $975 price Target giving it a 50 1% upside but they're split on their buy hold and sell ratings chrisper Therapeutics is Wood's sixth biggest holding she owns 10% of this company and she's bought or sold straight for the last 4 years all this buying and selling hasn't done a lot for her but she's netted a gain of Just Around 5% chrisper trades closer to its 52e high and is a $6 billion company that Woods the biggest super investor in the numbers support a sizable upside of 24% with a $93 current fair value now it's time to break into the top five in the fifth spot we have Tesla this is a company that's been quite a success for wood she's bought and sold dating all the way back to the fourth quarter of 2016 but since then she's neted a gain of 97% interestingly if she would have just held on tight she would have made a lot more for herself and a lot more for shareholders today the $560 billion EV giant trades about $15 above its 52e lows the numbers support a $189 current fair value and an 11 1.5% upside analysts are much more bullish with a 50% upside and a $254 price Target in the fourth spot making up 42% of her portfolio we have zoom Video Communications Zoom which sore to notoriety during the pandemic lockdowns has been a big loser for wood she bought in quite literally at the peak and has been steadily buying since she's just very slightly trimmed her position in the last year or so since since that time Wood's down 70% on her investment losing big today Zoom trades in between its 52e high and low and is still a$2 billion company this comes as it fell more than 80% from its all-time highs in 2020 the numbers say Zoom has around a $71 current fair value just giving it a 3% upside so it looks about fairly valued analysts agree with a $70 price Target and just a 2% upside most of them have hold ratings block is Wood's third biggest holding this makes up 6% of her portfolio and it also dates to the end of 2016 in that time BL would have performed very well if you had just bought and hold instead wood has been buying in and selling out at exactly the wrong times and she has a loss of 29% recently though she's been buying Block in E of the last four quarter straight you can check out my recent video on block for a more detailed analysis of the company which today trades at its 52e highs still for our purposes this $43 billion payments company has a fair value of around $90 per share based on this DCF analysts are a little more bullish on the company giving it an 8 1.5% upside and a $93 price Target in the number two spot with her second biggest position we have uip path wood owns more than 8% of the shares of this software automation company since it was listed and since she's been buying in wood is down 46% on it today it also trades close to its 52e highs it's a$ 13 billion company that I also recently covered on the channel you can check that video out for more detailed analysis of the company and drumroll please as her biggest position coming in at 133% of the portfolio we have coinbase this is a stock Wood's also been active in but she's been making some more opportunistic buys of the company as it's traded at its lows in 2023 since then wood is actually up 46% on her top holding which makes up 133% of the portfolio she owns 4.3% of coinbase's shares outstanding with this $50 billion company wood is by far the biggest super investor with a $2.2 billion position today coinbase is trading just below its 52e high analysts aren't so optimistic about the business however with a $152 price Target they have a 40% downside in her $6.7 billion portfolio what was the most surprising holding for you will Kathy Wood outperform in the future even though she's destroyed value in the past let me know in the comments below if you enjoyed the video be sure to like it and subscribe to the channel for more then watch this next one on screen
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