Cathie Wood ARK Investment Management
Cathie Wood is the founder, CEO, and CIO of ARK Investment Management, an investment firm known for its focus on “disruptive innovation”. She gained widespread attention for her bold market calls and high conviction in cutting-edge technologies such as electric vehicles, genomics, and blockchain. Under her guidance, ARK’s exchange-traded funds (ETFs) attracted substantial interest from both retail and institutional investors. Wood’s investment philosophy emphasizes research-driven analysis and long-term growth potential, positioning her as one of today’s most influential voices in the world of finance.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ionis Pharmaceuticals
IONS
|
+$5.43M |
| 2 |
Qualcomm
QCOM
|
+$4.78M |
| 3 |
Editas Medicine
EDIT
|
+$4.76M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
+$4.47M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
+$4.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Illumina
ILMN
|
+$5.87M |
| 2 |
Alnylam Pharmaceuticals
ALNY
|
+$5.43M |
| 3 |
Netflix
NFLX
|
+$4.48M |
| 4 |
3D Systems Corp
DDD
|
+$3.58M |
| 5 |
NVIDIA
NVDA
|
+$3.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.55% |
| 2 | Healthcare | 26.21% |
| 3 | Communication Services | 14.97% |
| 4 | Industrials | 13.37% |
| 5 | Consumer Discretionary | 11.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Qualcomm
QCOM
$169B
| $5.17M | 1.49% |
90,121
+82,346
| +1,059% | +$4.78M |
|
|
27
Editas Medicine
EDIT
$478M
| $5.13M | 1.48% |
+229,922
| New | +$4.76M |
|
|
28
Ionis Pharmaceuticals
IONS
$9.93B
| $5.13M | 1.48% |
127,563
+120,942
| +1,827% | +$5.43M |
|
|
RHT
29
DELISTED
Red Hat Inc
RHT
| $5.11M | 1.47% |
59,068
+3,086
| +6% | +$245K |
|
30
Alibaba
BABA
$286B
| $5.04M | 1.45% |
46,768
+2,027
| +5% | +$206K |
|
|
XLNX
31
DELISTED
Xilinx Inc
XLNX
| $4.72M | 1.36% |
81,581
+73,600
| +922% | +$4.33M |
|
32
Trip.com Group
TCOM
$29B
| $4.66M | 1.34% |
94,887
+4,682
| +5% | +$215K |
|
|
XYZ
33
Block Inc
XYZ
$49.4B
| $4.22M | 1.22% |
244,000
+10,588
| +5% | +$166K |
|
34
Teradyne
TER
$58.7B
| $4.07M | 1.17% |
130,887
-36,851
| -22% | -$1.05M |
|
35
IBM
IBM
$222B
| $3.93M | 1.13% |
+23,613
| New | +$3.96M |
|
36
LendingTree
TREE
$433M
| $3.67M | 1.06% |
29,297
-4,875
| -14% | -$556K |
|
37
AeroVironment
AVAV
$8.14B
| $3.38M | 0.97% |
120,452
+263
| +0.2% | +$7.02K |
|
38
Cerus
CERS
$566M
| $3.3M | 0.95% |
742,278
+80,463
| +12% | +$341K |
|
39
Mercado Libre
MELI
$97.5B
| $3.27M | 0.94% |
15,486
-2,299
| -13% | -$450K |
|
40
Thermo Fisher Scientific
TMO
$233B
| $2.69M | 0.78% |
17,517
-213
| -1% | -$32.6K |
|
|
SCHW
41
Charles Schwab
SCHW
$194B
| $2.55M | 0.74% |
62,530
| – | – |
|
|
VIVS
42
VivoSim Labs
VIVS
$3.83M
| $1.96M | 0.57% |
2,568
+667
| +35% | +$528K |
|
|
MTLS
43
Materialise
MTLS
$382M
| $1.51M | 0.44% |
166,206
+33,309
| +25% | +$283K |
|
|
44
3D Systems Corp
DDD
$530M
| $1.26M | 0.36% |
84,015
-228,180
| -73% | -$3.58M |
|
45
Autodesk
ADSK
$53.6B
| $1.24M | 0.36% |
14,334
+2,556
| +22% | +$214K |
|
46
Compugen
CGEN
$248M
| $1.18M | 0.34% |
274,450
+53,600
| +24% | +$247K |
|
47
Intellia Therapeutics
NTLA
$1.8B
| $1.13M | 0.32% |
79,850
+53,306
| +201% | +$715K |
|
48
Trimble
TRMB
$14B
| $1.12M | 0.32% |
35,105
+3,143
| +10% | +$97.2K |
|
49
HP
HPQ
$27.2B
| $1.02M | 0.29% |
57,216
+4,512
| +9% | +$73K |
|
50
Biogen
BIIB
$32B
| $904K | 0.26% |
3,308
-35
| -1% | -$9.9K |
|
Similar funds
Cathie Wood's Q1 2017 Portfolio in Review
As of Q1 2017, Cathie Wood held 109 positions worth $347M, up 26% from $275M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Cathie Wood deployed $23.1M of net new capital in Q1 2017, opening 7 new positions and adding to 73 existing holdings. Its largest new stake was Editas Medicine: 229,922 shares worth $5.13M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Illumina, an estimated $5.87M trimmed.
- Cathie Wood's largest Q1 2017 buy was Editas Medicine: 229,922 shares worth $5.13M.
- Cathie Wood added most to Ionis Pharmaceuticals in Q1 2017, an estimated $5.43M increase.
- Cathie Wood's biggest Q1 2017 reduction was Illumina, cutting an estimated $5.87M.
- Cathie Wood fully exited Mentor Graphics Corp in Q1 2017, selling an estimated $512K.
- Cathie Wood's ten largest holdings make up 44% of its $347M portfolio in Q1 2017.
- Cathie Wood opened 7 new positions and closed 5 in Q1 2017.
- Cathie Wood's portfolio value rose 26% quarter-over-quarter to $347M.
Based on ARK Investment Management's 13F filing for Q1 2017, filed 15 May 2017.