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Cathie Wood

Cathie Wood ARK Investment Management

AUM $15.4B
1-Year Est. Return 50.29%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+12.4%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$306M
Cap. Flow
+$233M
Cap. Flow %
28.44%
Top 10 Hldgs %
34.12%
Holding
148
New
39
Increased
95
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
TWTR
Twitter, Inc.
TWTR
+$12.5M
2
TSLA icon
Tesla
TSLA
+$8.86M
3
AAPL icon
Apple
AAPL
+$7.99M
4
SSYS icon
Stratasys
SSYS
+$7.51M
5
RDFN
Redfin
RDFN
+$6.85M

Top Sells

Rank Stock Value
1
KITE
Kite Pharma, Inc.
KITE
+$15.6M
2
QCOM icon
Qualcomm
QCOM
+$3.86M
3
BIDU icon
Baidu
BIDU
+$1.58M
4
PRLB icon
Protolabs
PRLB
+$771K
5
IBM icon
IBM
IBM
+$706K

Sector Composition

Rank Sector Weight
1 Technology 28.19%
2 Healthcare 23.79%
3 Communication Services 13.49%
4 Consumer Discretionary 10.43%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XONE
26
DELISTED
The ExOne Company
XONE
$10.7M 1.31%
943,830
+246,850
+35% +$2.43M
BABA icon
27
Alibaba
BABA
$286B
$10.6M 1.3%
61,568
+6,104
+11% +$990K
RHT
28
DELISTED
Red Hat Inc
RHT
$9.59M 1.17%
86,514
+17,692
+26% +$1.81M
XYZ
29
Block Inc
XYZ
$49.4B
$9.41M 1.15%
326,714
+38,190
+13% +$1,000K
TREE icon
30
LendingTree
TREE
$433M
$9.39M 1.15%
38,408
+3,661
+11% +$790K
NTLA icon
31
Intellia Therapeutics
NTLA
$1.8B
$9.26M 1.13%
372,478
+197,668
+113% +$3.72M
TER icon
32
Teradyne
TER
$58.7B
$8.88M 1.08%
238,149
+65,231
+38% +$2.26M
AAPL icon
33
Apple
AAPL
$4.51T
$8.75M 1.07%
227,056
+206,084
+983% +$7.99M
PYPL icon
34
PayPal
PYPL
$52.7B
$8.7M 1.06%
135,847
+16,810
+14% +$1.01M
TWLO icon
35
Twilio
TWLO
$34.6B
$8.58M 1.05%
287,416
+77,160
+37% +$2.31M
TCOM icon
36
Trip.com Group
TCOM
$29B
$8.37M 1.02%
158,601
+48,916
+45% +$2.66M
MDSO
37
DELISTED
Medidata Solutions, Inc.
MDSO
$8.14M 0.99%
104,280
+29,511
+39% +$2.25M
AVAV icon
38
AeroVironment
AVAV
$8.14B
$7.53M 0.92%
139,142
-3,717
-3% -$158K
AKAM icon
39
Akamai
AKAM
$15.9B
$7.53M 0.92%
154,510
+53,061
+52% +$2.54M
CERS icon
40
Cerus
CERS
$566M
$7.33M 0.89%
2,683,202
+1,002,277
+60% +$2.46M
MTLS
41
Materialise
MTLS
$382M
$7.1M 0.87%
487,676
+217,928
+81% +$2.95M
RDFN
42
DELISTED
Redfin
RDFN
$6.68M 0.82%
+266,290
New +$6.85M
BB icon
43
BlackBerry
BB
$4.71B
$5.84M 0.71%
+522,359
New +$4.91M
VIVS
44
VivoSim Labs
VIVS
$3.83M
$5.83M 0.71%
10,945
+4,924
+82% +$2.62M
MELI icon
45
Mercado Libre
MELI
$97.5B
$5.23M 0.64%
20,209
+3,339
+20% +$885K
NSTG
46
DELISTED
NanoString Technologies, Inc.
NSTG
$4.59M 0.56%
283,858
+173,348
+157% +$2.68M
CGEN icon
47
Compugen
CGEN
$248M
$4.37M 0.53%
1,150,032
+589,929
+105% +$2.05M
VCYT icon
48
Veracyte
VCYT
$3.4B
$4.28M 0.52%
488,338
+325,318
+200% +$2.65M
TMO icon
49
Thermo Fisher Scientific
TMO
$233B
$3.58M 0.44%
18,893
+888
+5% +$161K
ADSK icon
50
Autodesk
ADSK
$53.6B
$3.22M 0.39%
28,688
+3,124
+12% +$345K
1
2
3 4 5

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Cathie Wood's Q3 2017 Portfolio in Review

As of Q3 2017, Cathie Wood held 148 positions worth $819M, up 60% from $514M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $233M of net new capital in Q3 2017, opening 39 new positions and adding to 95 existing holdings. Its largest new stake was Redfin: 266,290 shares worth $6.68M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Kite Pharma, Inc., an estimated $15.6M trimmed.

  • Cathie Wood's largest Q3 2017 buy was Redfin: 266,290 shares worth $6.68M.
  • Cathie Wood added most to Twitter, Inc. in Q3 2017, an estimated $12.5M increase.
  • Cathie Wood's biggest Q3 2017 reduction was Kite Pharma, Inc., cutting an estimated $15.6M.
  • Cathie Wood fully exited IBM in Q3 2017, selling an estimated $706K.
  • Cathie Wood's ten largest holdings make up 34% of its $819M portfolio in Q3 2017.
  • Cathie Wood opened 39 new positions and closed 3 in Q3 2017.
  • Cathie Wood's portfolio value rose 60% quarter-over-quarter to $819M.

Based on ARK Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.