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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
+5.33%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
+$436M
Cap. Flow
+$434M
Cap. Flow %
34.56%
Top 10 Hldgs %
33.6%
Holding
211
New
66
Increased
116
Reduced
15
Closed
11

Top Buys

Rank Stock Value
1
SSYS icon
Stratasys
SSYS
+$26.2M
2
JD icon
JD.com
JD
+$25.8M
3
TSLA icon
Tesla
TSLA
+$25.3M
4
NTLA icon
Intellia Therapeutics
NTLA
+$23.1M
5
HAPN
Happen Inc
HAPN
+$18.1M

Top Sells

Rank Stock Value
1
AKAM icon
Akamai
AKAM
+$6.48M
2
BB icon
BlackBerry
BB
+$4.55M
3
TWLO icon
Twilio
TWLO
+$3.67M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.58M
5
FMI
Foundation Medicine, Inc.
FMI
+$2.76M

Sector Composition

Rank Sector Weight
1 Technology 25.95%
2 Healthcare 23.82%
3 Communication Services 14.63%
4 Consumer Discretionary 14.22%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHT
26
DELISTED
Red Hat Inc
RHT
$18.7M 1.49%
155,671
+69,157
+80% +$8.48M
IONS icon
27
Ionis Pharmaceuticals
IONS
$9.93B
$18.7M 1.49%
370,835
+123,372
+50% +$6.77M
HDP
28
DELISTED
Hortonworks, Inc.
HDP
$18.5M 1.48%
921,786
+29,148
+3% +$535K
RDFN
29
DELISTED
Redfin
RDFN
$17.9M 1.42%
570,449
+304,159
+114% +$7.38M
FMI
30
DELISTED
Foundation Medicine, Inc.
FMI
$17.6M 1.41%
258,685
-53,183
-17% -$2.76M
PRLB icon
31
Protolabs
PRLB
$1.9B
$17.3M 1.38%
168,121
-28,793
-15% -$2.58M
BABA icon
32
Alibaba
BABA
$286B
$16.5M 1.32%
95,952
+34,384
+56% +$6.16M
MCRB icon
33
Seres Therapeutics
MCRB
$45.8M
$16.5M 1.31%
81,275
+36,629
+82% +$7.53M
TREE icon
34
LendingTree
TREE
$433M
$14.8M 1.18%
43,505
+5,097
+13% +$1.45M
ADSK icon
35
Autodesk
ADSK
$53.6B
$13.5M 1.08%
128,998
+100,310
+350% +$11.7M
APTV icon
36
Aptiv
APTV
$10B
$13.4M 1.07%
157,806
+142,354
+921% +$13.6M
TER icon
37
Teradyne
TER
$58.7B
$12.8M 1.02%
306,909
+68,760
+29% +$2.84M
CERS icon
38
Cerus
CERS
$566M
$12M 0.96%
3,564,373
+881,171
+33% +$2.98M
MELI icon
39
Mercado Libre
MELI
$97.5B
$11.5M 0.91%
36,457
+16,248
+80% +$4.4M
PYPL icon
40
PayPal
PYPL
$52.7B
$11.1M 0.88%
150,785
+14,938
+11% +$1.08M
XONE
41
DELISTED
The ExOne Company
XONE
$10.6M 0.84%
1,260,716
+316,886
+34% +$3.34M
MTLS
42
Materialise
MTLS
$382M
$9.38M 0.75%
738,284
+250,608
+51% +$3.65M
VCYT icon
43
Veracyte
VCYT
$3.4B
$9.16M 0.73%
1,402,264
+913,926
+187% +$6.79M
NSTG
44
DELISTED
NanoString Technologies, Inc.
NSTG
$8.51M 0.68%
1,138,821
+854,963
+301% +$8.11M
SYRS
45
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$8.12M 0.65%
83,476
+70,006
+520% +$9.4M
VIVS
46
VivoSim Labs
VIVS
$3.83M
$7.89M 0.63%
24,548
+13,603
+124% +$5.06M
AVAV icon
47
AeroVironment
AVAV
$8.14B
$7.03M 0.56%
125,183
-13,959
-10% -$711K
TCOM icon
48
Trip.com Group
TCOM
$29B
$6.62M 0.53%
150,213
-8,388
-5% -$401K
CGEN icon
49
Compugen
CGEN
$248M
$5.63M 0.45%
2,253,416
+1,103,384
+96% +$3.28M
HUBS icon
50
HubSpot
HUBS
$12B
$4.99M 0.4%
56,462
+28,425
+101% +$2.39M
1
2
3 4 5

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Cathie Wood's Q4 2017 Portfolio in Review

As of Q4 2017, Cathie Wood held 211 positions worth $1.26B, up 53% from $819M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $434M of net new capital in Q4 2017, opening 66 new positions and adding to 116 existing holdings. Its largest new stake was Cognex: 17,948 shares worth $1.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Akamai, an estimated $6.48M trimmed.

  • Cathie Wood's largest Q4 2017 buy was Cognex: 17,948 shares worth $1.1M.
  • Cathie Wood added most to Stratasys in Q4 2017, an estimated $26.2M increase.
  • Cathie Wood's biggest Q4 2017 reduction was Akamai, cutting an estimated $6.48M.
  • Cathie Wood fully exited Thermo Fisher Scientific in Q4 2017, selling an estimated $3.58M.
  • Cathie Wood's ten largest holdings make up 34% of its $1.26B portfolio in Q4 2017.
  • Cathie Wood opened 66 new positions and closed 11 in Q4 2017.
  • Cathie Wood's portfolio value rose 53% quarter-over-quarter to $1.26B.

Based on ARK Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.