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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
+7.8%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$758M
Cap. Flow
+$731M
Cap. Flow %
36.32%
Top 10 Hldgs %
36.79%
Holding
213
New
13
Increased
155
Reduced
28
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$57.6M
2
NTLA icon
Intellia Therapeutics
NTLA
+$54.8M
3
SSYS icon
Stratasys
SSYS
+$44.4M
4
BIDU icon
Baidu
BIDU
+$42.2M
5
NVTA
Invitae Corporation
NVTA
+$34.4M

Top Sells

Rank Stock Value
1
JUNO
Juno Therapeutics, Inc.
JUNO
+$31.2M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.8M
3
FMI
Foundation Medicine, Inc.
FMI
+$12.6M
4
TCOM icon
Trip.com Group
TCOM
+$6.96M
5
TREE icon
LendingTree
TREE
+$5.19M

Sector Composition

Rank Sector Weight
1 Technology 29.29%
2 Healthcare 23.12%
3 Consumer Discretionary 14.26%
4 Communication Services 13.72%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
26
Aptiv
APTV
$10B
$27.8M 1.38%
327,299
+169,493
+107% +$15.4M
HDP
27
DELISTED
Hortonworks, Inc.
HDP
$27.7M 1.38%
1,361,628
+439,842
+48% +$8.66M
BABA icon
28
Alibaba
BABA
$286B
$26.9M 1.33%
146,385
+50,433
+53% +$9.5M
META icon
29
Meta Platforms (Facebook)
META
$1.4T
$24.7M 1.23%
154,739
+37,601
+32% +$6.75M
TER icon
30
Teradyne
TER
$58.7B
$24.2M 1.2%
530,343
+223,434
+73% +$10.2M
PYPL icon
31
PayPal
PYPL
$52.7B
$21.5M 1.07%
282,918
+132,133
+88% +$10.5M
ADSK icon
32
Autodesk
ADSK
$53.6B
$21M 1.04%
167,521
+38,523
+30% +$4.59M
SYRS
33
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$19.5M 0.97%
150,489
+67,013
+80% +$7.33M
PRLB icon
34
Protolabs
PRLB
$1.9B
$19.1M 0.95%
162,181
-5,940
-4% -$671K
CGEN icon
35
Compugen
CGEN
$248M
$17.8M 0.88%
3,993,751
+1,740,335
+77% +$5.86M
MCRB icon
36
Seres Therapeutics
MCRB
$45.8M
$17.7M 0.88%
120,336
+39,061
+48% +$7.49M
MELI icon
37
Mercado Libre
MELI
$97.5B
$16.9M 0.84%
47,411
+10,954
+30% +$4M
NSTG
38
DELISTED
NanoString Technologies, Inc.
NSTG
$16.8M 0.83%
2,234,402
+1,095,581
+96% +$7.95M
VCYT icon
39
Veracyte
VCYT
$3.4B
$15.6M 0.78%
2,811,294
+1,409,030
+100% +$8.72M
IONS icon
40
Ionis Pharmaceuticals
IONS
$9.93B
$15.5M 0.77%
351,905
-18,930
-5% -$962K
MTLS
41
Materialise
MTLS
$382M
$14.5M 0.72%
1,239,461
+501,177
+68% +$6.4M
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.18T
$14.5M 0.72%
280,200
-267,540
-49% -$14.8M
XONE
43
DELISTED
The ExOne Company
XONE
$12.2M 0.61%
1,673,432
+412,716
+33% +$3.69M
VIVS
44
VivoSim Labs
VIVS
$3.83M
$11.6M 0.58%
46,857
+22,309
+91% +$6.51M
HUBS icon
45
HubSpot
HUBS
$12B
$11.1M 0.55%
102,602
+46,140
+82% +$4.81M
TREE icon
46
LendingTree
TREE
$433M
$9.55M 0.47%
29,089
-14,416
-33% -$5.19M
TSM icon
47
TSMC
TSM
$2.17T
$9.51M 0.47%
+217,209
New +$9.47M
SHOP icon
48
Shopify
SHOP
$192B
$9.46M 0.47%
759,550
+383,820
+102% +$4.97M
PACB icon
49
Pacific Biosciences
PACB
$420M
$8.78M 0.44%
4,284,697
+4,070,780
+1,903% +$10.6M
AVAV icon
50
AeroVironment
AVAV
$8.14B
$7.92M 0.39%
174,036
+48,853
+39% +$2.44M
1
2
3 4 5

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Cathie Wood's Q1 2018 Portfolio in Review

As of Q1 2018, Cathie Wood held 213 positions worth $2.01B, up 60% from $1.26B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Cathie Wood deployed $731M of net new capital in Q1 2018, opening 13 new positions and adding to 155 existing holdings. Its largest new stake was TSMC: 217,209 shares worth $9.51M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $14.8M trimmed.

  • Cathie Wood's largest Q1 2018 buy was TSMC: 217,209 shares worth $9.51M.
  • Cathie Wood added most to Tesla in Q1 2018, an estimated $57.6M increase.
  • Cathie Wood's biggest Q1 2018 reduction was Alphabet (Google) Class C, cutting an estimated $14.8M.
  • Cathie Wood fully exited Juno Therapeutics, Inc. in Q1 2018, selling an estimated $31.2M.
  • Cathie Wood's ten largest holdings make up 37% of its $2.01B portfolio in Q1 2018.
  • Cathie Wood opened 13 new positions and closed 14 in Q1 2018.
  • Cathie Wood's portfolio value rose 60% quarter-over-quarter to $2.01B.

Based on ARK Investment Management's 13F filing for Q1 2018, filed 14 May 2018.