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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
+18.48%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$347M
AUM Growth
+$72M
Cap. Flow
+$23.1M
Cap. Flow %
6.66%
Top 10 Hldgs %
43.67%
Holding
109
New
7
Increased
73
Reduced
23
Closed
5

Top Buys

Rank Stock Value
1
IONS icon
Ionis Pharmaceuticals
IONS
+$5.43M
2
QCOM icon
Qualcomm
QCOM
+$4.78M
3
EDIT icon
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
ILMN icon
Illumina
ILMN
+$5.87M
2
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$5.43M
3
NFLX icon
Netflix
NFLX
+$4.48M
4
DDD icon
3D Systems Corp
DDD
+$3.58M
5
NVDA icon
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
GM icon
51
General Motors
GM
$77.2B
$900K 0.26%
+25,464
New +$931K
ALGN icon
52
Align Technology
ALGN
$11.5B
$845K 0.24%
7,363
+1,513
+26% +$153K
KTWO
53
DELISTED
K2M Group Holdings, Inc
KTWO
$841K 0.24%
41,018
+2,278
+6% +$46.8K
GE icon
54
GE Aerospace
GE
$361B
$642K 0.19%
4,493
+291
+7% +$42.1K
NSTG
55
DELISTED
NanoString Technologies, Inc.
NSTG
$631K 0.18%
31,741
+14,864
+88% +$283K
HUBS icon
56
HubSpot
HUBS
$12B
$596K 0.17%
9,839
+1,023
+12% +$57.9K
ANSS
57
DELISTED
Ansys
ANSS
$592K 0.17%
5,542
+1,189
+27% +$119K
PTC icon
58
PTC
PTC
$16.8B
$553K 0.16%
10,519
+1,948
+23% +$103K
TWLO icon
59
Twilio
TWLO
$34.6B
$550K 0.16%
19,055
+11,810
+163% +$357K
VCYT icon
60
Veracyte
VCYT
$3.4B
$550K 0.16%
59,863
+14,512
+32% +$119K
MDSO
61
DELISTED
Medidata Solutions, Inc.
MDSO
$542K 0.16%
9,391
+2,734
+41% +$148K
MSFT icon
62
Microsoft
MSFT
$3.59T
$527K 0.15%
8,002
+1,536
+24% +$98.4K
EXA
63
DELISTED
EXA Corporation
EXA
$423K 0.12%
33,281
+5,198
+19% +$79.7K
AGIO icon
64
Agios Pharmaceuticals
AGIO
$1.98B
$376K 0.11%
6,446
+1,891
+42% +$90.6K
AKAM icon
65
Akamai
AKAM
$15.9B
$365K 0.11%
6,115
+1,350
+28% +$88.7K
TM icon
66
Toyota
TM
$234B
$363K 0.1%
3,345
-1,035
-24% -$119K
MLNX
67
DELISTED
Mellanox Technologies, Ltd.
MLNX
$361K 0.1%
7,082
+3,269
+86% +$155K
ROK icon
68
Rockwell Automation
ROK
$48.5B
$358K 0.1%
2,300
-302
-12% -$45.1K
CSOD
69
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$344K 0.1%
8,846
+918
+12% +$37.8K
ESLT icon
70
Elbit Systems
ESLT
$34.7B
$340K 0.1%
2,992
+596
+25% +$67.4K
ALB icon
71
Albemarle
ALB
$16.9B
$329K 0.09%
3,113
+620
+25% +$60.3K
CFMS
72
DELISTED
Conformis, Inc. Common Stock
CFMS
$326K 0.09%
2,495
+698
+39% +$118K
ALNY icon
73
Alnylam Pharmaceuticals
ALNY
$31.6B
$319K 0.09%
6,224
-117,506
-95% -$5.43M
NOW icon
74
ServiceNow
NOW
$133B
$316K 0.09%
18,080
-5,600
-24% -$97.7K
OA
75
DELISTED
Orbital ATK, Inc.
OA
$316K 0.09%
3,228
+644
+25% +$59.6K
1 2
3
4 5

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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.