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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
ALGN icon
51
Align Technology
ALGN
$11.5B
$2.64M 0.32%
14,197
+1,424
+11% +$244K
HUBS icon
52
HubSpot
HUBS
$12B
$2.36M 0.29%
28,037
+9,343
+50% +$669K
EXA
53
DELISTED
EXA Corporation
EXA
$2.25M 0.27%
92,997
+17,430
+23% +$254K
TRMB icon
54
Trimble
TRMB
$14B
$2.08M 0.25%
52,928
+4,466
+9% +$170K
HPQ icon
55
HP
HPQ
$27.2B
$2M 0.24%
100,077
+21,462
+27% +$409K
ANSS
56
DELISTED
Ansys
ANSS
$1.99M 0.24%
16,193
+6,758
+72% +$849K
SYRS
57
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$1.98M 0.24%
13,470
+11,699
+661% +$2.2M
INTU icon
58
Intuit
INTU
$100B
$1.91M 0.23%
13,428
-3,711
-22% -$512K
KTWO
59
DELISTED
K2M Group Holdings, Inc
KTWO
$1.61M 0.2%
76,006
+5,205
+7% +$121K
APTV icon
60
Aptiv
APTV
$10B
$1.52M 0.19%
15,452
+2,596
+20% +$245K
DDD icon
61
3D Systems Corp
DDD
$530M
$1.45M 0.18%
107,960
+8,582
+9% +$126K
PI icon
62
Impinj
PI
$5.06B
$1.41M 0.17%
33,965
+28,101
+479% +$1.18M
MZOR
63
DELISTED
Mazor Robotics Ltd.
MZOR
$1.39M 0.17%
28,135
+6,725
+31% +$280K
NOW icon
64
ServiceNow
NOW
$133B
$1.36M 0.17%
57,840
+19,275
+50% +$429K
DE icon
65
Deere & Co
DE
$175B
$1.34M 0.16%
+10,653
New +$1.31M
BIIB icon
66
Biogen
BIIB
$32B
$1.34M 0.16%
4,268
+1,328
+45% +$393K
PTC icon
67
PTC
PTC
$16.8B
$1.31M 0.16%
23,286
+3,985
+21% +$221K
CSOD
68
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$1.29M 0.16%
31,733
+5,706
+22% +$211K
MSFT icon
69
Microsoft
MSFT
$3.59T
$1.27M 0.16%
17,083
+1,812
+12% +$132K
TM icon
70
Toyota
TM
$234B
$1.25M 0.15%
10,466
+3,614
+53% +$410K
SHOP icon
71
Shopify
SHOP
$192B
$1.15M 0.14%
98,470
+70,590
+253% +$721K
ESLT icon
72
Elbit Systems
ESLT
$34.7B
$1.1M 0.13%
7,462
+1,341
+22% +$178K
ALNY icon
73
Alnylam Pharmaceuticals
ALNY
$31.6B
$1.07M 0.13%
9,074
+3,798
+72% +$324K
ADBE icon
74
Adobe
ADBE
$109B
$1.05M 0.13%
7,020
+5,130
+271% +$766K
REGN icon
75
Regeneron Pharmaceuticals
REGN
$85.9B
$998K 0.12%
2,231
+997
+81% +$474K
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.