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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
GM icon
51
General Motors
GM
$77.2B
$4.79M 0.38%
116,761
+96,244
+469% +$4.18M
SHOP icon
52
Shopify
SHOP
$192B
$3.79M 0.3%
375,730
+277,260
+282% +$2.84M
MLNX
53
DELISTED
Mellanox Technologies, Ltd.
MLNX
$3.77M 0.3%
58,256
+37,211
+177% +$1.97M
TWLO icon
54
Twilio
TWLO
$34.6B
$3.7M 0.29%
156,620
-130,796
-46% -$3.67M
ALGN icon
55
Align Technology
ALGN
$11.5B
$3.57M 0.28%
16,072
+1,875
+13% +$426K
TRMB icon
56
Trimble
TRMB
$14B
$3.42M 0.27%
84,044
+31,116
+59% +$1.28M
ADBE icon
57
Adobe
ADBE
$109B
$3.31M 0.26%
18,913
+11,893
+169% +$2.05M
DE icon
58
Deere & Co
DE
$175B
$2.94M 0.23%
18,787
+8,134
+76% +$1.14M
NOW icon
59
ServiceNow
NOW
$133B
$2.93M 0.23%
112,475
+54,635
+94% +$1.36M
ANSS
60
DELISTED
Ansys
ANSS
$2.79M 0.22%
18,935
+2,742
+17% +$388K
BOX icon
61
Box
BOX
$4.56B
$2.78M 0.22%
131,811
+80,373
+156% +$1.7M
HPQ icon
62
HP
HPQ
$27.2B
$2.48M 0.2%
117,954
+17,877
+18% +$380K
AKAM icon
63
Akamai
AKAM
$15.9B
$2.44M 0.19%
37,448
-117,062
-76% -$6.48M
KTWO
64
DELISTED
K2M Group Holdings, Inc
KTWO
$2.33M 0.19%
129,738
+53,732
+71% +$1.02M
MZOR
65
DELISTED
Mazor Robotics Ltd.
MZOR
$2.27M 0.18%
44,035
+15,900
+57% +$895K
BIIB icon
66
Biogen
BIIB
$32B
$2.1M 0.17%
6,579
+2,311
+54% +$741K
PI icon
67
Impinj
PI
$5.06B
$2.01M 0.16%
89,057
+55,092
+162% +$1.58M
DDD icon
68
3D Systems Corp
DDD
$530M
$1.92M 0.15%
222,296
+114,336
+106% +$1.18M
TM icon
69
Toyota
TM
$234B
$1.86M 0.15%
14,646
+4,180
+40% +$521K
GILD icon
70
Gilead Sciences
GILD
$181B
$1.7M 0.14%
23,674
+17,369
+275% +$1.32M
ESLT icon
71
Elbit Systems
ESLT
$34.7B
$1.62M 0.13%
12,154
+4,692
+63% +$672K
MSFT icon
72
Microsoft
MSFT
$3.59T
$1.5M 0.12%
17,528
+445
+3% +$36.5K
PTC icon
73
PTC
PTC
$16.8B
$1.42M 0.11%
23,377
+91
+0.4% +$5.65K
CLLS
74
Cellectis
CLLS
$342M
$1.29M 0.1%
44,382
+28,048
+172% +$764K
ROK icon
75
Rockwell Automation
ROK
$48.5B
$1.23M 0.1%
6,277
+1,587
+34% +$303K
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.