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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
+27.37%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$3.5B
AUM Growth
+$1.04B
Cap. Flow
+$420M
Cap. Flow %
12.01%
Top 10 Hldgs %
48.14%
Holding
208
New
14
Increased
81
Reduced
86
Closed
12

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$102M
2
NVDA icon
NVIDIA
NVDA
+$58.2M
3
TWTR
Twitter, Inc.
TWTR
+$45.6M
4
ILMN icon
Illumina
ILMN
+$45.1M
5
BIDU icon
Baidu
BIDU
+$39.6M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$46.2M
2
TER icon
Teradyne
TER
+$25.8M
3
NFLX icon
Netflix
NFLX
+$24.6M
4
CELG
Celgene Corp
CELG
+$15.2M
5
SPLK
Splunk Inc
SPLK
+$9.58M

Sector Composition

Rank Sector Weight
1 Healthcare 33.95%
2 Technology 28.84%
3 Communication Services 15.18%
4 Consumer Discretionary 8.38%
5 Financials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBS icon
51
HubSpot
HUBS
$12B
$8.64M 0.25%
51,959
-1,853
-3% -$294K
ADBE icon
52
Adobe
ADBE
$109B
$8.31M 0.24%
31,188
+2,240
+8% +$565K
AVAV icon
53
AeroVironment
AVAV
$8.14B
$8.3M 0.24%
121,405
+5,780
+5% +$436K
ZUO
54
DELISTED
Zuora, Inc.
ZUO
$7.58M 0.22%
378,316
+68,727
+22% +$1.48M
NTNX icon
55
Nutanix
NTNX
$18.3B
$7.1M 0.2%
+188,019
New +$8.6M
APTV icon
56
Aptiv
APTV
$10B
$6.9M 0.2%
86,835
-6,607
-7% -$508K
TRMB icon
57
Trimble
TRMB
$14B
$6.79M 0.19%
168,084
-3,525
-2% -$134K
IOVA icon
58
Iovance Biotherapeutics
IOVA
$3.76B
$6.58M 0.19%
691,494
-34,866
-5% -$339K
CDXS icon
59
Codexis
CDXS
$183M
$6.39M 0.18%
311,368
+97,070
+45% +$1.89M
ARCT icon
60
Arcturus Therapeutics
ARCT
$382M
$6.33M 0.18%
927,144
+111,968
+14% +$573K
TWLO icon
61
Twilio
TWLO
$34.6B
$6.09M 0.17%
47,157
+1,920
+4% +$216K
ALGN icon
62
Align Technology
ALGN
$11.5B
$5.8M 0.17%
20,414
+1,500
+8% +$358K
INCY icon
63
Incyte
INCY
$25.9B
$5.79M 0.17%
67,305
+1,158
+2% +$94.2K
REGN icon
64
Regeneron Pharmaceuticals
REGN
$85.9B
$5.43M 0.16%
13,237
-684
-5% -$282K
TEAM icon
65
Atlassian
TEAM
$43.5B
$5.41M 0.15%
48,130
-12,122
-20% -$1.24M
ADSK icon
66
Autodesk
ADSK
$53.6B
$5.17M 0.15%
33,212
-3,549
-10% -$531K
CBMG
67
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$4.94M 0.14%
+285,762
New +$5.19M
BLCM
68
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$4.65M 0.13%
137,963
+34,614
+33% +$1.16M
PLUR icon
69
Pluri
PLUR
$18.5M
$3.68M 0.11%
47,416
+5,077
+12% +$419K
ANSS
70
DELISTED
Ansys
ANSS
$3.51M 0.1%
19,209
-1,844
-9% -$312K
CGNX icon
71
Cognex
CGNX
$10.2B
$3.51M 0.1%
68,945
– –
GOOG icon
72
Alphabet (Google) Class C
GOOG
$4.18T
$3.3M 0.09%
56,320
-3,540
-6% -$199K
TSM icon
73
TSMC
TSM
$2.17T
$2.94M 0.08%
71,835
-169,360
-70% -$6.46M
ISRG icon
74
Intuitive Surgical
ISRG
$134B
$2.81M 0.08%
14,778
– –
ESLT icon
75
Elbit Systems
ESLT
$34.7B
$2.51M 0.07%
19,460
-492
-2% -$62.7K
1 2
3
4 5

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Cathie Wood's Q1 2019 Portfolio in Review

As of Q1 2019, Cathie Wood held 208 positions worth $3.5B, up 42% from $2.46B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Cathie Wood deployed $420M of net new capital in Q1 2019, opening 14 new positions and adding to 81 existing holdings. Its largest new stake was Cloudera, Inc.: 1,512,759 shares worth $16.6M.

By sector, the portfolio is most concentrated in Healthcare at 34% of assets, up from 30% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Amazon, an estimated $46.2M trimmed.

  • Cathie Wood's largest Q1 2019 buy was Cloudera, Inc.: 1,512,759 shares worth $16.6M.
  • Cathie Wood added most to Tesla in Q1 2019, an estimated $102M increase.
  • Cathie Wood's biggest Q1 2019 reduction was Amazon, cutting an estimated $46.2M.
  • Cathie Wood fully exited Hortonworks, Inc. in Q1 2019, selling an estimated $8.27M.
  • Cathie Wood's ten largest holdings make up 48% of its $3.5B portfolio in Q1 2019.
  • Cathie Wood opened 14 new positions and closed 12 in Q1 2019.
  • Cathie Wood's portfolio value rose 42% quarter-over-quarter to $3.5B.

Based on ARK Investment Management's 13F filing for Q1 2019, filed 13 May 2019.