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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
-6.87%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$4.58B
AUM Growth
+$612M
Cap. Flow
+$889M
Cap. Flow %
19.41%
Top 10 Hldgs %
43.69%
Holding
246
New
39
Increased
84
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
TWOU
2U Inc
TWOU
+$87.8M
2
XYZ
Block Inc
XYZ
+$62.3M
3
ILMN icon
Illumina
ILMN
+$47.8M
4
TREE icon
LendingTree
TREE
+$41.7M
5
XLNX
Xilinx Inc
XLNX
+$37.2M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$91M
2
TWTR
Twitter, Inc.
TWTR
+$70.8M
3
SPOT icon
Spotify
SPOT
+$63.6M
4
BIDU icon
Baidu
BIDU
+$53.5M
5
NVTA
Invitae Corporation
NVTA
+$37.3M

Sector Composition

Rank Sector Weight
1 Healthcare 26.71%
2 Technology 22.4%
3 Consumer Discretionary 8.68%
4 Communication Services 6.26%
5 Financials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDXS icon
51
Codexis
CDXS
$183M
$8.65M 0.19%
630,461
+293,173
+87% +$4.61M
PYPL icon
52
PayPal
PYPL
$52.7B
$7.6M 0.17%
73,347
-78,952
-52% -$8.7M
TWLO icon
53
Twilio
TWLO
$34.6B
$7.27M 0.16%
66,094
+6,689
+11% +$867K
CDNA icon
54
CareDx
CDNA
$2.51B
$7.17M 0.16%
317,300
+189,692
+149% +$5.25M
GRUB
55
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$6.81M 0.15%
60,612
-3,201
-5% -$425K
ADBE icon
56
Adobe
ADBE
$109B
$6.53M 0.14%
23,644
-3,703
-14% -$1.08M
AMD icon
57
Advanced Micro Devices
AMD
$773B
$6.08M 0.13%
209,772
-2,971
-1% -$93.2K
HUBS icon
58
HubSpot
HUBS
$12B
$5.97M 0.13%
39,386
-6,164
-14% -$1.11M
TWST icon
59
Twist Bioscience
TWST
$9.13B
$5.87M 0.13%
245,627
+31,834
+15% +$925K
RUBY
60
DELISTED
Rubius Therapeutics, Inc
RUBY
$5.74M 0.13%
730,890
+32,488
+5% +$379K
NTNX icon
61
Nutanix
NTNX
$18.3B
$5.5M 0.12%
209,512
-1,202,588
-85% -$28.4M
FATE icon
62
Fate Therapeutics
FATE
$279M
$5.26M 0.11%
339,039
+116,975
+53% +$2.24M
SPOT icon
63
Spotify
SPOT
$110B
$5.26M 0.11%
46,174
-450,210
-91% -$63.6M
CBMG
64
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$5.2M 0.11%
349,625
+35,247
+11% +$475K
SHOP icon
65
Shopify
SHOP
$192B
$5.13M 0.11%
164,580
-44,510
-21% -$1.52M
VIVS
66
VivoSim Labs
VIVS
$3.83M
$4.94M 0.11%
78,954
-9,099
-10% -$766K
GH icon
67
Guardant Health
GH
$22.9B
$4.74M 0.1%
74,203
+162
+0.2% +$14.3K
TRMB icon
68
Trimble
TRMB
$14B
$4.64M 0.1%
119,467
-23,154
-16% -$931K
TEAM icon
69
Atlassian
TEAM
$43.5B
$4.58M 0.1%
36,474
-5,704
-14% -$777K
PSNL icon
70
Personalis
PSNL
$1.96B
$4.39M 0.1%
299,464
+101,744
+51% +$1.92M
SNAP icon
71
Snap
SNAP
$8.86B
$4.37M 0.1%
+276,683
New +$4.43M
JD icon
72
JD.com
JD
$39.7B
$4.25M 0.09%
150,755
+3,430
+2% +$104K
PACB icon
73
Pacific Biosciences
PACB
$420M
$3.9M 0.09%
+756,797
New +$4.23M
BLUE
74
DELISTED
bluebird bio
BLUE
$3.69M 0.08%
3,103
-5,261
-63% -$8.03M
CGNX icon
75
Cognex
CGNX
$10.2B
$3.42M 0.07%
69,601
-1,973
-3% -$89K
1 2
3
4 5

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Cathie Wood's Q3 2019 Portfolio in Review

As of Q3 2019, Cathie Wood held 246 positions worth $4.58B, up 15% from $3.97B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Cathie Wood deployed $889M of net new capital in Q3 2019, opening 39 new positions and adding to 84 existing holdings. Its largest new stake was Trade Desk: 1,434,850 shares worth $26.9M.

By sector, the portfolio is most concentrated in Healthcare at 27% of assets, down from 36% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $91M trimmed.

  • Cathie Wood's largest Q3 2019 buy was Trade Desk: 1,434,850 shares worth $26.9M.
  • Cathie Wood added most to 2U Inc in Q3 2019, an estimated $87.8M increase.
  • Cathie Wood's biggest Q3 2019 reduction was NVIDIA, cutting an estimated $91M.
  • Cathie Wood fully exited Jumia Technologies in Q3 2019, selling an estimated $7.21M.
  • Cathie Wood's ten largest holdings make up 44% of its $4.58B portfolio in Q3 2019.
  • Cathie Wood opened 39 new positions and closed 24 in Q3 2019.
  • Cathie Wood's portfolio value rose 15% quarter-over-quarter to $4.58B.

Based on ARK Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.