Cathie Wood ARK Investment Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ATHN
Athenahealth, Inc.
ATHN
|
+$25.1M |
| 2 |
Stratasys
SSYS
|
+$22.7M |
| 3 |
Illumina
ILMN
|
+$21.6M |
| 4 |
Amazon
AMZN
|
+$13.9M |
| 5 |
Baidu
BIDU
|
+$11.3M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.3% |
| 2 | Healthcare | 23.76% |
| 3 | Communication Services | 17.67% |
| 4 | Industrials | 15.69% |
| 5 | Consumer Discretionary | 10.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Inovio Pharmaceuticals
INO
$122M
| $217K | 0.08% |
+2,602
| New | +$235K |
|
77
Albemarle
ALB
$16.9B
| $215K | 0.08% |
+2,493
| New | +$211K |
|
78
Twilio
TWLO
$34.6B
| $209K | 0.08% |
+7,245
| New | +$271K |
|
79
Agios Pharmaceuticals
AGIO
$1.98B
| $190K | 0.07% |
+4,555
| New | +$239K |
|
80
Under Armour Class C
UA
$2.25B
| $190K | 0.07% |
+7,562
| New | +$209K |
|
|
MZOR
81
DELISTED
Mazor Robotics Ltd.
MZOR
| $183K | 0.07% |
+8,360
| New | +$188K |
|
82
Flex
FLEX
$40.8B
| $177K | 0.06% |
+16,310
| New | +$174K |
|
83
Box
BOX
$4.56B
| $164K | 0.06% |
+11,835
| New | +$175K |
|
|
FPRX
84
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $160K | 0.06% |
+3,200
| New | +$168K |
|
85
Ametek
AME
$54.9B
| $159K | 0.06% |
+3,272
| New | +$155K |
|
|
FARO
86
DELISTED
Faro Technologies
FARO
| $158K | 0.06% |
+4,390
| New | +$156K |
|
|
MLNX
87
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $156K | 0.06% |
+3,813
| New | +$161K |
|
88
Ambarella
AMBA
$3.23B
| $154K | 0.06% |
+2,846
| New | +$172K |
|
89
Allient
ALNT
$1.63B
| $135K | 0.05% |
+9,450
| New | +$132K |
|
|
CELG
90
DELISTED
Celgene Corp
CELG
| $93K | 0.03% |
+807
| New | +$89.9K |
|
91
BioMarin Pharmaceuticals
BMRN
$12.9B
| $80K | 0.03% |
+960
| New | +$82.6K |
|
92
Adobe
ADBE
$109B
| $79K | 0.03% |
+769
| New | +$81.4K |
|
|
NNDM
93
Nano Dimension
NNDM
$325M
| $64K | 0.02% |
+1,067
| New | +$68.9K |
|
|
SYRS
94
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $42K | 0.02% |
+347
| New | +$48.6K |
|
95
Evogene
EVGN
$8.89M
| $34K | 0.01% |
+665
| New | +$38.1K |
|
96
Eastman Chemical
EMN
$8.47B
| $24K | 0.01% |
+322
| New | +$23.3K |
|
97
Howmet Aerospace
HWM
$108B
| $24K | 0.01% |
+1,664
| New | +$25K |
|
98
Kodak
KODK
$963M
| $23K | 0.01% |
+1,490
| New | +$22.7K |
|
99
Avient
AVNT
$4.1B
| $22K | 0.01% |
+695
| New | +$22.3K |
|
|
PX
100
DELISTED
Praxair Inc
PX
| $21K | 0.01% |
+180
| New | +$21.4K |
|
Similar funds
Cathie Wood's Q4 2016 Portfolio in Review
Q4 2016 is the first quarter with a 13F filing on record for Cathie Wood, which disclosed 102 positions worth $275M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Athenahealth, Inc.: 233,411 shares worth $24.5M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, followed by Healthcare and Communication Services.
- Cathie Wood's largest Q4 2016 buy was Athenahealth, Inc.: 233,411 shares worth $24.5M.
- Cathie Wood's ten largest holdings make up 49% of its $275M portfolio in Q4 2016.
- Cathie Wood disclosed 102 positions in Q4 2016, its first 13F filing on record.
Based on ARK Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.