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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
ALNT icon
76
Allient
ALNT
$1.63B
$1.21M 0.1%
54,867
+10,954
+25% +$223K
INO icon
77
Inovio Pharmaceuticals
INO
$122M
$1.18M 0.09%
23,856
+11,907
+100% +$738K
CSOD
78
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$1.18M 0.09%
33,434
+1,701
+5% +$63.4K
BB icon
79
BlackBerry
BB
$4.71B
$1.18M 0.09%
105,161
-417,198
-80% -$4.55M
QCOM icon
80
Qualcomm
QCOM
$169B
$1.16M 0.09%
18,147
+3,165
+21% +$192K
CGNX icon
81
Cognex
CGNX
$10.2B
$1.1M 0.09%
+17,948
New +$1.14M
TDOC icon
82
Teladoc Health
TDOC
$1.16B
$1.09M 0.09%
31,321
+21,274
+212% +$706K
ALB icon
83
Albemarle
ALB
$16.9B
$1.07M 0.08%
8,333
+2,380
+40% +$323K
INCY icon
84
Incyte
INCY
$25.9B
$1.04M 0.08%
11,004
+3,825
+53% +$400K
REGN icon
85
Regeneron Pharmaceuticals
REGN
$85.9B
$1.04M 0.08%
2,761
+530
+24% +$215K
CELG
86
DELISTED
Celgene Corp
CELG
$1.01M 0.08%
9,695
+7,216
+291% +$814K
PLUG icon
87
Plug Power
PLUG
$3.17B
$973K 0.08%
412,391
+74,934
+22% +$192K
FPRX
88
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$947K 0.08%
43,215
+21,211
+96% +$682K
CFMS
89
DELISTED
Conformis, Inc. Common Stock
CFMS
$930K 0.07%
15,623
+4,775
+44% +$382K
HWM icon
90
Howmet Aerospace
HWM
$108B
$751K 0.06%
35,929
+3,633
+11% +$70.7K
CRSP icon
91
CRISPR Therapeutics
CRSP
$5.75B
$737K 0.06%
31,388
+5,833
+23% +$111K
FARO
92
DELISTED
Faro Technologies
FARO
$724K 0.06%
15,397
+3,362
+28% +$157K
UPS icon
93
United Parcel Service
UPS
$86.8B
$703K 0.06%
5,896
+428
+8% +$50.3K
JNCE
94
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$678K 0.05%
53,176
+24,644
+86% +$362K
AME icon
95
Ametek
AME
$54.9B
$643K 0.05%
8,870
+1,129
+15% +$78.7K
ARCT icon
96
Arcturus Therapeutics
ARCT
$382M
$610K 0.05%
+76,737
New +$690K
GE icon
97
GE Aerospace
GE
$361B
$596K 0.05%
7,123
+3,350
+89% +$320K
PACB icon
98
Pacific Biosciences
PACB
$420M
$565K 0.05%
213,917
+179,192
+516% +$627K
UCTT
99
Ultra Clean Holdings
UCTT
$3.46B
$549K 0.04%
23,758
-1,853
-7% -$47.5K
PLUR icon
100
Pluri
PLUR
$18.5M
$401K 0.03%
3,637
+2,852
+363% +$356K
2 3
4
5 6

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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.