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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
+7.8%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$758M
Cap. Flow
+$731M
Cap. Flow %
36.32%
Top 10 Hldgs %
36.79%
Holding
213
New
13
Increased
155
Reduced
28
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$57.6M
2
NTLA icon
Intellia Therapeutics
NTLA
+$54.8M
3
SSYS icon
Stratasys
SSYS
+$44.4M
4
BIDU icon
Baidu
BIDU
+$42.2M
5
NVTA
Invitae Corporation
NVTA
+$34.4M

Top Sells

Rank Stock Value
1
JUNO
Juno Therapeutics, Inc.
JUNO
+$31.2M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.8M
3
FMI
Foundation Medicine, Inc.
FMI
+$12.6M
4
TCOM icon
Trip.com Group
TCOM
+$6.96M
5
TREE icon
LendingTree
TREE
+$5.19M

Sector Composition

Rank Sector Weight
1 Technology 29.29%
2 Healthcare 23.12%
3 Consumer Discretionary 14.26%
4 Communication Services 13.72%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IFX
76
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$1.95M 0.1%
+72,135
New +$1.95M
PTC icon
77
PTC
PTC
$16.8B
$1.92M 0.1%
24,616
+1,239
+5% +$90.4K
TM icon
78
Toyota
TM
$234B
$1.82M 0.09%
13,984
-662
-5% -$88.7K
ARCT icon
79
Arcturus Therapeutics
ARCT
$382M
$1.82M 0.09%
331,165
+254,428
+332% +$1.76M
CGNX icon
80
Cognex
CGNX
$10.2B
$1.72M 0.09%
33,040
+15,092
+84% +$892K
ALB icon
81
Albemarle
ALB
$16.9B
$1.65M 0.08%
17,794
+9,461
+114% +$1.04M
CSOD
82
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$1.59M 0.08%
40,712
+7,278
+22% +$295K
ROK icon
83
Rockwell Automation
ROK
$48.5B
$1.46M 0.07%
8,378
+2,101
+33% +$399K
ALNY icon
84
Alnylam Pharmaceuticals
ALNY
$31.6B
$1.32M 0.07%
11,112
+9,014
+430% +$1.16M
FPRX
85
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$1.18M 0.06%
68,854
+25,639
+59% +$500K
REGN icon
86
Regeneron Pharmaceuticals
REGN
$85.9B
$1.15M 0.06%
3,325
+564
+20% +$196K
IOVA icon
87
Iovance Biotherapeutics
IOVA
$3.76B
$1.1M 0.05%
+65,096
New +$986K
PLUR icon
88
Pluri
PLUR
$18.5M
$1.05M 0.05%
9,593
+5,956
+164% +$686K
CFMS
89
DELISTED
Conformis, Inc. Common Stock
CFMS
$1.02M 0.05%
28,126
+12,503
+80% +$525K
KTWO
90
DELISTED
K2M Group Holdings, Inc
KTWO
$954K 0.05%
50,347
-79,391
-61% -$1.57M
SEDG icon
91
SolarEdge
SEDG
$1.9B
$843K 0.04%
16,022
+7,640
+91% +$335K
WIX icon
92
WIX.com
WIX
$3.43B
$783K 0.04%
9,838
+6,096
+163% +$428K
FARO
93
DELISTED
Faro Technologies
FARO
$720K 0.04%
12,327
-3,070
-20% -$170K
MLNX
94
DELISTED
Mellanox Technologies, Ltd.
MLNX
$717K 0.04%
9,838
-48,418
-83% -$3.26M
CRNT icon
95
Ceragon Networks
CRNT
$191M
$704K 0.04%
261,557
+137,820
+111% +$338K
CYBR
96
DELISTED
CyberArk
CYBR
$696K 0.03%
13,638
+7,828
+135% +$364K
URGN icon
97
UroGen Pharma
URGN
$2.29B
$671K 0.03%
13,502
+4,218
+45% +$211K
NNDM
98
Nano Dimension
NNDM
$325M
$667K 0.03%
35,840
+29,777
+491% +$814K
ORBK
99
DELISTED
Orbotech Ltd
ORBK
$660K 0.03%
10,613
+4,781
+82% +$262K
AME icon
100
Ametek
AME
$54.9B
$659K 0.03%
8,677
-193
-2% -$14.7K
2 3
4
5 6

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NMIFOAC
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WA
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ECM
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SAM
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IFP
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FGP
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Cathie Wood's Q1 2018 Portfolio in Review

As of Q1 2018, Cathie Wood held 213 positions worth $2.01B, up 60% from $1.26B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Cathie Wood deployed $731M of net new capital in Q1 2018, opening 13 new positions and adding to 155 existing holdings. Its largest new stake was TSMC: 217,209 shares worth $9.51M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $14.8M trimmed.

  • Cathie Wood's largest Q1 2018 buy was TSMC: 217,209 shares worth $9.51M.
  • Cathie Wood added most to Tesla in Q1 2018, an estimated $57.6M increase.
  • Cathie Wood's biggest Q1 2018 reduction was Alphabet (Google) Class C, cutting an estimated $14.8M.
  • Cathie Wood fully exited Juno Therapeutics, Inc. in Q1 2018, selling an estimated $31.2M.
  • Cathie Wood's ten largest holdings make up 37% of its $2.01B portfolio in Q1 2018.
  • Cathie Wood opened 13 new positions and closed 14 in Q1 2018.
  • Cathie Wood's portfolio value rose 60% quarter-over-quarter to $2.01B.

Based on ARK Investment Management's 13F filing for Q1 2018, filed 14 May 2018.