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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
JD icon
76
JD.com
JD
$39.7B
$2.18M 0.06%
72,203
-11,180
-13% -$284K
DDD icon
77
3D Systems Corp
DDD
$530M
$1.92M 0.05%
178,320
+40,595
+29% +$482K
NXPI icon
78
NXP Semiconductors
NXPI
$56.9B
$1.88M 0.05%
21,233
-3,774
-15% -$332K
KTOS icon
79
Kratos Defense & Security Solutions
KTOS
$10.7B
$1.88M 0.05%
119,952
-1
-0% -$16
HPQ icon
80
HP
HPQ
$27.2B
$1.82M 0.05%
93,921
-4,036
-4% -$85.5K
GWRE icon
81
Guidewire Software
GWRE
$15.8B
$1.71M 0.05%
17,546
+13,624
+347% +$1.22M
GM icon
82
General Motors
GM
$77.2B
$1.7M 0.05%
45,894
-4,285
-9% -$163K
DE icon
83
Deere & Co
DE
$175B
$1.7M 0.05%
10,647
-2,220
-17% -$355K
INTU icon
84
Intuit
INTU
$100B
$1.61M 0.05%
6,143
+4,836
+370% +$1.12M
MSFT icon
85
Microsoft
MSFT
$3.59T
$1.5M 0.04%
12,721
-2,065
-14% -$225K
PTC icon
86
PTC
PTC
$16.8B
$1.41M 0.04%
15,308
-1,680
-10% -$149K
VRSK icon
87
Verisk Analytics
VRSK
$24.4B
$1.35M 0.04%
10,180
+8,177
+408% +$995K
IBKR icon
88
Interactive Brokers
IBKR
$42.5B
$1.02M 0.03%
78,416
+59,720
+319% +$785K
ICE icon
89
Intercontinental Exchange
ICE
$90.5B
$993K 0.03%
13,041
+10,793
+480% +$809K
TRU icon
90
TransUnion
TRU
$16.2B
$843K 0.02%
12,617
+10,535
+506% +$652K
HDB icon
91
HDFC Bank
HDB
$121B
$771K 0.02%
26,600
+21,412
+413% +$555K
SCHW
92
Charles Schwab
SCHW
$194B
$736K 0.02%
17,212
+13,474
+360% +$608K
AQB icon
93
AquaBounty Technologies
AQB
$6.74M
$735K 0.02%
16,771
+2,025
+14% +$98.9K
NDAQ icon
94
Nasdaq
NDAQ
$54.9B
$724K 0.02%
24,822
+18,126
+271% +$516K
CYBR
95
DELISTED
CyberArk
CYBR
$701K 0.02%
5,891
-1,155
-16% -$110K
MLNX
96
DELISTED
Mellanox Technologies, Ltd.
MLNX
$651K 0.02%
5,498
-1,359
-20% -$137K
SPNS
97
DELISTED
Sapiens International
SPNS
$591K 0.02%
38,699
-3,105
-7% -$40.9K
CAMT icon
98
Camtek
CAMT
$6.85B
$587K 0.02%
65,847
-127
-0.2% -$1.03K
NNDM
99
Nano Dimension
NNDM
$325M
$571K 0.02%
80,428
+29,120
+57% +$277K
CHKP icon
100
Check Point Software Technologies
CHKP
$13.3B
$553K 0.02%
4,370
-94
-2% -$10.9K
2 3
4
5 6

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AA
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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 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.