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 |
Zillow
ZG
|
+$89M |
| 2 |
Roku
ROKU
|
+$61.6M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$47.8M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
+$47.2M |
| 5 |
Mercado Libre
MELI
|
+$35.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$147M |
| 2 |
Zillow
Z
|
+$69.7M |
| 3 |
NVIDIA
NVDA
|
+$61.5M |
| 4 |
Aptiv
APTV
|
+$28.2M |
| 5 |
Teradyne
TER
|
+$19.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 36.35% |
| 2 | Technology | 28.98% |
| 3 | Communication Services | 13.49% |
| 4 | Consumer Discretionary | 11.22% |
| 5 | Financials | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
NXP Semiconductors
NXPI
$56.9B
| $3.5M | 0.09% |
27,476
+7,891
| +40% | +$916K |
|
77
TSMC
TSM
$2.17T
| $3.48M | 0.09% |
59,833
-13,380
| -18% | -$710K |
|
78
Iridium Communications
IRDM
$5.19B
| $3.42M | 0.09% |
138,992
+70,793
| +104% | +$1.7M |
|
79
Bristol-Myers Squibb
BMY
$137B
| $3.41M | 0.09% |
53,054
-267,658
| -83% | -$15.3M |
|
80
Alphabet (Google) Class A
GOOGL
$4.22T
| $2.76M | 0.07% |
+41,220
| New | +$2.66M |
|
81
Sea Limited
SE
$72B
| $2.7M | 0.07% |
+67,191
| New | +$2.26M |
|
82
Cognex
CGNX
$10.2B
| $2.61M | 0.07% |
46,649
-22,952
| -33% | -$1.19M |
|
83
Kratos Defense & Security Solutions
KTOS
$10.7B
| $2.59M | 0.07% |
143,836
+16,590
| +13% | +$308K |
|
84
Intercontinental Exchange
ICE
$90.5B
| $2.55M | 0.06% |
27,593
+6,229
| +29% | +$578K |
|
85
Elbit Systems
ESLT
$34.7B
| $2.54M | 0.06% |
16,394
-1,108
| -6% | -$180K |
|
86
HP
HPQ
$27.2B
| $2.44M | 0.06% |
118,859
+17,812
| +18% | +$337K |
|
|
FLIR
87
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $2.41M | 0.06% |
46,253
+14,463
| +45% | +$766K |
|
88
Pluri
PLUR
$18.5M
| $2.31M | 0.06% |
73,212
+5,785
| +9% | +$166K |
|
89
Intuitive Surgical
ISRG
$134B
| $2.15M | 0.05% |
10,938
-2,910
| -21% | -$545K |
|
90
3D Systems Corp
DDD
$530M
| $2.12M | 0.05% |
242,026
-4,911
| -2% | -$42.6K |
|
91
HDFC Bank
HDB
$121B
| $2.06M | 0.05% |
64,996
+9,964
| +18% | +$303K |
|
92
Deere & Co
DE
$175B
| $1.89M | 0.05% |
10,880
+454
| +4% | +$78.2K |
|
93
Intuit
INTU
$100B
| $1.84M | 0.05% |
7,037
-1,512
| -18% | -$395K |
|
94
Guidewire Software
GWRE
$15.8B
| $1.82M | 0.05% |
16,630
-5,281
| -24% | -$591K |
|
95
Precigen
PGEN
$2.58B
| $1.78M | 0.04% |
324,891
+144,807
| +80% | +$815K |
|
96
General Motors
GM
$77.2B
| $1.52M | 0.04% |
41,437
-892
| -2% | -$32.4K |
|
97
TransUnion
TRU
$16.2B
| $1.14M | 0.03% |
13,325
-1,486
| -10% | -$124K |
|
98
PTC
PTC
$16.8B
| $1.14M | 0.03% |
15,174
+1,859
| +14% | +$132K |
|
99
Microsoft
MSFT
$3.59T
| $1.11M | 0.03% |
7,019
-1,486
| -17% | -$218K |
|
100
Verisk Analytics
VRSK
$24.4B
| $1.04M | 0.03% |
6,964
+210
| +3% | +$31.1K |
|
Similar funds
Cathie Wood's Q4 2019 Portfolio in Review
As of Q4 2019, Cathie Wood held 241 positions worth $3.96B, down 13% from $4.58B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Cathie Wood deployed $160M of net new capital in Q4 2019, opening 19 new positions and adding to 93 existing holdings. Its largest new stake was Zillow: 2,407,049 shares worth $110M.
By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 27% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Tesla, an estimated $147M trimmed.
- Cathie Wood's largest Q4 2019 buy was Zillow: 2,407,049 shares worth $110M.
- Cathie Wood added most to Roku in Q4 2019, an estimated $61.6M increase.
- Cathie Wood's biggest Q4 2019 reduction was Tesla, cutting an estimated $147M.
- Cathie Wood fully exited Zillow in Q4 2019, selling an estimated $69.7M.
- Cathie Wood's ten largest holdings make up 45% of its $3.96B portfolio in Q4 2019.
- Cathie Wood opened 19 new positions and closed 23 in Q4 2019.
- Cathie Wood's portfolio value fell 13% quarter-over-quarter to $3.96B.
Based on ARK Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.