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 |
Roku
ROKU
|
+$109M |
| 2 |
NVTA
Invitae Corporation
NVTA
|
+$102M |
| 3 |
Illumina
ILMN
|
+$79.4M |
| 4 |
Pinterest
PINS
|
+$76.9M |
| 5 |
Protolabs
PRLB
|
+$73.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$77.9M |
| 2 |
Teladoc Health
TDOC
|
+$72.5M |
| 3 |
Trade Desk
TTD
|
+$62.4M |
| 4 |
Salesforce
CRM
|
+$57M |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
+$50.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 37.7% |
| 2 | Technology | 30.34% |
| 3 | Communication Services | 11.79% |
| 4 | Consumer Discretionary | 10.16% |
| 5 | Industrials | 4.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
NXP Semiconductors
NXPI
$56.9B
| $3.28M | 0.08% |
39,559
+12,083
| +44% | +$1.42M |
|
77
Intercontinental Exchange
ICE
$90.5B
| $3.17M | 0.08% |
39,232
+11,639
| +42% | +$1.05M |
|
78
JD.com
JD
$39.7B
| $3.12M | 0.08% |
76,962
-70,619
| -48% | -$2.82M |
|
79
Caterpillar
CAT
$381B
| $3.08M | 0.08% |
+26,577
| New | +$3.39M |
|
|
ANSS
80
DELISTED
Ansys
ANSS
| $2.96M | 0.07% |
12,741
-1,189
| -9% | -$307K |
|
81
Intuitive Surgical
ISRG
$134B
| $2.8M | 0.07% |
16,941
+6,003
| +55% | +$1.1M |
|
82
Aptiv
APTV
$10B
| $2.71M | 0.07% |
55,136
-32,754
| -37% | -$2.57M |
|
83
Pluri
PLUR
$18.5M
| $2.42M | 0.06% |
82,519
+9,307
| +13% | +$279K |
|
84
Deere & Co
DE
$175B
| $2.41M | 0.06% |
17,447
+6,567
| +60% | +$1.04M |
|
85
Elbit Systems
ESLT
$34.7B
| $2.37M | 0.06% |
18,551
+2,157
| +13% | +$316K |
|
86
HDFC Bank
HDB
$121B
| $2.03M | 0.05% |
105,618
+40,622
| +62% | +$1.09M |
|
87
Intuit
INTU
$100B
| $1.96M | 0.05% |
8,526
+1,489
| +21% | +$403K |
|
88
Baidu
BIDU
$31.6B
| $1.58M | 0.04% |
15,694
-86,191
| -85% | -$10.5M |
|
89
Alphabet (Google) Class A
GOOGL
$4.22T
| $1.57M | 0.04% |
27,040
-14,180
| -34% | -$961K |
|
90
Rockwell Automation
ROK
$48.5B
| $1.47M | 0.04% |
+9,747
| New | +$1.81M |
|
|
RUBY
91
DELISTED
Rubius Therapeutics, Inc
RUBY
| $1.42M | 0.04% |
318,121
-362,643
| -53% | -$2.69M |
|
92
Microsoft
MSFT
$3.59T
| $1.34M | 0.03% |
8,527
+1,508
| +21% | +$248K |
|
93
HP
HPQ
$27.2B
| $1.33M | 0.03% |
76,567
-42,292
| -36% | -$856K |
|
94
Interactive Brokers
IBKR
$42.5B
| $1.31M | 0.03% |
121,284
+50,000
| +70% | +$604K |
|
|
DOCU
95
DocuSign
DOCU
$11.8B
| $1.25M | 0.03% |
13,489
+717
| +6% | +$57.7K |
|
|
SCHW
96
Charles Schwab
SCHW
$194B
| $1.2M | 0.03% |
35,805
+14,005
| +64% | +$588K |
|
97
Verisk Analytics
VRSK
$24.4B
| $1.18M | 0.03% |
8,436
+1,472
| +21% | +$231K |
|
98
3D Systems Corp
DDD
$530M
| $1.12M | 0.03% |
145,604
-96,422
| -40% | -$940K |
|
99
PTC
PTC
$16.8B
| $1.09M | 0.03% |
17,786
+2,612
| +17% | +$193K |
|
100
TransUnion
TRU
$16.2B
| $1.07M | 0.03% |
16,123
+2,798
| +21% | +$242K |
|
Similar funds
Cathie Wood's Q1 2020 Portfolio in Review
As of Q1 2020, Cathie Wood held 227 positions worth $4.01B, up 1.2% from $3.96B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Cathie Wood deployed $684M of net new capital in Q1 2020, opening 9 new positions and adding to 121 existing holdings. Its largest new stake was Everpure Inc: 4,318,047 shares worth $53.1M.
By sector, the portfolio is most concentrated in Healthcare at 38% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Tesla, an estimated $77.9M trimmed.
- Cathie Wood's largest Q1 2020 buy was Everpure Inc: 4,318,047 shares worth $53.1M.
- Cathie Wood added most to Roku in Q1 2020, an estimated $109M increase.
- Cathie Wood's biggest Q1 2020 reduction was Tesla, cutting an estimated $77.9M.
- Cathie Wood fully exited Cloudera, Inc. in Q1 2020, selling an estimated $16.1M.
- Cathie Wood's ten largest holdings make up 48% of its $4.01B portfolio in Q1 2020.
- Cathie Wood opened 9 new positions and closed 20 in Q1 2020.
- Cathie Wood's portfolio value rose 1.2% quarter-over-quarter to $4.01B.
Based on ARK Investment Management's 13F filing for Q1 2020, filed 14 May 2020.