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 |
Ionis Pharmaceuticals
IONS
|
+$5.43M |
| 2 |
Qualcomm
QCOM
|
+$4.78M |
| 3 |
Editas Medicine
EDIT
|
+$4.76M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
+$4.47M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
+$4.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Illumina
ILMN
|
+$5.87M |
| 2 |
Alnylam Pharmaceuticals
ALNY
|
+$5.43M |
| 3 |
Netflix
NFLX
|
+$4.48M |
| 4 |
3D Systems Corp
DDD
|
+$3.58M |
| 5 |
NVIDIA
NVDA
|
+$3.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.55% |
| 2 | Healthcare | 26.21% |
| 3 | Communication Services | 14.97% |
| 4 | Industrials | 13.37% |
| 5 | Consumer Discretionary | 11.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Avient
AVNT
$4.1B
| $31K | 0.01% |
895
+200
| +29% | +$6.71K |
|
|
PX
102
DELISTED
Praxair Inc
PX
| $28K | 0.01% |
234
+54
| +30% | +$6.35K |
|
103
Carpenter Technology
CRS
$24.4B
| $27K | 0.01% |
715
+163
| +30% | +$6.36K |
|
104
Kodak
KODK
$963M
| $22K | 0.01% |
1,909
+419
| +28% | +$5.73K |
|
105
Ambarella
AMBA
$3.23B
| – | – |
-2,846
| Closed | -$154K |
|
106
BioMarin Pharmaceuticals
BMRN
$12.9B
| – | – |
-960
| Closed | -$80K |
|
107
Under Armour Class C
UA
$2.25B
| – | – |
-7,562
| Closed | -$190K |
|
|
VJET
108
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
| – | – |
-30,925
| Closed | -$444K |
|
|
MENT
109
DELISTED
Mentor Graphics Corp
MENT
| – | – |
-13,878
| Closed | -$512K |
|
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Cathie Wood's Q1 2017 Portfolio in Review
As of Q1 2017, Cathie Wood held 109 positions worth $347M, up 26% from $275M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Cathie Wood deployed $23.1M of net new capital in Q1 2017, opening 7 new positions and adding to 73 existing holdings. Its largest new stake was Editas Medicine: 229,922 shares worth $5.13M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Illumina, an estimated $5.87M trimmed.
- Cathie Wood's largest Q1 2017 buy was Editas Medicine: 229,922 shares worth $5.13M.
- Cathie Wood added most to Ionis Pharmaceuticals in Q1 2017, an estimated $5.43M increase.
- Cathie Wood's biggest Q1 2017 reduction was Illumina, cutting an estimated $5.87M.
- Cathie Wood fully exited Mentor Graphics Corp in Q1 2017, selling an estimated $512K.
- Cathie Wood's ten largest holdings make up 44% of its $347M portfolio in Q1 2017.
- Cathie Wood opened 7 new positions and closed 5 in Q1 2017.
- Cathie Wood's portfolio value rose 26% quarter-over-quarter to $347M.
Based on ARK Investment Management's 13F filing for Q1 2017, filed 15 May 2017.