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 |
Amazon
AMZN
|
+$7.94M |
| 2 |
NVIDIA
NVDA
|
+$7.13M |
| 3 |
JUNO
Juno Therapeutics, Inc.
JUNO
|
+$6.22M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.17M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
+$5.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ATHN
Athenahealth, Inc.
ATHN
|
+$4.09M |
| 2 |
Stratasys
SSYS
|
+$3.33M |
| 3 |
Illumina
ILMN
|
+$2.86M |
| 4 |
IBM
IBM
|
+$2.84M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$2.55M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.18% |
| 2 | Healthcare | 25.91% |
| 3 | Communication Services | 14.82% |
| 4 | Industrials | 12.69% |
| 5 | Consumer Discretionary | 12.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DD
101
DELISTED
Du Pont De Nemours E I
DD
| $94K | 0.02% |
+1,167
| New | +$93.3K |
|
102
NextTrip
NTRP
$20M
| $77K | 0.02% |
182
+93
| +104% | +$48.5K |
|
103
Evogene
EVGN
$8.89M
| $67K | 0.01% |
1,323
+585
| +79% | +$30.2K |
|
104
Avient
AVNT
$4.1B
| $52K | 0.01% |
1,332
+437
| +49% | +$16.3K |
|
|
PX
105
DELISTED
Praxair Inc
PX
| $52K | 0.01% |
396
+162
| +69% | +$20.8K |
|
106
Eastman Chemical
EMN
$8.47B
| $50K | 0.01% |
600
+187
| +45% | +$15.1K |
|
107
Carpenter Technology
CRS
$24.4B
| $49K | 0.01% |
1,300
+585
| +82% | +$21.7K |
|
108
ATI
ATI
$28.2B
| $47K | 0.01% |
2,780
+945
| +51% | +$15.9K |
|
109
Kodak
KODK
$963M
| $40K | 0.01% |
4,438
+2,529
| +132% | +$25.3K |
|
|
SCHW
110
Charles Schwab
SCHW
$194B
| – | – |
-62,530
| Closed | -$2.55M |
|
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Cathie Wood's Q2 2017 Portfolio in Review
As of Q2 2017, Cathie Wood held 110 positions worth $514M, up 48% from $347M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Cathie Wood deployed $120M of net new capital in Q2 2017, opening 6 new positions and adding to 94 existing holdings. Its largest new stake was Intuit: 17,139 shares worth $2.28M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Athenahealth, Inc., an estimated $4.09M trimmed.
- Cathie Wood's largest Q2 2017 buy was Intuit: 17,139 shares worth $2.28M.
- Cathie Wood added most to Amazon in Q2 2017, an estimated $7.94M increase.
- Cathie Wood's biggest Q2 2017 reduction was Athenahealth, Inc., cutting an estimated $4.09M.
- Cathie Wood fully exited Charles Schwab in Q2 2017, selling an estimated $2.55M.
- Cathie Wood's ten largest holdings make up 39% of its $514M portfolio in Q2 2017.
- Cathie Wood opened 6 new positions and closed 1 in Q2 2017.
- Cathie Wood's portfolio value rose 48% quarter-over-quarter to $514M.
Based on ARK Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.