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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
+12.4%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$306M
Cap. Flow
+$233M
Cap. Flow %
28.44%
Top 10 Hldgs %
34.12%
Holding
148
New
39
Increased
95
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
TWTR
Twitter, Inc.
TWTR
+$12.5M
2
TSLA icon
Tesla
TSLA
+$8.86M
3
AAPL icon
Apple
AAPL
+$7.99M
4
SSYS icon
Stratasys
SSYS
+$7.51M
5
RDFN
Redfin
RDFN
+$6.85M

Top Sells

Rank Stock Value
1
KITE
Kite Pharma, Inc.
KITE
+$15.6M
2
QCOM icon
Qualcomm
QCOM
+$3.86M
3
BIDU icon
Baidu
BIDU
+$1.58M
4
PRLB icon
Protolabs
PRLB
+$771K
5
IBM icon
IBM
IBM
+$706K

Sector Composition

Rank Sector Weight
1 Technology 28.19%
2 Healthcare 23.79%
3 Communication Services 13.49%
4 Consumer Discretionary 10.43%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAY
101
DELISTED
BAYER AG SPONS ADR
BAY
$366K 0.04%
+10,684
New +$366K
CELG
102
DELISTED
Celgene Corp
CELG
$361K 0.04%
2,479
+880
+55% +$120K
TDOC icon
103
Teladoc Health
TDOC
$1.16B
$333K 0.04%
+10,047
New +$329K
PACB icon
104
Pacific Biosciences
PACB
$420M
$182K 0.02%
+34,725
New +$149K
NNDM
105
Nano Dimension
NNDM
$325M
$171K 0.02%
3,331
+599
+22% +$31.2K
PGEN icon
106
Precigen
PGEN
$2.58B
$169K 0.02%
+8,908
New +$183K
DD icon
107
DuPont de Nemours
DD
$18.7B
$146K 0.02%
+831
New +$139K
KITE
108
DELISTED
Kite Pharma, Inc.
KITE
$100K 0.01%
557
-112,088
-100% -$15.6M
PLUR icon
109
Pluri
PLUR
$18.5M
$95K 0.01%
+785
New +$78.4K
EVGN icon
110
Evogene
EVGN
$8.89M
$91K 0.01%
2,054
+731
+55% +$34.8K
NTRP icon
111
NextTrip
NTRP
$20M
$84K 0.01%
222
+40
+22% +$16.8K
ATI icon
112
ATI
ATI
$28.2B
$69K 0.01%
2,888
+108
+4% +$2.14K
CRS icon
113
Carpenter Technology
CRS
$24.4B
$65K 0.01%
1,343
+43
+3% +$1.72K
EMN icon
114
Eastman Chemical
EMN
$8.47B
$54K 0.01%
600
– –
HXL icon
115
Hexcel
HXL
$7.1B
$54K 0.01%
+942
New +$50.8K
AVNT icon
116
Avient
AVNT
$4.1B
$53K 0.01%
1,330
-2
-0.2% -$75
PX
117
DELISTED
Praxair Inc
PX
$53K 0.01%
381
-15
-4% -$2K
KODK icon
118
Kodak
KODK
$963M
$40K ﹤0.01%
5,496
+1,058
+24% +$8.79K
IBM icon
119
IBM
IBM
$222B
– –
-4,799
Closed -$706K
OA
120
DELISTED
Orbital ATK, Inc.
OA
– –
-6,609
Closed -$650K
DD
121
DELISTED
Du Pont De Nemours E I
DD
– –
-1,167
Closed -$94K
1 2 3 4
5

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Cathie Wood's Q3 2017 Portfolio in Review

As of Q3 2017, Cathie Wood held 148 positions worth $819M, up 60% from $514M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $233M of net new capital in Q3 2017, opening 39 new positions and adding to 95 existing holdings. Its largest new stake was Redfin: 266,290 shares worth $6.68M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Kite Pharma, Inc., an estimated $15.6M trimmed.

  • Cathie Wood's largest Q3 2017 buy was Redfin: 266,290 shares worth $6.68M.
  • Cathie Wood added most to Twitter, Inc. in Q3 2017, an estimated $12.5M increase.
  • Cathie Wood's biggest Q3 2017 reduction was Kite Pharma, Inc., cutting an estimated $15.6M.
  • Cathie Wood fully exited IBM in Q3 2017, selling an estimated $706K.
  • Cathie Wood's ten largest holdings make up 34% of its $819M portfolio in Q3 2017.
  • Cathie Wood opened 39 new positions and closed 3 in Q3 2017.
  • Cathie Wood's portfolio value rose 60% quarter-over-quarter to $819M.

Based on ARK Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.