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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
+5.33%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
+$436M
Cap. Flow
+$434M
Cap. Flow %
34.56%
Top 10 Hldgs %
33.6%
Holding
211
New
66
Increased
116
Reduced
15
Closed
11

Top Buys

Rank Stock Value
1
SSYS icon
Stratasys
SSYS
+$26.2M
2
JD icon
JD.com
JD
+$25.8M
3
TSLA icon
Tesla
TSLA
+$25.3M
4
NTLA icon
Intellia Therapeutics
NTLA
+$23.1M
5
HAPN
Happen Inc
HAPN
+$18.1M

Top Sells

Rank Stock Value
1
AKAM icon
Akamai
AKAM
+$6.48M
2
BB icon
BlackBerry
BB
+$4.55M
3
TWLO icon
Twilio
TWLO
+$3.67M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.58M
5
FMI
Foundation Medicine, Inc.
FMI
+$2.76M

Sector Composition

Rank Sector Weight
1 Technology 25.95%
2 Healthcare 23.82%
3 Communication Services 14.63%
4 Consumer Discretionary 14.22%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URGN icon
101
UroGen Pharma
URGN
$2.29B
$345K 0.03%
+9,284
New +$331K
TEVA icon
102
Teva Pharmaceuticals
TEVA
$43.5B
$325K 0.03%
+17,164
New +$258K
SEDG icon
103
SolarEdge
SEDG
$1.9B
$315K 0.03%
+8,382
New +$289K
CALL
104
DELISTED
magicJack VocalTec Ltd
CALL
$314K 0.03%
+37,211
New +$282K
NTBL
105
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$302K 0.02%
+1,214
New +$282K
ORBK
106
DELISTED
Orbotech Ltd
ORBK
$293K 0.02%
+5,832
New +$284K
GILT icon
107
Gilat Satellite Networks
GILT
$809M
$290K 0.02%
+36,694
New +$264K
RDWR icon
108
Radware
RDWR
$1.17B
$288K 0.02%
+14,835
New +$281K
NICE icon
109
Nice
NICE
$5.87B
$287K 0.02%
+3,126
New +$266K
PNTR
110
DELISTED
Pointer Telocation Ltd.
PNTR
$279K 0.02%
+15,002
New +$263K
TSEM icon
111
Tower Semiconductor
TSEM
$25.2B
$278K 0.02%
+8,162
New +$271K
CEL
112
DELISTED
Cellcom Israel, Ltd.
CEL
$272K 0.02%
+26,332
New +$255K
ALNY icon
113
Alnylam Pharmaceuticals
ALNY
$31.6B
$267K 0.02%
2,098
-6,976
-77% -$877K
SILC icon
114
Silicom
SILC
$253M
$262K 0.02%
+3,742
New +$256K
CAMT icon
115
Camtek
CAMT
$6.85B
$259K 0.02%
+45,300
New +$262K
KMDA icon
116
Kamada
KMDA
$475M
$251K 0.02%
+52,695
New +$248K
RDCM icon
117
Radcom
RDCM
$173M
$248K 0.02%
+12,470
New +$254K
TARO
118
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$247K 0.02%
+2,356
New +$259K
CRNT icon
119
Ceragon Networks
CRNT
$191M
$245K 0.02%
+123,737
New +$244K
MGIC
120
DELISTED
Magic Software Enterprises
MGIC
$242K 0.02%
+28,561
New +$247K
CYBR
121
DELISTED
CyberArk
CYBR
$240K 0.02%
+5,810
New +$254K
FOMX
122
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$235K 0.02%
+39,160
New +$236K
ITRN icon
123
Ituran Location and Control
ITRN
$1.01B
$233K 0.02%
+6,802
New +$243K
AUDC icon
124
AudioCodes
AUDC
$232M
$227K 0.02%
+30,895
New +$222K
RADA
125
DELISTED
Rada Electronic Industries Ltd
RADA
$225K 0.02%
+73,042
New +$239K
3 4
5
6 7

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Cathie Wood's Q4 2017 Portfolio in Review

As of Q4 2017, Cathie Wood held 211 positions worth $1.26B, up 53% from $819M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $434M of net new capital in Q4 2017, opening 66 new positions and adding to 116 existing holdings. Its largest new stake was Cognex: 17,948 shares worth $1.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Akamai, an estimated $6.48M trimmed.

  • Cathie Wood's largest Q4 2017 buy was Cognex: 17,948 shares worth $1.1M.
  • Cathie Wood added most to Stratasys in Q4 2017, an estimated $26.2M increase.
  • Cathie Wood's biggest Q4 2017 reduction was Akamai, cutting an estimated $6.48M.
  • Cathie Wood fully exited Thermo Fisher Scientific in Q4 2017, selling an estimated $3.58M.
  • Cathie Wood's ten largest holdings make up 34% of its $1.26B portfolio in Q4 2017.
  • Cathie Wood opened 66 new positions and closed 11 in Q4 2017.
  • Cathie Wood's portfolio value rose 53% quarter-over-quarter to $1.26B.

Based on ARK Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.