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 |
Tesla
TSLA
|
+$57.6M |
| 2 |
Intellia Therapeutics
NTLA
|
+$54.8M |
| 3 |
Stratasys
SSYS
|
+$44.4M |
| 4 |
Baidu
BIDU
|
+$42.2M |
| 5 |
NVTA
Invitae Corporation
NVTA
|
+$34.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JUNO
Juno Therapeutics, Inc.
JUNO
|
+$31.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$14.8M |
| 3 |
FMI
Foundation Medicine, Inc.
FMI
|
+$12.6M |
| 4 |
Trip.com Group
TCOM
|
+$6.96M |
| 5 |
LendingTree
TREE
|
+$5.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.29% |
| 2 | Healthcare | 23.12% |
| 3 | Consumer Discretionary | 14.26% |
| 4 | Communication Services | 13.72% |
| 5 | Industrials | 8.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Stryker
SYK
$126B
| $624K | 0.03% |
+3,879
| New | +$625K |
|
102
Radware
RDWR
$1.17B
| $614K | 0.03% |
28,764
+13,929
| +94% | +$289K |
|
103
Gilat Satellite Networks
GILT
$809M
| $602K | 0.03% |
70,404
+33,710
| +92% | +$283K |
|
|
CALL
104
DELISTED
magicJack VocalTec Ltd
CALL
| $575K | 0.03% |
68,498
+31,287
| +84% | +$263K |
|
105
Camtek
CAMT
$6.85B
| $574K | 0.03% |
85,069
+39,769
| +88% | +$265K |
|
106
Nice
NICE
$5.87B
| $574K | 0.03% |
6,108
+2,982
| +95% | +$278K |
|
107
Moog Inc Class A
MOG.A
$12.3B
| $571K | 0.03% |
+6,934
| New | +$599K |
|
108
Radcom
RDCM
$173M
| $564K | 0.03% |
30,744
+18,274
| +147% | +$349K |
|
|
NVMI
109
Nova
NVMI
$12B
| $562K | 0.03% |
20,721
+12,247
| +145% | +$334K |
|
110
AudioCodes
AUDC
$232M
| $550K | 0.03% |
76,885
+45,990
| +149% | +$344K |
|
111
Check Point Software Technologies
CHKP
$13.3B
| $547K | 0.03% |
5,505
+3,347
| +155% | +$345K |
|
|
TARO
112
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $536K | 0.03% |
5,431
+3,075
| +131% | +$312K |
|
|
RDHL
113
Redhill Biopharma
RDHL
$3.83M
| $534K | 0.03% |
104
+75
| +259% | +$432K |
|
114
Ituran Location and Control
ITRN
$1.01B
| $529K | 0.03% |
17,019
+10,217
| +150% | +$352K |
|
115
United Parcel Service
UPS
$86.8B
| $495K | 0.02% |
4,730
-1,166
| -20% | -$135K |
|
116
GE Aerospace
GE
$361B
| $486K | 0.02% |
7,527
+404
| +6% | +$29.9K |
|
|
RADA
117
DELISTED
Rada Electronic Industries Ltd
RADA
| $485K | 0.02% |
205,596
+132,554
| +181% | +$314K |
|
118
Howmet Aerospace
HWM
$108B
| $481K | 0.02% |
27,216
-8,713
| -24% | -$177K |
|
|
UCTT
119
Ultra Clean Holdings
UCTT
$3.46B
| $480K | 0.02% |
24,935
+1,177
| +5% | +$24.8K |
|
120
Kamada
KMDA
$475M
| $477K | 0.02% |
104,097
+51,402
| +98% | +$268K |
|
121
Teva Pharmaceuticals
TEVA
$43.5B
| $477K | 0.02% |
27,926
+10,762
| +63% | +$210K |
|
|
FOMX
122
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $463K | 0.02% |
90,263
+51,103
| +130% | +$308K |
|
123
Tower Semiconductor
TSEM
$25.2B
| $458K | 0.02% |
17,029
+8,867
| +109% | +$282K |
|
|
PNTR
124
DELISTED
Pointer Telocation Ltd.
PNTR
| $457K | 0.02% |
31,437
+16,435
| +110% | +$279K |
|
|
CEL
125
DELISTED
Cellcom Israel, Ltd.
CEL
| $416K | 0.02% |
58,983
+32,651
| +124% | +$282K |
|
Similar funds
Cathie Wood's Q1 2018 Portfolio in Review
As of Q1 2018, Cathie Wood held 213 positions worth $2.01B, up 60% from $1.26B the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Cathie Wood deployed $731M of net new capital in Q1 2018, opening 13 new positions and adding to 155 existing holdings. Its largest new stake was TSMC: 217,209 shares worth $9.51M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $14.8M trimmed.
- Cathie Wood's largest Q1 2018 buy was TSMC: 217,209 shares worth $9.51M.
- Cathie Wood added most to Tesla in Q1 2018, an estimated $57.6M increase.
- Cathie Wood's biggest Q1 2018 reduction was Alphabet (Google) Class C, cutting an estimated $14.8M.
- Cathie Wood fully exited Juno Therapeutics, Inc. in Q1 2018, selling an estimated $31.2M.
- Cathie Wood's ten largest holdings make up 37% of its $2.01B portfolio in Q1 2018.
- Cathie Wood opened 13 new positions and closed 14 in Q1 2018.
- Cathie Wood's portfolio value rose 60% quarter-over-quarter to $2.01B.
Based on ARK Investment Management's 13F filing for Q1 2018, filed 14 May 2018.