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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
+14.62%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$2.73B
AUM Growth
+$715M
Cap. Flow
+$473M
Cap. Flow %
17.34%
Top 10 Hldgs %
38.75%
Holding
212
New
13
Increased
107
Reduced
72
Closed
12

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$39.2M
2
SSYS icon
Stratasys
SSYS
+$38.9M
3
TER icon
Teradyne
TER
+$36.4M
4
SPOT icon
Spotify
SPOT
+$32.3M
5
AAPL icon
Apple
AAPL
+$31.5M

Top Sells

Rank Stock Value
1
TWOU
2U Inc
TWOU
+$19.6M
2
ADSK icon
Autodesk
ADSK
+$17.7M
3
META icon
Meta Platforms (Facebook)
META
+$16.1M
4
PYPL icon
PayPal
PYPL
+$11.3M
5
PRLB icon
Protolabs
PRLB
+$10.3M

Sector Composition

Rank Sector Weight
1 Technology 27.94%
2 Healthcare 26.92%
3 Consumer Discretionary 15.4%
4 Communication Services 15.11%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDWR icon
101
Radware
RDWR
$1.17B
$620K 0.02%
24,521
-4,243
-15% -$98.7K
SYK icon
102
Stryker
SYK
$126B
$619K 0.02%
3,663
-216
-6% -$36.3K
KMDA icon
103
Kamada
KMDA
$475M
$616K 0.02%
119,537
+15,440
+15% +$75K
WIX icon
104
WIX.com
WIX
$3.43B
$609K 0.02%
6,073
-3,765
-38% -$336K
SPNS
105
DELISTED
Sapiens International
SPNS
$604K 0.02%
61,856
+13,788
+29% +$128K
AUDC icon
106
AudioCodes
AUDC
$232M
$599K 0.02%
77,046
+161
+0.2% +$1.17K
GILT icon
107
Gilat Satellite Networks
GILT
$809M
$599K 0.02%
64,780
-5,624
-8% -$47.1K
UCTT
108
Ultra Clean Holdings
UCTT
$3.46B
$596K 0.02%
35,874
+10,939
+44% +$192K
MLNX
109
DELISTED
Mellanox Technologies, Ltd.
MLNX
$591K 0.02%
7,013
-2,825
-29% -$231K
PRCP
110
DELISTED
Perceptron Inc
PRCP
$587K 0.02%
+55,612
New +$527K
NICE icon
111
Nice
NICE
$5.87B
$586K 0.02%
5,646
-462
-8% -$46.8K
GE icon
112
GE Aerospace
GE
$361B
$585K 0.02%
8,974
+1,447
+19% +$96.5K
RDCM icon
113
Radcom
RDCM
$173M
$580K 0.02%
29,363
-1,381
-4% -$26.9K
UPS icon
114
United Parcel Service
UPS
$86.8B
$577K 0.02%
5,435
+705
+15% +$79.2K
SILC icon
115
Silicom
SILC
$253M
$574K 0.02%
14,929
+7,131
+91% +$273K
AQB icon
116
AquaBounty Technologies
AQB
$6.74M
$568K 0.02%
8,535
+3,823
+81% +$234K
ORBK
117
DELISTED
Orbotech Ltd
ORBK
$563K 0.02%
9,105
-1,508
-14% -$93.2K
CAMT icon
118
Camtek
CAMT
$6.85B
$555K 0.02%
75,444
-9,625
-11% -$73.7K
CALL
119
DELISTED
magicJack VocalTec Ltd
CALL
$555K 0.02%
65,344
-3,154
-5% -$26.6K
MOG.A icon
120
Moog Inc Class A
MOG.A
$12.3B
$540K 0.02%
6,928
-6
-0.1% -$494
FOMX
121
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$532K 0.02%
106,243
+15,980
+18% +$82.3K
NVMI
122
Nova
NVMI
$12B
$526K 0.02%
19,291
-1,430
-7% -$40.5K
CHKP icon
123
Check Point Software Technologies
CHKP
$13.3B
$515K 0.02%
5,268
-237
-4% -$23.5K
ITRN icon
124
Ituran Location and Control
ITRN
$1.01B
$506K 0.02%
16,681
-338
-2% -$10.7K
AME icon
125
Ametek
AME
$54.9B
$482K 0.02%
6,682
-1,995
-23% -$148K
3 4
5
6 7

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Cathie Wood's Q2 2018 Portfolio in Review

As of Q2 2018, Cathie Wood held 212 positions worth $2.73B, up 36% from $2.01B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Cathie Wood deployed $473M of net new capital in Q2 2018, opening 13 new positions and adding to 107 existing holdings. Its largest new stake was Spotify: 202,304 shares worth $34M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was 2U Inc, an estimated $19.6M trimmed.

  • Cathie Wood's largest Q2 2018 buy was Spotify: 202,304 shares worth $34M.
  • Cathie Wood added most to Tesla in Q2 2018, an estimated $39.2M increase.
  • Cathie Wood's biggest Q2 2018 reduction was 2U Inc, cutting an estimated $19.6M.
  • Cathie Wood fully exited Box in Q2 2018, selling an estimated $4.96M.
  • Cathie Wood's ten largest holdings make up 39% of its $2.73B portfolio in Q2 2018.
  • Cathie Wood opened 13 new positions and closed 12 in Q2 2018.
  • Cathie Wood's portfolio value rose 36% quarter-over-quarter to $2.73B.

Based on ARK Investment Management's 13F filing for Q2 2018, filed 7 Aug 2018.