We are live on ! Find out more
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
-6.87%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$4.58B
AUM Growth
+$612M
Cap. Flow
+$889M
Cap. Flow %
19.41%
Top 10 Hldgs %
43.69%
Holding
246
New
39
Increased
84
Reduced
92
Closed
24

Top Buys

Rank Stock Value
1
TWOU
2U Inc
TWOU
+$87.8M
2
XYZ
Block Inc
XYZ
+$62.3M
3
ILMN icon
Illumina
ILMN
+$47.8M
4
TREE icon
LendingTree
TREE
+$41.7M
5
XLNX
Xilinx Inc
XLNX
+$37.2M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$91M
2
TWTR
Twitter, Inc.
TWTR
+$70.8M
3
SPOT icon
Spotify
SPOT
+$63.6M
4
BIDU icon
Baidu
BIDU
+$53.5M
5
NVTA
Invitae Corporation
NVTA
+$37.3M

Sector Composition

Rank Sector Weight
1 Healthcare 26.71%
2 Technology 22.4%
3 Consumer Discretionary 8.68%
4 Communication Services 6.26%
5 Financials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGEN icon
101
Precigen
PGEN
$2.58B
$1.03M 0.02%
+180,084
New +$1.22M
NDAQ icon
102
Nasdaq
NDAQ
$54.9B
$992K 0.02%
29,961
+1,020
+4% +$33.9K
ALTR
103
DELISTED
Altair Engineering Inc
ALTR
$973K 0.02%
28,093
-2,234
-7% -$83.3K
META icon
104
Meta Platforms (Facebook)
META
$1.4T
$941K 0.02%
5,285
-157,422
-97% -$29.9M
AQB icon
105
AquaBounty Technologies
AQB
$6.74M
$936K 0.02%
18,727
+559
+3% +$34.6K
PTC icon
106
PTC
PTC
$16.8B
$908K 0.02%
13,315
+445
+3% +$32.5K
SCHW
107
Charles Schwab
SCHW
$194B
$875K 0.02%
20,922
+822
+4% +$33.2K
CFMS
108
DELISTED
Conformis, Inc. Common Stock
CFMS
$688K 0.02%
14,786
-2,735
-16% -$164K
SEDG icon
109
SolarEdge
SEDG
$1.9B
$621K 0.01%
7,414
-4,106
-36% -$306K
FOMX
110
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
$596K 0.01%
196,160
+49,415
+34% +$139K
SPNS
111
DELISTED
Sapiens International
SPNS
$564K 0.01%
28,706
-4,592
-14% -$80.2K
LN
112
DELISTED
LINE Corporation
LN
$563K 0.01%
15,678
-734
-4% -$24.4K
NVMI
113
Nova
NVMI
$12B
$560K 0.01%
17,617
+351
+2% +$9.98K
AUDC icon
114
AudioCodes
AUDC
$232M
$538K 0.01%
28,466
-2,230
-7% -$40.1K
TSEM icon
115
Tower Semiconductor
TSEM
$25.2B
$536K 0.01%
27,850
+1,159
+4% +$21.6K
CAMT icon
116
Camtek
CAMT
$6.85B
$505K 0.01%
53,861
+4,732
+10% +$43.3K
AME icon
117
Ametek
AME
$54.9B
$503K 0.01%
5,476
-395
-7% -$34.9K
ALLT icon
118
Allot
ALLT
$366M
$485K 0.01%
60,192
-1,506
-2% -$11.5K
FARO
119
DELISTED
Faro Technologies
FARO
$484K 0.01%
10,013
+896
+10% +$45.2K
SILC icon
120
Silicom
SILC
$253M
$482K 0.01%
15,244
+2,575
+20% +$80.5K
RDWR icon
121
Radware
RDWR
$1.17B
$458K 0.01%
18,881
-49
-0.3% -$1.22K
MLNX
122
DELISTED
Mellanox Technologies, Ltd.
MLNX
$453K 0.01%
4,134
+2
+0% +$221
NICE icon
123
Nice
NICE
$5.87B
$448K 0.01%
3,117
-524
-14% -$78.3K
GILT icon
124
Gilat Satellite Networks
GILT
$809M
$446K 0.01%
53,196
-1,192
-2% -$9.96K
CHKP icon
125
Check Point Software Technologies
CHKP
$13.3B
$435K 0.01%
3,971
-156
-4% -$17.4K
3 4
5
6 7

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Cathie Wood's Q3 2019 Portfolio in Review

As of Q3 2019, Cathie Wood held 246 positions worth $4.58B, up 15% from $3.97B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Cathie Wood deployed $889M of net new capital in Q3 2019, opening 39 new positions and adding to 84 existing holdings. Its largest new stake was Trade Desk: 1,434,850 shares worth $26.9M.

By sector, the portfolio is most concentrated in Healthcare at 27% of assets, down from 36% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $91M trimmed.

  • Cathie Wood's largest Q3 2019 buy was Trade Desk: 1,434,850 shares worth $26.9M.
  • Cathie Wood added most to 2U Inc in Q3 2019, an estimated $87.8M increase.
  • Cathie Wood's biggest Q3 2019 reduction was NVIDIA, cutting an estimated $91M.
  • Cathie Wood fully exited Jumia Technologies in Q3 2019, selling an estimated $7.21M.
  • Cathie Wood's ten largest holdings make up 44% of its $4.58B portfolio in Q3 2019.
  • Cathie Wood opened 39 new positions and closed 24 in Q3 2019.
  • Cathie Wood's portfolio value rose 15% quarter-over-quarter to $4.58B.

Based on ARK Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.