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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
+18.57%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$3.96B
AUM Growth
-$617M
Cap. Flow
+$160M
Cap. Flow %
4.03%
Top 10 Hldgs %
45.25%
Holding
241
New
19
Increased
93
Reduced
102
Closed
23

Top Buys

Rank Stock Value
1
ZG icon
Zillow
ZG
+$89M
2
ROKU icon
Roku
ROKU
+$61.6M
3
TWTR
Twitter, Inc.
TWTR
+$47.8M
4
NVTA
Invitae Corporation
NVTA
+$47.2M
5
MELI icon
Mercado Libre
MELI
+$35.7M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$147M
2
Z icon
Zillow
Z
+$69.7M
3
NVDA icon
NVIDIA
NVDA
+$61.5M
4
APTV icon
Aptiv
APTV
+$28.2M
5
TER icon
Teradyne
TER
+$19.1M

Sector Composition

Rank Sector Weight
1 Healthcare 36.35%
2 Technology 28.98%
3 Communication Services 13.49%
4 Consumer Discretionary 11.22%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
101
Charles Schwab
SCHW
$194B
$1.04M 0.03%
21,800
+878
+4% +$38.7K
META icon
102
Meta Platforms (Facebook)
META
$1.4T
$1.03M 0.03%
5,010
-275
-5% -$53.3K
ALTR
103
DELISTED
Altair Engineering Inc
ALTR
$997K 0.03%
27,758
-335
-1% -$11.3K
DOCU
104
DocuSign
DOCU
$11.8B
$947K 0.02%
12,772
+12,187
+2,083% +$837K
AQB icon
105
AquaBounty Technologies
AQB
$6.74M
$882K 0.02%
20,334
+1,607
+9% +$72.2K
CSOD
106
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$834K 0.02%
+14,243
New +$824K
IBKR icon
107
Interactive Brokers
IBKR
$42.5B
$831K 0.02%
71,284
-40,756
-36% -$478K
NDAQ icon
108
Nasdaq
NDAQ
$54.9B
$800K 0.02%
22,422
-7,539
-25% -$257K
CFMS
109
DELISTED
Conformis, Inc. Common Stock
CFMS
$638K 0.02%
17,010
+2,224
+15% +$105K
INMD icon
110
InMode
INMD
$867M
$540K 0.01%
+27,572
New +$518K
BLCM
111
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$538K 0.01%
41,743
+3,300
+9% +$30.5K
URGN icon
112
UroGen Pharma
URGN
$2.29B
$535K 0.01%
16,025
+1,790
+13% +$48.9K
ALGN icon
113
Align Technology
ALGN
$11.5B
$533K 0.01%
1,911
+172
+10% +$42.9K
GLMD icon
114
Galmed Pharmaceuticals
GLMD
$4.48M
$525K 0.01%
63
+13
+26% +$89.3K
AUDC icon
115
AudioCodes
AUDC
$232M
$496K 0.01%
19,300
-9,166
-32% -$201K
KMDA icon
116
Kamada
KMDA
$475M
$478K 0.01%
69,617
-7,956
-10% -$48.4K
AME icon
117
Ametek
AME
$54.9B
$461K 0.01%
4,621
-855
-16% -$81K
TEVA icon
118
Teva Pharmaceuticals
TEVA
$43.5B
$452K 0.01%
46,129
-10,569
-19% -$94.4K
UCTT
119
Ultra Clean Holdings
UCTT
$3.46B
$446K 0.01%
18,986
-7,108
-27% -$144K
FARO
120
DELISTED
Faro Technologies
FARO
$435K 0.01%
8,640
-1,373
-14% -$67.1K
CEL
121
DELISTED
Cellcom Israel, Ltd.
CEL
$430K 0.01%
135,055
-6,727
-5% -$18.2K
PERI icon
122
Perion Network
PERI
$386M
$426K 0.01%
+68,451
New +$361K
SPNS
123
DELISTED
Sapiens International
SPNS
$415K 0.01%
18,064
-10,642
-37% -$230K
TARO
124
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$414K 0.01%
4,707
-856
-15% -$72.2K
NVMI
125
Nova
NVMI
$12B
$412K 0.01%
10,879
-6,738
-38% -$236K
3 4
5
6 7

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Cathie Wood's Q4 2019 Portfolio in Review

As of Q4 2019, Cathie Wood held 241 positions worth $3.96B, down 13% from $4.58B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Cathie Wood deployed $160M of net new capital in Q4 2019, opening 19 new positions and adding to 93 existing holdings. Its largest new stake was Zillow: 2,407,049 shares worth $110M.

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

On the sell side, the largest reduction was Tesla, an estimated $147M trimmed.

  • Cathie Wood's largest Q4 2019 buy was Zillow: 2,407,049 shares worth $110M.
  • Cathie Wood added most to Roku in Q4 2019, an estimated $61.6M increase.
  • Cathie Wood's biggest Q4 2019 reduction was Tesla, cutting an estimated $147M.
  • Cathie Wood fully exited Zillow in Q4 2019, selling an estimated $69.7M.
  • Cathie Wood's ten largest holdings make up 45% of its $3.96B portfolio in Q4 2019.
  • Cathie Wood opened 19 new positions and closed 23 in Q4 2019.
  • Cathie Wood's portfolio value fell 13% quarter-over-quarter to $3.96B.

Based on ARK Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.