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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
+7.8%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$758M
Cap. Flow
+$731M
Cap. Flow %
36.32%
Top 10 Hldgs %
36.79%
Holding
213
New
13
Increased
155
Reduced
28
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$57.6M
2
NTLA icon
Intellia Therapeutics
NTLA
+$54.8M
3
SSYS icon
Stratasys
SSYS
+$44.4M
4
BIDU icon
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
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.8M
3
FMI
Foundation Medicine, Inc.
FMI
+$12.6M
4
TCOM icon
Trip.com Group
TCOM
+$6.96M
5
TREE icon
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
SPNS
126
DELISTED
Sapiens International
SPNS
$410K 0.02%
48,068
+29,544
+159% +$313K
IBKR icon
127
Interactive Brokers
IBKR
$42.5B
$313K 0.02%
18,608
+16,548
+803% +$274K
INTU icon
128
Intuit
INTU
$100B
$302K 0.02%
1,740
+817
+89% +$137K
GWRE icon
129
Guidewire Software
GWRE
$15.8B
$280K 0.01%
3,459
+1,874
+118% +$151K
AQB icon
130
AquaBounty Technologies
AQB
$6.74M
$278K 0.01%
+4,712
New +$309K
SILC icon
131
Silicom
SILC
$253M
$268K 0.01%
7,798
+4,056
+108% +$247K
FISV
132
Fiserv Inc
FISV
$28B
$242K 0.01%
3,394
+1,592
+88% +$112K
NDAQ icon
133
Nasdaq
NDAQ
$54.9B
$223K 0.01%
7,764
+3,000
+63% +$81K
SBUX icon
134
Starbucks
SBUX
$122B
$204K 0.01%
3,517
+1,810
+106% +$105K
EVGN icon
135
Evogene
EVGN
$8.89M
$197K 0.01%
6,216
+3,066
+97% +$114K
TRU icon
136
TransUnion
TRU
$16.2B
$193K 0.01%
3,401
+1,598
+89% +$92.2K
NTBL
137
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$173K 0.01%
2,153
+939
+77% +$189K
SCHW
138
Charles Schwab
SCHW
$194B
$164K 0.01%
3,131
+1,469
+88% +$78.7K
WDAY icon
139
Workday
WDAY
$49.4B
$161K 0.01%
1,265
+594
+89% +$72.7K
V icon
140
Visa
V
$693B
$136K 0.01%
1,136
+534
+89% +$64.7K
MSCI icon
141
MSCI
MSCI
$41B
$134K 0.01%
898
+421
+88% +$60.3K
ICE icon
142
Intercontinental Exchange
ICE
$90.5B
$125K 0.01%
+1,719
New +$126K
HDB icon
143
HDFC Bank
HDB
$121B
$121K 0.01%
4,920
+1,744
+55% +$43.9K
CBOE icon
144
Cboe Global Markets
CBOE
$31.4B
$101K 0.01%
884
+152
+21% +$18.5K
TCOM icon
145
Trip.com Group
TCOM
$29B
$90K ﹤0.01%
1,926
-148,287
-99% -$6.96M
EMN icon
146
Eastman Chemical
EMN
$8.47B
$86K ﹤0.01%
816
+42
+5% +$4.25K
HXL icon
147
Hexcel
HXL
$7.1B
$81K ﹤0.01%
1,256
+62
+5% +$4.08K
CRS icon
148
Carpenter Technology
CRS
$24.4B
$77K ﹤0.01%
1,750
+76
+5% +$3.83K
AVNT icon
149
Avient
AVNT
$4.1B
$76K ﹤0.01%
1,798
+92
+5% +$3.97K
DPZ icon
150
Domino's
DPZ
$11.3B
$76K ﹤0.01%
326
+153
+88% +$33.3K
3 4 5
6
7

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AA
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NMIFOAC
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WA
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ECM
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SAM
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IFP
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FGP
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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.