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 |
NVIDIA
NVDA
|
+$114M |
| 2 |
XYZ
Block Inc
XYZ
|
+$78M |
| 3 |
Teladoc Health
TDOC
|
+$34.8M |
| 4 |
Zillow
Z
|
+$29.6M |
| 5 |
Teradyne
TER
|
+$29.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$107M |
| 2 |
JD.com
JD
|
+$73.4M |
| 3 |
RHT
Red Hat Inc
RHT
|
+$68.7M |
| 4 |
Pacific Biosciences
PACB
|
+$49.3M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
+$44.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.47% |
| 2 | Healthcare | 29.65% |
| 3 | Communication Services | 15.82% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Galmed Pharmaceuticals
GLMD
$4.48M
| $279K | 0.01% |
28
+3
| +12% | +$41.9K |
|
|
OPRA
127
Opera Ltd
OPRA
$1.7B
| $276K | 0.01% |
49,725
-582,162
| -92% | -$3.97M |
|
128
Sarepta Therapeutics
SRPT
$1.98B
| $273K | 0.01% |
+2,504
| New | +$313K |
|
129
Intuit
INTU
$100B
| $257K | 0.01% |
1,307
| – | – |
|
130
Interactive Brokers
IBKR
$42.5B
| $255K | 0.01% |
18,696
-5,496
| -23% | -$73.3K |
|
131
Verisk Analytics
VRSK
$24.4B
| $218K | 0.01% |
2,003
+457
| +30% | +$53.4K |
|
132
Nasdaq
NDAQ
$54.9B
| $182K | 0.01% |
6,696
| – | – |
|
133
Intercontinental Exchange
ICE
$90.5B
| $169K | 0.01% |
2,248
-66,679
| -97% | -$5.11M |
|
|
SCHW
134
Charles Schwab
SCHW
$194B
| $155K | 0.01% |
3,738
| – | – |
|
|
FISV
135
Fiserv Inc
FISV
$28B
| $138K | 0.01% |
1,873
| – | – |
|
|
LN
136
DELISTED
LINE Corporation
LN
| $135K | 0.01% |
+3,963
| New | +$131K |
|
137
HDFC Bank
HDB
$121B
| $134K | 0.01% |
5,188
| – | – |
|
|
RDFN
138
DELISTED
Redfin
RDFN
| $124K | 0.01% |
8,638
-1,055
| -11% | -$16.7K |
|
139
TransUnion
TRU
$16.2B
| $118K | ﹤0.01% |
2,082
-374
| -15% | -$23.9K |
|
140
MSCI
MSCI
$41B
| $115K | ﹤0.01% |
783
| – | – |
|
141
Kodak
KODK
$963M
| $57K | ﹤0.01% |
22,266
+5,400
| +32% | +$16.4K |
|
142
Linde
LIN
$225B
| $55K | ﹤0.01% |
+351
| New | +$55.5K |
|
143
3M
MMM
$92.3B
| $53K | ﹤0.01% |
335
-47
| -12% | -$7.8K |
|
144
DuPont de Nemours
DD
$18.7B
| $51K | ﹤0.01% |
376
-6
| -2% | -$862 |
|
145
Eastman Chemical
EMN
$8.47B
| $50K | ﹤0.01% |
682
+46
| +7% | +$3.67K |
|
146
Hexcel
HXL
$7.1B
| $50K | ﹤0.01% |
869
-57
| -6% | -$3.44K |
|
147
ATI
ATI
$28.2B
| $45K | ﹤0.01% |
2,063
-349
| -14% | -$9.05K |
|
148
Avient
AVNT
$4.1B
| $43K | ﹤0.01% |
1,510
+148
| +11% | +$4.95K |
|
149
Xerox
XRX
$381M
| $41K | ﹤0.01% |
+2,092
| New | +$53.7K |
|
150
Carpenter Technology
CRS
$24.4B
| $38K | ﹤0.01% |
1,072
-67
| -6% | -$3.02K |
|
Similar funds
Cathie Wood's Q4 2018 Portfolio in Review
As of Q4 2018, Cathie Wood held 214 positions worth $2.46B, down 26% from $3.31B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Cathie Wood withdrew a net $137M in Q4 2018, closing 20 positions and reducing 94 holdings. Its most notable exit was Biogen, an estimated $7.95M position sold in full.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Healthcare and Communication Services.
Against the trend, Cathie Wood opened a new position in Loxo Oncology, Inc worth $5.66M.
- Cathie Wood's largest Q4 2018 buy was Loxo Oncology, Inc: 40,440 shares worth $5.66M.
- Cathie Wood added most to NVIDIA in Q4 2018, an estimated $114M increase.
- Cathie Wood's biggest Q4 2018 reduction was Tesla, cutting an estimated $107M.
- Cathie Wood fully exited Biogen in Q4 2018, selling an estimated $7.95M.
- Cathie Wood's ten largest holdings make up 45% of its $2.46B portfolio in Q4 2018.
- Cathie Wood opened 12 new positions and closed 20 in Q4 2018.
- Cathie Wood's portfolio value fell 26% quarter-over-quarter to $2.46B.
Based on ARK Investment Management's 13F filing for Q4 2018, filed 1 Feb 2019.