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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
-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
CRNT icon
126
Ceragon Networks
CRNT
$191M
$431K 0.01%
160,406
+29,052
+22% +$76.4K
UPS icon
127
United Parcel Service
UPS
$86.8B
$422K 0.01%
3,526
+174
+5% +$19.9K
TARO
128
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$420K 0.01%
5,563
+787
+16% +$63.9K
MDWD icon
129
MediWound
MDWD
$171M
$417K 0.01%
18,638
+4,910
+36% +$109K
AJRD
130
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$408K 0.01%
8,077
-3,896
-33% -$189K
BLCM
131
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$404K 0.01%
38,443
-90,053
-70% -$1.18M
NUVA
132
DELISTED
NuVasive, Inc.
NUVA
$399K 0.01%
6,301
-821
-12% -$51.3K
KMDA icon
133
Kamada
KMDA
$475M
$398K 0.01%
77,573
-4,301
-5% -$23.7K
CEL
134
DELISTED
Cellcom Israel, Ltd.
CEL
$394K 0.01%
141,782
+31,477
+29% +$81.5K
MDT icon
135
Medtronic
MDT
$119B
$393K 0.01%
3,616
-914
-20% -$95.4K
RDHL
136
Redhill Biopharma
RDHL
$3.83M
$393K 0.01%
56
-4
-7% -$29.1K
TEVA icon
137
Teva Pharmaceuticals
TEVA
$43.5B
$390K 0.01%
56,698
+22,291
+65% +$171K
UCTT
138
Ultra Clean Holdings
UCTT
$3.46B
$382K 0.01%
26,094
-4,656
-15% -$64.6K
WIX icon
139
WIX.com
WIX
$3.43B
$380K 0.01%
3,259
-780
-19% -$108K
ITRN icon
140
Ituran Location and Control
ITRN
$1.01B
$377K 0.01%
15,194
+1,777
+13% +$50.4K
KALU icon
141
Kaiser Aluminum
KALU
$2.52B
$377K 0.01%
3,811
+202
+6% +$19K
SYK icon
142
Stryker
SYK
$126B
$377K 0.01%
1,741
-388
-18% -$83.2K
LECO icon
143
Lincoln Electric
LECO
$15.4B
$375K 0.01%
+4,323
New +$364K
HWM icon
144
Howmet Aerospace
HWM
$108B
$374K 0.01%
18,744
-6,337
-25% -$125K
FVRR icon
145
Fiverr
FVRR
$331M
$359K 0.01%
+19,210
New +$440K
GLMD icon
146
Galmed Pharmaceuticals
GLMD
$4.48M
$347K 0.01%
50
+8
+19% +$64.2K
URGN icon
147
UroGen Pharma
URGN
$2.29B
$339K 0.01%
14,235
+706
+5% +$23.1K
EVGN icon
148
Evogene
EVGN
$8.89M
$331K 0.01%
20,925
+626
+3% +$9.85K
CYBR
149
DELISTED
CyberArk
CYBR
$328K 0.01%
3,283
-923
-22% -$111K
GE icon
150
GE Aerospace
GE
$361B
$326K 0.01%
7,314
-1,122
-13% -$52.7K
4 5
6
7 8

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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.