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 |
Roku
ROKU
|
+$109M |
| 2 |
NVTA
Invitae Corporation
NVTA
|
+$102M |
| 3 |
Illumina
ILMN
|
+$79.4M |
| 4 |
Pinterest
PINS
|
+$76.9M |
| 5 |
Protolabs
PRLB
|
+$73.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$77.9M |
| 2 |
Teladoc Health
TDOC
|
+$72.5M |
| 3 |
Trade Desk
TTD
|
+$62.4M |
| 4 |
Salesforce
CRM
|
+$57M |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
+$50.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 37.7% |
| 2 | Technology | 30.34% |
| 3 | Communication Services | 11.79% |
| 4 | Consumer Discretionary | 10.16% |
| 5 | Industrials | 4.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ceragon Networks
CRNT
$191M
| $327K | 0.01% |
259,697
+129,909
| +100% | +$238K |
|
127
Perion Network
PERI
$386M
| $323K | 0.01% |
66,012
-2,439
| -4% | -$17.5K |
|
128
Ituran Location and Control
ITRN
$1.01B
| $320K | 0.01% |
22,516
+8,042
| +56% | +$177K |
|
|
RADA
129
DELISTED
Rada Electronic Industries Ltd
RADA
| $306K | 0.01% |
+87,438
| New | +$452K |
|
130
Galmed Pharmaceuticals
GLMD
$4.48M
| $305K | 0.01% |
61
-2
| -3% | -$15.2K |
|
131
Evogene
EVGN
$8.89M
| $302K | 0.01% |
25,613
+2,892
| +13% | +$39.8K |
|
132
UroGen Pharma
URGN
$2.29B
| $300K | 0.01% |
16,821
+796
| +5% | +$21.5K |
|
133
Ametek
AME
$54.9B
| $294K | 0.01% |
4,084
-537
| -12% | -$48.4K |
|
134
Sol-Gel Technologies
SLGL
$254M
| $290K | 0.01% |
+4,110
| New | +$457K |
|
135
InMode
INMD
$867M
| $280K | 0.01% |
26,026
-1,546
| -6% | -$27.3K |
|
136
Align Technology
ALGN
$11.5B
| $258K | 0.01% |
1,484
-427
| -22% | -$102K |
|
137
United Parcel Service
UPS
$86.8B
| $242K | 0.01% |
2,586
+18
| +0.7% | +$1.86K |
|
|
AJRD
138
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $238K | 0.01% |
5,693
-615
| -10% | -$30.2K |
|
139
Stryker
SYK
$126B
| $236K | 0.01% |
1,415
+4
| +0.3% | +$782 |
|
140
Medtronic
MDT
$119B
| $229K | 0.01% |
2,544
-258
| -9% | -$27.4K |
|
141
Lincoln Electric
LECO
$15.4B
| $217K | 0.01% |
3,141
-321
| -9% | -$27.5K |
|
142
GE Aerospace
GE
$361B
| $208K | 0.01% |
5,254
-1,435
| -21% | -$76.5K |
|
143
Kaiser Aluminum
KALU
$2.52B
| $200K | 0.01% |
2,887
-192
| -6% | -$18.1K |
|
|
NUVA
144
DELISTED
NuVasive, Inc.
NUVA
| $198K | ﹤0.01% |
3,907
-753
| -16% | -$50.5K |
|
|
YARW
145
Yarrow Bioscience
YARW
$97.2M
| $197K | ﹤0.01% |
+20
| New | +$314K |
|
|
UCTT
146
Ultra Clean Holdings
UCTT
$3.46B
| $170K | ﹤0.01% |
12,354
-6,632
| -35% | -$141K |
|
147
Shopify
SHOP
$192B
| $168K | ﹤0.01% |
4,020
-241,610
| -98% | -$10.9M |
|
148
Moog Inc Class A
MOG.A
$12.3B
| $163K | ﹤0.01% |
3,224
-336
| -9% | -$26.1K |
|
149
Howmet Aerospace
HWM
$108B
| $127K | ﹤0.01% |
12,844
-1,440
| -10% | -$30K |
|
|
NNDM
150
Nano Dimension
NNDM
$325M
| $71K | ﹤0.01% |
75,731
+3,119
| +4% | +$4.96K |
|
Similar funds
Cathie Wood's Q1 2020 Portfolio in Review
As of Q1 2020, Cathie Wood held 227 positions worth $4.01B, up 1.2% from $3.96B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Cathie Wood deployed $684M of net new capital in Q1 2020, opening 9 new positions and adding to 121 existing holdings. Its largest new stake was Everpure Inc: 4,318,047 shares worth $53.1M.
By sector, the portfolio is most concentrated in Healthcare at 38% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Tesla, an estimated $77.9M trimmed.
- Cathie Wood's largest Q1 2020 buy was Everpure Inc: 4,318,047 shares worth $53.1M.
- Cathie Wood added most to Roku in Q1 2020, an estimated $109M increase.
- Cathie Wood's biggest Q1 2020 reduction was Tesla, cutting an estimated $77.9M.
- Cathie Wood fully exited Cloudera, Inc. in Q1 2020, selling an estimated $16.1M.
- Cathie Wood's ten largest holdings make up 48% of its $4.01B portfolio in Q1 2020.
- Cathie Wood opened 9 new positions and closed 20 in Q1 2020.
- Cathie Wood's portfolio value rose 1.2% quarter-over-quarter to $4.01B.
Based on ARK Investment Management's 13F filing for Q1 2020, filed 14 May 2020.