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 |
Stratasys
SSYS
|
+$26.2M |
| 2 |
JD.com
JD
|
+$25.8M |
| 3 |
Tesla
TSLA
|
+$25.3M |
| 4 |
Intellia Therapeutics
NTLA
|
+$23.1M |
| 5 |
HAPN
Happen Inc
HAPN
|
+$18.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Akamai
AKAM
|
+$6.48M |
| 2 |
BlackBerry
BB
|
+$4.55M |
| 3 |
Twilio
TWLO
|
+$3.67M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$3.58M |
| 5 |
FMI
Foundation Medicine, Inc.
FMI
|
+$2.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.95% |
| 2 | Healthcare | 23.82% |
| 3 | Communication Services | 14.63% |
| 4 | Consumer Discretionary | 14.22% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Workday
WDAY
$49.4B
| $68K | 0.01% |
+671
| New | +$71.6K |
|
152
MSCI
MSCI
$41B
| $60K | ﹤0.01% |
+477
| New | +$59.5K |
|
153
IBM
IBM
$222B
| $56K | ﹤0.01% |
+383
| New | +$55.7K |
|
154
NextTrip
NTRP
$20M
| $35K | ﹤0.01% |
80
-142
| -64% | -$51.5K |
|
155
Domino's
DPZ
$11.3B
| $33K | ﹤0.01% |
+173
| New | +$32K |
|
156
Verisk Analytics
VRSK
$24.4B
| $33K | ﹤0.01% |
+344
| New | +$31.1K |
|
157
Interactive Brokers
IBKR
$42.5B
| $30K | ﹤0.01% |
+2,060
| New | +$28.1K |
|
158
Kodak
KODK
$963M
| $24K | ﹤0.01% |
7,728
+2,232
| +41% | +$10.3K |
|
159
Agios Pharmaceuticals
AGIO
$1.98B
| – | – |
-13,399
| Closed | -$894K |
|
160
Flex
FLEX
$40.8B
| – | – |
-72,924
| Closed | -$911K |
|
161
Precigen
PGEN
$2.58B
| – | – |
-8,908
| Closed | -$169K |
|
|
162
Thermo Fisher Scientific
TMO
$233B
| – | – |
-18,893
| Closed | -$3.58M |
|
|
EXA
163
DELISTED
EXA Corporation
EXA
| – | – |
-92,997
| Closed | -$2.25M |
|
|
KITE
164
DELISTED
Kite Pharma, Inc.
KITE
| – | – |
-557
| Closed | -$100K |
|
|
BAY
165
DELISTED
BAYER AG SPONS ADR
BAY
| – | – |
-10,684
| Closed | -$366K |
|
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Cathie Wood's Q4 2017 Portfolio in Review
As of Q4 2017, Cathie Wood held 211 positions worth $1.26B, up 53% from $819M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Cathie Wood deployed $434M of net new capital in Q4 2017, opening 66 new positions and adding to 116 existing holdings. Its largest new stake was Cognex: 17,948 shares worth $1.1M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Akamai, an estimated $6.48M trimmed.
- Cathie Wood's largest Q4 2017 buy was Cognex: 17,948 shares worth $1.1M.
- Cathie Wood added most to Stratasys in Q4 2017, an estimated $26.2M increase.
- Cathie Wood's biggest Q4 2017 reduction was Akamai, cutting an estimated $6.48M.
- Cathie Wood fully exited Thermo Fisher Scientific in Q4 2017, selling an estimated $3.58M.
- Cathie Wood's ten largest holdings make up 34% of its $1.26B portfolio in Q4 2017.
- Cathie Wood opened 66 new positions and closed 11 in Q4 2017.
- Cathie Wood's portfolio value rose 53% quarter-over-quarter to $1.26B.
Based on ARK Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.