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 |
Tesla
TSLA
|
+$57.6M |
| 2 |
Intellia Therapeutics
NTLA
|
+$54.8M |
| 3 |
Stratasys
SSYS
|
+$44.4M |
| 4 |
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 |
Alphabet (Google) Class C
GOOG
|
+$14.8M |
| 3 |
FMI
Foundation Medicine, Inc.
FMI
|
+$12.6M |
| 4 |
Trip.com Group
TCOM
|
+$6.96M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
PX
151
DELISTED
Praxair Inc
PX
| $75K | ﹤0.01% |
517
+26
| +5% | +$4.04K |
|
152
ATI
ATI
$28.2B
| $74K | ﹤0.01% |
3,145
+145
| +5% | +$3.89K |
|
153
DuPont de Nemours
DD
$18.7B
| $67K | ﹤0.01% |
417
-780
| -65% | -$141K |
|
154
Verisk Analytics
VRSK
$24.4B
| $67K | ﹤0.01% |
648
+304
| +88% | +$30.3K |
|
155
Kodak
KODK
$963M
| $44K | ﹤0.01% |
8,137
+409
| +5% | +$2.63K |
|
156
NextTrip
NTRP
$20M
| $31K | ﹤0.01% |
107
+27
| +34% | +$8.84K |
|
157
BlackBerry
BB
$4.71B
| $1K | ﹤0.01% |
64
-105,097
| -100% | -$1.34M |
|
158
Akamai
AKAM
$15.9B
| – | – |
-37,448
| Closed | -$2.44M |
|
159
Allient
ALNT
$1.63B
| – | – |
-54,867
| Closed | -$1.21M |
|
160
CME Group
CME
$98.9B
| – | – |
-820
| Closed | -$120K |
|
161
IBM
IBM
$222B
| – | – |
-383
| Closed | -$56K |
|
|
MGIC
162
DELISTED
Magic Software Enterprises
MGIC
| – | – |
-28,561
| Closed | -$242K |
|
163
Impinj
PI
$5.06B
| – | – |
-89,057
| Closed | -$2.01M |
|
164
Plug Power
PLUG
$3.17B
| – | – |
-412,391
| Closed | -$973K |
|
165
Qualcomm
QCOM
$169B
| – | – |
-18,147
| Closed | -$1.16M |
|
|
JUNO
166
DELISTED
Juno Therapeutics, Inc.
JUNO
| – | – |
-682,495
| Closed | -$31.2M |
|
Similar funds
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.