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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
+11.22%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$3.31B
AUM Growth
+$580M
Cap. Flow
+$446M
Cap. Flow %
13.48%
Top 10 Hldgs %
40.32%
Holding
218
New
18
Increased
100
Reduced
73
Closed
16

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$94.6M
2
JD icon
JD.com
JD
+$52.3M
3
CRSP icon
CRISPR Therapeutics
CRSP
+$51.7M
4
TWTR
Twitter, Inc.
TWTR
+$48.3M
5
BIDU icon
Baidu
BIDU
+$45.6M

Top Sells

Rank Stock Value
1
ATHN
Athenahealth, Inc.
ATHN
+$82.2M
2
AAPL icon
Apple
AAPL
+$32.4M
3
RDFN
Redfin
RDFN
+$27.3M
4
XYZ
Block Inc
XYZ
+$25.8M
5
AMZN icon
Amazon
AMZN
+$25.1M

Sector Composition

Rank Sector Weight
1 Healthcare 31.78%
2 Technology 26.07%
3 Communication Services 15.57%
4 Consumer Discretionary 14.57%
5 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATI icon
151
ATI
ATI
$28.2B
$71K ﹤0.01%
2,412
-28
-1% -$753
CRS icon
152
Carpenter Technology
CRS
$24.4B
$67K ﹤0.01%
1,139
-107
-9% -$6.13K
MMM icon
153
3M
MMM
$92.3B
$67K ﹤0.01%
382
+30
+9% +$5.17K
DD icon
154
DuPont de Nemours
DD
$18.7B
$62K ﹤0.01%
382
+2
+0.5% +$344
HXL icon
155
Hexcel
HXL
$7.1B
$62K ﹤0.01%
926
-49
-5% -$3.32K
PX
156
DELISTED
Praxair Inc
PX
$62K ﹤0.01%
388
-36
-8% -$5.78K
EMN icon
157
Eastman Chemical
EMN
$8.47B
$61K ﹤0.01%
636
+38
+6% +$3.77K
AVNT icon
158
Avient
AVNT
$4.1B
$60K ﹤0.01%
1,362
-73
-5% -$3.19K
KODK icon
159
Kodak
KODK
$963M
$52K ﹤0.01%
16,866
+3,789
+29% +$12.4K
CBOE icon
160
Cboe Global Markets
CBOE
$31.4B
$51K ﹤0.01%
535
-397
-43% -$40K
ATHN
161
DELISTED
Athenahealth, Inc.
ATHN
$43K ﹤0.01%
320
-548,715
-100% -$82.2M
IFX
162
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$17K ﹤0.01%
738
-52,471
-99% -$1.21M
ONCE
163
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
$7K ﹤0.01%
+129
New +$8.82K
ALNY icon
164
Alnylam Pharmaceuticals
ALNY
$31.6B
– –
-19,362
Closed -$1.91M
DPZ icon
165
Domino's
DPZ
$11.3B
– –
-343
Closed -$97K
GILD icon
166
Gilead Sciences
GILD
$181B
– –
-28,946
Closed -$2.05M
META icon
167
Meta Platforms (Facebook)
META
$1.4T
– –
-65,637
Closed -$12.8M
SNAP icon
168
Snap
SNAP
$8.86B
– –
-254,507
Closed -$3.33M
CFMS
169
DELISTED
Conformis, Inc. Common Stock
CFMS
– –
-46,333
Closed -$1.45M
FPRX
170
DELISTED
Five Prime Therapeutics, Inc.
FPRX
– –
-183,094
Closed -$2.9M
PRCP
171
DELISTED
Perceptron Inc
PRCP
– –
-55,612
Closed -$587K
FMI
172
DELISTED
Foundation Medicine, Inc.
FMI
– –
-19,733
Closed -$2.7M
EVK
173
DELISTED
Ever-Glory International Group, Inc.
EVK
– –
-1,731
Closed -$58K
3 4 5 6
7

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IFP
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FGP
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Cathie Wood's Q3 2018 Portfolio in Review

As of Q3 2018, Cathie Wood held 218 positions worth $3.31B, up 21% from $2.73B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Cathie Wood deployed $446M of net new capital in Q3 2018, opening 18 new positions and adding to 100 existing holdings. Its largest new stake was Advanced Micro Devices: 640,180 shares worth $19.8M.

By sector, the portfolio is most concentrated in Healthcare at 32% of assets, up from 27% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Athenahealth, Inc., an estimated $82.2M trimmed.

  • Cathie Wood's largest Q3 2018 buy was Advanced Micro Devices: 640,180 shares worth $19.8M.
  • Cathie Wood added most to Tesla in Q3 2018, an estimated $94.6M increase.
  • Cathie Wood's biggest Q3 2018 reduction was Athenahealth, Inc., cutting an estimated $82.2M.
  • Cathie Wood fully exited Meta Platforms (Facebook) in Q3 2018, selling an estimated $12.8M.
  • Cathie Wood's ten largest holdings make up 40% of its $3.31B portfolio in Q3 2018.
  • Cathie Wood opened 18 new positions and closed 16 in Q3 2018.
  • Cathie Wood's portfolio value rose 21% quarter-over-quarter to $3.31B.

Based on ARK Investment Management's 13F filing for Q3 2018, filed 7 Nov 2018.