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
|
+$102M |
| 2 |
NVIDIA
NVDA
|
+$58.2M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$45.6M |
| 4 |
Illumina
ILMN
|
+$45.1M |
| 5 |
Baidu
BIDU
|
+$39.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$46.2M |
| 2 |
Teradyne
TER
|
+$25.8M |
| 3 |
Netflix
NFLX
|
+$24.6M |
| 4 |
CELG
Celgene Corp
CELG
|
+$15.2M |
| 5 |
SPLK
Splunk Inc
SPLK
|
+$9.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.95% |
| 2 | Technology | 28.84% |
| 3 | Communication Services | 15.18% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Financials | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IFX
151
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
| $15K | ﹤0.01% |
738
| – | – |
|
|
CELG
152
DELISTED
Celgene Corp
CELG
| $3K | ﹤0.01% |
28
-174,275
| -100% | -$15.2M |
|
153
Linde
LIN
$225B
| – | – |
-351
| Closed | -$55K |
|
154
Pacific Biosciences
PACB
$420M
| – | – |
-590
| Closed | -$4K |
|
|
RDFN
155
DELISTED
Redfin
RDFN
| – | – |
-8,638
| Closed | -$124K |
|
156
Sarepta Therapeutics
SRPT
$1.98B
| – | – |
-2,504
| Closed | -$273K |
|
|
ONCE
157
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| – | – |
-129
| Closed | -$5K |
|
|
PNTR
158
DELISTED
Pointer Telocation Ltd.
PNTR
| – | – |
-40,543
| Closed | -$493K |
|
|
ORBK
159
DELISTED
Orbotech Ltd
ORBK
| – | – |
-8,940
| Closed | -$505K |
|
|
LOXO
160
DELISTED
Loxo Oncology, Inc
LOXO
| – | – |
-40,440
| Closed | -$5.66M |
|
|
HDP
161
DELISTED
Hortonworks, Inc.
HDP
| – | – |
-573,384
| Closed | -$8.27M |
|
|
RHT
162
DELISTED
Red Hat Inc
RHT
| – | – |
-160
| Closed | -$28K |
|
Similar funds
Cathie Wood's Q1 2019 Portfolio in Review
As of Q1 2019, Cathie Wood held 208 positions worth $3.5B, up 42% from $2.46B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Cathie Wood deployed $420M of net new capital in Q1 2019, opening 14 new positions and adding to 81 existing holdings. Its largest new stake was Cloudera, Inc.: 1,512,759 shares worth $16.6M.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, up from 30% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Amazon, an estimated $46.2M trimmed.
- Cathie Wood's largest Q1 2019 buy was Cloudera, Inc.: 1,512,759 shares worth $16.6M.
- Cathie Wood added most to Tesla in Q1 2019, an estimated $102M increase.
- Cathie Wood's biggest Q1 2019 reduction was Amazon, cutting an estimated $46.2M.
- Cathie Wood fully exited Hortonworks, Inc. in Q1 2019, selling an estimated $8.27M.
- Cathie Wood's ten largest holdings make up 48% of its $3.5B portfolio in Q1 2019.
- Cathie Wood opened 14 new positions and closed 12 in Q1 2019.
- Cathie Wood's portfolio value rose 42% quarter-over-quarter to $3.5B.
Based on ARK Investment Management's 13F filing for Q1 2019, filed 13 May 2019.