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 | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$85.9B
| $43K | ﹤0.01% |
89
| – | – |
|
152
3M
MMM
$92.3B
| $32K | ﹤0.01% |
277
-26
| -9% | -$3.42K |
|
153
Eastman Chemical
EMN
$8.47B
| $24K | ﹤0.01% |
512
-51
| -9% | -$3.27K |
|
154
Avient
AVNT
$4.1B
| $22K | ﹤0.01% |
1,171
-117
| -9% | -$3.27K |
|
155
DuPont de Nemours
DD
$18.7B
| $22K | ﹤0.01% |
516
+24
| +5% | +$1.47K |
|
156
Xerox
XRX
$381M
| $22K | ﹤0.01% |
1,162
-222
| -16% | -$7.05K |
|
157
Kodak
KODK
$963M
| $20K | ﹤0.01% |
11,467
-5,605
| -33% | -$16.8K |
|
158
Hexcel
HXL
$7.1B
| $19K | ﹤0.01% |
512
-22
| -4% | -$1.42K |
|
159
ATI
ATI
$28.2B
| $18K | ﹤0.01% |
2,130
+135
| +7% | +$2.16K |
|
160
Carpenter Technology
CRS
$24.4B
| $16K | ﹤0.01% |
844
+59
| +8% | +$2.2K |
|
161
Precigen
PGEN
$2.58B
| $1K | ﹤0.01% |
281
-324,610
| -100% | -$1.4M |
|
162
Advanced Micro Devices
AMD
$773B
| – | – |
-190,039
| Closed | -$8.71M |
|
163
Bristol-Myers Squibb
BMY
$137B
| – | – |
-53,054
| Closed | -$3.41M |
|
164
Cognex
CGNX
$10.2B
| – | – |
-46,649
| Closed | -$2.61M |
|
165
Enlivex Ltd
ENLV
$25.7M
| – | – |
-2,569
| Closed | -$323K |
|
166
Gilat Satellite Networks
GILT
$809M
| – | – |
-43,487
| Closed | -$344K |
|
167
General Motors
GM
$77.2B
| – | – |
-41,437
| Closed | -$1.52M |
|
168
Kamada
KMDA
$475M
| – | – |
-69,617
| Closed | -$478K |
|
|
MGIC
169
DELISTED
Magic Software Enterprises
MGIC
| – | – |
-39,134
| Closed | -$381K |
|
170
Nasdaq
NDAQ
$54.9B
| – | – |
-22,422
| Closed | -$800K |
|
171
Silicom
SILC
$253M
| – | – |
-11,057
| Closed | -$368K |
|
|
BLCM
172
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $0 | ﹤0.01% |
49
-41,694
| -100% | -$448K |
|
|
CFMS
173
DELISTED
Conformis, Inc. Common Stock
CFMS
| – | – |
-17,010
| Closed | -$638K |
|
|
CSOD
174
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| – | – |
-14,243
| Closed | -$834K |
|
|
CLDR
175
DELISTED
Cloudera, Inc.
CLDR
| – | – |
-1,388,111
| Closed | -$16.1M |
|
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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.