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
|
+$95.6M |
| 2 |
TWOU
2U Inc
TWOU
|
+$43.5M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
+$43M |
| 4 |
Nutanix
NTNX
|
+$42.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$29.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
MDSO
Medidata Solutions, Inc.
MDSO
|
+$97.5M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$52.6M |
| 3 |
Baidu
BIDU
|
+$47.6M |
| 4 |
LendingTree
TREE
|
+$44.9M |
| 5 |
NVIDIA
NVDA
|
+$36.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 35.94% |
| 2 | Technology | 27.53% |
| 3 | Communication Services | 11.18% |
| 4 | Financials | 10.2% |
| 5 | Consumer Discretionary | 8.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
3M
MMM
$92.3B
| – | – |
-293
| Closed | -$51K |
|
177
Wabtec
WAB
$50.3B
| – | – |
-246
| Closed | -$17.4K |
|
|
ZUO
178
DELISTED
Zuora, Inc.
ZUO
| – | – |
-378,316
| Closed | -$7.17M |
|
|
IFX
179
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
| – | – |
-738
| Closed | -$15K |
|
|
CELG
180
DELISTED
Celgene Corp
CELG
| – | – |
-28
| Closed | -$2.66K |
|
|
ATTU
181
DELISTED
Attunity Ltd
ATTU
| – | – |
-18,666
| Closed | -$437K |
|
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Cathie Wood's Q2 2019 Portfolio in Review
As of Q2 2019, Cathie Wood held 232 positions worth $3.97B, up 13% from $3.5B the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Cathie Wood's Q2 2019 filing shows 36 new, 86 increased, 79 reduced and 25 closed positions. Its largest new stake was Meta Platforms (Facebook): 162,707 shares worth $31.4M. The largest sale was Medidata Solutions, Inc., an estimated $97.5M.
By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 34% a quarter earlier, followed by Technology and Communication Services.
- Cathie Wood's largest Q2 2019 buy was Meta Platforms (Facebook): 162,707 shares worth $31.4M.
- Cathie Wood added most to Tesla in Q2 2019, an estimated $95.6M increase.
- Cathie Wood's biggest Q2 2019 reduction was Medidata Solutions, Inc., cutting an estimated $97.5M.
- Cathie Wood fully exited Zuora, Inc. in Q2 2019, selling an estimated $7.17M.
- Cathie Wood's ten largest holdings make up 50% of its $3.97B portfolio in Q2 2019.
- Cathie Wood opened 36 new positions and closed 25 in Q2 2019.
- Cathie Wood's portfolio value rose 13% quarter-over-quarter to $3.97B.
Based on ARK Investment Management's 13F filing for Q2 2019, filed 30 Jul 2019.