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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
+18.57%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$3.96B
AUM Growth
-$617M
Cap. Flow
+$160M
Cap. Flow %
4.03%
Top 10 Hldgs %
45.25%
Holding
241
New
19
Increased
93
Reduced
102
Closed
23

Top Buys

Rank Stock Value
1
ZG icon
Zillow
ZG
+$89M
2
ROKU icon
Roku
ROKU
+$61.6M
3
TWTR
Twitter, Inc.
TWTR
+$47.8M
4
NVTA
Invitae Corporation
NVTA
+$47.2M
5
MELI icon
Mercado Libre
MELI
+$35.7M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$147M
2
Z icon
Zillow
Z
+$69.7M
3
NVDA icon
NVIDIA
NVDA
+$61.5M
4
APTV icon
Aptiv
APTV
+$28.2M
5
TER icon
Teradyne
TER
+$19.1M

Sector Composition

Rank Sector Weight
1 Healthcare 36.35%
2 Technology 28.98%
3 Communication Services 13.49%
4 Consumer Discretionary 11.22%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
176
Visa
V
$693B
– –
-223
Closed -$38K
Z icon
177
Zillow
Z
$8.07B
– –
-2,336,106
Closed -$69.7M
GRUB
178
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
– –
-60,612
Closed -$6.81M
MDSO
179
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-211
Closed -$19K
4 5 6 7
8

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Cathie Wood's Q4 2019 Portfolio in Review

As of Q4 2019, Cathie Wood held 241 positions worth $3.96B, down 13% from $4.58B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Cathie Wood deployed $160M of net new capital in Q4 2019, opening 19 new positions and adding to 93 existing holdings. Its largest new stake was Zillow: 2,407,049 shares worth $110M.

By sector, the portfolio is most concentrated in Healthcare at 36% of assets, up from 27% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Tesla, an estimated $147M trimmed.

  • Cathie Wood's largest Q4 2019 buy was Zillow: 2,407,049 shares worth $110M.
  • Cathie Wood added most to Roku in Q4 2019, an estimated $61.6M increase.
  • Cathie Wood's biggest Q4 2019 reduction was Tesla, cutting an estimated $147M.
  • Cathie Wood fully exited Zillow in Q4 2019, selling an estimated $69.7M.
  • Cathie Wood's ten largest holdings make up 45% of its $3.96B portfolio in Q4 2019.
  • Cathie Wood opened 19 new positions and closed 23 in Q4 2019.
  • Cathie Wood's portfolio value fell 13% quarter-over-quarter to $3.96B.

Based on ARK Investment Management's 13F filing for Q4 2019, filed 31 Jan 2020.