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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
-11.97%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$4.01B
AUM Growth
+$47.5M
Cap. Flow
+$684M
Cap. Flow %
17.05%
Top 10 Hldgs %
48.19%
Holding
227
New
9
Increased
121
Reduced
71
Closed
20

Top Buys

Rank Stock Value
1
ROKU icon
Roku
ROKU
+$109M
2
NVTA
Invitae Corporation
NVTA
+$102M
3
ILMN icon
Illumina
ILMN
+$79.4M
4
PINS icon
Pinterest
PINS
+$76.9M
5
PRLB icon
Protolabs
PRLB
+$73.9M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$77.9M
2
TDOC icon
Teladoc Health
TDOC
+$72.5M
3
TTD icon
Trade Desk
TTD
+$62.4M
4
CRM icon
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
LN
176
DELISTED
LINE Corporation
LN
– –
-1,314
Closed -$64K
FOMX
177
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
– –
-110,343
Closed -$367K
4 5 6 7
8

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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.