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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
+12.4%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$819M
AUM Growth
+$306M
Cap. Flow
+$233M
Cap. Flow %
28.44%
Top 10 Hldgs %
34.12%
Holding
148
New
39
Increased
95
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
TWTR
Twitter, Inc.
TWTR
+$12.5M
2
TSLA icon
Tesla
TSLA
+$8.86M
3
AAPL icon
Apple
AAPL
+$7.99M
4
SSYS icon
Stratasys
SSYS
+$7.51M
5
RDFN
Redfin
RDFN
+$6.85M

Top Sells

Rank Stock Value
1
KITE
Kite Pharma, Inc.
KITE
+$15.6M
2
QCOM icon
Qualcomm
QCOM
+$3.86M
3
BIDU icon
Baidu
BIDU
+$1.58M
4
PRLB icon
Protolabs
PRLB
+$771K
5
IBM icon
IBM
IBM
+$706K

Sector Composition

Rank Sector Weight
1 Technology 28.19%
2 Healthcare 23.79%
3 Communication Services 13.49%
4 Consumer Discretionary 10.43%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSYS icon
1
Stratasys
SSYS
$692M
$36M 4.4%
1,558,269
+324,590
+26% +$7.51M
AMZN icon
2
Amazon
AMZN
$2.79T
$35M 4.27%
728,480
+130,680
+22% +$6.42M
ATHN
3
DELISTED
Athenahealth, Inc.
ATHN
$30.4M 3.7%
244,056
+49,690
+26% +$6.84M
NVDA icon
4
NVIDIA
NVDA
$5.2T
$28.9M 3.53%
6,473,360
+1,402,600
+28% +$5.83M
TWTR
5
DELISTED
Twitter, Inc.
TWTR
$27.6M 3.37%
1,635,499
+713,517
+77% +$12.5M
ILMN icon
6
Illumina
ILMN
$33.1B
$25.2M 3.07%
129,835
+23,119
+22% +$4.3M
BIDU icon
7
Baidu
BIDU
$31.6B
$23.7M 2.89%
95,664
-7,237
-7% -$1.58M
JUNO
8
DELISTED
Juno Therapeutics, Inc.
JUNO
$23.4M 2.85%
521,115
+20,819
+4% +$710K
TSLA icon
9
Tesla
TSLA
$1.43T
$21.6M 2.64%
951,435
+383,895
+68% +$8.86M
BLUE
10
DELISTED
bluebird bio
BLUE
$18.5M 2.26%
10,386
+1,146
+12% +$1.6M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.18T
$17.7M 2.16%
368,520
+51,700
+16% +$2.41M
NFLX icon
12
Netflix
NFLX
$331B
$17.2M 2.1%
946,960
+319,810
+51% +$5.58M
SPLK
13
DELISTED
Splunk Inc
SPLK
$16.8M 2.05%
252,610
+50,998
+25% +$3.19M
EDIT icon
14
Editas Medicine
EDIT
$478M
$16.5M 2.02%
687,870
+177,683
+35% +$3.38M
TWOU
15
DELISTED
2U Inc
TWOU
$16.1M 1.96%
9,562
+1,768
+23% +$2.66M
PRLB icon
16
Protolabs
PRLB
$1.9B
$15.8M 1.93%
196,914
-10,663
-5% -$771K
XLNX
17
DELISTED
Xilinx Inc
XLNX
$15.1M 1.85%
213,702
+40,661
+23% +$2.66M
HDP
18
DELISTED
Hortonworks, Inc.
HDP
$15.1M 1.85%
892,638
+55,155
+7% +$831K
CRM icon
19
Salesforce
CRM
$171B
$14.9M 1.82%
159,510
+48,231
+43% +$4.44M
META icon
20
Meta Platforms (Facebook)
META
$1.4T
$14.8M 1.81%
86,781
+14,572
+20% +$2.43M
MCRB icon
21
Seres Therapeutics
MCRB
$45.8M
$14.3M 1.75%
44,646
+6,386
+17% +$1.75M
NVTA
22
DELISTED
Invitae Corporation
NVTA
$13.7M 1.67%
1,460,938
+478,768
+49% +$4.55M
HAPN
23
Happen Inc
HAPN
$2.13B
$13.2M 1.61%
432,485
+149,171
+53% +$4.29M
IONS icon
24
Ionis Pharmaceuticals
IONS
$9.93B
$12.5M 1.53%
247,463
+70,472
+40% +$3.69M
FMI
25
DELISTED
Foundation Medicine, Inc.
FMI
$12.5M 1.53%
311,868
+36,547
+13% +$1.41M
1
2 3 4 5

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Cathie Wood's Q3 2017 Portfolio in Review

As of Q3 2017, Cathie Wood held 148 positions worth $819M, up 60% from $514M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $233M of net new capital in Q3 2017, opening 39 new positions and adding to 95 existing holdings. Its largest new stake was Redfin: 266,290 shares worth $6.68M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Kite Pharma, Inc., an estimated $15.6M trimmed.

  • Cathie Wood's largest Q3 2017 buy was Redfin: 266,290 shares worth $6.68M.
  • Cathie Wood added most to Twitter, Inc. in Q3 2017, an estimated $12.5M increase.
  • Cathie Wood's biggest Q3 2017 reduction was Kite Pharma, Inc., cutting an estimated $15.6M.
  • Cathie Wood fully exited IBM in Q3 2017, selling an estimated $706K.
  • Cathie Wood's ten largest holdings make up 34% of its $819M portfolio in Q3 2017.
  • Cathie Wood opened 39 new positions and closed 3 in Q3 2017.
  • Cathie Wood's portfolio value rose 60% quarter-over-quarter to $819M.

Based on ARK Investment Management's 13F filing for Q3 2017, filed 9 Nov 2017.