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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
+5.33%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$1.26B
AUM Growth
+$436M
Cap. Flow
+$434M
Cap. Flow %
34.56%
Top 10 Hldgs %
33.6%
Holding
211
New
66
Increased
116
Reduced
15
Closed
11

Top Buys

Rank Stock Value
1
SSYS icon
Stratasys
SSYS
+$26.2M
2
JD icon
JD.com
JD
+$25.8M
3
TSLA icon
Tesla
TSLA
+$25.3M
4
NTLA icon
Intellia Therapeutics
NTLA
+$23.1M
5
HAPN
Happen Inc
HAPN
+$18.1M

Top Sells

Rank Stock Value
1
AKAM icon
Akamai
AKAM
+$6.48M
2
BB icon
BlackBerry
BB
+$4.55M
3
TWLO icon
Twilio
TWLO
+$3.67M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.58M
5
FMI
Foundation Medicine, Inc.
FMI
+$2.76M

Sector Composition

Rank Sector Weight
1 Technology 25.95%
2 Healthcare 23.82%
3 Communication Services 14.63%
4 Consumer Discretionary 14.22%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSYS icon
1
Stratasys
SSYS
$692M
$55.1M 4.39%
2,761,525
+1,203,256
+77% +$26.2M
TWTR
2
DELISTED
Twitter, Inc.
TWTR
$53.2M 4.24%
2,215,686
+580,187
+35% +$11.9M
AMZN icon
3
Amazon
AMZN
$2.79T
$51.8M 4.13%
885,700
+157,220
+22% +$8.65M
ATHN
4
DELISTED
Athenahealth, Inc.
ATHN
$50.5M 4.02%
379,439
+135,383
+55% +$17.3M
TSLA icon
5
Tesla
TSLA
$1.43T
$43.9M 3.49%
2,113,500
+1,162,065
+122% +$25.3M
ILMN icon
6
Illumina
ILMN
$33.1B
$36.3M 2.89%
170,760
+40,925
+32% +$8.42M
BIDU icon
7
Baidu
BIDU
$31.6B
$35.2M 2.81%
150,481
+54,817
+57% +$13.4M
EDIT icon
8
Editas Medicine
EDIT
$478M
$34.2M 2.72%
1,112,845
+424,975
+62% +$10.7M
JUNO
9
DELISTED
Juno Therapeutics, Inc.
JUNO
$31.2M 2.48%
682,495
+161,380
+31% +$8.05M
NVDA icon
10
NVIDIA
NVDA
$5.2T
$30.5M 2.43%
6,305,960
-167,400
-3% -$831K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.18T
$28.7M 2.28%
547,740
+179,220
+49% +$9.12M
JD icon
12
JD.com
JD
$39.7B
$28.1M 2.24%
677,913
+655,641
+2,944% +$25.8M
NFLX icon
13
Netflix
NFLX
$331B
$26.7M 2.13%
1,392,380
+445,420
+47% +$8.58M
NTLA icon
14
Intellia Therapeutics
NTLA
$1.8B
$26.4M 2.11%
1,375,149
+1,002,671
+269% +$23.1M
HAPN
15
Happen Inc
HAPN
$2.13B
$24M 1.91%
1,162,277
+729,792
+169% +$18.1M
TWOU
16
DELISTED
2U Inc
TWOU
$23.7M 1.88%
12,225
+2,663
+28% +$5M
XYZ
17
Block Inc
XYZ
$49.4B
$23.5M 1.87%
676,779
+350,065
+107% +$12.8M
CRM icon
18
Salesforce
CRM
$171B
$23.3M 1.85%
227,803
+68,293
+43% +$6.96M
BLUE
19
DELISTED
bluebird bio
BLUE
$21.6M 1.72%
9,377
-1,009
-10% -$2.05M
META icon
20
Meta Platforms (Facebook)
META
$1.4T
$20.7M 1.65%
117,138
+30,357
+35% +$5.37M
MDSO
21
DELISTED
Medidata Solutions, Inc.
MDSO
$20.7M 1.65%
326,079
+221,799
+213% +$15.8M
AAPL icon
22
Apple
AAPL
$4.51T
$20.3M 1.62%
480,628
+253,572
+112% +$10.6M
SPLK
23
DELISTED
Splunk Inc
SPLK
$20.2M 1.61%
244,377
-8,233
-3% -$604K
NVTA
24
DELISTED
Invitae Corporation
NVTA
$19.1M 1.52%
2,104,798
+643,860
+44% +$5.77M
XLNX
25
DELISTED
Xilinx Inc
XLNX
$19M 1.51%
281,568
+67,866
+32% +$4.81M
1
2 3 4 5

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Cathie Wood's Q4 2017 Portfolio in Review

As of Q4 2017, Cathie Wood held 211 positions worth $1.26B, up 53% from $819M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cathie Wood deployed $434M of net new capital in Q4 2017, opening 66 new positions and adding to 116 existing holdings. Its largest new stake was Cognex: 17,948 shares worth $1.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Akamai, an estimated $6.48M trimmed.

  • Cathie Wood's largest Q4 2017 buy was Cognex: 17,948 shares worth $1.1M.
  • Cathie Wood added most to Stratasys in Q4 2017, an estimated $26.2M increase.
  • Cathie Wood's biggest Q4 2017 reduction was Akamai, cutting an estimated $6.48M.
  • Cathie Wood fully exited Thermo Fisher Scientific in Q4 2017, selling an estimated $3.58M.
  • Cathie Wood's ten largest holdings make up 34% of its $1.26B portfolio in Q4 2017.
  • Cathie Wood opened 66 new positions and closed 11 in Q4 2017.
  • Cathie Wood's portfolio value rose 53% quarter-over-quarter to $1.26B.

Based on ARK Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.