10 Stocks Cathie Wood Is Betting Big On in 2026

Cathie Wood has remained one of the most closely watched investors in the market, known for her focus on high-growth and disruptive technology companies. As the founder of ARK Invest, she gained widespread attention during the surge of innovation-focused stocks in 2020, when her flagship fund delivered standout returns and attracted a wave of new investors.

While her strategy faced challenges during periods of rising interest rates and market volatility, Wood has continued to stay committed to her long-term investment approach. Rather than shifting direction, she has consistently added to positions in companies she believes are positioned for future growth, even during downturns.

As market conditions evolve, ARK Invest’s portfolio moves continue to draw attention from investors looking for insight into emerging trends and high-conviction bets. This slideshow highlights 10 stocks currently held by Cathie Wood, offering a closer look at where she is allocating capital today.

• Price: $221
• Value of Cathie's stake: $296.4 million
• Weight: 3.45%
• Year-to-date performance: 83.56%

• Industry: Semiconductor manufacturing.
• Rationale for investing: AMD is an AI chipmaker alternative to Nvidia with higher potential upside. If AMD can capture a big portion of market share, it can lead to significant gains.
• Positive catalyst(s): Benefiting more from AI CapEx and undercutting Nvidia with viable products.

• Price: $94
• Value of Cathie's stake: $294.3 million
• Weight: 3.77%
• Year-to-date performance: 60.33%

• Industry: Gaming platform and virtual world.
• Rationale for investing: Leading metaverse platform with strong user engagement and monetization among younger demographics.
• Positive catalyst(s): Expanding beyond gaming into education, social experiences, and virtual commerce.

• Price: $188
• Value of Cathie's stake: $299.8 million
• Weight: 3.84%
• Year-to-date performance: 149.42%

• Industry: Big data analytics and AI software.
• Rationale for investing: Leading AI-powered data analytics platform serving government and commercial clients with sticky, high-margin contracts.
• Positive catalyst(s): Expanding commercial customer base and increasing AI integration.

• Price: $123
• Value of Cathie's stake: $337.1 million
• Weight: 4.32%
• Year-to-date performance: 212.83%

• Industry: Financial technology and brokerage services.
• Rationale for investing: Disrupting traditional brokerage with commission-free trading and crypto trading. Popular with younger people.
• Positive catalyst(s): Growing crypto trading volume and an increasing number of retail investors.

• Price: $74
• Value of Cathie's stake: $400.8 million
• Weight: 5.14%
• Year-to-date performance: 115.65%

• Industry: AI-powered precision medicine.
• Rationale for investing: Using AI to analyze clinical and molecular data to personalize cancer treatment and improve patient outcomes.
• Positive catalyst(s): Growing partnerships with healthcare systems and expanding AI usage in oncology.

• Price: $165
• Value of Cathie's stake: $403.4 million
• Weight: 5.17%
• Year-to-date performance: 53.21%

• Industry: E-commerce platform and services.
• Rationale for investing: Leading e-commerce infrastructure provider benefiting from digital transformation and small business growth.
• Positive catalyst(s): AI-powered commerce tools and expanding into enterprise markets.

• Price: $269
• Value of Cathie's stake: $431.5 million
• Weight: 5.53%
• Year-to-date performance: 4.59%

• Industry: Cryptocurrency exchange and services.
• Rationale for investing: Leading U.S. cryptocurrency exchange. Will benefit from mainstream crypto adoption and regulatory clarity.
• Positive catalyst(s): Growing institutional adoption. Plus, crypto ETF approvals and expanding financial services.

• Price: $106
• Value of Cathie's stake: $436.9 million
• Weight: 5.6%
• Year-to-date performance: 42.7%

• Industry: Connected TV and streaming platform.
• Rationale for investing: Leading streaming platform benefiting from cord-cutting trends and growing connected TV advertising market.
• Positive catalyst(s): Increasing ad revenue per user and international expansion opportunities.

• Price: $58
• Value of Cathie's stake: $440.7 million
• Weight: 4.97%
• Year-to-date performance: 40.21%

• Industry: Gene editing biotechnology.
• Rationale for investing: Revolutionary gene editing technology with potential to cure genetic diseases and transform healthcare.
• Positive catalyst(s): Clinical trial successes and FDA approvals for gene therapies.

• Price: $447
• Value of Cathie's stake: $948.3 million
• Weight: 12.16%
• Year-to-date performance: 17.82%

• Industry: Electric vehicles, with a recent pivot towards robots.
• Rationale for investing: Enthusiasm surrounding Tesla's Optimus robots and an EV sales rebound is causing the stock to surge.
• Positive catalyst(s): A bona fide robot that can do physical tasks, self-driving cars, and a successful robotaxi launch.