Cathie Wood adopted bold, tech-first investing that produced large gains during the 2021 boom and made ARK Invest widely known. ARKK later fell nearly 50% amid rising rates and a growth-stock rotation, then recovered more than 65% over the past year. Wood focuses on five platforms: artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain, and tolerates extreme volatility. Wood increased AMD holdings by 90.4% in Q2 2025 (1.29 million shares, average close $108.66) and by 17.9% in Q1 (average close $111.55), marking five consecutive quarters of net additions.
Cathie Wood is most known for her bold, tech-first investing. She was an outlier during the 2021 boom as her aggressive bets paid off in spades. This turned ARK Invest from an obscure company to a firm almost every investor became familiar with. Once the pendulum swung the other way, rising rates and a rotation away from expensive growth stocks left even worse off, down nearly 50% compared to pre-pandemic prices.
Regardless, Wood has sharpened her shopping list since, and ARKK has done surprisingly well, up over 65% in the past year. Artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain remain her five core platforms, and she is willing to endure extreme volatility. This strategy has worked wonderfully in this environment. Below are two stocks she has been buying consistently over the past quarters: Advanced Micro Devices (AMD) has been quite the loser in recent years as left it in the dust.
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