In this article, we discuss the 10 Best Tech Stocks to Buy According to Cathie Wood.
Cathie Wood is not a new name on Wall Street, but a force to reckon with as the head of Ark Investment Management, one of the most tracked investment funds. Wood bounced to prominence as she returned a remarkable 153% in 2020 at the height of the pandemic.
Known for buying stocks when they fall and selling once they rise significantly, the fund has experienced a volatile ride, swinging from sharp losses to substantial gains. Wood’s investment strategy is known to reap significant rewards during a bull market but can also generate substantial losses when the market drops.
Wood was one of the biggest winners as equity markets rallied early in the year, betting on the potential deregulation of the Trump administration that was expected to benefit technology stocks. However, the momentum was short-lived as the stocks imploded in April, when Trump embarked on an aggressive trade war that alienated the US against other economies.
Fast forward, Wood’s tech holdings have bounced back from April lows with the easing of tariff risks. The flagship Ark Innovation ETF has already gained more than 30% outperforming the 12% gain for the S&P 500 year to date.
Wood is often tracked on Wall Street due to her focus on high-tech companies in emerging fields, such as artificial intelligence. Her investment portfolio also provides significant exposure to blockchain, biomedical technology, and robotics-related investment opportunities.
The ARK Innovation manager has already made it clear that now is the best time to bet on technology stocks amid the ongoing transition.
“During the current turbulent transition in the U.S., we think consumers and businesses are likely to accelerate the shift to technologically enabled innovation platforms including artificial intelligence, robotics, energy storage, blockchain technology, and multiomics sequencing,” she said.
With that in mind, let’s look at the 10 best tech stocks to buy according to Cathie Wood.
Cathie Wood of ARK Investment Management
Our Methodology
To come up with our list of Best Tech Stocks to Buy According to Cathie Wood, we scanned the Ark Investment Management’s Q2 2025 portfolio. We focused on the firm’s technology holdings and analyzed why they stand out. Additionally, we provided insights into their popularity among elite hedge funds based on second-quarter 2025 data. We also provided insights on why they stand out as a buy. Finally, we ranked the stocks in ascending order based on Ark Investment Management’s equity stakes in them.
Why are we interested in the stocks that hedge funds pile into? The reason is straightforward: our research has demonstrated that we can outperform the market by replicating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Best Tech Stocks to Buy According to Cathie Wood
10. Trimble Inc. (NASDAQ:TRMB)
ARK Investment Management Equity Stake: $61.31 Million
Number of Hedge Fund Holders: 45
Trimble Inc. (NASDAQ:TRMB) is one of the best tech stocks to buy, according to Cathie Wood. On September 11, at the Piper Sandler 4th Annual Growth Frontiers Conference, the company reiterated its shift towards a software-driven revenue model.
The shift is part of the company’s bid to target $3 billion in annual recurring revenue and $ 4 billion in revenue by 2027. Currently, the company generates at least 80% of its revenues from software offerings, with two-thirds from recurring sources.
Trimble has set its sights on the Trimble AECO segment, which remains a significant growth driver. The segment boasts of high teens ARR growth while staring at a $1 billion opportunity in cross-selling and upselling.
“The ARR there has been growing really well. We’re doing conversions in that business, but we’re also developing new products that are out of the gate subscriptions. When we think about those two segments, there’s a lot of overlap in the customers. We report that way for various reasons,” said Phil Sawarynski, CFO, and Trimble.
Trimble Inc. (NASDAQ:TRMB) is a technology company that creates hardware, software, and cloud services to connect the digital and physical worlds. Its solution helps customers in industries like construction, geospatial, agriculture, and transportation work more productively, safely, and sustainably.
9. CrowdStrike Holdings Inc. (NASDAQ:CRWD)
ARK Investment Management Equity Stake: $62.33 Million
Number of Hedge Fund Holders: 66
Crowdstrike Holdings Inc. (NASDAQ:CRWD) is one of the best tech stocks to buy, according to Cathie Wood. On September 10, the company confirmed a strategic collaboration with Amazon. The partnership paves the way for the company to offer its AI-powered cybersecurity platform CrowdStrike Falcon Go to Business Prime Essentials, Small, Medium, and Enterprise members.
Business Prime Duo members stand to enjoy up to a 50% discount on CrowdStrike Falcon Go. The collaboration is a game-changer for small businesses that remain vulnerable to modern ransomware and data breaches due to limited adoption of AI-powered security.
“For too long, small businesses have had to choose between growing their business and protecting it. We’re removing the barriers – cost, complexity, and time – to using industry-leading cybersecurity so every business can protect what they’ve built,” said Daniel Bernard, chief business officer at CrowdStrike.
The CrowdStrike Falcon platform stands out due to its integration of AI, which allows it to detect and respond to cyberattacks in real-time, thereby stopping breaches. It provides the same level of protection to small and medium-sized businesses in a fast, reliable, and easy-to-manage solution.
Crowdstrike Holdings Inc. (NASDAQ:CRWD) provides proactive cybersecurity services and a cloud-native platform that protects companies and critical infrastructure from cyberattacks by detecting and stopping threats in real-time. It also offers endpoint security, threat hunting, and protection for cloud environments and identities through its Falcon platform.
Hedge Fund Resource Center