In this article, we will take a look at the Cathie Wood Stock Portfolio: Top 10 Stocks to Buy Now.
Cathie Wood, the CEO and chief investment officer of ARK Investment Management, has established a reputation thanks to high-conviction bets that often yield significant returns. While her investment firm has always been associated with positions in high-flying names, her focus on emerging and undervalued names has also set her apart on Wall Street.
The diversified nature of the Ark Investment portfolio is one reason investors have always paid attention to Cathie Wood plays and charter in the market. In May, the Chief Investment Officer reiterated that U.S. President Donald Trump’s tariffs were poised to be a turning point for the stock market. Wood reiterated that international trade negotiations would lead to a “freeing up of markets,”
“If that is where we end up, that’s a tax cut. That’s a positive,” Wood said. Nothing could be further from the truth, as the overall stock market has bounced from its April lows and rallied to all-time highs.
Likewise, Wood has been one of the beneficiaries of the blockbuster rally owing to her growth stock picks. Wood’s largest exchange-traded fund is up by more than 40% over the last three months and up by over 70% over the past year.
The blockbuster gains stem from a robust investment portfolio spanning electric vehicles, artificial intelligence, e-commerce, gaming, cryptocurrency payments, gene editing, and streaming, among others.
Cathie Wood of ARK Investment Management
Our Methodology
To come up with our list of Cathie Wood Stock Portfolio: Top 10 Stocks to Buy Now, we scanned the Ark Investment Management’s Q2 2025 portfolio. We focused on the hedge fund’s largest equity holdings. 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).
Cathie Wood Stock Portfolio: Top Stocks to Buy Now
10. Advanced Micro Devices Inc. (NASDAQ:AMD)
Ark Investment Management Equity Stake: $384.28 Million
Number of Hedge Fund Holders: 113
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the top 10 stocks to buy now according to Cathie Wood. On August 13, the company inaugurated its new state-of-the-art office and engineering lab facility in Bayan Lepas, Penang.
The opening of the state-of-the-art facility marks a significant milestone in the company’s efforts to expand its business services and engineering presence in Malaysia. The 209,000-square-foot facility features state-of-the-art equipment that AMD will utilize to advance semiconductor design.
The new facility will allow the company to develop, build, and deliver the next generation of high-performance and artificial intelligence computing solutions. It will also play an essential role in enhancing AMD’s growth while driving the country’s semiconductor ecosystem.
Advanced Micro Devices Inc. (NASDAQ:AMD) is a semiconductor company that designs and manufactures high-performance computing and graphics products. It is best known for central processing units (CPUs) and graphics processing units (GPUs) used in computers, data centers, gaming consoles, and other devices.
9. Tempus AI, Inc. (NASDAQ:TEM)
Ark Investment Equity Stake: $471.58 Million
Number of Hedge Fund Holders: 27
Tempus AI, Inc. (NASDAQ:TEM) is one of the top 10 stocks to buy now according to Cathie Wood. On August 13, an analyst at TD Cowen raised their price target of the stock to $72 from $62 while reiterating a ‘Buy’ rating.
The price target hike comes on the research firm being impressed by the company’s substantial genomic volumes and positive outlook in the Ambry business. Tempus AI continues to deliver improved performance in its genomic segment, prompting analysts to increase volume growth projections. TD Cowen also expects Tempus AI to continue gaining market share and growth in its Ambry business.
The growth forecast comes as Tempus AI delivered $314.6 million in revenue in the second quarter, significantly above the anticipated revenue of $297.8 million. The company also reported a narrow loss of $0.22 per share, compared to an expected loss of $0.25 per share.
Tempus AI, Inc. (NASDAQ:TEM) is a technology company focused on precision medicine by applying artificial intelligence to healthcare data. They have built an extensive library of multimodal data and an operating system to make it accessible and useful for clinicians and researchers. This enables them to deliver AI-enabled solutions for personalized patient care, facilitating the discovery, development, and delivery of optimal treatments.