Cathie Wood is back in the headlines, and once again, her trades are attracting attention from investors looking for the next big technology winner.
The founder and CEO of ARK Invest has built a reputation for making aggressive bets on disruptive technologies, from artificial intelligence and autonomous vehicles to digital assets, robotics and space technology. Her investment strategy can be controversial, particularly when she buys stocks that have fallen sharply. But when those purchases involve well-known technology companies, investors tend to pay close attention.
That is happening again in August 2026.
The latest ARK trades show Wood’s funds continuing to buy into technology and innovation stocks while trimming some positions that have performed strongly. The most notable recent purchase has been SpaceX, while ARK has also been adding exposure to companies such as Broadcom, Cloudflare, Nvidia and Cerebras Systems.
So, which stocks did Cathie Wood buy today? What tech stock did Cathie Wood just buy? And what are Cathie Wood’s top 10 stocks?
Here is what the latest information shows.
Which Stocks Did Cathie Wood Buy Today?
Because today is Sunday, August 23, U.S. stock markets are closed, so there are no new regular-market ARK trades for today.
The latest available trading session was Friday, August 21, 2026. According to ARK’s reported daily trading activity, the biggest purchase was SpaceX.
ARK bought 205,031 shares of SpaceX (SPCX) across four of its ETFs for approximately $27.5 million. The largest allocation went through the ARK Innovation ETF (ARKK).
That purchase continued a buying streak in SpaceX after the company’s public-market debut and subsequent volatility.
ARK also sold shares of Palantir on August 21, showing that Wood’s strategy isn’t simply about buying technology stocks whenever they fall. The firm continues to rotate capital between positions based on its view of their future potential.
For investors searching for Cathie Wood’s latest stock purchases, SpaceX is currently the clearest headline.
What Tech Stock Did Cathie Wood Just Buy?
The answer is SpaceX.
SpaceX has become one of the most interesting new additions to ARK’s portfolio since its public debut. ARK had already been building its position, and the latest August purchases show that Wood remains willing to add even after significant volatility in the stock.
On August 21, ARK purchased roughly $27.5 million of SpaceX shares. A separate report put the purchase at approximately $28.1 million, reflecting differences in how the transaction is valued.
This is significant because SpaceX isn’t simply another technology stock for Wood. It fits several of ARK’s long-term investment themes at once.
SpaceX combines aerospace, satellite communications, artificial intelligence, autonomous systems and what ARK describes as a potentially transformative computing infrastructure opportunity.
That makes it particularly attractive to an investor whose entire strategy revolves around technological convergence.
Why Is Cathie Wood Buying SpaceX?
Wood has been particularly enthusiastic about the potential intersection of space technology and computing.
SpaceX’s Starlink business gives the company exposure to satellite communications, while its launch infrastructure provides a foundation for much broader commercial and technological applications.
ARK has also argued that the economics of space could change dramatically as launch costs decline and more computing infrastructure moves beyond traditional terrestrial data centres.
But there is another reason investors are watching Wood’s SpaceX purchases closely: Tesla.
ARK has long been one of Tesla’s most prominent institutional supporters. In recent months, however, Wood has increasingly accumulated SpaceX shares while continuing to manage the Tesla position.
ARK’s broader thesis involves the possibility that Elon Musk’s companies could become increasingly interconnected through AI, robotics, autonomous transportation and space-based computing.
That does not mean a Tesla-SpaceX combination is guaranteed. In fact, investors should be careful not to confuse speculation about a potential relationship between the companies with an announced transaction.
For now, the important point is that Wood sees SpaceX as a major long-term technology and innovation investment.
Cathie Wood’s Recent Tech Stock Buying Spree
SpaceX isn’t the only technology company ARK has been buying.
Earlier in August, ARK bought aggressively during a technology sell-off.
On August 10, ARK purchased approximately $27.4 million of Nvidia and $16.7 million of Broadcom, putting roughly $44 million into the two semiconductor companies during the market weakness.
The Nvidia purchase is particularly interesting because the company sits at the centre of the artificial intelligence infrastructure boom.
Broadcom is another major AI infrastructure play, with exposure to custom AI chips and networking technology.
ARK then continued buying technology stocks later in the month. On August 19, the firm bought more Broadcom and Cloudflare, while also adding to Cerebras Systems and Rocket Lab. ARK simultaneously sold a substantial amount of Roblox.
This pattern tells us something about Wood’s current strategy.
She isn’t betting on one technology.
She appears to be positioning across several layers of the technology stack, including AI chips, cloud infrastructure, cybersecurity, space technology and autonomous systems.
What Are Cathie Wood’s Top 10 Stocks?
There is an important distinction here.
Cathie Wood does not personally have one single portfolio that represents every investment associated with her name. ARK Invest manages several ETFs and other investment vehicles, each with different holdings.
For a useful snapshot, ARKK, the firm’s flagship ARK Innovation ETF, is one of the best places to look.
ARK’s latest published ARKK holdings available through its website show the following top 10 positions as of July 31, 2026:
| Rank | Stock | Ticker |
|---|---|---|
| 1 | Tesla | TSLA |
| 2 | SpaceX | SPCX |
| 3 | Tempus AI | TEM |
| 4 | CRISPR Therapeutics | CRSP |
| 5 | Coinbase | COIN |
| 6 | Shopify | SHOP |
| 7 | AMD | AMD |
| 8 | Circle Internet Group | CRCL |
| 9 | Robinhood | HOOD |
| 10 | 10x Genomics | TXG |
Tesla was the largest ARKK position at 9.42%, followed by SpaceX at 4.92%. Tempus AI, CRISPR Therapeutics, Coinbase and Shopify each accounted for roughly 4.5% to 4.8% of the fund at that date.
These percentages can change quickly because ARK actively manages its funds and stock prices move every trading day.
Tesla Remains a Major Cathie Wood Bet
Despite all the attention surrounding SpaceX, Tesla remains one of Wood’s most important investments.
Tesla has been a cornerstone of the ARK strategy for years because Wood believes the company is much more than an electric vehicle manufacturer.
Her thesis includes autonomous driving, robotaxis, robotics, artificial intelligence and energy storage.
ARK has continued buying Tesla during periods of weakness. Recent reports indicate that the firm accumulated roughly 450,000 Tesla shares over a period stretching from June 21 through August 5, worth an estimated $170 million to $180 million.
That makes Tesla an important part of understanding Wood’s current investment strategy.
She is not simply buying beaten-down technology companies. She is often buying companies where she believes the market is underestimating the economic potential of a future technology.
Nvidia and Broadcom Show Where AI Fits Into the Strategy
The recent Nvidia and Broadcom purchases also reveal how important AI infrastructure has become to ARK’s investment strategy.
Nvidia has become synonymous with AI computing because its processors power much of the infrastructure used to train and run advanced AI models.
Broadcom is a different type of AI bet.
Rather than focusing primarily on general-purpose GPUs, Broadcom provides networking and custom silicon technology that can become increasingly important as major technology companies build their own AI infrastructure.
ARK’s decision to buy both during a sell-off suggests Wood isn’t treating the recent technology volatility as a reason to abandon AI.
She appears to be using weakness as an opportunity to add to selected positions.
SpaceX Is Becoming One of ARK’s Most Important New Bets
SpaceX is particularly notable because it wasn’t part of ARK’s traditional public-market portfolio for most of the firm’s history.
The company’s public listing changed that.
ARK bought approximately 3.3 million SpaceX shares on the company’s IPO day, establishing a significant position.
Since then, the firm has continued adding shares during periods of weakness.
That behaviour is very consistent with Wood’s broader investment philosophy.
She has never been known for waiting until a stock becomes popular with everyone else. ARK frequently buys when it believes the market is temporarily mispricing the long-term potential of a technology.
The risk, of course, is that the market may be right.
A falling stock is not automatically a bargain, and Wood’s investment record contains both spectacular successes and painful losses.
How Much Bitcoin Does Cathie Wood Own?
This is one of the questions that is often misunderstood.
There is no reliable public figure showing exactly how much Bitcoin Cathie Wood personally owns.
Wood has been one of Bitcoin’s most prominent institutional advocates, and ARK has been involved with Bitcoin-related investments for years. But Wood has not publicly disclosed a precise figure for her personal Bitcoin holdings.
It is also important to distinguish between Cathie Wood personally owning Bitcoin and ARK Invest funds having exposure to Bitcoin.
Those are not the same thing.
ARK manages investment products that can provide investors with exposure to Bitcoin and digital assets. ARKK itself can also have indirect cryptocurrency exposure through holdings connected to the digital-asset ecosystem. ARK’s other funds have different mandates and holdings.
So if you see a headline claiming to know exactly how much Bitcoin Cathie Wood owns personally, check the source carefully.
A fund’s Bitcoin exposure should not automatically be attributed to Wood’s personal wealth.
What Does Cathie Wood’s Latest Buying Tell Investors?
The most interesting thing about ARK’s recent trades isn’t necessarily one individual stock.
It is the pattern.
Wood is continuing to put money behind several major technological themes:
Artificial intelligence: Nvidia, Broadcom, Cerebras and other AI-related companies.
Space technology: SpaceX and Rocket Lab.
Autonomous technology: Tesla and other companies connected to autonomous systems.
Digital assets: Coinbase, Circle and Robinhood.
Cloud and internet infrastructure: Cloudflare and Shopify.
This is essentially the ARK investment philosophy playing out in real time.
Rather than investing primarily according to traditional valuation measures, Wood tends to focus on technological change and the possibility that rapidly improving technologies could create entirely new markets.
That approach can produce enormous returns when the thesis is right.
It can also produce large losses when the technology takes longer to develop than expected, competition intensifies or valuations get ahead of fundamentals.
Should You Buy the Stocks Cathie Wood Is Buying?
This is where investors need to separate following an investor from understanding an investment.
ARK’s trades are public, which makes them easy to follow. But by the time a daily trade becomes a headline, the underlying market conditions may have changed.
More importantly, Wood’s investment horizon can be much longer than that of someone trading based on a news story.
If ARK buys $20 million of a stock, that does not mean the company is guaranteed to rise tomorrow. It means ARK believes the investment has attractive long-term potential relative to the alternatives available to the fund.
Investors should therefore treat Cathie Wood’s purchases as information worth researching, not automatic buy signals.
The Bottom Line
The latest Cathie Wood tech stock investment story is largely about SpaceX.
On the most recent trading day, Friday, August 21, ARK bought approximately $27.5 million of SpaceX, making it the firm’s standout purchase of the day.
But the broader picture is even more interesting.
ARK has recently been buying Nvidia, Broadcom, Cloudflare, Cerebras, Rocket Lab and SpaceX while also continuing to hold major positions in Tesla, Tempus AI, Coinbase, Shopify and other innovation-focused companies.
The strategy remains unmistakably Cathie Wood: find technologies that could reshape entire industries, then buy them aggressively when the market becomes pessimistic.
Whether that strategy pays off will depend on the technologies themselves, their ability to generate profits and the prices ARK ultimately pays for them.
For investors watching from the sidelines, the most useful question may not be “What did Cathie Wood buy today?”
It may be:
“What does Cathie Wood believe the market is underestimating, and do I agree with her?”