Cathie Wood Acquires 3 New Stocks in Latest Investment Move
Cathie Wood, a prominent investor and co-founder of Ark Invest, took significant steps in her investment strategy as the holiday weekend approached. On Friday, she expanded her holdings in three notable stocks: Taiwan Semiconductor Manufacturing, Oklo, and Pony AI. These adjustments came as part of a broader strategy that Wood employs with the aggressive growth exchange-traded funds she manages.
Cathie Wood Acquires 3 New Stocks: A Closer Look
Wood’s recent investments showcase a blend of established and emerging technology firms, reflecting her forward-thinking approach.
Taiwan Semiconductor Manufacturing
- Today’s Change: 0.22% ($0.76)
- Current Price: $342.40
- Market Cap: $1.8 trillion
- Revenue Growth: 21% in Q4
- 52-week Range: $134.25 – $351.33
- Net Margin: 45.1% in 2025
Taiwan Semiconductor Manufacturing Company (TSMC) is recognized as the world’s largest foundry. Its advanced semiconductor technology is integrated into numerous electronic products, from smartphones to laptops. Despite a history of cyclical performance in the semiconductor industry, TSMC has performed exceptionally well, experiencing a stock surge of 65% over the past year. The company’s revenue for the most recent quarter reached $33.7 billion, surpassing analyst expectations.
Oklo
- Today’s Change: 3.64% ($3.33)
- Current Price: $94.78
- Market Cap: $15 billion
- 52-week Range: $17.42 – $193.84
Oklo is a niche player in the nuclear energy sector, specializing in efficient fission technology and nuclear recycling. Although it is not anticipated to generate revenue until next year, Oklo’s innovative approach aims to address the increasing demand for clean energy. The company, which once had Sam Altman of OpenAI as its chairman, recently appointed co-founder Jacob DeWitte, signaling a fresh direction as it prepares for its official rollout.
Pony AI
- Today’s Change: 2.71% ($0.43)
- Current Price: $16.30
- Market Cap: $5.7 billion
- 52-week Range: $4.11 – $24.92
- Projected Revenue for 2024: $261 million
Pony AI focuses on autonomous vehicle technology and is emerging as a leader in China’s fast-growing market. The company, which made its public debut at $13 per share, has shown significant volatility but is on track for substantial growth. Revenue is expected to triple in the coming year, with projections estimating sales could reach $1.5 billion by 2029.
Cathie Wood’s strategic investment in these three stocks—Taiwan Semiconductor Manufacturing, Oklo, and Pony AI—reflects her commitment to identifying promising growth opportunities in the technology sector. As she continues to bolster her portfolio, investors and market analysts will keenly observe the performance of these companies in the upcoming quarters.
