Catherine Wood's Strategic Moves: Circle Internet Group Inc. Takes Center Stage
Catherine Wood (Trades, Portfolio) recently submitted the 13F filing for the second quarter of 2025, providing insights into her investment moves during this period. With over 40 years of experience, Cathie Wood founded ARK in 2014 to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that spans across sectors, market capitalizations, and geographies, she believes ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As chief investment officer and portfolio manager, Wood spearheaded the development of ARKs philosophy and investment approach and is ultimately responsible for investment decisions. Recognizing that disruptive innovation causes rapid cost declines, cuts across sectors, and spawns further innovation, ARK uses an iterative investment process that combines top-down and bottom-up research. The firm strives to identify innovation early in order to capitalize on the opportunity, providing long-term value to investors.
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Summary of New Buy
Catherine Wood (Trades, Portfolio) added a total of 7 stocks, among them:
The most significant addition was Circle Internet Group Inc (NYSE:CRCL), with 2,924,403 shares, accounting for 3.89% of the portfolio and a total value of $530,165,020.
The second largest addition to the portfolio was DoorDash Inc (NASDAQ:DASH), consisting of 178,522 shares, representing approximately 0.32% of the portfolio, with a total value of $44,007,460.
The third largest addition was Etoro Group Ltd (NASDAQ:ETOR), with 248,032 shares, accounting for 0.12% of the portfolio and a total value of $16,516,450.
Key Position Increases
Catherine Wood (Trades, Portfolio) also increased stakes in a total of 80 stocks, among them:
The most notable increase was Advanced Micro Devices Inc (NASDAQ:AMD), with an additional 1,285,634 shares, bringing the total to 2,708,105 shares. This adjustment represents a significant 90.38% increase in share count, a 1.34% impact on the current portfolio, with a total value of $384,280,120.
The second largest increase was ARK 21Shares Bitcoin ETF Beneficial Interest (ARKB), with an additional 3,752,535 shares, bringing the total to 6,622,008. This adjustment represents a significant 130.77% increase in share count, with a total value of $237,001,670.
Summary of Sold Out
Catherine Wood (Trades, Portfolio) completely exited 13 of the holdings in the second quarter of 2025, as detailed below:
UiPath Inc (NYSE:PATH): Catherine Wood (Trades, Portfolio) sold all 8,319,250 shares, resulting in a -0.86% impact on the portfolio.
AvidXchange Holdings Inc (NASDAQ:AVDX): Catherine Wood (Trades, Portfolio) liquidated all 943,393 shares, causing a -0.08% impact on the portfolio.
Key Position Reduces
Catherine Wood (Trades, Portfolio) also reduced positions in 101 stocks. The most significant changes include:
Reduced Palantir Technologies Inc (NASDAQ:PLTR) by 2,208,913 shares, resulting in a -35.14% decrease in shares and a -1.87% impact on the portfolio. The stock traded at an average price of $116.76 during the quarter and has returned 33.92% over the past 3 months and 109.72% year-to-date.
Reduced Roblox Corp (NYSE:RBLX) by 2,302,680 shares, resulting in a -25.38% reduction in shares and a -1.34% impact on the portfolio. The stock traded at an average price of $78.23 during the quarter and has returned 86.34% over the past 3 months and 115.94% year-to-date.
Portfolio Overview
At the second quarter of 2025, Catherine Wood (Trades, Portfolio)'s portfolio included 190 stocks, with top holdings including 7.17% in Tesla Inc (NASDAQ:TSLA), 6.74% in Coinbase Global Inc (NASDAQ:COIN), 5.45% in Roku Inc (NASDAQ:ROKU), 5.34% in Robinhood Markets Inc (NASDAQ:HOOD), and 5.22% in Roblox Corp (NYSE:RBLX).
The holdings are mainly concentrated in 9 of all the 11 industries: Technology, Healthcare, Financial Services, Communication Services, Consumer Cyclical, Industrials, Energy, Utilities, and Basic Materials.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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