This chart shows the top holdings in Cathie Wood’s portfolio, where Tesla (7.2%) and Coinbase (6.7%) lead the pack, followed by Roku (5.5%), Robinhood (5.3%), and Roblox (5.2%). Other notable positions include Shopify (4.3%), Palantir (4.1%), and biotech innovators like CRISPR Therapeutics (3.6%) and Tempus AI (3.5%). Despite these concentrated bets, the portfolio remains highly diversified, with “Others” making up 33% across 160+ smaller holdings.

  • 1984@lemmy.todayEnglish
    2·
    19 days ago

    When she bought all that Tesla a year ago, I thought this is the end of her.

    And look at Tesla now. Im impressed. Still think its competely ridiculous stock price but the market thinks its fine, so… Thats all that matters.

    I have a very negative view on Tesla and I dont think they will successfully gain lots of money from robot taxis. I think even one accident will create a pr disaster and people wont use it anymore.

    But I could be wrong.