What two stocks did Cathie Wood buy?

Cathie Wood Bets Big on Tesla and Kodiak AI

This week, Cathie Wood made headlines once again with a bold move—or rather, two very specific ones. On April 7, 2026, Ark Invest, the firm Wood founded and leads, made only two stock purchases across all its exchange-traded funds: Tesla (NASDAQ: TSLA) and Kodiak AI (NASDAQ: KDK). In a market where diversification is often king, such a narrow focus speaks volumes about where Wood sees the future of innovation heading.

Both companies are deeply rooted in autonomous driving technology, a sector Wood has long championed. Tesla, of course, is no stranger to her portfolio. It’s been one of Ark’s flagship holdings for years, thanks to its integration of AI, electric vehicle leadership, and full self-driving ambitions. But Kodiak AI? That’s a more recent addition to the spotlight. A leaner, more specialized player focused on autonomous freight, Kodiak represents a targeted bet on the future of logistics—an area where AI could redefine efficiency.

The fact that these were the only two stocks Ark bought that day suggests a moment of intense selectivity. Amid broader market uncertainty and shifting tech trends, Wood appears to be doubling down on companies where real-world AI deployment is already underway. It’s not just speculation; it’s strategic conviction.

Of course, Wood’s high-conviction moves don’t always pay off immediately—her track record has had its ups and downs. But when she places a bet, investors tend to notice. This week, all eyes are on Tesla’s next leap in autonomy and whether Kodiak AI can scale its technology beyond test routes. One thing’s certain: Cathie Wood still believes the future drives itself.