If self-driving cars, rockets and gene editing pay off, so does Cathie Wood.
After $TSLA, her next biggest positions are $SPCX (SpaceX) at 5.2% and $TEM (Tempus AI) at 4.0%.
Other notable names:
$NVDA: 3.2%
$CRCL (Circle): 3.2%
$TWST (Twist Bioscience): 3.0%
$CRSP (CRISPR Therapeutics): 2.9%
$PLTR: 2.8%
$TXG (10x Genomics): 2.8%
$COIN: 2.6%
Cathie recently added about 2% to 3% more shares to most of her holdings. The biggest adds were $JOBY (air taxis), up 12.6% or about 885K shares, and $AVAV (drones), up 11.0% or about 77.2K shares.
She trimmed $AMD by about 20.4K shares and $TSM by about 16.9K shares, both down 4.2%, while still adding to $NVDA (+1.8%).
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