Cathie Wood vs Warren Buffett

ARK Investment Management vs Berkshire Hathaway · latest 13F filings compared side-by-side

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Cathie Wood

$12.9B

Q1 2026 · 181 positions

Held by both

$15.8B

1 ticker · 2% / 6% of each book

Warren Buffett

$263.1B

Q1 2026 · 29 positions

Held by both

Ticker	Company	Wood shares	Wood value	Buffett shares	Buffett value
GOOGL	ALPHABET INC	720.4K	$206.7M	54.2M	$15.6B

Only Cathie Wood

180 positions not in Buffett's book

TSLA
TESLA INC
$1.1B
AMD
ADVANCED MICRO DEVICES INC
$551.9M
CRSP
CRISPR THERAPEUTICS AG
$538.2M
SHOP
SHOPIFY INC
$495.6M
PLTR
PALANTIR TECHNOLOGIES INC
$454.9M
TEM
TEMPUS AI INC
$434.5M
CRCL
CIRCLE INTERNET GROUP INC
$430.2M
HOOD
ROBINHOOD MARKETS INC
$416M
COIN
COINBASE GLOBAL INC
$414.3M
TER
TERADYNE INC
$369.1M
ROKU
ROKU INC
$361.5M
RBLX
ROBLOX CORP
$333.5M
TWST
TWIST BIOSCIENCE CORP
$301.4M
BEAM
BEAM THERAPEUTICS INC
$289.1M
AMZN
AMAZON.COM INC
$282.3M
TXG
10X GENOMICS INC
$248.8M
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC.
$246.2M
BLSH
BULLISH
$234.5M
DE
DEERE & CO
$224.8M
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD
$212.1M
CRWV
COREWEAVE INC
$196.6M
ACHR
ARCHER AVIATION INC
$193.5M
BMNR
BITMINE IMMERSION TECHNOLOGIES
$191.8M
XYZ
BLOCK INC
$186.2M
NTLA
INTELLIA THERAPEUTICS INC
$186M

Only Warren Buffett

25 positions not in Wood's book

AAPL
APPLE INC
$57.8B
AXP
AMERICAN EXPRESS CO
$45.9B
KO
COCA COLA CO
$30.4B
BAC
BANK AMERICA CORP
$25B
CVX
CHEVRON CORPORATION
$17.5B
OXY
OCCIDENTAL PETE CORP
$17.2B
CB
CHUBB LTD SWITZ
$11.2B
MCO
MOODYS CORP
$10.8B
KHC
KRAFT HEINZ CO
$7.3B
DVA
DAVITA INC
$4.6B
KR
KROGER CO
$3.6B
SIRI
SIRIUSXM HOLDINGS INC
$2.9B
DAL
DELTA AIR LINES INC
$2.6B
VRSN
VERISIGN INC
$2.2B
COF
CAPITAL ONE FINL CORP
$1.3B
NYT
NEW YORK TIMES CO MTN BE
$1.3B
ALLY
ALLY FINL INC
$1.1B
LLYVA
LIBERTY LIVE HOLDINGS INC
$996.4M
NUE
NUCOR CORP
$660.7M
Ticker unavailableCUSIP 546347105
LOUISIANA PAC CORP
$412.1M
STZ
CONSTELLATION BRANDS INC
$94.9M
NVR
NVR INC
$73.2M
Ticker unavailableCUSIP 55616P104
MACYS INC
$55M
LEN
LENNAR CORP
$20M
JEF
JEFFERIES FINANCIAL GROUP IN
$17.9M