ARK Invest CEO Cathie Wood is maintaining significant long-term positions in Robinhood Markets and Roku within her flagship portfolios. Both stocks have experienced volatility, but Wood has been actively buying dips. Robinhood’s 2025 revenue grew 52% to $4.5 billion, while Roku saw a 15% revenue increase to $4.7 billion and turned profitable. Wood’s continued investment underscores her conviction in their multi-year growth prospects.
Two stocks from Cathie Wood‘s ARK Invest portfolio are receiving renewed focus: Robinhood Markets (HOOD) and Roku (ROKU). Both remain long-term conviction picks backed by real capital, as Wood buys dips and trims positions strategically. This activity is part of a portfolio strategy built around a five-to-ten-year horizon.
In 2025, Robinhood reported revenue up 52% year-over-year to $4.5 billion, with net income climbing 33% to $1.9 billion. ARK Invest noted the company’s transition from a meme-stock trading app into a full-service financial hub. When HOOD dropped sharply in February 2026, ARK purchased over 433,000 shares across several funds.
Revenue diversification supports the thesis, including a Gold subscription tier and expanded prediction markets. The company also launched a tax-filing service for high-net-worth users. However, risks include a potential US ban on payment-for-order-flow and a 38% year-over-year drop in crypto revenue in early 2026.
Roku grew revenue 15% to $4.7 billion in 2025, swinging from a net loss to earnings of $0.59 per share. Streaming hours increased 15%, strengthening its platform advertising business. The Cathie Wood portfolio currently allocates around 5.5% of the ARK Innovation ETF (ARKK) to Roku, trimming slightly in early 2026 but maintaining the position.
The long-term thesis for Roku is its platform neutrality in the streaming race. “Whichever streaming platform dominates this race makes little difference to Roku — it will benefit from the trend regardless,” stated analyst Prosper Junior Bakiny in March 2026. For now, both Robinhood and Roku remain on the list of Cathie Wood stocks, though their inclusion is not guaranteed.
