Cathie Wood’s Ark Invest has dramatically shifted its strategy for Alphabet (GOOGL), executing an aggressive buying spree from early 2025 into mid-2026. The firm invested a total of $250 million across several major purchases, accumulating 854,582 shares. With Alphabet’s stock now trading at approximately $358, Ark Invest’s stake is valued at a record $306 million, generating an unrealized profit of $56 million—a return of nearly 22.5% in under two years.
Cathie Wood’s investment arm Ark Invest has been a long-term holder of Alphabet stock, but it initiated a structural shift in 2025, moving from a conservative approach into an aggressive buying spree.
The firm is now among the top institutional buyers of the equity. In Q3 of 2025, Ark Invest purchased 205,000 Alphabet shares at an average closing price of $209.80, totaling $43 million. This move marked the beginning of a major bet on the company as it entered the AI space.
The buying accelerated in Q4 of 2025, with the firm adding 207,000 shares at $286.99 for a total of $55 million. In Q1 of 2026, when the stock was trading at $319.97, Ark Invest added another 175,000 shares, valued at $56 million.
The largest single purchase occurred on June 3, 2026, when the firm bought 267,582 shares at approximately the $358 level. This transaction was worth $96 million.
Cathie Wood’s total investment in Google stock between 2025 and 2026 amounts to $250 million. With the stock currently trading at $358, Ark Invest’s portfolio has grown to a value of $306 million, representing an unrealized profit of $56 million. The aggressive buying tactics have yielded a return of nearly 22.5% in less than two years.
