Cathie Wood’s Ark Invest adds to positions in Amazon, Kratos Defense, and Tempus AI after its ETF underperforms the broader market by 10% in 2026.
Ark Invest increased holdings in Amazon (AMZN), Kratos Defense & Security Solutions (KTOS), and Tempus AI (TEM) on Wednesday, as its flagship ETF remains flat for the year. The broader market has gained 10% in 2026, outpacing Ark’s performance.
Amazon, nearing a $3 trillion market cap, reported a 17% rise in net sales in its latest quarter, the fastest growth in four years. AWS, its high-margin cloud segment, surged 28% year-over-year, driving over half of operating profits despite accounting for just 20% of sales.
The moves reflect Wood’s strategy to rebound from underperformance, targeting stocks with growth potential in AI and defense sectors.