Cathie Wood Bought Only These 4 Stocks Last Week

Ark Invest’s Cathie Wood made modest buys last week, adding to existing positions in Amazon (AMZN.OQ), Kratos (KTOS), DoorDash (DASH.OQ) and participating in X‑Energy’s IPO. The moves underscore continued institutional interest in AI- and infrastructure-linked names: Amazon’s stock has rallied ~26% over the past month as AWS deals and big AI spending commitments (including a >$100B Anthropic/AWS commitment) bolster its outlook despite a $200B capex plan. X‑Energy’s IPO popped ~27% on debut and now has a market cap north of $11 billion, signaling renewed investor appetite for nuclear energy plays. Kratos is described as a buying opportunity after strong 19% revenue growth last year but a YTD pullback, while DoorDash faces pressure (down ~22% YTD) from rising fuel costs despite recent 38% revenue growth in a quarter. Ark’s targeted purchases could lend support to these names, with the biggest market impact likely on Amazon and the IPO magnetism around energy infrastructure stocks.