Exploring Shared Stock Investments of Buffett and Wood
Warren Buffett and Cathie Wood are two titans of the investment world, each boasting distinct investment approaches. Buffett is renowned for his preference for value stocks and companies that generate consistent profits, which has enabled him to achieve remarkable success over the decades. Wood, on the other hand, is focused on high-growth stocks, which may not yet be profitable but promise immense future potential.
Common Ground: The Stocks Invested by Both
Despite their differing strategies, Buffett and Wood share ownership in a couple of significant stocks. Notably, both have made investments in companies that operate in the electric vehicle market. Wood's flagship holding is Tesla Inc, a well-known name in the automotive sector. Meanwhile, Buffett's Berkshire Hathaway has taken a stance on a competitor, showcasing the diverse interests of these two investors.
BYD Co: An Overlapping Investment
One of the key stocks they both hold is BYD Co, a prominent Chinese electric vehicle manufacturer. Berkshire Hathaway has invested a staggering $2.4 billion into BYD, acquiring over 162 million shares, which comprise about 4.4% of the company. This investment constitutes roughly 0.8% of Berkshire's entire portfolio.
For Cathie Wood’s Ark Invest, BYD is present in the Ark Autonomous Technology & Robotics ETF, symbolized as ARKQ. In this ETF, BYD represents a $15.1 million investment, making it the 25th largest holding at 1.14% of the assets, albeit representing a relatively modest stake in her broader investment landscape.
Amazon: Another Shared Investment
In addition to BYD, both investors have significant stakes in Amazon.com Inc. Berkshire Hathaway possesses 10 million shares, valued at approximately $2.3 billion, representing around 0.1% of Amazon's market cap and approximately 0.8% of Buffett's investment allocation.
Amazon is also a cornerstone in Wood's investment strategy, being included in five out of six main Ark Invest ETFs. Overall, it holds the 14th largest position across the Ark portfolios, accounting for roughly 1.9% of the total assets.
ETF Positions: A Closer Look at Amazon
Here's how Amazon is positioned within some Ark Invest ETFs:
- Ark Innovation ETF (ARKK): Represents $154.0 million, the 16th largest position at 1.73% of assets.
- Ark Next Generation Innovation ETF (ARKW): Holds $48.2 million, the 19th largest position at 1.68% of assets.
- Ark Autonomous Technology & Robotics ETF (ARKQ): Constitutes a $40.8 million investment, being our 11th largest position at 3.07% of assets.
- Ark Fintech Innovation ETF (ARKF): Accounts for $25.7 million, the 21st largest position at 1.69% of assets.
- Ark Space Exploration & Innovation ETF (ARKX): Comprises $15.6 million, occupying the 11th position at 3.68% of assets.
Performance Overview: Who Leads in 2025?
Looking at performance data for the current year, Cathie Wood's ETFs significantly outpace Warren Buffett's investments. Five of Ark Invest's ETFs have shown impressive gains, exceeding 30% year-to-date, which is a marked contrast compared to Berkshire Hathaway's modest performance, which is trailing behind the SPDR S&P 500 ETF Trust.
- SPY: +9.9% growth
- ARKK: +35.4% growth
- ARKQ: +30.9% growth
- ARKW: +46.1% growth
- ARKF: +45.2% growth
- BRKA: +6.0% growth
- BRKB: +5.8% growth
As the year progresses, the investment philosophies of Buffett and Wood continue to provide valuable lessons for investors. Observing their strategies offers insights into navigating the dynamic world of finance.
Frequently Asked Questions
What are the main stocks shared by Warren Buffett and Cathie Wood?
They both invest in BYD Co and Amazon.com Inc.
How much has Berkshire Hathaway invested in BYD Co?
Berkshire Hathaway's investment in BYD Co totals approximately $2.4 billion.
What is Cathie Wood's strategy in contrast to Warren Buffett’s?
Cathie Wood focuses on high-growth stocks, whereas Warren Buffett prefers value stocks with strong fundamentals.
How is Amazon positioned within the Ark Invest ETFs?
Amazon is included in five of the six main Ark Invest ETFs, making it a crucial part of Wood's portfolio.
Which investor is outperforming in 2025?
As of now, Cathie Wood’s ETFs have significantly outperformed Warren Buffett's investments in 2025.
