Cathie Wood Reveals 2 Must-Buy Stocks to Hold for the Next Decade

ARK Invest CEO Cathie Wood is doubling down on two volatile holdings with significant capital, naming Robinhood Markets (HOOD) and Roku (ROKU) as her top long-term conviction picks for the next 5-10 years. Wood has been actively buying dips and strategically trimming positions, maintaining substantial portfolio weight in both stocks despite recent market turbulence, signaling a high-conviction, decade-long investment horizon backed by real capital deployment.

Cathie Wood Portfolio Highlights Robinhood And Roku Long-Term Stocks

1. Robinhood: ARK Has Been Loading Up on Dips

The company’s actual numbers make a strong case for Robinhood stock long term. In 2025, revenue was up 52% year over year to $4.5 billion, and net income climbed 33% to $1.9 billion. ARK Invest noted Robinhood had successfully transitioned from a meme-stock trading app into a full-service financial hub — and Wood backed that view with action. When HOOD dropped sharply in February 2026, ARK loaded more than 433,000 shares across ARKK, ARKW, and ARKF. The ARK Innovation ETF now holds around $330 million in Robinhood shares, roughly 4.5% of its total assets.

Revenue diversification is also part of why Cathie Wood stocks to buy tend to include Robinhood right now. The Gold subscription tier is generating recurring revenue. Robinhood has expanded its prediction markets offering. The company has also launched a tax-filing service for high-net-worth users — which is a pretty significant step away from its original retail-only identity.

That said, the risks are real. The EU has already banned payment-for-order-flow — still a core revenue mechanism for equities trading — and US regulators have left the door open to follow. Crypto revenue fell 38% year over year in early 2026 after the bull run faded. The stock also trades at 34x forward earnings versus a sector average of 14.9x, which is a premium the company needs to earn quarter after quarter.

2. Roku: Still Leading Connected TV, Still Under Pressure

The numbers Roku put up in 2025 were hard to argue with. The company grew revenue 15% to $4.7 billion, swung from a net loss of $0.89 per share to earnings of $0.59, and saw streaming hours rise 15% — all in the same year. That jump in engagement matters because it strengthens the platform advertising business, which already runs at better margins than device sales and is also growing faster. ARK Invest, as part of a broader Cathie Wood portfolio strategy, currently allocates around 5.5% of ARKK to Roku, trimming slightly in early 2026 but holding the position.

The Roku stock long term thesis is also one of the more straightforward ones on the Cathie Wood stocks list: Roku doesn’t bet on one streaming winner. It takes a cut regardless. Analyst Prosper Junior Bakiny stated in March 2026:

For now, both Robinhood and Roku stay on the Cathie Wood stocks list, though nothing about that is guaranteed.