Cathie Wood kicked off the first two weeks of November with a buying spree. It certainly appears that the co-founder and CEO of Ark Investment Management has been combing through recent third-quarter financial reports in search of beaten-down tech stocks to buy, and some of her picks might surprise you.

So what did she load up on? Wood's exchange-traded funds (ETFs) added to existing stakes in Roku (NASDAQ: ROKU), Tesla (NASDAQ: TSLA), and Twilio (NYSE: TWLO). Let's see if we can figure out what she sees in these former highfliers that other investors might be missing.

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Source Fool.com