Cathie Wood's Ark Invest buys the dip in tech and crypto, bags AMD, GOOG, CRCL, and HOOD

Cathie Wood's Ark Invest traded actively during the past week, rotating towards AI infrastructure, semiconductors, crypto names, and precision healthcare, while selling off ad-tech, consumer internet, and mature SaaS names. In semiconductors and AI, Ark bought 161,297 shares of Advanced Micro Devices ( AMD ) across its flagship ( ARKK ), ( ARKW ), ( ARKQ ), ( ARKX ) and ( ARKF ) with an estimated value close to ~$33M. Ark reinforced the theme with sizable additions to Broadcom ( AVGO ), acquiring 87,148 shares through ( ARKQ ) and ( ARKW ), valued close to $27M. The portfolio added 149,470 shares of Alphabet ( GOOG ) worth an estimated $50M. Complementing this, the firm accumulated 246,794 shares of CoreWeave ( CRWV ) worth $22.2M. Other additions include Shopify ( SHOP ), while selling 166K shares of Airbnb ( ABNB ) and cutting positions in PayPal ( PYPL) , Qualcomm ( QCOM ) and Intuit ( INTU ). Heavy investments were seen in the crypto space, with Ark adding 285,945 shares of its homegrown ARK 21Shares Bitcoin ETF ( ARKB ) worth over $7M, reflecting sustained conviction in bitcoin exposure. It also aggressively accumulated 1.53M shares of Bullish ( BLSH ) worth around $40M, and 217,959 shares of Circle Internet Group ( CRCL ) worth ~$13M were added. Ark also added ~453K shares of Robinhood Markets ( HOOD ) worth $41M and 63K shares of Block ( XYZ ). The portfolio manager, however, reduced exposure to Coinbase Global ( COIN ), with net sales totaling 254K shares after buying over 10K shares during the start of the week, suggesting a rotation within the crypto ecosystem. The firm made substantial bet on Tempus AI ( TEM ), buying 704,119 shares exceeding $37M, positioning AI-driven precision medicine. Other significant bets include 220,514 shares of GeneDx ( WGS ) and 630,920 shares of Recursion Pharmaceuticals ( RXRX ), while sharply reducing exposure to legacy genomics players including Guardant Health ( GH ), Illumina ( ILMN ), and Veracyte ( VCYT ), signaling a preference for AI-native diagnostics over traditional sequencing models. Conversely, ARK funded much of this repositioning through large-scale exits from advertising, SaaS, and consumer internet names. The most notable sale was The Trade Desk ( TTD ), where ( ARKK ) and ( ARKW ) sold ~2.5M shares, worth ~$73.9M. Another considerable sale was Teradyne ( TER ), over 534K shares dropped throughout the week, cutting over $143M exposure in the automatic test equipment designer and manufacturer. Additional heavy selling included DraftKings ( DKNG ), PagerDuty ( PD ), and continued drawdowns in Roku ( ROKU ), Pinterest ( PINS ), Rocket Lab ( RKLB ) and Unity Software ( U ). More on ARK Invest AI Can't Sustain This Rate Of Return ARKG: Cathie Wood's Biotech Product Is In Rally Mode ARKK: Buying Disruption At These Levels Is A Dangerous Game Cathie Wood’s Ark Invest buys the dip in AMD shares Cathie Wood’s ARK Invest loads up on Alphabet ahead of earnings