Cathie Wood’s ARK buys AMD and Alphabet stock, sells Coinbase and Robinhood

Cathie Wood’s ARK ETFs have made significant moves in the stock market on Monday, July 28, 2025, with a series of buys and sells that investors are keenly observing. The trades indicate a strategic adjustment of the funds’ holdings, with a notable focus on tech and biotech sectors.

The largest dollar-value trade executed by ARK was the purchase of 181640 shares of ALPHABET INC (NASDAQ:GOOG) through its ARKW ETF, amounting to a substantial investment of $35,252,691. This move suggests ARK’s strong confidence in the tech giant’s continued growth and prominence in the digital space.

Another significant buy was the acquisition of 572853 shares of BITMINE IMMERSION TECHNOLOGIES INC (OTC:BMNR), spread across ARKK, ARKW, and ARKF ETFs, with a total dollar value of $22,799,549. This investment aligns with ARK’s interest in innovative technologies and their potential for disruption.

In the semiconductor space, ARK showed increased interest by purchasing a total of 25155 shares of ADVANCED MICRO DEVICES INC (NASDAQ:AMD), distributed between ARKQ and ARKX (NYSE:ARKX) ETFs, totaling $4,187,552. This follows a trend as ARK also bought AMD shares the previous week, signaling a bullish stance on the company’s prospects.

However, ARK also made some notable sales, including 18204 shares of COINBASE GLOBAL INC (NASDAQ:COIN) through its ARKW ETF, valued at $7,129,778. This sale comes amidst a broader reshuffling of ARK’s portfolio, as the fund has been reducing its position in COIN over recent trades.

The fund also divested 119090 shares of ROBINHOOD MARKETS INC (NASDAQ:HOOD) across ARKW and ARKF ETFs, with a total dollar value of $12,486,586. The sale might reflect ARK’s assessment of the trading platform’s current valuation or its future prospects within the financial technology sector.

Additional trades included selling 43479 shares of CRISPR THERAPEUTICS AG (NASDAQ:CRSP) through ARKG ETF for $2,815,700 and selling 250000 shares of GENIUS SPORTS LTD (NYSE:GENI) through ARKW ETF for $2,660,000, which could indicate a strategic shift in ARK’s biotech and entertainment technology investments.

On the buying side, ARK also picked up 489751 shares of ATAI LIFE SCIENCES NV (NASDAQ:ATAI) through its ARKG ETF, valued at $1,748,411, and 10113 shares of DOORDASH INC (NYSE:DASH) through its ARKQ ETF for $2,527,440, showing ARK’s continued interest in life sciences and the gig economy.

Smaller trades included the purchase of 4991 shares of INTUITIVE SURGICAL INC (NASDAQ:ISRG) through ARKQ ETF for $2,474,837 and the acquisition of 183744 shares of INTUITIVE MACHINES INC (NASDAQ:LUNR) across ARKQ and ARKX ETFs, totaling $2,355,598.

Other sales saw ARK letting go of shares in KRATOS DEFENSE AND SECURITY SOLUTIONS INC (NASDAQ:KTOS), JOBY AVIATION INC (NYSE:JOBY), PALANTIR TECHNOLOGIES INC (NYSE:PLTR), ROBLOX CORP (PRE-REINCORPORATION) (NYSE:RBLX), ROCKET LAB USA INC (NASDAQ:RKLB), and BLOCK INC (NYSE:XYZ), indicating a broader reassessment of holdings in defense, aviation, data analytics, gaming, aerospace, and financial services sectors.

Investors monitoring ARK’s ETFs will likely be analyzing these trades to gauge Cathie Wood’s outlook on various industries and to inform their own investment strategies. As ARK continues to adjust its positions, market watchers will be keenly observing the impact of these trades on the funds’ performance.

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