Cathie Wood’s ARK buys Archer Aviation, sells Kratos Defense stock

Cathie Wood’s ARK ETFs have made notable moves in the market on Tuesday, 12 August 2025, with a series of buys and sells that signal the investment firm’s strategic adjustments. The most significant transaction of the day involved the sale of 282,737 shares of Kratos Defense and Security Solutions Inc (NASDAQ:KTOS), resulting in a total dollar value of $18,493,827. This move marks a continuation of ARK’s recent trend of reducing its position in Kratos, following sales of shares on previous trading days.

In contrast, ARK has shown a growing interest in autonomous vehicle technology, as evidenced by the purchase of 898,930 shares of Pony AI Inc (PONY) through its ARKQ ETF, totaling $13,376,078. This investment underscores ARK’s confidence in the future of autonomous transportation solutions.

Another significant trade included the acquisition of 330,122 shares of Archer Aviation Inc (NYSE:ACHR), spread across three of ARK’s ETFs—ARKK, ARKQ, and ARKX—with a combined dollar value of $3,149,363. The continued investment in Archer Aviation suggests ARK’s bullish stance on the urban air mobility sector.

ARK also engaged in the healthcare and life sciences sectors, buying 60,533 shares of Caris Life Sciences Inc (CAI) for $1,828,701 through its ARKG ETF and 25,725 shares of Illumina Inc (NASDAQ:ILMN) for $2,448,184, indicating a sustained interest in genomics and personalized medicine.

The investment firm further diversified its portfolio with the purchase of 6,486 shares of Amazon.com Inc (NASDAQ:AMZN) through its ARKX (NYSE:ARKX) ETF, amounting to $1,435,351. This aligns with ARK’s practice of investing in large-cap companies with strong growth potential.

On the sell side, ARK divested 107,309 shares of Guardant Health Inc (NASDAQ:GH), split between ARKK and ARKG ETFs, for a total value of $5,880,533. The sale of Guardant Health shares aligns with similar transactions from the previous week, suggesting a strategic exit from this position.

Additionally, ARK sold 8,538 shares of 908 Devices Inc (NASDAQ:MASS) through its ARKG ETF for $54,899 and 43,783 shares of Natera Inc (NASDAQ:NTRA) for $6,875,682, indicating a possible shift away from these companies.

The day’s transactions reflect ARK’s ongoing strategy to capitalize on disruptive innovation across various sectors, from autonomous vehicles and aerospace to genomics and e-commerce. Investors and market watchers will undoubtedly follow these trades closely, as Cathie Wood’s ARK continues to shape its portfolios in anticipation of future market trends.

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