Cathie Wood’s ARK ETF adjusts, buys Baidu and Alibaba stock

Cathie Wood’s ARK ETFs have made significant moves in the market on Wednesday, 15 October 2025, with a particular focus on Chinese technology stocks. Leading the day’s trades, ARK invested heavily in Baidu Inc (NASDAQ:BIDU), purchasing a total of 111,281 shares across three of its funds, amounting to an impressive $13,347,043. This purchase signals a strong belief in the company’s future performance, as it was the largest dollar-value trade of the day.

Not far behind, Alibaba Group Holding Ltd (NYSE:BABA) also saw a substantial buy-in from ARK with a total of 75,541 shares acquired through ARKK, ARKW, and ARKF ETFs, totaling $12,302,607. These purchases reflect a growing trend in ARK’s investment strategy, showing an increased interest in the Chinese tech sector.

On the sell side, ARK divested from several companies, with a notable sale of 302,280 shares of Archer Aviation Inc (NYSE:ACHR) from its ARKK fund, valued at $3,935,685. This move might indicate a shift in ARK’s confidence in the urban air mobility sector or a simple rebalancing of its portfolio.

Additionally, ARK continued to reduce its holdings in other tech stocks, including a sale of 61,880 shares of Roblox Corp (NYSE:RBLX) across three ETFs, resulting in a trade worth $8,247,366. This follows a pattern from previous days, suggesting a gradual exit or rebalancing from the gaming platform’s stock.

Other notable sales included Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) and Palantir Technologies Inc (NYSE:PLTR), with ARKQ selling 28,145 shares of KTOS for $2,682,218 and ARKW parting with 16,560 shares of PLTR for $2,976,494.

Smaller but still significant trades included the sale of Shopify Inc (NYSE:SHOP) and Teradyne Inc (NASDAQ:TER) shares, with ARK offloading 6,240 and 30,514 shares for $953,971 and $4,179,502, respectively.

Looking at the recent trade history, ARK has shown a pattern of selling shares of Brera Holdings PLC (NASDAQ:SLMT), with a consistent reduction in holdings over the past week, including today’s sale of 16,213 shares for $238,168.

Investors following Cathie Wood’s ARK ETF trades should note these developments, as they may indicate broader strategic shifts within the funds’ portfolios. The focus on Chinese tech giants like Baidu and Alibaba, paired with the divestment from certain tech and defense stocks, paints a picture of ARK’s current market outlook and portfolio adjustments.

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