Cathie Wood’s ARK ETF adjusts portfolio, buys Airbnb and Coinbase stock

Published 04/03/2025, 02:06
© Reuters

Cathie Wood’s ARK ETFs have made a series of trades on Monday, March 3rd, 2025, with significant moves in various sectors. The investment management firm, known for its focus on disruptive innovation, has continued to adjust its holdings according to its strategic vision.

At the top of the list, ARK’s ARKF ETF purchased 74,111 shares of Airbnb Inc (NASDAQ:ABNB), with the transaction amounting to approximately $10,291,794. This acquisition stands out as the largest dollar-value trade for the day, underscoring ARK’s confidence in the travel industry’s continued recovery and growth potential.

Another notable buy was in the cryptocurrency space, where ARK’s ARKW ETF added 38,865 shares of Coinbase Global Inc (NASDAQ:COIN), totaling around $8,380,071. This move aligns with ARK’s known bullish stance on digital currencies and blockchain technology.

On the sell side, ARK’s ARKF ETF reduced its position in DraftKings Inc (NASDAQ:DKNG) by selling 225,652 shares, resulting in a trade value of $9,897,096. This indicates a potential shift in ARK’s assessment of the online gaming and betting sector or a simple portfolio rebalancing.

In defense technology, ARK made a combined purchase of 11,768 shares of L3Harris Technologies Inc (NYSE:LHX) across its ARKQ and ARKX (NYSE:ARKX) ETFs, amounting to $2,425,502. This buy reflects a continued interest in the aerospace and defense industry’s innovative capabilities.

Smaller trades included the sale of 113 shares of Accolade Inc (NASDAQ:ACCD) through ARKG ETF, valued at $787, and the sale of 95,769 shares of ARK 21Shares Bitcoin ETF (NYSEARCA:ARKB) through ARKW ETF, valued at $413,635. These transactions, while minor in comparison, are part of ARK’s daily portfolio adjustments.

Additional trades highlighted ARK’s investment in the healthcare sector, with a purchase of 15,712 shares of Recursion Pharmaceuticals Inc (NASDAQ:RXRX) through its ARKG ETF for $117,997, and 9,819 shares of Tempus AI Inc (NYSE:TEM) across its ARKK and ARKG ETFs, totaling $551,631.

Looking at the trend from the previous week’s trades, ARK has demonstrated a consistent interest in companies like Tempus AI Inc, with significant purchases made on multiple days, suggesting a strong belief in the company’s long-term prospects. Conversely, ARK has been reducing its position in Accolade Inc, as evidenced by consecutive days of selling the stock.

Investors following Cathie Wood’s ARK ETFs should take note of these trades, as they may signal the firm’s strategic outlook on various sectors and companies. As always, these daily trade reports provide a snapshot of ARK’s tactical moves and are just one piece of the broader investment puzzle.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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