Cathie Wood’s ARK ETF adjusts portfolio with key stock trades

Cathie Wood’s ARK ETF published their daily trades for Wednesday, September 10th, 2025, revealing a series of strategic buy and sell moves across various sectors. Leading the transactions was the purchase of 15742 shares of Synopsys Inc (NASDAQ:SNPS), with a total value of $9,513,992. This acquisition was split between the ARKQ and ARKX ETFs, indicating a bullish stance on the semiconductor design software company.

ARK also increased its position in Klarna Group PLC (KLAR), buying 200,000 shares valued at $8,000,000 through its ARKF ETF. This move suggests confidence in the fintech company, despite recent market volatility in the sector.

Another notable buy included 66836 shares of Rubrik Inc (RBRK), acquired through the ARKW ETF for a total of $6,583,346. This purchase aligns with ARK’s focus on innovative technology companies with disruptive potential.

In the biotech space, ARK’s ARKG ETF bought 230,755 shares of Prime Medicine Inc (PRME) for $950,710, adding to the previous day’s purchase and signaling a growing interest in the gene-editing company.

The ARKK ETF also bolstered its holdings in Twist Bioscience Corp (NASDAQ:TWST) by purchasing 221,681 shares, amounting to $5,561,976. This trade follows a pattern of consistent buying in the synthetic biology company over the past week.

On the sell side, ARK divested from several companies, including Kratos Defense and Security Solutions Inc (NASDAQ:KTOS), selling a total of 54,482 shares across the ARKQ and ARKX ETFs for $3,517,357. The defense contractor had seen previous sell-offs by ARK, suggesting a possible shift in strategy or sector focus.

Roblox Corp (PRE-REINCORPORATION) (NYSE:RBLX) shares were also reduced by 21,444 through the ARKW ETF, with a total value of $2,826,104, continuing a sell trend observed in the previous week’s trades.

Rocket Lab Corp (NASDAQ:RKLB) and Shopify Inc (NYSE:SHOP) faced cuts as well, with ARK selling 54,626 and 19,632 shares for $2,569,060 and $2,816,014 respectively. These sales may indicate a reallocation of funds or a response to market conditions.

Lastly, ARK sold 29,388 shares of Tempus AI Inc (PRE-REINCORPORATION) (TEM) for $2,380,721, distributed between the ARKK and ARKG ETFs. This follows a sell-off from the previous day, suggesting ARK may be reducing exposure to this company.

Investors and market watchers closely follow Cathie Wood’s ARK ETF trades, as they often reflect the fund’s forward-thinking investment strategy. The latest trades underscore ARK’s commitment to innovative companies while also showing a willingness to adjust holdings in response to changing market dynamics.

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