Cathie Wood’s ARK ETFs adjust holdings with Roku and Palantir trades

Published 03/05/2025, 01:06
Cathie Wood’s ARK ETFs adjust holdings with Roku and Palantir trades

Cathie Wood’s ARK ETFs have published their daily trades for Friday, May 2nd, 2025, revealing a series of significant buys and sells across various sectors. Topping the list with the highest dollar-value trade, ARK sold a substantial number of Palantir Technologies Inc (NYSE:NASDAQ:PLTR) shares totaling $30,733,157 across multiple ETFs. This move comes as a continuation of ARK’s recent trend of reducing its stake in the data analytics company.

In contrast, ARK displayed a bullish stance on Roku Inc (NASDAQ:ROKU), purchasing 369,016 shares valued at $24,823,706. This acquisition is part of a continued accumulation of the streaming device maker’s stock, signaling confidence in its long-term growth prospects.

Another notable buy was in Guardant Health Inc (NASDAQ:GH), with ARK investing $20,535,271 in the precision oncology company. This purchase also follows a pattern of increasing investment in Guardant Health, suggesting ARK’s positive outlook on the healthcare technology sector.

Additionally, ARK bought 49,560 shares of Airbnb Inc (NASDAQ:ABNB) for a total of $6,145,935, split between its ARKW and ARKF ETFs. This decision aligns with ARK’s strategy of investing in disruptive innovation companies.

On the sell side, ARK divested from Adaptive Biotechnologies Corp (NASDAQ:ADPT), offloading 397,669 shares for $2,926,843. This sale is part of a broader trend of ARK reducing exposure to certain biotech stocks.

Other sales included shedding shares of Roblox Corp (NYSE:RBLX) and Reddit Inc (NASDAQ:NYSE:RDDT), with total dollar values of $1,541,115 and $6,073,019, respectively. Additionally, ARK sold off 313,583 shares of Veracyte Inc (NASDAQ:VCYT), worth $9,316,550, continuing its recent pattern of selling the genomic diagnostics company’s stock.

ARK’s smaller trades involved purchasing shares of Blade Air Mobility Inc (NASDAQ:BLDE), Natera Inc (NASDAQ:NTRA), and Personalis Inc (NASDAQ:PSNL), with dollar values of $53,446, $949,027, and $43,185, respectively. These investments reflect ARK’s interest in emerging technologies and genomics, despite their lower dollar-value compared to other transactions.

Investors following ARK’s ETFs can discern patterns and strategies in Wood’s investment choices, which often focus on disruptive innovation and companies poised for growth in the evolving technological landscape.

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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