Cathie Wood’s ARK ETFs shift focus, buying NVIDIA and selling GUARDANT

Cathie Wood’s ARK ETFs have released their daily trade report for Tuesday, 22 July 2025, showcasing a series of strategic buy and sell moves across various sectors. Leading the buy trades, ARK’s ARKG ETF invested heavily in ILLUMINA INC (NASDAQ:ILMN), purchasing 31,265 shares for a total value of nearly $2.98 million. This move underscores ARK’s continued interest in the biotechnology sector, particularly in companies innovating in genomics.

Another notable acquisition was NVIDIA CORP (NASDAQ:NVDA), with ARKX (NYSE:ARKX) ETF adding 11,973 shares valued at approximately $2.05 million. This purchase aligns with ARK’s pattern of investing in high-tech companies, especially those leading in artificial intelligence and graphics processing technologies. The consistent accumulation of NVIDIA shares across recent trades indicates ARK’s bullish stance on the company’s long-term growth prospects.

On the sell-side, ARK’s ARKG ETF parted with 68,228 shares of GUARDANT HEALTH INC (NASDAQ:GH), amounting to over $3.11 million. This transaction marked a continuation of ARK’s sell-off in the precision oncology company, as seen in previous trades from last week. The decision to reduce their position in GUARDANT HEALTH could be a strategic move to rebalance the portfolio or reallocate capital to other opportunities.

In the aerospace sector, ARKX ETF sold a significant portion of its holdings in ROCKET LAB USA INC (NASDAQ:RKLB), offloading 43,481 shares for roughly $2.05 million. This divestment follows a pattern of sales in the company, potentially reflecting ARK’s assessment of the space industry’s near-term outlook or Rocket Lab’s specific performance.

Additionally, ARK’s ARKF ETF made a smaller-scale investment in IBOTTA INC (PRIVATE:IBTA), buying 2,517 shares at a value of $96,275. While a minor transaction compared to others, it demonstrates ARK’s approach to identifying and investing in emerging fintech players.

Overall, ARK’s daily trades for 22 July 2025 reveal a tactical approach to portfolio management, with significant investments in technology and genomics while divesting from specific companies in precision health and aerospace. Investors closely following ARK’s moves will be keen to see how these trades align with the ETFs’ broader investment theses and whether these are indicative of shifting trends in the market or adjustments in ARK’s long-term strategy.

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