Cathie Wood’s ARK ETFs shuffle tech and biotech stocks

Published 29/01/2025, 02:06
© Reuters.

Cathie Wood’s ARK ETFs have made their daily trades for Tuesday, January 28th, 2025, with significant activity across various sectors, particularly in technology and biotech. The trades reflect a strategic adjustment of ARK’s portfolio, with notable buys in tech giants and emerging biotech players, alongside some substantial sell-offs.

The most considerable transaction of the day came from ARK’s purchase of Amazon.com Inc (NASDAQ:AMZN) shares, with a combined total of 41,338 shares bought across the ARKK and ARKW ETFs, amounting to a dollar value of approximately $9,731,791. This move suggests a bullish stance on the e-commerce and cloud computing powerhouse.

ARK also intensified its investment in the biotech sector by acquiring 69,250 shares of AbSci Corp (NASDAQ:ABSI) through its ARKG ETF, valued around $263,842. This purchase adds to ARK’s growing focus on innovative life sciences companies.

In addition, ARK’s ETFs bought shares in other notable companies, with purchases including 1,027 shares of Cameco Corp (TSX:CCO) (NYSE:CCJ) for $48,792, 1,586 shares of Salesforce Inc (NYSE:CRM) for $550,500, 2,528 shares of Deere & Co (NYSE:DE) for $1,223,931, 8,210 shares of Qualcomm Inc (NASDAQ:QCOM) for $1,405,387, and 41,993 shares of 10X Genomics Inc (NASDAQ:TXG) for $623,596.

On the flip side, ARK has divested from several stocks, the most significant being the sale of 446,148 shares of Adyen NV (AS:ADYEN) (OTCMKTS:ADYEY) through its ARKW ETF, with a total value of $6,991,139. This follows a consistent selling pattern, as ARK also sold a considerable amount of Adyen shares the previous day.

Other notable sales include 44,993 shares of Accolade Inc (NASDAQ:ACCD) for $310,451, 2,003 shares of Elbit Systems Ltd (NASDAQ:ESLT) for $589,723, 10,269 shares of Nu Holdings Ltd (NYSE:NU) for $126,514, 22,830 shares of Roblox Corp (NYSE:RBLX) for $1,533,491, 25,500 shares of Rocket Lab USA Inc (NASDAQ:RKLB) for $750,465, and 2,772 shares of Tesla Inc (NASDAQ:TSLA) for $1,100,899.

The trend of selling shares in companies like Accolade Inc and Elbit Systems Ltd continues, as ARK has been reducing its positions in these stocks over the past week. Meanwhile, ARK’s repeated purchases of stocks like Amazon.com Inc and Salesforce Inc indicate a growing conviction in these companies’ potential.

Investors following Cathie Wood’s ARK ETFs should note these trades as part of ARK’s dynamic investment strategy, which often involves high-conviction bets on disruptive innovation and technology. As always, it is essential for investors to conduct their own research and consider their investment goals before making any decisions.

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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