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Cathie Wood’s ARK ETFs disclosed their daily trades for Friday, September 19th, 2025, with a continued pattern of selling shares from streaming giant Roku Inc (NASDAQ:ROKU) and the pre-reincorporation shares of Tempus AI Inc (TEM). The ARKK ETF offloaded 22,732 Roku shares, totaling approximately $2.25 million, and a more substantial 60,550 shares of Tempus AI, valued around $5.27 million.
This selling spree of Roku stock by ARK has been a recurring theme over the past week, with a total of 47,474 shares sold on Thursday and an additional 5,000 shares on Wednesday, reflecting a bearish stance on the company. Similarly, Tempus AI has been another stock ARK has been reducing its position in, with significant sales on Thursday and Tuesday, suggesting a strategic shift away from the company.
Despite these sales, ARK’s investment patterns over the last several days have also shown a bullish approach towards other sectors. Notably, ARK has been increasing its holdings in biotech firms, with consistent purchases of Arcturus Therapeutics Holdings Inc (NASDAQ:ARCT) shares on Thursday, Wednesday, and the preceding days, indicating a growing confidence in this sector.
The ARKG ETF has been particularly active in accumulating biotech stocks, including Atai Life Sciences NV (NASDAQ:ATAI) and Intellia Therapeutics Inc (NASDAQ:NTLA), pointing to a potential long-term bet on the genomics revolution.
In the realm of defense and aerospace, ARK’s trades have been mixed with purchases of AeroVironment Inc (NASDAQ:AVAV) through its ARKQ and ARKX ETFs on Thursday, while selling Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) on Wednesday.
The ARK ETFs have also shown a keen interest in the tech sector, with investments in companies like Baidu Inc (NASDAQ:BIDU) and Robinhood Markets Inc (NASDAQ:HOOD), reflecting Cathie Wood’s well-known enthusiasm for disruptive technologies.
Investors following ARK’s trades can discern a pattern of selective selling and targeted buying, which may indicate a broader strategy to rebalance the ETFs’ portfolios towards industries and companies with perceived long-term growth potential. As always, ARK’s daily trade reports are closely watched by investors seeking insights into the ETFs’ evolving investment strategies.
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