Cathie Wood’s ARK shifts focus, sells Adyen, buys Teradyne stock

Cathie Wood’s ARK ETFs have made their daily trades for Thursday, January 30th, 2025, with a notable pivot in their investment strategy. The funds executed a series of buys and sells across various sectors, reflecting ARK’s dynamic approach to managing its exchange-traded funds.

Leading the day’s transactions was the sale of ADYEN NV ( AMS (VIE:AMS2):ADYEN) shares, with a massive total dollar value of $58,355,746 spread across ARKF and ARKW ETFs. This move comes after a series of sales in the past week, suggesting a significant shift away from the Dutch payment company.

On the acquisition front, ARK’s largest purchase was in TERADYNE INC (NASDAQ:TER), amounting to a total investment of $20,997,116. This buy was distributed among ARKK, ARKQ, and ARKX (NYSE:ARKX) ETFs, indicating a growing conviction in the leading supplier of automated test equipment.

ARK also continued to increase its holdings in 10X GENOMICS INC (NASDAQ:TXG) with a total buy worth $5,488,217, reinforcing a trend as the company has been consistently adding to its position in recent days.

Another significant trade was the purchase of BUTTERFLY NETWORK INC (NYSE:BFLY) shares valued at $2,609,021 through the ARKG ETF. This move suggests a bullish stance on the medical imaging technology company.

In smaller transactions, ARK bought shares of QUALCOMM INC (NASDAQ:QCOM) and CAMECO CORP (NYSE:CCJ) through its ARKW and ARKQ ETFs, respectively, with the former seeing a consistent buying pattern over the past week.

On the sell side, apart from the substantial offload of Adyen (AS:ADYEN) shares, ARK divested from PALANTIR TECHNOLOGIES INC (NYSE:PLTR) and ROCKET LAB USA INC (NASDAQ:RKLB), with the sales totaling $10,206,807 and $8,049,158, respectively. These moves might indicate a strategic reallocation or a response to shifts in market conditions.

Other sales included ACCOLADE INC (NASDAQ:ACCD), ARCHER AVIATION INC (NYSE:ACHR), AEROVIRONMENT INC (NASDAQ:AVAV), NU HOLDINGS LTD (NYSE:NU), and ROBLOX CORP (NYSE:RBLX), with ARK seemingly reducing exposure in these areas.

Investors and market watchers will be keen to see how these trades play out in the context of ARK’s overall investment strategy, as the fund continues to adapt to the ever-changing market landscape.

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