Cathie Wood loads up SpaceX, AI infra names, continues trimming Roblox, Palantir (ARKK:BATS)

Ark Invest’s August trades: big buys in SpaceX, Circle, Coinbase, AI/cloud plays—and major sales in Roblox, Shopify, Palantir.

Cathie Wood loads up SpaceX, AI infra names, continues trimming Roblox, Palantir (ARKK:BATS) | Seeking Alpha

Joe Raedle

Cathie Wood’s Ark Invest continued to lean into space, AI infrastructure, and crypto-related technologies during the first week of August, with SpaceX (

SPCX

), Circle Internet Group (

CRCL

), Coinbase (

COIN

), and cloud infrastructure emerging as some

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Quick Insights

What are Ark Invest's top buying focuses in August?

Ark Invest's top buying focuses are space, AI infrastructure, and crypto-related technologies, with significant additions to SpaceX, Circle Internet Group, Coinbase, and AI/cloud stocks.

Which sectors and stocks is Ark Invest reducing exposure to in August?

Ark Invest is reducing exposure in software, industrial, and healthcare, most notably with large sales in Roblox, Shopify, Palantir Technologies, as well as some semiconductors and biotechnology names.

How has Ark Invest adjusted its AI and semiconductor positions recently?

Ark Invest increased positions in AI hardware and infrastructure by buying CoreWeave, Cerebras Systems, NVIDIA, and made modest reductions in names like Advanced Micro Devices and Snowflake.

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