ARK Invest上周加仓SpaceX、Cerebras、英伟达和博通，同时减持Roblox、Palantir和AMD

Cathie Wood’s Ark Invest increased exposure to AI infrastructure, biotechnology, fintech, and space-related technologies during the August 17-21 trading week while making significant reductions in software and technology holdings.
SpaceX (SPCX) was Ark’s biggest purchase of the week by estimated value, with 205,031 shares bought for ~$28M. The latest purchase extends Wood’s continued accumulation of the satellite company, with Ark repeatedly adding to the position week after week, underscoring her strong conviction in the company.
Cerebras Systems (CBRS) was the second-largest addition at about $25M, following its collaboration with London-based AI and compute software company Callosum to bring next-generation AI inference to market.
Nvidia (NVDA) was also a significant purchase, with 101,356 shares bought for an estimated $22.8M. Ark added to its Nvidia (NVDA) position just ahead of the chipmaker’s quarterly results, scheduled for Wednesday, as investors await another key update on AI infrastructure demand and the company’s growth outlook.
Broadcom (AVGO) saw 55,548 shares added for about $20M, while BWX Technologies (BWXT) received 117,071 shares worth ~$18.3M, increasing Ark’s exposure to advanced nuclear and defense-related technologies.
The portfolio manager also bought 1M shares of ARK Active Autocallable Income ETF (ARKY) on August 19, adding to its exposure to the ARK-branded income strategy. Ark also made a separate $20M addition to Cloudflare (NET), making it one of the week's notable purchases.
In healthcare and biotechnology, Ark added to Perceptive Capital Solutions (FRNM), Cerus (CERS), Ionis Pharmaceuticals (IONS), Intellia Therapeutics (NTLA), Tempus AI (TEM) and Scribe Therapeutics (SCTX). Other purchases included Nu Holdings (NU), Futu Holdings (FUTU), Block (XYZ) and Docusign (DOCU).
On the selling side, Roblox (RBLX) was the firm’s largest reduction, with 1.284M shares sold for an estimated $49M.
Palantir Technologies (PLTR) was the next-largest reduction, with 196,189 shares sold for about $34.5M. Advanced Micro Devices (AMD) followed, with 64,239 shares sold for ~$31M.
Shopify (SHOP) was cut by 195,320 shares, representing about $28.9M in estimated sales. Ark also reduced 10x Genomics (TXG) by 410,643 shares, worth ~$25M based on the average share price during the last week.
Twist Bioscience (TWST) was also reduced by 138,742 shares, representing a ~$18M sale, making it one of Ark’s larger reductions during the week.
Other notable reductions included Illumina (ILMN), with an estimated $9.8M worth of shares sold, followed by Natera (NTRA) at $6.5M and Deere (DE) at $3.9M. Ark also reduced positions in AtaiBeckley (ATAI) and Brera Holdings (SLMT).