Cathie Wood’s ARK buys AeroVironment, sells Kratos Defense

Published 04/23/2025, 09:25 PM
Cathie Wood’s ARK buys AeroVironment, sells Kratos Defense

Investors tracking the latest maneuvers of Cathie Wood’s ARK ETFs will note the mix of strategic buys and sells for Wednesday, 23 April 2025. Leading the trades was a significant investment in AEROVIRONMENT INC (NASDAQ:AVAV), with ARK purchasing 11,682 shares amounting to a robust $1,754,402. On the flip side, the largest sale involved KRATOS DEFENSE AND SECURITY SOLUTIONS INC (NASDAQ:KTOS), with 84,963 shares sold, totaling $2,729,011.

Cathie Wood’s ARK ETF published their daily trades for Wednesday, April 23rd, 2025, revealing a series of calculated adjustments to their portfolio. The trades reflected a diverse approach to investment, with both acquisitions and divestitures across various sectors.

In a notable move, ARK increased its stake in IRIDIUM COMMUNICATIONS INC (NASDAQ:IRDM), buying a combined 204,363 shares across three of its funds, ARKK, ARKQ, and ARKX (NYSE:ARKX), for a total value of $4,416,284. This purchase is part of a growing trend, as ARK has been consistently adding to its IRIDIUM holdings in recent days.

Another significant buy was in NURIX THERAPEUTICS INC (NASDAQ:NRIX), with 104,048 shares acquired for $1,192,390. This follows a pattern of smaller, yet steady purchases of NURIX stock over the past week, suggesting a bullish outlook on the biotech company.

On the sell side, ARK continued to reduce its position in ADAPTIVE BIOTECHNOLOGIES CORP (NASDAQ:ADPT), offloading 147,820 shares through its ARKG ETF, resulting in proceeds of $1,036,218. This sale is part of a larger divestiture from ADAPTIVE BIOTECHNOLOGIES, as ARK has been selling its shares consistently over the last few trading sessions.

Other sales included a minor reduction in MICROSOFT CORP (NASDAQ:MSFT), with 182 shares sold for $66,761, and a more substantial sell-off of UIPATH INC (NYSE:PATH), parting with 48,288 shares across two ETFs, ARKW and ARKF, for a total of $505,575.

Smaller transactions rounded out the day’s activity. ARK bolstered its holdings in ADVANCED MICRO DEVICES INC (NASDAQ:AMD), AMGEN INC (NASDAQ:AMGN), BEAM THERAPEUTICS INC (NASDAQ:BEAM), NVIDIA CORP (NASDAQ:NVDA), and 10X GENOMICS INC (NASDAQ:TXG), with respective purchases reflecting a continued interest in the tech and biotech sectors. Conversely, minor sales were executed in ROBLOX CORP (NYSE:RBLX), VERACYTE INC (NASDAQ:VCYT), and an almost negligible sale of REPARE THERAPEUTICS INC (NASDAQ:RPTX), indicating a trimming of positions rather than a strategic exit.

Investors monitoring ARK’s trades can discern a pattern of reinforcing positions in companies poised for growth while strategically divesting from others, a tactic that has become a signature of Cathie Wood’s investment style.

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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