Cathie Wood’s ARK ETFs have disclosed their daily trades for Friday, May 9th, 2025, revealing a series of strategic moves in the tech and biotech sectors. At the forefront of these trades, ARK has significantly increased its holdings in Shopify Inc (NYSE:NASDAQ:SHOP) and Illumina Inc (NASDAQ:ILMN), while reducing its stake in Palantir Technologies Inc (NYSE:NASDAQ:PLTR) and Natera Inc (NASDAQ:NTRA).
ARK’s largest transaction for the day was the purchase of 162,292 shares of Illumina Inc, a global leader in DNA sequencing and array-based technologies. This transaction was split across the ARKK and ARKG ETFs, with a total dollar value of $12,854,052. This move underscores ARK’s continued confidence in the genomic revolution and its potential for substantial growth.
Following closely, ARK invested heavily in Shopify Inc, acquiring 98,549 shares distributed among ARKK, ARKW, and ARKF ETFs. The total value of this transaction amounted to $9,263,606, indicating a bullish stance on the e-commerce platform’s growth prospects and its ability to capitalize on the expanding online retail market.
On the selling side, ARK divested 25,482 shares of Palantir Technologies Inc, a company specializing in big data analytics, which was spread across three ETFs—ARKK, ARKW, and ARKF—totaling a sell-off worth $3,036,180. This move comes amidst a broader trend of ARK reducing its position in Palantir over the past week, suggesting a strategic shift in their portfolio allocation.
Additionally, ARK sold a significant portion of its Natera Inc holdings, a genetic testing and diagnostics company, with 30,328 shares sold through its ARKG ETF for a total of $4,930,422. This trade represents one of the larger sell-offs for the day and could signal a reassessment of Natera’s position in ARK’s long-term investment strategy.
Other notable trades include the purchase of 106,167 shares of GitLab Inc (NASDAQ:GTLB) through its ARKK ETF, with a total dollar value of $5,258,451, and the acquisition of 219,102 shares of Pacific Biosciences of California Inc (NASDAQ:PACB) exclusively through the ARKK ETF, valued at $262,922.
In smaller transactions, ARK sold shares of Adaptive Biotechnologies Corp (NASDAQ:ADPT) and CareDx Inc (NASDAQ:CDNA), and bought shares of CRISPR Therapeutics AG (NASDAQ:CRSP) and Veracyte Inc (NASDAQ:VCYT), reinforcing its focus on innovative companies in the healthcare sector.
The pattern of trades over the past week shows a consistent accumulation of shares in companies like Shopify Inc and Veracyte Inc, indicating ARK’s conviction in these stocks. Conversely, the repeated selling of Palantir Technologies Inc shares suggests a strategic move away from the data analytics firm.
Investors following Cathie Wood’s ARK ETFs can glean insights into the investment firm’s evolving strategy, as it continues to navigate the dynamic landscape of disruptive innovation and technology. With a keen eye on the future, ARK’s trades offer a window into the sectors and companies they believe are poised for significant growth.
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