Cathie Wood’s ARK ETF adjusts portfolio, buys GitLab and TSM stock

Published 05/19/2025, 08:04 PM
Cathie Wood’s ARK ETF adjusts portfolio, buys GitLab and TSM stock

Cathie Wood’s ARK ETF has made significant moves in the stock market for Monday, May 19, 2025, with notable trades in various tech and innovation-driven companies. Leading the daily transactions was the purchase of 106,061 shares of GitLab Inc (NASDAQ:GTLB), amounting to a substantial investment of $5,461,080. This buy reflects ARK’s continued confidence in the software development platform, marking an ongoing accumulation trend for the stock.

In another major move, ARK invested a hefty $38,412,054 in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), acquiring a total of 197,776 shares split between its ARKK and ARKW ETFs. This trade underscores ARK’s bullish stance on the semiconductor industry and TSM’s pivotal role in it.

On the sell side, ARK divested a significant portion of its holdings in Meta Platforms Inc (NASDAQ:META), selling 58,607 shares for a total value of $37,528,406. This move comes amidst a reshuffling of ARK’s portfolio, as they adjust their positions in major tech companies.

CoreWeave Inc (NASDAQ:CRWV) also saw a considerable sell-off, with ARK parting with 57,013 shares, resulting in a cash out of $4,578,143. This trade indicates a strategic shift away from CoreWeave’s stock, possibly due to a reassessment of the company’s growth prospects or market position.

Additionally, ARK continued to show interest in the urban air mobility sector by purchasing 16,057 shares of Blade Air Mobility Inc (NASDAQ:BLDE) for $56,520 through its ARKX (NYSE:ARKX) ETF. This follows a pattern of investment in BLDE over the past week, suggesting a growing focus on this innovative transport solution.

Nextdoor Holdings Inc (NYSE:KIND) also remained on ARK’s radar, with a buy of 90,233 shares valued at $130,837. This follows consistent purchases of KIND stock in the previous days, signaling a positive outlook on the neighborhood networking platform’s future performance.

In a smaller transaction, ARK sold 5,988 shares of Block Inc (NYSE:XYZ) for $345,268, continuing a selling trend observed in the past week’s trading activity.

Investors following Cathie Wood’s ARK ETF trades can discern strategic patterns in the fund’s approach to both acquiring and divesting stocks. The focus remains on companies poised for growth in sectors like technology, semiconductors, and innovative transport, while adjusting holdings in response to market developments and company performance evaluations.

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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