Here’s Every Move Cathie Wood and ARK Invest Made on Aug. 17

Cathie Wood’s ARK Invest made another major portfolio rotation on August 17, buying Nvidia and Block while aggressively trimming Roblox, Shopify, AMD and Palantir.
Notable buys:
• Block $XYZ — 191,671 shares
• Nvidia $NVDA — 101,356 shares
• Securitize $SECZ — 189,796 shares
• 3iQ Solana Staking ETF — 7,115 shares
• Cloudflare $NET
• Nu Holdings $NU
• Tempus AI $TEM
• Cerus $CERS
• Ionis $IONS
• ScoutCam $SCTX
Notable sells:
• Roblox $RBLX — roughly $22.5M
• Shopify $SHOP — roughly $15.9M
• AMD $AMD — roughly $13.2M across multiple funds
• Twist Bioscience $TWST — roughly $7.7M
• Natera $NTRA — roughly $6.4M
• 10x Genomics $TXG — roughly $5.4M
• Palantir $PLTR — roughly $3.8M
• AtaiBeckley $ATAI
• CareDx $CDNA
• Solmate $SLMT
The clearest rotation was within AI itself.
ARK added roughly $23 million of Nvidia while selling about $13 million of AMD, continuing to increase exposure to the dominant AI chipmaker.
At the same time, Wood kept building exposure to fintech, tokenization and crypto infrastructure through Block, Securitize and the Solana ETF.
Cathie Wood is still buying innovation — but she is changing which winners she wants to own.

Here’s Every Move Cathie Wood and ARK Invest Made on Aug. 17