Cathie Wood's Ark Invest weekly recap: buys BABA, BIDU; sheds PLTR, SHOP and SOFI

Cathie Wood’s ARK ETFs have made several significant trades during the last week, adjusting their portfolios across various sectors.

TOP STOCKS BOUGHT:

Ark Funds continues to build a position in Alibaba (BABA [https://seekingalpha.com/symbol/BABA]), with a total of more than 75K shares bought. Her flagship ARK Innovation ETF (BATS:ARKK [https://seekingalpha.com/symbol/ARKK]) bought 49,264 shares, while the balance was bought under other funds.

ARK invested heavily in Baidu (BIDU [https://seekingalpha.com/symbol/BIDU]), purchasing a total of 111,281 shares across three of its funds, amounting to $13.34M. The investment in the Chinese tech giant was the largest dollar-value trade on October 15, 2025.

Ark Invest purchased 236,289 shares of DraftKings (DKNG [https://seekingalpha.com/symbol/DKNG]) worth $7.93 million on 13th October, 2025. The investment came as DKNG shares fell about 28% over the past month, with Cathie Wood seizing the opportunity to buy the dip in the sports betting company.

Ark Funds purchased 16,371 shares of Pony AI (PONY [https://seekingalpha.com/symbol/PONY]) at $334,295 through the ARKQ ETF. The purchase represents a continuation of ARK’s investment in the autonomous driving company, having bought shares in the previous days.

ARK Genomic Revolution ETF (BATS:ARKG [https://seekingalpha.com/symbol/ARKG]) added 725,281 shares of ATAI Life Sciences (ATAI [https://seekingalpha.com/symbol/ATAI]) worth about $3.97 million.

Among other names bought across its various funds include Deere (DE [https://seekingalpha.com/symbol/DE]), GeneDx Holdings (WGS [https://seekingalpha.com/symbol/WGS]) and L3Harris Technologies (LHX [https://seekingalpha.com/symbol/LHX])

TOP STOCKS SOLD:

Cathie Wood's Ark Invest has continued selling shares of Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]). The recent trimming of her stake follows a larger pattern of selling that began in 2024, though Ark funds still have an exposure of over $660 million in PLTR shares across their ETFs. Ark funds sold a total of 19,730 shares in the last week.

The investment firm offloaded roughly 14,000 shares of Shopify (SHOP [https://seekingalpha.com/symbol/SHOP]) across its Fintech and Next Generation Internet ETFs, trimming about $2.23 million in exposure.

On October 18, 2025, Cathie Wood's ARK Fintech Innovation ETF (BATS:ARKF [https://seekingalpha.com/symbol/ARKF]) sold 25,177 shares of SoFi Technologies (SOFI [https://seekingalpha.com/symbol/SOFI]). The sale amounted to a total of $669,708.

ARK divested an aggregate of 92156 shares of Roblox (RBLX [https://seekingalpha.com/symbol/RBLX]), a platform for user-generated games. This sale follows a trend observed from the previous week’s trading activity, where ARK has consistently reduced its position in Roblox.

ARK sold 119,987 shares of Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]), a company specializing in space launch services and spacecraft manufacturing, during the last week.

Cathie Wood and Ark Invest unloaded more than 300,000 shares of Archer Aviation (ACHR [https://seekingalpha.com/symbol/ACHR]) on Wednesday. The firm sold 302,280 shares from the flagship Ark Innovation ETF (BATS:ARKK [https://seekingalpha.com/symbol/ARKK]), worth about $3.94 million based on the 13.03 closing price.

Among other names disposed across its various funds include Quantum-SI (QSI [https://seekingalpha.com/symbol/QSI]), Kratos Defense & Security Solutions (KTOS [https://seekingalpha.com/symbol/KTOS]) and AeroVironment (AVAV [https://seekingalpha.com/symbol/AVAV]).

MORE ON ARK FUNDS

* ARK Innovation ETF: Time To Go All In [https://seekingalpha.com/article/4829005-ark-innovation-etf-time-to-go-all-in]
* ARKW: Curb Your Enthusiasm, This ETF Is Up 100% But Not That Unique [https://seekingalpha.com/article/4826309-arkw-curb-your-enthusiasm-this-etf-is-up-100-percent-but-not-that-unique]
* ARKK: Trading Into The Wind [https://seekingalpha.com/article/4826000-arkk-trading-into-the-wind]
* Cathie Wood's Ark Invest files for new Bitcoin ETFs [https://seekingalpha.com/news/4504119-cathie-woods-ark-invest-files-for-new-bitcoin-etfs]
* Cathie Wood's Ark Invest weekly recap: sheds shares in Palantir Technologies, Shopify, Roblox [https://seekingalpha.com/news/4503480-cathie-woods-ark-invest-weekly-recap-sheds-shares-in-palantir-technologies-shopify-roblox]