ARK Invest's portfolio adjustments yesterday: increased holdings in SpaceX, Nvidia, and Coinbase; reduced holdings in Broadcom, CoreWeave, and others.
Original headlineARK Invest 昨日调仓：增持 SpaceX、英伟达、Coinbase，减持博通、CoreWeave 等
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ARK Invest rebalanced several ETFs on November 5, buying 17,806 Coinbase (COIN) shares in ARKK while selling 101,029 Bullish (BLSH) shares across ARKK and ARKW and 119,841 BitMine (BMNR) shares in ARKW. On the tech side, the firm added 393,774 SpaceX (SPCX) shares across ARKK, ARKQ and ARKW, 252,592 Nvidia (NVDA) shares, 238,815 Rocket Lab (RKLB) shares, 196,897 Cerebras (CBRS) shares, 48,984 AMD shares and 53,457 Alphabet (GOOG) shares. It trimmed 410,559 Broadcom (AVGO) shares across three funds, 412,666 CoreWeave (CRWV) shares and 150,459 Teradyne (TER) shares in ARKK. The moves show Cathie Wood rotating toward AI compute and space names while reducing exposure to some semiconductor and crypto-adjacent holdings.
Muhabbit's AI wrote this summary in its own words from TechFlow's report and translated it from Chinese. It can get details wrong, so check the source.
Named in this story
ARK Invest, SpaceX (SPCX), Coinbase (COIN), Nvidia (NVDA), CoreWeave (CRWV), Broadcom (AVGO)
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