Cathie Wood\'s ARK shifts focus, sells COIN and DKNG, buys META and TER

Cathie Wood\'s ARK ETF published their daily trades for Thursday, March 21st, 2024, revealing a series of strategic moves that reflect the fund\'s dynamic investment approach. The day\'s transactions were headlined by a significant sell-off in Coinbase Global Inc (NASDAQ:COIN) and DraftKings Inc (NASDAQ:DKNG), while notable acquisitions included Meta Platforms Inc (NASDAQ:META) and Teradyne Inc (NASDAQ:TER).

ARK\'s largest transaction for the day involved the sale of 199,526 shares of Coinbase Global Inc across three of its funds, totaling an impressive $51,254,239. This move came amidst a broader sell-off in cryptocurrency-related stocks, with ARK divesting 133,533 shares through its ARKK ETF, 59,215 through ARKW, and 6,778 through ARKF.

DraftKings Inc also saw a considerable reduction in ARK\'s portfolio, with 246,927 shares sold through the ARKK ETF, amounting to $11,425,312. The online sports betting company has been under investor scrutiny lately, and ARK\'s decision to reduce its position may reflect a strategic shift in the fund\'s outlook on the sector.

On the buying side, ARK reinforced its investment in Meta Platforms Inc, purchasing a total of 90,253 shares across its ETFs, valued at $45,624,695. The social media giant has been a staple in ARK\'s investment thesis, and this recent accumulation signals confidence in the company\'s long-term growth prospects.

Another significant purchase was Teradyne Inc, a leading supplier of automated test equipment, with ARK buying 139,535 shares through its ARKK ETF for a total value of $14,945,593. The investment in Teradyne underscores ARK\'s focus on high-growth opportunities within the tech sector.

Other notable buys included Intellia Therapeutics Inc (NASDAQ:NTLA) with a total of 159,502 shares acquired for $4,430,965, and 10X Genomics Inc (NASDAQ:TXG) with 241,060 shares purchased, totaling $9,059,035.

ARK\'s trading pattern over the past week reveals a consistent interest in the biotech sector, with multiple transactions involving Cerus Corp (NASDAQ:CERS), Moderna Inc (NASDAQ:MRNA), and Personalis Inc (NASDAQ:PSNL), indicating a bullish stance on the industry\'s innovation potential.

Investors following ARK\'s moves will note the fund\'s strategy of balancing its portfolio by offloading stocks in sectors facing headwinds while doubling down on companies with strong growth trajectories. As always, ARK\'s trades provide a window into the fund\'s evolving investment philosophy and its continuous search for disruptive innovation.

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