Cathie Wood and ARK funds tracking corner π
π Friday, May 2, 2025
Continued exit from $PLTR (Palantir) π€ with a combined sale of $30.7 million across several funds π
Does Cathie think Palantir is overvalued? Palantir is expected to report on Monday this week after hours. We will soon know what investors think.. β οΈ
Aggressive entry into $ROKU πΊ purchase of 369,016 shares worth $25 million π΅
- Dramatic strengthening of exposure to the streaming platform, precisely during a challenging period in the content market. π₯
Purchase of $GH (Guardant Health) π an additional $20.5 million investment in a biotechnology company focused on early cancer detection. π
A move that strengthens the existing position and indicates a strategic vision in personalized healthcare. π‘
Position upgrade in $ABNB (Airbnb) π‘ a $6.1 million purchase, split between ARKW and ARKF. π
Is this a signal of strengthened confidence in sharing economy platforms and the long-term potential of the new hospitality model? π
Additional sales π
Sale of $2.9 million - $ADPT π Sale of $9.3 million - $VCYT π Dilution of $1.5 million - $RBLX π² Sale of $6 million - $RDDT π
Small purchases - continued position building π
$BLDE β Blade Air Mobility ($53 thousand) π₯ $NTRA β Natera ($949 thousand) π $PSNL β Personalis ($43 thousand) π