Cathie Wood And The ARK funds Watch Thread

Friday's Update (4/29)

ARKF


ARKG
IONS +84,878 (.0379%)
RXRX +38,210 (.0131%)
MASS +11,580 (.0063%)
ZY +32,467 (.0160%)
TDOC +80,765 (.1446%)
???CMIIU +6,711 (.0010%)???
PSTI -3,887 (.0002%)
PHR -32,918 (.0177%)
-------PSTG -5,894 (.0013%)-------

ARKK
IRDM +52,370 (.0085%)
TDOC +127,422 (.0942%)
TWTR +843,194 (.2052%)
PCAR -371,806 (.1440%)
Z -67,267 (.0380%)
TER -5,871 (.0032%)
SE -25,134 (.0278%)
-------ONVO -7,336 (.0003%)-------
ROKU -25,247 (.0378%)

ARKQ
GLEO +406,400 (.1258%)
SPFR +105,943 (.0333%)
DDD +199,318 (.1306%)
NVDA -16,402 (.3023%)

ARKW
PDD +468,256 (.1477%)
TWTR +468,256 (.3996%)
TDOC +52,854 (.1349%)
TCEHY +38,200 (.0458%)
NVDA -19,660 (.1783%)
SI -142,300 (.2396%)
API -24,139 (.0184%)

TREE -24,886 (.0788%)
PYPL -34,800 (.1373%)
Z -49,302 (.0961%)​

ARKX
​

Highlights:

• PSTG position fully closed in ARKG.
• ONVO position fully closed in ARKK.
• Decent sized adds of TWTR in multiple funds.
• Decent sized adds of TDOC in multiple funds.
• NVDA position basically closed in ARKW, still working on selling it off in ARKQ.

 

Well in order to save myself some time, I'm only going to post the trades that are at least 0.1% change going forward.

Monday's Update (5/3)

ARKF
PDD +126,988 (.4176%)
+++++++STNE +232,931 (.3616%)+++++++
ICE -3178,580 (.5062%)

ARKG
IONS +308,896 (.1417%)
PATH +161,622 (.1188%)
TMO -61,100 (.3048%)

ARKK
TWTR +627,546 (.1498%)
BIDU -294,033 (.2703%)

ARKQ
U +34,600 (.1043%)
JD +57,800 (.1378%)
DDD +227,564 (.1471%)
TDY -33,363 (.4572%)

ARKW
TWTR +307,022 (.2531%)
FSLY +158,435 (.1543%)
RBLX +230,080 (.2536%)
TTD -13,772 (.1486%)
ROKU -28,811 (.1489%)
BIDU -110,713 (.3501%)

ARKX
JD +85,781 (.9968%)
TDY -15,038 (1.0044%)​

Highlights:

• New position in STNE started in ARKF
• Huge sale of TDY in ARKX, and a large sale of it in ARKQ
• Big sales of BIDU in multiple funds
• Huge buy of JD in ARKX

 

Tuesday's Update (5/4)

ARKF
STNE +86,474 (.1361%)
ICE -114,013 (.3257%)

ARKG
IONS +482,340 (.2281%)

ARKK
PLTR +1,514,080 (.1512%)
SKLZ +2,717,021 (.2122%)
TDOC +143,204 (.1045%)
TWLO +118,513 (.1871%)
DKNG +576,603 (.1476%)
COIN +192,374 (.2530%)
BIDU -580,600 (.5409%)
EXAS -187,662 (.1012%)
SQ -280,691 (.3018%)

ARKQ
U +65,753 (.1946%)
JD +125,242 (.3031%)
TDY -38,978 (.5386%)

ARKW
COIN +22,735 (.1024%)
BIDU -62,637 (.2012%)

ARKX​

Highlights:

• Large sales of BIDU in multiple funds

 

Wednesday's Update (5/5)

ARKF


ARKG
EXAS +110,016 (.1429%)
NVTA +420,955 (.1401%)
TDOC +114,199 (.2065%)

RHHBY -469,345 (.2189%)
REGN -45,825 (.2529%)​

ARKK
SKLZ +1,968,185 (.1537%)
TDOC +133,812 (.1010%)
NVTA +850,971 (.1271%)
DKNG +564,976 (.1516%)
BIDU -266,053 (.2550%)

ARKQ
JD +43,044 (.1052%)
TDY -17,659 (.2425%)

ARKW
TDOC +77,794 (.2031%)
SKLZ +1,166,730 (.3010%)
DKNG +163,452 (.1498%)
PTON +140,904 (.1949%)
BIDU -219,674 (.7073%)
TTD -14,673 (.1544%)

ARKX​

Highlights:

• Large sales of BIDU in multiple funds

 

Looks like she was buying it up with decent sized buys as late as 3/26, but been selling it off even faster this week.

 

Wow, there were a ton of huge moves yesterday. Probably her single biggest trading day I've ever seen. Going to be hard to pick out highlights below, because almost every move I posted below is huge.

Thursday's Update (5/6)

ARKF
Z +171,630 (.5089%)
PATH +142,701 (.2532%)
MELI +13,039 (.4960%)
JD +135,542 (.2697%)
BILL +113,690 (.3847%)
ICE -82,854 (.2455%)
AAPL -298,505 (1.0040%)
SI -96,600 (.2396%)
MKTX -31,552 (.3607%)
HDB -265,675 (.4874%)

ARKG
TXG +151,909 (.2954%)
IONS +361,351 (.1568%)
FATE +224,009 (.1973%)
SRPT -677,028 (.5945%)
RHHBY -988,183 (.4786%)
NSTG -143,100 (.1065%)

ARKK
SKLZ +2,296,224 (.1707%)
TWLO +199,320 (.3031%)
TXG +261,566 (.1977%)
DKNG +405,000 (.1038%)
COIN +192,872 (.2408%)
ROKU +101,800 (.1400%)
REGN -100,348 (.2435%)
BIDU -795,956 (.7508%)
NVS -234,800 (.1002%)
PSTG -1,816,397 (.1630%)

ARKQ
U +171,802 (.4972%)
TER +154,474 (.6256%)
JD +401,997 (1.0012%)
IRDM +274,700 (.3370%)
WKHS -1,936,693 (.6127%)
ISRG -11,167 (.3035%)
CAT -50,443 (.3941%)
DE -58,550 (.7423%)
SPCE -496,600 (.3089%)
KMTUY -234,500 (.2323%)

ARKW
NET +164,443 (.1986%)
SE +50,399 (.2019%)
TWTR +593,800 (.5352%)
PTON +289,535 (.4085%)
OKTA +93,565 (.3701%)
NNDM +1,480,800 (.1616%)
PINS -995,592 (.9780%)
CRWD -185,637 (.5747%)
FSLY -1,464,856 (1.1050%)

ARKX
PATH +47,546 (.4939%)
GOOG -1,349 (.4938%)
TDY -7,416 (.4938%)​

Highlights:

• Huge sale of AAPL in ARKF, over half her position.
• Large sale of MKTX in ARKF, basically closed her position. Only a few shares left.
• Large sale of HDB in ARKF, about half her position.
• Large sales of SRPT and RHHBY in ARKG.
• Huge sale of BIDU in ARKK.
• Large buys of U and TER in ARKQ.
• Huge buy of JD in ARKQ and decent size in ARKF.
• Large sales of WKHS and DE in ARKQ.
• Large buy of TWTR in ARKW.
• Huge sales of PINS (like 90% of her position) and FSLY (like 95% of her position) in ARKW.
• Large sale of CRWD in ARKW.
• All 3 buys/sales in ARKX were large.

 

Friday's Update (5/7)

ARKF
JD +366,879 (.7249%)
COIN +26,000 (.1767%)
SI -176,959 (.4394%)
9923HK -574,000 (.1119%)

ARKG
IONS +333,215 (.1467%)

ARKK
U +362,619 (.1599%)
BIDU -204,671 (.1921%)

ARKQ
TER +81,331 (.3394%)
WKHS -898,254 (.2841%)
SPCE -594,209 (.3777%)

ARKW
TWTR +145,914 (.1338%)
OKTA +54,063 (.2216%)
CRWD -120,016 (.3910%)

ARKX
3690HK +44,400 (.2524%)
DE -3,300 (.1992%)
​

Highlights:

• Huge buy of JD in ARKF
• Sold over half her position in SPCE in ARKQ
• Sold almost her whole position in CRWD in ARKW

 

Monday's Update (5/10)

ARKF
TWLO +37,705 (.3050%)
COIN +33,300 (.2596%)
SI -45,900 (.1099%)
9923HK -315,600 (.4911%)
AAPL -87,560 (.3057%)

ARKG
PATH +160,127 (.1279%)
VCYT +300,400 (.1582%)
CDNA +183,588 (.1588%)
RHHBY -464,000 (.2407%)
SRPT -198,800 (.1765%)

ARKK
TWLO +107,013 (.1563%)
DKNG +669,101 (.1511%)
TXG +154,988 (.1058%)
BEAM +455,388 (.1484%)
TER +417,298 (.26129%)
BEKE -1,203,800 (.2758%)
SNPS -148,000 (.1750%)
REGN -40,108 (.1014%)
ICE -254,712 (.1470%)
BIDU -355,375 (.3281%)

ARKQ
IRDM +255,121 (.3243%)
PATH +59,601 (.1295%)
TDY -16,857 (.2507%)
---------SPCE -557,955 (.3442%)---------

ARKW
TWLO +29,955 (.1542%)
TTD +35,673 (.3337%)
DKNG +182,020 (.1486%)
NNDM +1,077,701 (.1233%)
PATH +108,374 (.1213%)
PDD +95,828 (.1995%)
PSTG -643,378 (.2061%)
OPEN -1,617,801 (.4872%)
BIDU -108,346 (.3546%)

ARKX
PRNT +28,011 (.1617%)
​

Highlights:

• Decent sized buys of TWLO in multiple funds
• Decent sized sells of BIDU in multiple funds
• SPCE position completely closed in ARKQ
• Decent sized sell of OPEN in ARKW

 

Tuesday's Update (5/11)

ARKF
COIN +58,100 (.4663%)
SI -140,274 (.3222%)
9923HK -638,800 (.1180%)

ARKG
PHR -209,433 (.1181%)

ARKK
PATH +510,764 (.1751%)
DKNG +459,974 (.1012%)
PLTR +2,139,511 (.1985%)
SHOP +19,056 (.1034%)
U +248,892 (.1027%)

ZM +68,991 (.1006%)
BLI +541,435 (.1138%)​

BEKE -1,187,600 (.2796%)
SNPS -142,700 (.1621%)
REGN -70,302 (.1755%)
BIDU -137,234 (.1239%)

ARKQ
KTOS +854,010 (.7356%)
PATH +50,075 (.1259%)
WKHS -1,507,061 (.4280%)
GOOG -1,861 (.1475%)

ARKW
ROKU +18,000 (.1004%)
PATH +99,994 (.1282%)
PLTR +667,300 (.2116%)
ICE -76,202 (.1523%)

ARKX
PRNT +21,840 (.2433%)
JD +21,439 (.2433%)
IRDM +19,044 (.1092%)
TER +21,221 (.3919%)
DE -3,222 (.1954%)
SPCE -293,962 (.7655%)
​

Highlights:

• Decent size buy of COIN in ARKF
• Large buy of KTOS in ARKQ
• Decent sized sale of WKHS in ARKQ
• Large sale of SPCE in ARKX

 

Thursday's Update (5/13)

ARKF
Z +32,776 (.1031%)
COIN +58,425 (.4800%)
DKNG +98,345 (.1192%)
SQ +26,261 (.1546%)
BABA -162,840 (.9981%)
9923HK -545,600 (.1060%)

ARKG
PATH +120,241 (.1151%)
ONEM +1,145,813 (.5235%)
MASS +381,118 (.1926%)
EXAS +184,139 (.2243%)
BFLY +1,264,956 (.1682%)
VRTX -90,883 (.2580%)
TAK -508,539 (.1139%)
TMO -39,167 (.2382%)
REGN -72,226 (.4936%)

ARKK
PATH +693,047 (.2481%)
U +343,006 (.1514)
TREE -234,689 (.2149%)
NVS -236,796 (.1112%)
ICE -256,679 (.1535%)
BIDU -299,778 (.2931%)

ARKQ
PATH +84,460 (.2020%)
BIDU -31,793 (.2083%)

ARKW
PATH +154,642 (.1984%)
COIN +56,817 (.3001%)

ARKX
PRNT +20,300 (.1183%)
KTOS +58,500 (.2372%)
IRDM +22,000 (.1331%)
WKHS -385,949 (.4785%)
​

Highlights:

• Decent size buy of COIN in multiple funds
• Huge sale of BABA in ARKF
• Decent size buy of ONEM in ARKG
• Decent sell of REGN in ARKG
• More selling of BIDU in multiple funds
• Decent sell of WKHS in ARKX

 

Friday's Update (5/14)

ARKF
TWLO +12,138 (.1034%)

ARKG
SRPT -179,845 (.1730%)

ARKK
COIN +80,412 (.1067%)

ARKQ

ARKW
+++++++DIS +150,556 (.4893%)+++++++
TCEHY -135,332 (.1974%)
NFLX -26,621 (.2495%)
API -283,508 (.2030%)

ARKX
KTOS +26,211 (.1038%)
WKHS -136,395 (.1686%)
​

Highlights:

• New postion of DIS in ARKW