ARK Innovation ETF ARKK

Este fondo permite invertir de manera diversificada en empresas disruptivas e innovadoras con la capacidad de cambiar el mundo en el área de tecnologías del ADN y la revolución genómica, automatización y robótica, inteligencia artificial, la nueva generación de internet e innovación fintech. Administrado por ARK Invest.

• The Motley Fool 19 sept

  Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis?

  Cathie Wood's Ark Innovation ETF sold shares of Palantir and AMD while investing $3.35 million in Archer Aviation, signaling growing confidence in the eVTOL aircraft maker. The moves appear to be profit-taking on the larger positions while increasing exposure to the high-risk, high-reward aviation technology sector, particularly following Archer's Boeing partnership deal.

  

• The Motley Fool 19 sept

  Cathie Wood Is Selling 2 Magnificent Seven Stocks, but Piling Into Another

  Cathie Wood's ARK Innovation ETF has sold significant positions in Alphabet and Amazon following recent price declines, while simultaneously purchasing roughly 38,000 shares of Meta Platforms. Despite the counterintuitive move of buying the rising stock and selling the dips, the article suggests all three remain attractively valued for long-term investors.

  

• The Motley Fool 8 sept

  Cathie Wood Just Went Bargain Hunting. Here Are the 3 AI Stocks She Bought.

  Cathie Wood's Ark Invest made significant purchases in three AI chip stocks in late August: Nvidia ($55M), Cerebras Systems ($26M), and Broadcom ($41M). The moves reflect Ark's thesis that AI infrastructure spending will triple to $1.5 trillion by 2030, with Nvidia maintaining market leadership while custom chips gain share. All three stocks are viewed as attractively valued relative to growth prospects.

  

• The Motley Fool 6 sept

  Cathie Wood's 2 Biggest Positions Are Both Elon Musk Companies. Together They Are 16% of the Fund.

  ARK Innovation ETF has significant concentration risk with Tesla and SpaceX—both Elon Musk companies—comprising 16% of the fund's assets. Tesla fell 5.92% on Friday following a disappointing Cybercab launch event and a federal safety audit, accounting for over half of the fund's 1.06% decline. Both companies trade at expensive valuations despite SpaceX's impressive revenue growth and Tesla's unproven robotaxi timeline.

  

• The Motley Fool 25 ago

  Cathie Wood's Biggest Buy Last Week Was SpaceX. She Sold Almost Exactly That Much Palantir the Same Day.

  Cathie Wood's ARK Investment Management bought $27.5 million worth of SpaceX shares on Friday while simultaneously selling $27.2 million of Palantir shares the same day. The trades reflect a relative valuation call: SpaceX trades near its IPO price despite strong growth, while Palantir trades at 154x earnings despite similar revenue growth rates. Both companies remain significant holdings in ARK's funds, but the trades suggest Wood prefers SpaceX's valuation at current levels.