ALAB
ARKW
BLSH
CRCL
NFLX
From crypto cool-down to growth re-heat
Cathie Wood’s latest portfolio shuffle looks a little like changing playlists mid-road trip. ARK Invest sold about $2.57 million of crypto-linked stocks, including Circle Internet Group and Bullish, then rotated that cash into traditional growth names.
What got the boot?
The exit door wasn’t exactly tiny:
- 11,465 shares of Circle, worth roughly $1.21 million
- 31,417 shares of Bullish, worth about $1.36 million
That’s ARK trimming exposure to the crypto trade at a time when those stocks have already had their “everyone pile in at once” moment.
Where the money went instead
ARK didn’t exactly stuff the cash under the mattress. It bought:
- 26,161 shares of Netflix, a roughly $2.54 million bet
- 537,463 shares of Alamar Biosciences, worth about $11.96 million
Netflix is the “stable-ish” growth name in this mix, while Alamar is the moonshot biotech play that says ARK still likes a little chaos with its conviction.
Why you should care
This isn’t just a trading diary entry. When ARK shifts money around, it can nudge sentiment in both the crypto and innovation camps — especially for investors who use Wood’s moves as a high-risk/high-reward roadmap.
Big picture: ARK seems to be swapping some speculative shine for a different flavor of growth hype. Same appetite, different aisle in the supermarket.