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In August 2026, Cathie Wood’s ARK Invest made significant portfolio adjustments, substantially reducing positions in growth stocks such as Roblox while increasing exposure to AI and infrastructure plays like NVIDIA, SpaceX, and Broadcom. The fund sold approximately 2.6 million shares of Roblox, mark

Cathie Wood ARK Invest NVIDIA SpaceX Semiconductor AI Chip Portfolio Rebalancing Technology Stocks

What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth Stocks - Yahoo Finance

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finance.yahoo.com 2026-09-01

In August 2026, Cathie Wood’s ARK Invest significantly reshuffled its portfolio, increasing positions in companies like NVIDIA, SpaceX, Broadcom, and Cerebras while substantially reducing holdings in growth stocks such as AMD, Roblox, Tempus AI, Shopify, Twist Bioscience, and Palantir. Notably, Tesl

Cathie Wood ARK Invest NVIDIA SpaceX Cryptocurrency AI Chips Semiconductor Industry Portfolio Rebalancing

Cathie Wood Just Swapped $95 Million of AMD for Nvidia and Broadcom - TradingView

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news.google.com 2026-08-31

Nvidia Higher As Cathie Wood Loads Up; Is Nvidia A Buy Now? - Investor's Business Daily

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news.google.com 2026-08-31

Nvidia Stock: Cathie Wood Buy $53M in Shares. Why Growth Investors Are Returning. - Barron's

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news.google.com 2026-08-31

Cathie Wood buys $53 million of Nvidia stock after earnings pullback - eciks.org

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