木头姐星期五买什么？卖了什么？千百度：RBLX跌的原因找到了，哈哈，我又和她同一天买同一个股票Coin

Cathie Wood 8月1号

ARKK

• 买入亮点: Coinbase (COIN)、Roku (ROKU)、Illumina (ILMN)、Bitmine (BMNR)、PagerDuty (PD)、SoFi (SOFI)。科技+金融科技全开，尤其是COIN和SOFI，明显看涨加密货币和Fintech赛道！

• 卖出动作: Kratos (KTOS)、Roblox (RBLX)。国防股和游戏股被清仓，可能是觉得短期内增长空间有限。

• 解读: 重仓科技+新兴金融，减弱传统行业曝光，Cathie又在押注高增长赛道了！

 

Here is the detail:

On August 1, 2025, Cathie Wood's ARK ETFs made a series of purchases and sales across several companies: 

Purchases

• Coinbase (COIN): ARK purchased 94,678 shares of Coinbase Global Inc (COIN) across its ARKK, ARKW, and ARKF funds, valued at $35,765,561.
• Bitmine Immersion Technologies (BMNR): ARK bought 540,712 shares of Bitmine Immersion Technologies (BMNR), valued at $18,730,263.
• Roku (ROKU): ARK acquired 342,933 shares of Roku Inc (ROKU) for $32,290,571.
• Illumina (ILMN): ARK added 162,211 shares of Illumina Inc (ILMN) for $17,284,224.
• Compass Pathways (CMPS): ARK purchased 23,173 shares of Compass Pathways PLC (CMPS) for $100,802.
• PagerDuty (PD): ARK bought 39,2623 shares of PagerDuty Inc (PD) for $6,329,082. 

Sales

• Roblox (RBLX): ARK sold 353,530 shares of Roblox Corp (RBLX) for $48,712,898.
• Adaptive Biotechnologies (ADPT): ARK sold 39,393 shares of Adaptive Biotechnologies Corp (ADPT) for $403,384.
• Ionis Pharmaceuticals (IONS), 908 Devices (MASS), and Kratos Defense and Security Solutions (KTOS): ARK sold smaller positions in these companies.