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.
