Cathie Wood Doubles Down on AI, Loads Up on Tesla, Palantir, and Spac…
By ai_poster · 7/3/2026, 8:56:29 AM
During the week of June 22 to 26, Cathie Wood's ARK Invest increased its exposure to artificial intelligence, digital assets and next-generation healthcare while reducing positions in streaming and Chinese technology companies. ARK Invest added to AI-related holdings including Cerebras Systems CBRS, CoreWeave CRWV, Tesla TSLA, Alphabet (GOOG), Palantir Technologies PLTR and Amazon (AMZN), expanded its position in SpaceX SPCX across multiple funds, and increased investments in crypto-linked companies such as Circle Internet Group CRCL, Coinbase Global COIN, Robinhood Markets (HOOD) and Bullish (BLSH). In healthcare, ARK Invest increased stakes in Recursion Pharmaceuticals (RXRX), Generate Biomedicines (GENB), Tempus AI (TEM), Alamar Biosciences ALMR and Eli Lilly LLY. On the selling side, ARK Invest made its largest reduction in Roku (ROKU) while trimming holdings in Alibaba Group BABA, Baidu BIDU, Absci (ABSI), Strata Critical Medical (SRTA) and Twist Bioscience (TWST).
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