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Cathie Wood's ARK shifts focus, buys Datadog and sells Twilio stock

EditorFrank DeMatteo
Published 04/03/2024, 08:23 PM
© Reuters
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Cathie Wood's ARK ETFs have made notable moves in the market on Wednesday, April 3, 2024, with a particular emphasis on technology and biotech stocks. The largest transaction of the day involved a significant sale of Twilio Inc. (NYSE:TWLO) shares, totaling a dollar value of $7,552,125 across three ARK funds—ARKK, ARKW, and ARKF.

On the buying side, ARK's top acquisition was Datadog Inc . (NASDAQ:DDOG), with the ARKW fund purchasing 15,017 shares worth approximately $1,867,964. This move is in line with ARK's ongoing interest in the cloud-computing company, as seen in previous days' transactions where ARK consistently increased its position in Datadog.

Another notable buy for ARK was Pinterest Inc . (NYSE:NYSE:PINS), with the ARKF fund adding 26,925 shares to its holdings, valued at $945,875. This purchase continues a trend of ARK showing confidence in the social media platform, as evidenced by similar buys earlier in the week.

Personalis Inc . (NASDAQ:PSNL) also saw continued interest from ARK, with the ARKG fund buying 30,188 shares for a relatively modest sum of $41,357. The fund has been accumulating Personalis stock over the past week, signaling a strategic investment in the genomics company.

In biotech, ARK's ARKG fund made a significant purchase of 38,546 shares of Verve Therapeutics Inc. (NASDAQ:VERV) for $320,702. This acquisition is part of a larger pattern of ARK investing in innovative healthcare companies.

The ARKK and ARKG funds bought shares of Twist Bioscience Corp (NASDAQ:TWST), with a combined total of 2,317 shares valued at $76,275. This continues ARK's pattern of investing in companies at the forefront of genomic research and technology.

ARK's selling activities were not limited to Twilio. The fund also sold 14,106 shares of UiPath Inc. (NYSE:NYSE:PATH) through its ARKQ ETF, totaling $304,266. This follows a consistent sell-off of UiPath shares over the past week, suggesting a shift in ARK's investment strategy regarding the automation software provider.

Investors following Cathie Wood's ARK ETFs should note these trades as part of the fund's dynamic investment approach, often characterized by a focus on disruptive innovation and a willingness to make bold moves in response to market conditions. As always, these daily trade reports offer a snapshot of ARK's strategies and provide insight into the fund's market perspective.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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