Silicon to Blockchain: ARK's Bold Shift Toward Transformative Technologies
- ARK Invest sold $22.5M AMD shares on Nov 13, 2025, reallocating to crypto firms Circle and Bitmine, signaling a strategic shift toward digital infrastructure and biotech . - The firm divested over $29M in Pinterest , Regeneron , and Salesforce while boosting crypto exposure via 188K Circle shares and 242K Bitmine shares amid sector declines. - Biotech investments in Beam and Recursion extended a weeklong accumulation pattern, reflecting ARK's focus on gene-editing and pharmaceutical innovation. - Total t
Cathie Wood's
The
At the same time, ARK
In the biotech space, ARK invested $3.1 million in Beam Therapeutics and $1.2 million in Recursion Pharmaceuticals,
ARK's recent Circle acquisitions demonstrate its belief in the future of stablecoin infrastructure,
These transactions come as AMD encounters intensified rivalry in the AI chip industry,
ARK's approach reflects broader institutional behavior, such as David Tepper's Appaloosa Management,
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