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ARK Invest Cuts Meta, Adds Roblox as Jan. 6 Filings Signal Tilt to AI and Gaming

The Jan. 6 disclosures point to near-term rebalancing toward themes ARK identifies as disruptive.

Overview

  • ARK’s daily trade report for Jan. 6 shows the sale of 19,316 Meta Platforms shares across ARKF, ARKK, and ARKW worth about $12.7 million.
  • The firm bought 169,130 Roblox shares across the same three ETFs, a purchase totaling roughly $13–13.7 million.
  • ARK increased its position in Kodiak AI with 39,296 shares via ARKQ, extending a multi-day accumulation of the autonomous driving stock.
  • Biotech exposure was trimmed through sales of 17,613 Guardant Health shares (about $1.8 million) and 7,228 Ionis Pharmaceuticals shares (about $568,000).
  • Benzinga linked the Meta reduction to reported delays in the Ray‑Ban smart glasses international rollout due to U.S. demand, a rationale not stated by ARK.