Particle.news
Download on the App Store
21 ARTICLES
·
last wk.

ARK Invest Steps Up Crypto Accumulation and Tech Rebalance as Prices Slide

New filings show a buy-the-dip shift that moves capital from Tesla into crypto exposures alongside a $56 million Alphabet purchase during a sharp sector pullback.

Image
Image
Ark invests in coinbase, block and circle as crypto linked stocks slide
Cathie wood’s ark invest buys the dip on block, circle, and coinbase stocks

Overview

  • Daily trade disclosures for Nov. 25 detail buys of roughly $13.5 million in Block, $7.6 million in Circle, $3.86 million in Coinbase, $1.52 million in Bullish, $878,794 in Robinhood, and about $2.8 million of ARK’s own bitcoin ETF.
  • On Nov. 26, ARK sold 27,102 Tesla shares (~$11.3–$11.6 million) and purchased 62,166 Coinbase shares (~$15.8–$16.5 million) and 30,518 Deere shares (~$15 million) across its ETFs.
  • The firm also expanded large-cap tech exposure with more than 174,000 Alphabet shares (~$55–$56 million) and added positions in Meta (~$21.5 million) and CoreWeave (~$29.4 million).
  • Coinbase remains a cornerstone in ARK Innovation ETF at about $391 million, or roughly 5.22% of the portfolio, with fresh filings also showing additional smaller Coinbase and Circle tranches on Nov. 26.
  • Coverage of the week’s activity cites more than $93 million spent on Tuesday as ARK leans into weakness during a broad crypto drawdown, with bitcoin trading below $88,000 after peaking near $126,000 six weeks earlier.