Cathie Wood's Ark added CoreWeave and Meta and cut Personalis and Toast
According to Seeking Alpha, Ark Invest bought AI infrastructure and biotech names last week while reducing stakes in healthcare and fintech holdings.
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what happened
According to Seeking Alpha, Cathie Wood's Ark Invest increased its exposure last week to AI infrastructure, digital platforms and biotechnology companies. The largest purchases were CoreWeave for $25.9 million, Meta Platforms for $24.4 million and Recursion Pharmaceuticals for $17.6 million. The fund also bought Cerebras Systems for $16.3 million and Rocket Lab for $9.4 million.
The biggest reductions came from healthcare: the fund sold 3.14 million Personalis shares worth $52.2 million and $16.1 million of CareDx. In software and technology, Ark exited $12.3 million of Palantir and $12.2 million of Shopify. It sold 797,000 Toast shares worth $24.3 million.
why it matters
The report reflects the portfolio moves of a single fund and does not signal a broad market trend. Weekly disclosures like this can draw investor attention to individual stocks but rarely move large companies on their own.
market impact
CoreWeave, Meta, Personalis: stock-specific interest from Ark Invest, no broad market effect
tags
instruments
sources
- Cathie Wood's weekly recap: adds to CoreWeave, Meta, Recursion; cuts Personalis, Toast — Seeking Alpha, 19 October 2026 at 11:05 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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