TLDR
- Cathie Wood’s ARK funds offloaded $9.1 million in Meta Platforms and $3.3 million in Tesla on December 4, 2025
- ARK purchased 204,354 Trade Desk shares worth $7.9 million, marking the day’s largest buy
- Iridium Communications faced another round of selling with ARK dumping 231,395 shares for $4 million
- ARK added to crypto holdings with $321,688 in Bitcoin ETF purchases and bought WeRide autonomous driving stock
- The moves show ARK shifting from mega-cap tech companies to mid-cap growth stocks
ARK Investment Management executed a major strategy shift on December 4, 2025. Cathie Wood’s firm sold positions in two top technology stocks while making a multi-million dollar bet on digital advertising.
The investment firm sold 14,211 Meta Platforms shares worth $9.1 million. ARKK accounted for 11,056 shares while ARKW sold 3,155 shares. Meta represented ARK’s largest sale by dollar value for the day.
ARK also trimmed its Tesla holdings by 7,478 shares through the ARKW fund. The sale generated approximately $3.3 million. Both Meta and Tesla have experienced repeated selling from ARK funds in recent days.
Trade Desk Emerges as Top Buy
Trade Desk received ARK’s biggest investment of the day. The firm acquired 204,354 shares totaling $7.9 million across its funds. ARKK purchased 158,981 shares while ARKW added 45,373 shares.
The company operates a self-service platform for digital advertising buyers. Trade Desk helps advertisers purchase display, video, and mobile ads programmatically. This purchase ranks among ARK’s largest ad-tech investments this month.
Iridium Communications continued facing pressure from ARK. The firm sold 231,395 shares worth nearly $4 million across three ETFs. ARKK, ARKQ, and ARKX all participated in the sale. This extends a week-long trend of ARK reducing its Iridium position.
New Positions in Crypto and Autonomous Vehicles
ARK increased cryptocurrency exposure by purchasing 52,200 shares of ARK 21Shares Bitcoin ETF. The $321,688 purchase split between ARKW and ARKF funds. The move reflects continued confidence in digital asset investments.
WeRide received fresh capital from ARK with a 42,377 share purchase worth $386,478. The ARKQ fund handled the transaction. WeRide focuses on autonomous driving technology and robotaxi services. ARK has steadily built this position over multiple trading days.
Pure Storage gained 28,409 shares from ARKW in a $2 million purchase. The enterprise data storage provider specializes in all-flash arrays and cloud storage platforms. The company serves businesses looking to modernize their data infrastructure.
ARK also picked up 9,486 GeneDx Holdings shares for $1.5 million. ARKK and ARKG funds split the purchase. GeneDx delivers genetic testing services and whole exome sequencing for healthcare providers.
The trading pattern reveals ARK moving away from high-value technology stocks that performed well in 2025. Wood’s team appears focused on rebalancing toward smaller companies with specific growth catalysts. The shift targets mid-cap stocks in sectors like advertising technology, autonomous vehicles, and biotechnology.
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