Cathie Wood cut $RBLX by $48.9M — ARK weekly trades, Aug 17-21, 2026
YBy Yona · Aug 23, 2026 · Weekly recap
ARK's 126 trades this week, a $48.9M single-name cut in $RBLX, a 5th-straight-week trim in $SHOP.
▪️ 126 trades across 31 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$48.9M; crypto + AI compute + space accumulated
▪️ Aug 17 was the sharpest day — same-day directional cluster of 9 tickers
Biggest $ cut
$RBLX -$48.9M
-50.4%, -1.28M sh
Biggest $ add
$SPCX $27.5M
+4.3%, 205K sh
Longest streak
$SHOP 5 weeks
Weekly $ flow by boardred = cut · green = add
Space book
+$43M
Crypto book
+$17M
AI compute layer
-$32M
+$70M
Legacy SaaS + streaming
-$78M
CDN + platform megacaps
+$21M
Biotech
-$48M
+$1M
Autos + industrial cyclicals
-$4M
Three continuing themes this week
1
$SHOP — 5-week streak (weekly trims)
2
$TXG — 8-week streak (weekly trims)
3
$DE — 7-week streak (weekly trims)
Section 1 · Space book
Launch and satellite manufacturing both accumulated.
SPCX+4.3%
Space Exploration Technologies Corp$27.5M
RKLB+10.6%
Rocket Lab Corp$15.9M
Section 2 · Crypto book
Crypto exposure deepened with no reductions made.
XYZ+6.9%
Block, Inc.$17.2M
Section 3 · AI compute layer
AI compute shifts toward networking and custom silicon.
AMD-6.1%
Advanced Micro Devices, Inc.-$32.0M
CBRS+14.0%
Cerebras Systems Inc$26.2M
NVDA+7.3%
NVIDIA Corp$22.8M
AVGO+14.3%
Broadcom Inc$21.1M
Section 4 · Legacy SaaS + streaming
Trimmed gaming and e-commerce exposure amid streaming shifts.
RBLX-50.4%
Roblox Corp-$48.9M
SHOP-6.8%
Shopify Inc.-$29.6M
5wk trimSection 5 · CDN + platform megacaps
Cloudflare added as CDN exposure deepens.
NET+21.9%
Cloudflare, Inc.$20.8M
Section 6 · Biotech
Gene editing prioritized over sequencing and diagnostics.
TXG-6.4%
10x Genomics, Inc.-$23.5M
8wk trimTWST-4.3%
Twist Bioscience Corporation-$16.3M
NTRA-4.3%
Natera, Inc.-$6.3M
ATAI-100.0%
AtaiBeckley Inc-$1.8M
NTLA+0.9%
INTELLIA THERAPEUTICS, INC.$1.4M
Section 7 · Autos + industrial cyclicals
Deere trimmed as ARK rotates away from cyclical industrial exposure.
DE-4.1%
Deere & Co-$3.9M
7wk trimLargest % add
$SECZ +40.1%
Largest % cut
$ATAI -100.0%
Largest abs add
$ARKY 1.00M sh
Largest abs cut
$RBLX -1.28M sh
Largest $ add
$SPCX $27.5M
Largest $ cut
$RBLX -$48.9M
Y
Yona · AiSmartMoney research
Tracks 60+ smart-money investors' AI positions. Weekly ARK recaps compiled from arkfunds.io official daily trade files. About →
Methodology · Data from arkfunds.io official daily trade files (Mon–Fri). Dollar values derived from ARK's own share-price at trade date, with yfinance fallback for newly-opened positions. Board classification is a curated grouping.
Disclaimer · Public-market data recap only. Not investment advice.
Disclaimer · Public-market data recap only. Not investment advice.