Cathie Wood cut $TER by $27.0M — ARK weekly trades, Oct 19-23, 2026
YBy Yona · Oct 24, 2026 · Weekly recap
ARK's 77 trades this week, a $27.0M single-name cut in $TER, a 6th-straight-week add to $CRWV.
▪️ 77 trades across 28 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$27.0M; crypto + AI compute + space accumulated
▪️ Oct 23 was the sharpest day — same-day directional cluster of 6 tickers
Biggest $ cut
$TER -$27.0M
-15.7%, -79K sh
Biggest $ add
$META $26.6M
+13.7%, 38K sh
Longest streak
$CRWV 6 weeks
Weekly $ flow by boardred = cut · green = add
Space book
+$2M
Crypto book
-$7M
AI compute layer
-$16M
+$8M
Legacy SaaS + streaming
-$19M
CDN + platform megacaps
-$4M
+$27M
Biotech
-$13M
+$9M
Autos + industrial cyclicals
-$5M
Other
-$56M
+$22M
Three continuing themes this week
1
$CRWV — 6-week streak (weekly adds)
Section 1 · Space book
Lunar delivery services added, no positions trimmed.
LUNR+4.2%
Intuitive Machines Inc$1.8M
Section 2 · Crypto book
Circle and Block positions trimmed while no new crypto names added.
CRCL-0.8%
Circle Internet Group, Inc-$3.7M
XYZ-1.5%
Block, Inc.-$3.7M
Section 3 · AI compute layer
AI cloud infrastructure added while data analytics trimmed.
PLTR-4.2%
Palantir Technologies Inc.-$15.8M
CRWV+4.3%
CoreWeave, Inc.$8.1M
6wk streakSection 4 · Legacy SaaS + streaming
E-commerce, gaming and cybersecurity holdings trimmed.
SHOP-4.4%
Shopify Inc.-$14.6M
RBLX-21.8%
Roblox Corporation-$3.6M
CRWD-5.1%
CrowdStrike Holdings, Inc.-$845.4K
Section 5 · CDN + platform megacaps
Social platforms added while cloud networking and e-commerce trimmed.
META+13.7%
Meta Platforms, Inc.$26.6M
NET-3.7%
Cloudflare, Inc.-$3.6M
AMZN+-0.0%
Amazon.com Inc-$129.7K
Section 6 · Biotech
Gene-editing and sequencing tools added while personal genomics trimmed.
PSNL-16.6%
Personalis, Inc.-$13.5M
SCTX+20.3%
Scribe Therapeutics Inc$6.9M
PACB+3.3%
Pacific Biosciences of California, Inc.$2.4M
Section 7 · Autos + industrial cyclicals
Defense electronics trimmed while industrial holdings held steady.
ESLT-14.5%
Elbit Systems Ltd.-$5.0M
Section 8 · Other
Advanced nuclear and surgical robotics favoured over chip testing and search.
TER-15.7%
Teradyne, Inc.-$27.0M
GOOG-11.8%
Alphabet Inc.-$24.8M
XE+9.3%
X-Energy Inc$7.3M
OKLO+43.2%
Oklo Inc.$5.3M
IAMnew
Iambic Therapeutics, Inc.$3.0M
Largest % add
$OKLO +43.2%
Largest % cut
$BABA -100.0%
Largest abs add
$PACB 1.19M sh
Largest abs cut
$PSNL -852K sh
Largest $ add
$META $26.6M
Largest $ cut
$TER -$27.0M
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.