Cathie Wood cut $DE by $60.3M — ARK weekly trades, Aug 10-14, 2026
YBy Yona · Aug 15, 2026 · Weekly recap
ARK's 105 trades this week, a $60.3M single-name cut in $DE, a 6th-straight-week trim in $DE.
▪️ 105 trades across 24 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$60.3M; crypto + AI compute + space accumulated
▪️ Aug 10 was the sharpest day — same-day directional cluster of 9 tickers
Biggest $ cut
$DE -$60.3M
-37.8%, -98K sh
Biggest $ add
$NET $29.6M
+93.6%, 98K sh
Longest streak
$DE 6 weeks
Weekly $ flow by boardred = cut · green = add
Space book
-$3M
+$23M
AI compute layer
+$72M
Legacy SaaS + streaming
-$29M
CDN + platform megacaps
+$30M
Biotech
-$23M
+$3M
Autos + industrial cyclicals
-$66M
Three continuing themes this week
1
$DE — 6-week streak (weekly trims)
2
$TXG — 7-week streak (weekly trims)
3
$CAT — 5-week streak (weekly trims)
Section 1 · Space book
Rocket Lab added, Iridium trimmed; launch infrastructure favoured.
RKLB+18.6%
Rocket Lab Corp$23.4M
IRDM-22.8%
Iridium Communications Inc.-$2.6M
7wk trimSection 2 · AI compute layer
AI compute bets deepen across chips and infrastructure.
CBRS+15.5%
Cerebras Systems Inc$28.0M
NVDA+9.6%
NVIDIA Corp$27.4M
AVGO+11.1%
Broadcom Inc$16.7M
Section 3 · Legacy SaaS + streaming
Trimming software platforms while retaining broader SaaS exposure.
SHOP-4.9%
Shopify Inc.-$22.6M
SNOW-10.2%
Snowflake Inc.-$5.9M
Section 4 · CDN + platform megacaps
Cloudflare added, no exits, CDN positioning strengthened.
NET+93.6%
Cloudflare, Inc.$29.6M
Section 5 · Biotech
Precision genomics favored over spatial sequencing and psychedelics.
TXG-3.4%
10x Genomics, Inc.-$12.5M
7wk trimTWST-2.2%
Twist Bioscience Corporation-$9.1M
NTLA+1.1%
INTELLIA THERAPEUTICS, INC.$1.8M
ATAI-36.4%
AtaiBeckley Inc-$1.7M
SDGR+2.9%
Schrodinger Inc$1.1M
Section 6 · Autos + industrial cyclicals
Deere, Caterpillar and Elbit all trimmed; no industrial adds.
DE-37.8%
Deere & Co-$60.3M
6wk trimCAT-15.6%
Caterpillar Inc-$5.0M
5wk trimESLT-2.3%
Elbit Systems Ltd.-$968.3K
Largest % add
$NET +93.6%
Largest % cut
$SRTA -99.8%
Largest abs add
$CERS 594K sh
Largest abs cut
$ATAI -241K sh
Largest $ add
$NET $29.6M
Largest $ cut
$DE -$60.3M
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.