Cathie Wood cut $AMD by $92.7M — ARK weekly trades, Aug 24-28, 2026
YBy Yona · Aug 29, 2026 · Weekly recap
ARK's 60 trades this week, a $92.7M single-name cut in $AMD, a 5th-straight-week add to $NVDA.
▪️ 60 trades across 17 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$92.7M; crypto + AI compute + space accumulated
▪️ Aug 26 was the sharpest day — same-day directional cluster of 8 tickers
Biggest $ cut
$AMD -$92.7M
-19.9%, -194K sh
Biggest $ add
$NVDA $55.6M
+16.5%, 244K sh
Longest streak
$NVDA 5 weeks
Weekly $ flow by boardred = cut · green = add
Crypto book
-$3M
AI compute layer
-$93M
+$109M
Legacy SaaS + streaming
-$4M
CDN + platform megacaps
+$13M
Biotech
-$12M
+$3M
Three continuing themes this week
1
$NVDA — 5-week streak (weekly adds)
2
$SLMT — 6-week streak (weekly trims)
Section 1 · Crypto book
Crypto exposure trimmed as Hood stake reduced.
HOOD-0.7%
Robinhood Markets, Inc.-$2.8M
Section 2 · AI compute layer
Semiconductor breadth favored over single-name exposure.
AMD-19.9%
Advanced Micro Devices, Inc.-$92.7M
NVDA+16.5%
NVIDIA Corporation$55.6M
5wk streakAVGO+25.5%
Broadcom Inc$41.1M
CBRS+7.5%
Cerebras Systems Inc$12.8M
Section 3 · Legacy SaaS + streaming
Trimmed cybersecurity and gaming exposure amidst streaming pullback.
CRWD-5.2%
CrowdStrike Holdings, Inc.-$2.7M
RBLX-3.3%
Roblox Corp-$1.6M
Section 4 · CDN + platform megacaps
Cloudflare added as platform infrastructure exposure expands.
NET+12.5%
Cloudflare, Inc.$13.3M
Section 5 · Biotech
Gene editing favored over sequencing tools.
TWST-2.5%
Twist Bioscience Corporation-$11.6M
NTLA+1.8%
INTELLIA THERAPEUTICS, INC.$2.9M
Largest % add
$AVGO +25.5%
Largest % cut
$AMD -19.9%
Largest abs add
$GENB 305K sh
Largest abs cut
$TEM -241K sh
Largest $ add
$NVDA $55.6M
Largest $ cut
$AMD -$92.7M
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.