Cathie Wood cut $RBLX by $95.3M — ARK weekly trades, Aug 3-7, 2026
YBy Yona · Aug 8, 2026 · Weekly recap
ARK's 152 trades this week, a $95.3M single-name cut in $RBLX, a 7th-straight-week add to $CRCL.
▪️ 152 trades across 43 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$95.3M; crypto + AI compute + space accumulated
▪️ Aug 3 was the sharpest day — same-day directional cluster of 10 tickers
Biggest $ cut
$RBLX -$95.3M
-50.4%, -2.64M sh
Biggest $ add
$CRCL $38.6M
+12.6%, 610K sh
Longest streak
$CRCL 7 weeks
Weekly $ flow by boardred = cut · green = add
Space book
-$4M
+$43M
Crypto book
-$3M
+$78M
AI compute layer
-$15M
+$43M
Legacy SaaS + streaming
-$168M
CDN + platform megacaps
+$54M
Biotech
-$27M
+$21M
Autos + industrial cyclicals
-$14M
+$0M
Three continuing themes this week
1
$CRCL — 7-week streak (weekly adds)
2
$SPCX — 5-week streak (weekly adds)
3
$TXG — 6-week streak (weekly trims)
Section 1 · Space book
Space launch exposure expanded while satellite connectivity trimmed.
SPCX+6.9%
Space Exploration Technologies Corp$38.2M
5wk streakRKLB+4.9%
Rocket Lab Corp$4.8M
IRDM-26.3%
Iridium Communications Inc-$3.8M
6wk trimSection 2 · Crypto book
Crypto exposure pivots toward exchange platforms, trimming digital asset manager.
CRCL+12.6%
Circle Internet Group Inc$38.6M
7wk streakXYZ+9.7%
Block, Inc.$22.5M
COIN+5.1%
Coinbase Global Inc$16.7M
BLSH-2.0%
Bullish-$2.8M
Section 3 · AI compute layer
AI compute shifts from AMD toward Nvidia and Cerebras.
NVDA+6.7%
NVIDIA Corp$17.0M
AMD-2.8%
Advanced Micro Devices Inc-$14.6M
CBRS+10.1%
Cerebras Systems Inc$13.4M
CRWV+7.5%
CoreWeave Inc$12.2M
Section 4 · Legacy SaaS + streaming
Gaming, cloud software and streaming all trimmed; nothing added.
RBLX-50.4%
Roblox Corp-$95.3M
SNOW-56.5%
Snowflake Inc-$37.8M
SHOP-6.2%
Shopify Inc.-$27.9M
CRWD-9.5%
CrowdStrike Holdings Inc-$6.3M
ROKU-98.7%
Roku Inc-$509.4K
9wk trimSection 5 · CDN + platform megacaps
ARK added cloud, streaming, and software exposure without trimming.
NET+72.7%
Cloudflare Inc$27.2M
AMZN+5.3%
Amazon.com Inc$20.1M
DDOG+9.0%
Datadog Inc (Pre-Reincorporation)$4.0M
SPOT+8.1%
Spotify Technology S.A.$2.5M
Section 6 · Biotech
Genomic drug discovery favored over spatial biology tools.
TXG-3.9%
10X Genomics Inc-$13.0M
6wk trimWGS+12.2%
GeneDx Holdings Corp.$11.3M
ATAI-68.6%
AtaiBeckley Inc-$8.1M
NTRA-4.3%
Natera Inc-$5.7M
5wk trimNTLA+4.0%
INTELLIA THERAPEUTICS, INC.$5.6M
Section 7 · Autos + industrial cyclicals
Rotation from heavy machinery to specialty autos.
ESLT-8.9%
Elbit Systems Ltd-$4.0M
TDY-17.7%
Teledyne Technologies Inc-$2.9M
DE-1.7%
Deere & Co-$2.8M
5wk trimCAT-3.9%
Caterpillar Inc-$1.3M
6301-4.6%
KOMATSU LTD.-$1.2M
Largest % add
$NET +72.7%
Largest % cut
$ROKU -98.7%
Largest abs add
$CRCL 610K sh
Largest abs cut
$RBLX -2.64M sh
Largest $ add
$CRCL $38.6M
Largest $ cut
$RBLX -$95.3M
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.