Cathie Wood cut $HOOD by $48.5M — ARK weekly trades, Oct 5-9, 2026
YBy Yona · Oct 10, 2026 · Weekly recap
ARK's 142 trades this week, a $48.5M single-name cut in $HOOD, a 9th-straight-week trim in $TWST.
▪️ 142 trades across 46 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$48.5M; crypto + AI compute + space accumulated
▪️ Oct 8 was the sharpest day — same-day directional cluster of 10 tickers
Biggest $ cut
$HOOD -$48.5M
-10.0%, -437K sh
Biggest $ add
$CRWV $28.2M
+8.1%, 312K sh
Longest streak
$TWST 9 weeks
Weekly $ flow by boardred = cut · green = add
Space book
-$21M
+$8M
Crypto book
-$49M
+$2M
AI compute layer
-$17M
+$28M
Legacy SaaS + streaming
-$25M
CDN + platform megacaps
-$15M
+$9M
Biotech
-$95M
+$47M
Autos + industrial cyclicals
+$7M
Other
-$126M
+$95M
Three continuing themes this week
1
$TWST — 9-week streak (weekly trims)
2
$TXG — 6-week streak (weekly trims)
3
$AMZN — 6-week streak (weekly adds)
Section 1 · Space book
Lunar lander services favoured over rocket launch and satellite communications.
SPCX-1.8%
Space Exploration Technologies Corp-$17.8M
LUNR+15.8%
Intuitive Machines Inc$7.7M
IRDM-101.7%
Iridium Communications Inc.-$3.6M
Section 2 · Crypto book
Payments favoured over brokerage as Block added and Robinhood trimmed.
HOOD-10.0%
Robinhood Markets, Inc.-$48.5M
XYZ+0.6%
Block, Inc.$2.2M
Section 3 · AI compute layer
AI cloud infrastructure favoured over chip designers.
CRWV+8.1%
CoreWeave, Inc.$28.2M
AMD-4.1%
Advanced Micro Devices, Inc.-$16.6M
Section 4 · Legacy SaaS + streaming
Shopify trimmed as e-commerce platform exposure reduced.
SHOP-5.0%
Shopify Inc.-$24.9M
Section 5 · CDN + platform megacaps
E-commerce favored over cloud networking and social platforms.
AMZN+2.2%
Amazon.com Inc$9.1M
6wk streakNET-4.8%
Cloudflare, Inc.-$8.7M
META-2.0%
Meta Platforms, Inc.-$6.3M
Section 6 · Biotech
Genomic diagnostics and AI drug discovery favored over research tools and sequencing.
TWST-5.8%
Twist Bioscience Corporation-$33.7M
9wk trimPSNL-27.0%
Personalis, Inc.-$29.6M
VCYT+16.6%
Veracyte, Inc.$24.1M
TXG-4.8%
10x Genomics, Inc.-$22.9M
6wk trimRXRX+9.2%
Recursion Pharmaceuticals, Inc.$16.4M
Section 7 · Autos + industrial cyclicals
Autonomous trucking and robotaxi software favoured over legacy industrial cyclicals.
AUR+10.5%
Aurora Innovation, Inc.$3.0M
KDK+31.3%
Kodiak AI Inc$2.1M
PONY+11.5%
Pony AI Inc$2.0M
Section 8 · Other
Defense drones and automation favored over gene sequencing and gaming.
TER-15.9%
Teradyne, Inc.-$43.4M
ILMN-13.0%
Illumina Inc-$28.2M
KTOS+9.4%
Kratos Defense & Security Solutions, Inc.$20.1M
DKNG-76.8%
DraftKings Inc.-$18.7M
ACHR+8.8%
Archer Aviation Inc.$13.6M
Largest % add
$GENI +54.5%
Largest % cut
$IRDM -101.7%
Largest abs add
$RXRX 3.70M sh
Largest abs cut
$PSNL -1.83M sh
Largest $ add
$CRWV $28.2M
Largest $ cut
$HOOD -$48.5M
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.