Cathie Wood cut $GOOGL by $29.3M — ARK weekly trades, Sep 7-11, 2026
YBy Yona · Sep 12, 2026 · Weekly recap
ARK's 51 trades this week, a $29.3M single-name cut in $GOOGL, a 5th-straight-week trim in $TWST.
▪️ 51 trades across 20 tickers, 8 ARK ETFs
▪️ Legacy SaaS + streaming trimmed -$29.3M; crypto + AI compute + space accumulated
▪️ Sep 8 was the sharpest day — same-day directional cluster of 8 tickers
Biggest $ cut
$GOOGL -$29.3M
-80.8%, -87K sh
Biggest $ add
$META $26.4M
+15.6%, 43K sh
Longest streak
$TWST 5 weeks
Weekly $ flow by boardred = cut · green = add
Space book
+$0M
Crypto book
-$4M
+$3M
AI compute layer
-$16M
+$7M
CDN + platform megacaps
-$29M
+$26M
Biotech
-$26M
+$30M
Other
-$0M
+$4M
Three continuing themes this week
1
$TWST — 5-week streak (weekly trims)
2
$CBRS — 6-week streak (weekly adds)
3
$NTLA — 6-week streak (weekly adds)
Section 1 · Space book
Rocket Lab added as space launch services strengthen.
RKLB+0.1%
Rocket Lab Corp$150.4K
Section 2 · Crypto book
Retail brokerage and Solana staking added; crypto exchange trimmed.
BLSH-2.1%
Bullish-$4.1M
HOOD+0.8%
Robinhood Markets, Inc.$3.3M
SOLQ.U+0.1%
3iQ Solana Staking ETF$33.6K
5wk streakSection 3 · AI compute layer
AI chipmaker Cerebras added while AMD and Palantir trimmed.
AMD-2.6%
Advanced Micro Devices, Inc.-$9.3M
CBRS+3.0%
Cerebras Systems Inc$6.8M
6wk streakPLTR-1.8%
Palantir Technologies Inc.-$6.7M
Section 4 · CDN + platform megacaps
Social media platforms favoured over internet search providers.
GOOGL-80.8%
Alphabet Inc.-$29.3M
META+15.6%
Meta Platforms, Inc.$26.4M
Section 5 · Biotech
Gene editing developers favored over genomics tools and diagnostics.
BEAM+6.4%
Beam Therapeutics Inc.$15.1M
TWST-2.8%
Twist Bioscience Corporation-$10.5M
5wk trimCRSP+2.1%
CRISPR Therapeutics AG$8.8M
TEM-1.6%
Tempus AI, Inc.-$7.9M
TXG-1.8%
10x Genomics, Inc.-$6.9M
Section 6 · Other
Advancing eVTOL and defense exposure while trimming sports advisory holdings.
ACHR+2.1%
Archer Aviation Inc.$3.3M
KTOS+0.1%
Kratos Defense & Security Solutions, Inc.$227.4K
SLMTnew
Brera Holdings PLC-$74.4K
8wk trimLargest % add
$META +15.6%
Largest % cut
$GOOGL -80.8%
Largest abs add
$ACHR 576K sh
Largest abs cut
$TEM -126K sh
Largest $ add
$META $26.4M
Largest $ cut
$GOOGL -$29.3M
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.