Cathie Wood’s ARK Invest Rebalances Portfolio: Bets Big on Robinhood and Netflix, Trims AMD and Palantir
Cathie Wood's ARK Invest made significant portfolio adjustments on October 22, 2025, as revealed in its daily trade report. The firm purchased $22.1 million worth of Robinhood (HOOD) shares, signaling confidence in the platform's expansion into credit and retirement products. Netflix (NFLX) also saw a sizable investment, while positions in Advanced Micro Devices (AMD) and Palantir (PLTR) were reduced.
The moves reflect ARK's active management strategy in its innovation-focused ETFs, particularly the ARK Innovation ETF (ARKK) and ARK Next Generation Internet ETF (ARKW). The trades highlight shifting trends in fintech, streaming, and AI-driven tech stocks, with Wood's team capitalizing on emerging opportunities in consumer-facing platforms.