ARK Invest Shifts Portfolio Toward Crypto Exposure with Robinhood Purchase
Cathie Wood's ARK Invest made a significant move toward crypto-related equities on October 22, 2025, allocating $21.3 million to Robinhood shares across its ARKK and ARKW ETFs. The brokerage now represents 19% of both funds' holdings, signaling intensified conviction in crypto market infrastructure plays.
Concurrent with the HOOD acquisition, ARK divested $10.7 million in AMD semiconductor stock and $4.3 million in Palantir shares. The firm simultaneously added $19.6 million in Netflix positions, suggesting a thematic rebalancing toward disruptive tech rather than pure sector rotation.
Robinhood's growing integration of Bitcoin and ethereum trading appears to align with ARK's blockchain adoption thesis. The move follows Wood's repeated public assertions that crypto assets will reshape traditional finance pipelines.
