Cathie Wood’s ARK Invest Adjusts Portfolio with Focus on Gaming and Fintech
Cathie Wood's ARK Invest made significant portfolio adjustments on November 18, 2025, increasing stakes in gaming platform Roblox (RBLX) and fintech firms while reducing exposure to social media stocks. The MOVE signals confidence in digital platforms and financial technology innovation.
ARK purchased $7.9 million worth of Roblox shares across its ARK Innovation and ARK Fintech Innovation ETFs, marking continued bullishness on the gaming company's growth trajectory. The firm also added positions in Klarna ($3.25M) and Circle Internet Group ($3.07M), reinforcing its fintech thesis.
Additional buys included e-commerce platform Shopify ($4.76M) and biotech firms Recursion Pharmaceuticals ($2.09M) and CRISPR Therapeutics. The trades demonstrate ARK's thematic investment approach focusing on disruptive technologies across multiple sectors.