Cathie Wood’s ARK Invest Adjusts Portfolio with $49M Brera Holdings Bet, Trims Roku and Tempus AI

Cathie Wood's ARK Invest ETFs executed significant portfolio maneuvers on September 18, channeling $49 million into Brera Holdings Plc as the sports investment firm transitions into Web3 venture Solmate. The oversubscribed $300 million private placement attracted UAE's Pulsar Group and crypto-native investors like RockawayX alongside ARK.

Biotech remained a focal point with fresh positions in Arcturus Therapeutics and ATAI Life Sciences. Smaller allocations flowed to AeroVironment's drones, Baidu's AI ambitions, and autonomous vehicle startup Pony AI—a trifecta reflecting Wood's thematic bets on disruptive technologies.

The sell-side saw Roku bear the brunt of profit-taking, with ARKK offloading $4.67 million worth of shares. This continues a strategic retreat from the streaming pioneer, suggesting rotation into newer growth opportunities.