TLDR
- ARK Invest purchased $10.4 million in Broadcom stock on January 8 after shares declined 3.2%
- Wood increased positions in electric air taxi firms Joby Aviation and Archer Aviation
- ARK sold $10.4 million in Palantir stock despite proposed defense budget increases
- The fund trimmed $2.29 million in Roku following a 10% monthly gain
- Wood also added genomics stock Personalis after a double-digit price drop
Cathie Wood’s ARK Invest executed major portfolio changes on January 8, adding chip maker Broadcom and electric aviation companies while cutting AI software holdings. The moves reflect Wood’s strategy of buying price declines in technology sectors.
The largest transaction was a $10.4 million Broadcom purchase through ARK Next Generation Internet ETF. ARK bought 31,573 shares as the stock declined 3.2%. The chip maker fell alongside broader market weakness on January 8.
Wood also entered the electric air taxi market with two purchases. ARK acquired 162,270 Joby Aviation shares worth $2.5 million through the ARK Space Exploration & Innovation ETF. Joby stock dropped 1.9% before the purchase.
The investment followed Joby’s acquisition of a 700,000-square-foot manufacturing plant in Dayton, Ohio. The company plans to use the facility for eVTOL aircraft production. These electric vertical takeoff and landing vehicles represent the flying taxi segment.
ARK purchased 73,097 Archer Aviation shares after the company partnered with Nvidia. The collaboration aims to integrate AI technology into aircraft systems. Archer shares jumped 3.4% after announcing the Nvidia deal.
Wood added 22,395 Personalis shares to ARK Genomic Revolution ETF. The genomics firm’s stock fell 10.4% before ARK’s buy. This continues Wood’s recent accumulation pattern in the company.
Palantir and Roku Holdings Reduced
ARK sold $10.4 million worth of Palantir Technologies on January 8. The fund offloaded 58,741 shares of the data analytics company. President Donald Trump had just proposed raising the defense budget to $1.5 trillion by 2027.
Palantir derives substantial revenue from government AI contracts. Yet shares fell 2.7% despite the proposed budget increase. The stock faced pressure from multiple factors including analyst commentary.
ARK trimmed smaller positions in aerospace firms. The fund reduced holdings in Aerovironment, Rocket Lab, and Kratos Defense. These sales totaled less than the Palantir transaction.
Wood sold $2.29 million in Roku on January 7. ARK offloaded 20,203 shares of the streaming platform. Roku had gained 10% over the previous month before the sale.
The streaming stock delivered 42% returns in 2025. Roku outpaced the S&P 500 benchmark last year. Roku remains among ARK Innovation ETF’s largest holdings despite the reduction.
ARK Innovation returned nearly 38% in 2025. AI and software investments drove the fund’s performance. Wood manages multiple ETFs focused on disruptive technology sectors.
The January 8 trades demonstrate Wood’s approach of buying during price weakness. She purchased Broadcom and aviation stocks after declines. The fund took profits in Roku after strong performance.
ARK reduced Palantir amid mixed market signals. The defense budget proposal didn’t prevent the stock’s decline. Wood continues rotating between technology subsectors based on valuations and growth prospects.