Cathie Wood’s ARK Sells Meta and Tesla, Invests $7.9M in Trade Desk

TLDR

• ARK Investment Management sold $9.1 million worth of Meta Platforms stock and $3.3 million in Tesla shares on December 4
• Cathie Wood’s funds purchased $7.9 million in Trade Desk stock across ARKK and ARKW ETFs
• ARK sold nearly $4 million in Iridium Communications shares, continuing a week-long selling pattern
• The firm added $321,688 in ARK 21Shares Bitcoin ETF and increased positions in WeRide and Pure Storage
• Portfolio moves suggest ARK is rotating out of mega-cap tech stocks into mid-cap growth opportunities

Cathie Wood’s ARK Investment Management made substantial portfolio changes on December 4, 2025. The firm sold major positions in Meta and Tesla while making a large investment in Trade Desk stock.

ARK dumped 14,211 Meta Platforms shares for approximately $9.1 million. The transaction split across two funds, with ARKK selling 11,056 shares and ARKW offloading 3,155 shares. This marked the highest dollar value sale of the trading day.

Meta Platforms, Inc., META

Tesla also faced reductions from ARK’s portfolio. The ARKW fund sold 7,478 Tesla shares, generating around $3.3 million. These sales follow a pattern of ARK trimming positions in both Magnificent 7 stocks over recent trading sessions.

Trade Desk Purchase Leads ARK’s Buying Activity

ARK’s biggest investment went to Trade Desk, purchasing 204,354 shares valued at $7.9 million. The ARKK fund bought 158,981 shares while ARKW added 45,373 shares to its holdings.

The Trade Desk, Inc., TTD

Trade Desk provides a programmatic advertising platform for digital marketers. The large purchase represents one of ARK’s most substantial single-day investments in advertising technology this month.

ARK also continued reducing its Iridium Communications holdings. The firm sold 231,395 shares across ARKK, ARKQ, and ARKX funds for nearly $4 million. The satellite communications company has seen consistent selling from ARK over the past week.

Crypto and Tech Positions Expanded

ARK boosted its cryptocurrency exposure through the ARK 21Shares Bitcoin ETF. The funds purchased 52,200 shares totaling $321,688, divided between ARKW and ARKF. This demonstrates ARK’s maintained interest in digital assets.

The autonomous driving sector gained ARK’s attention with a 42,377 share purchase of WeRide stock. The ARKQ fund spent $386,478 on the position. WeRide has received multiple purchases from ARK in recent days.

ARK expanded its data storage holdings by adding 28,409 Pure Storage shares through ARKW. The purchase cost approximately $2 million. Pure Storage specializes in flash storage and cloud data solutions.

GeneDx Holdings saw ARK buy 9,486 shares for $1.5 million. The genetic testing company’s shares were split between ARKK and ARKG funds. GeneDx offers diagnostic and genome sequencing services.

The December 4 trading activity shows ARK rotating capital from large-cap technology winners into smaller growth companies. Wood’s funds appear to be repositioning ahead of 2026 by taking profits from strong 2025 performers and investing in companies with different growth profiles.

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