TLDR
- ARK Invest purchased 511,049 shares of DraftKings worth $19.1 million across three ETFs on October 1, 2025
- ARKK ETF added 30,137 Alibaba shares valued at $5.4 million and 21,648 Baidu shares worth $2.85 million
- ARK sold 100,983 shares of Brera Holdings for $3.0 million through the ARKK ETF
- ARKW ETF sold Roblox shares worth $5.1 million and Roku shares valued at $3.7 million
- ARK also purchased Kodiak AI and Rubrik shares while selling Kratos Defense and Shopify stock
Cathie Wood’s ARK Invest made several portfolio changes on Wednesday, October 1, 2025, according to daily fund disclosures. The investment firm purchased shares of DraftKings, Alibaba, and Baidu while selling positions in other companies.
The largest purchase was DraftKings stock. ARK bought 511,049 shares of the online betting and gaming platform with a total value of $19.1 million.
The shares were split across three funds. The ARK Innovation ETF bought 350,315 shares.
The ARK Next Generation Internet ETF purchased 103,872 shares. The ARK Fintech Innovation ETF acquired 56,862 shares.
ARK continued building its position in Chinese stocks. The ARKK ETF bought 30,137 shares of Alibaba valued at $5.4 million.
The same fund purchased 21,648 shares of Baidu worth $2.85 million. ARK has been consistently adding Alibaba stock over the past week.
Other Portfolio Additions
ARK made additional purchases across other sectors. The ARK Autonomous Technology & Robotics ETF bought 88,236 shares of Kodiak AI for $49,998.
The ARKW ETF purchased 46,353 shares of Rubrik. The cloud-native data security company shares were valued at $3.8 million.
Stock Sales and Exits
ARK sold multiple positions on the same day. The ARKK ETF offloaded 100,983 shares of Brera Holdings worth $3.0 million.
This sale continues a pattern of divestment from the multi-club sports owner. ARKW ETF sold 37,148 shares of Roblox valued at $5.1 million.
The same fund sold 36,697 shares of Roku worth $3.7 million. ARKQ ETF sold 25,536 shares of Kratos Defense and Security Solutions for $2.3 million.
ARKF ETF sold 18,440 shares of Shopify valued at $2.7 million. ARK has been reducing its Kratos position consistently over recent days.
DraftKings, Alibaba, and Rubrik all hold Strong Buy ratings from Wall Street analysts. Kratos Defense also carries a Strong Buy consensus rating from analysts.
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