ARK Invest rebuilds Coinbase stake, buys Broadcom and AMD

On Feb 17, ARK Invest bought $8M Broadcom, $6.1M AMD, and $6.9M Coinbase, reversing earlier Coinbase sales. The largest trade was a $13.3M Teradyne sale. ARK also boosted its CRISPR Therapeutics stake.

On February 17, 2026, Cathie Wood’s ARK Invest made several notable trades, as revealed in daily ETF disclosures. ARK acquired approximately $8 million in Broadcom shares, $6.1 million in Advanced Micro Devices (AMD), and $6.9 million in Coinbase, distributing the Coinbase purchase across three ETFs. This move marked a reversal from earlier in February, when ARK had sold significant amounts of Coinbase stock. The largest transaction was the sale of $13.3 million in Teradyne shares. ARK also reduced holdings in Twist Bioscience, Airbnb, Pinterest, and PagerDuty. Meanwhile, the firm increased its position in CRISPR Therapeutics by about $4.5 million. The renewed Coinbase buying followed a period of net selling and coincided with a rebound in the stock price, suggesting active portfolio rebalancing rather than a shift in long-term conviction. Analysts are closely watching ARK’s ETF allocations for further insights into its short-term outlook on Coinbase and related sectors.