Top US Investor Trades Revealed: Cathie Wood Piles Into Meta, Trims CrowdStrike Stake

Deep News
Yesterday

ARK Invest, led by prominent US investor Cathie Wood, has disclosed its trading activity for September 21st, with the most notable moves being a significant purchase of Meta shares and a reduction in its CrowdStrike position, alongside further adjustments to its holdings in healthcare technology and internet-related assets.

The firm acquired a total of 51,477 Meta shares through three of its exchange-traded funds—ARKK, ARKW, and ARKF—valued at roughly $34.27 million, marking one of the largest single-day purchases of the session. On the selling side, ARK offloaded 28,403 CrowdStrike shares through ARKW and ARKF, amounting to approximately $6.75 million.

Healthcare and biotech remained a key focus for ARK’s buying activity that day. The ARKG fund purchased 102,565 shares of Beam Therapeutics, worth about $2.56 million, and added 100,241 shares of Ionis Pharmaceuticals, valued near $4.45 million. It also bought 74,878 shares of Veracyte, totaling about $2.98 million. Additionally, ARKG increased its position in Scribe Therapeutics by 61,858 shares, an investment of roughly $2.04 million. These companies are primarily concentrated in fields such as gene editing, genomics, and precision medicine.

In the technology and internet sector, ARKW purchased 29,587 shares of Airbnb, valued at approximately $4.92 million. Conversely, on the divestment front, ARKW sold 59,265 shares of Everpure, totaling about $6.17 million, while ARKG exited 32,284 shares of 10x Genomics, worth nearly $2.47 million, and 12,536 shares of Twist Bioscience, valued at around $2.09 million. ARK also trimmed a small position in the ARK 21Shares Bitcoin ETF, selling 29,705 shares for approximately $199,000.

Overall, ARK’s trading focus that day was clear: it significantly boosted its stake in Meta, continued to expand holdings in select gene-editing and precision-medicine firms, and reduced its exposure to CrowdStrike along with certain genomics and other technology assets.

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