Key facts
- ARK Invest purchased shares of Alphabet.
- ARK Invest sold its entire stake in AMD.
Cathie Wood's ARK Investment Management has recently made significant adjustments to its portfolio. The firm has purchased shares of Alphabet, the parent company of Google. Concurrently, ARK Invest has divested its entire holdings in Advanced Micro Devices (AMD). These transactions indicate a strategic shift in the firm's investment focus, potentially moving away from semiconductor stocks towards large-cap technology companies.