Tracking Cathie Wood: Adds over 120,000 shares of SpaceX, continues trimming positions in traditional industrials and healthcare

On Monday, July 27, 2026, the three major U.S. stock indices diverged: the S&P 500 edged up 0.02% to close at 7,413.18, the Dow Jones Industrial Average rose 0.51% to 52,210.08, while the Nasdaq Composite dipped slightly by 0.18% to 24,932.08. Technology stocks faced broad pressure, and market sentiment turned cautious and观望 (wait-and-see).

Against this backdrop, Cathie Wood (“ARK”) focused that day on increasing positions in core 'disruptive innovation' sectors—particularly autonomous driving, space technology, and blockchain—while systematically adjusting holdings in traditional industrial, healthcare, and communications satellite segments.

Buying activity: Focus on autonomous driving and space technology, with concurrent increases in on-chain asset exposure

Among the day’s buying activity, SpaceX $SpaceX (SPCX.US)$ led all purchases with an addition of 124,543 shares—the largest single trade of the day. Given SpaceX’s recent breakthroughs in commercial spaceflight and Starlink network deployment, ARK’s significant增持 (position increase) likely reflects its strong confidence in the long-term commercial potential of space infrastructure, viewing the company as possessing a deep moat within the 'space internet' theme.

Tesla$Tesla (TSLA.US)$ received an increase of 27,864 shares. Considering ongoing advancements in its Full Self-Driving (FSD) technology and robotics business, ARK may be seizing the current Nasdaq pullback as an entry opportunity to further strengthen this core holding.

Pony AI $Pony AI (PONY.US)$ was increased by 20,000 shares, and Kodiak AI $Kodiak AI (KDK.US)$ by 12,772 shares. Both are key players in the autonomous driving space, and ARK’s simultaneous增持 (position increases) in both suggests a strategic move to comprehensively position itself in this high-potential sector during the critical window for commercial deployment of Level 4 autonomy.

Additionally, the 3iQ Solana Staking ETF $3iQ Solana Staking ETF (SOLQ.U.CA)$ Added 4,799 shares, indicating ARK maintains a positive outlook on Solana ecosystem’s on-chain yield logic and may continue expanding its blockchain asset allocation through ETF vehicles.

On the sell side: reducing positions in traditional industrials and non-core holdings, with capital potentially shifting toward cutting-edge technologies.

Strata Critical Medical $Strata Critical Medical (SRTA.US)$ Reduced position by 97,667 shares—the largest single-day reduction—suggesting ARK is rebalancing its exposure within the medical devices segment and reallocating capital to targets more aligned with its core investment framework of 'precision medicine and genomics.'

10x Genomics $10x Genomics (TXG.US)$ Reduced position by 72,497 shares; despite being a key player in the genomics space, this move likely reflects ARK’s proactive position adjustment amid near-term valuation pressures rather than a shift in its long-term outlook.

Iridium Communications $Iridium Communications (IRDM.US)$ Reduced position by 47,252 shares; against the backdrop of Starlink and other low-earth-orbit satellite internet providers increasingly squeezing traditional satellite communications, ARK may believe Iridium’s competitive moat is narrowing, prompting a reduction in position weight.

Robinhood $Robinhood (HOOD.US)$ Reduced position by 12,119 shares in Brera Holdings $Brera Holdings (SLMT.US)$ Reduced position by 11,800 shares; both reductions are relatively small and likely represent routine portfolio optimization adjustments.

Notably, ARK also sold off $Deere (DE.US)$9,407 shares and$Caterpillar (CAT.US)$1,529 shares on the same day—both companies are traditional agricultural and construction machinery giants.

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