Tracking Cathie Wood: Bought over 160,000 shares of TSLA and over 130,000 shares of CRCL; significantly reduced Figma holdings by more than 970,000 shares

On Thursday, July 23, 2026, all three major U.S. stock indices closed lower, with technology stocks under particularly heavy pressure. The S&P 500 fell 1.21% to close at 7,408.30 points, the Nasdaq—weighted heavily toward tech stocks—dropped 2.15% to 25,137.69 points, and the Dow Jones Industrial Average declined 0.97% to 51,711.65 points.

Amid broad market declines and cautious sentiment, ARK Invest chose to act counter-trend, actively adjusting positions across several core sectors.

Buys: Counter-trend positioning in autonomous driving, digital asset infrastructure, and precision medicine

This round of buying was broad in scope and clearly strategic. The largest position increase was in$Tesla (TSLA.US)$, with an addition of 160,151 shares. ARK’s counter-trend purchase on a down day for the broader market may reflect its continued strong confidence in the long-term commercialization of Robotaxi and advancements in FSD technology.

Next is$Circle (CRCL.US)$, adding 130,136 shares. As the core operator of stablecoin infrastructure, Circle likely aligns with ARK’s view on the long-term penetration of blockchain-based financial ecosystems; recent marginal improvements in crypto regulatory conditions may have also served as a catalyst for this purchase.

$Kodiak AI (KDK.US)$received an addition of 76,862 shares,$WeRide (WRD.US)$received an addition of 62,694 shares. Both companies are deeply focused on autonomous driving—Kodiak specializes in autonomous heavy-duty trucks, while WeRide continues advancing commercialization in both Robotaxi and unmanned trucking markets. ARK’s move may signal a concentrated bet on synergistic breakthroughs across multiple autonomous driving technology pathways.

$Securitize (SECZ.US)$received an addition of 48,377 shares. As a leading platform for real-world asset (RWA) tokenization, its importance continues to grow alongside the expansion of on-chain finance.

In precision medicine,$COMPASS Pathways (CMPS.US)$Added 31,016 shares; the company is deeply engaged in the clinical development of psilocybin-based therapies, which may align with ARK's long-term bullish view on innovative mental health treatments;$Absci Corp (ABSI.US)$Added 4,753 shares; its AI-driven drug discovery platform also resonates with ARK’s focus on the convergence of AI and biotechnology.$Pony AI (PONY.US)$Slightly added 400 shares, possibly a minor portfolio adjustment.

Selling side: Taking profits on the leading design tools company, with multiple trims to adjust portfolio structure

Among the sell list,$Figma Inc (FIG.US)$the most notable reduction was 976,368 shares, making it the clear focal point of today’s selling activity. Figma has recently faced intensifying competition in the AI-powered design tools space; ARK’s significant position adjustment may reflect a reassessment of the durability of its competitive moat amid the AI wave, or it could relate to internal liquidity management needs.

$10x Genomics (TXG.US)$Reduced by 152,597 shares; the company’s commercialization pace in spatial omics may have fallen short of expectations, prompting ARK to moderately reduce exposure.

$Strata Critical Medical (SRTA.US)$Reduced by 115,370 shares,$Iridium Communications (IRDM.US)$Reduced by 65,588 shares,$Twist Bioscience (TWST.US)$Reduced by 45,713 shares,$Robinhood (HOOD.US)$Reduced holdings by 40,553 shares,$Brera Holdings (SLMT.US)$Reduced holdings by 30,787 shares. Overall, such actions may be part of portfolio rebalancing, reallocating capital away from relatively marginal positions toward the aforementioned core innovation themes.

$Deere (DE.US)$Reduced holdings by 15,177 shares,$Caterpillar (CAT.US)$Reduced holdings by 5,322 shares. Both companies are leaders in traditional industrial manufacturing and have relatively limited alignment with ARK's disruptive innovation investment philosophy; this reduction likely reflects an intentional scaling back of exposure to the traditional industrial sector.

$Roku Inc (ROKU.US)$Reduced holdings by 5,090 shares,$Teradyne (TER.US)$Reduced holdings by 2,153 shares,$Elbit Systems (ESLT.US)$Reduced holdings by 580 shares—a relatively small adjustment, possibly routine position fine-tuning.

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