Cathie Wood’s ARK Invest ETFs (exchange-traded funds) revealed several key portfolio moves for Wednesday, October 22, 2025, according to the firm’s daily trade report. The latest trades show ARK making new bets on Robinhood Markets (HOOD) and Netflix (NFLX), while trimming positions in Advanced Micro Devices (AMD) and Palantir Technologies (PLTR).
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(Note: To see more of Cathie Wood’s October 22 trades, click here — Cathie Wood Keeps Loading Up on This EV Stock — What’s Fueling the Buying Spree?
ARK Loads Up on Robinhood and Netflix
Leading ARK’s daily trade report on Wednesday was the purchase of 167,489 shares of Robinhood, worth about $22.1 million. The buy was split between ARK Innovation ETF (ARKK), which picked up 131,049 shares, and ARK Next Generation Internet ETF (ARKW), which added 36,440 shares. The move shows ARK’s growing confidence in Robinhood’s business as it expands beyond trading into credit, retirement, and payment products.
Another key buy was Netflix, with ARK adding 15,756 shares worth about $19.6 million through the ARKW ETF. The move suggests optimism in Netflix’s long-term outlook, even after a weaker third-quarter report. Shares of the streaming giant have fallen around 10% since posting earnings per share of $5.87, missing analysts’ forecast of $6.96. Cathie Wood appears to be using the pullback as a chance to increase exposure to the stock.
ARK Trims Stake in AMD and Palantir
On the sell side, ARK trimmed several well-known holdings, led by AMD. The firm sold 44,909 shares through the ARKW ETF for about $10.7 million. The sale may reflect profit-taking after AMD’s strong run this year, with the stock up more than 90% in 2025, helped by growth in its data center unit and optimism about its expanding role in AI chips.
Palantir also saw selling activity, with ARK unloading 23,768 shares worth $4.3 million. The data analytics firm often appears in ARK’s trade reports, suggesting the fund is still re-evaluating its position as investors question the stock’s rich valuation.
Other notable exits included 111,849 shares of Roblox (RBLX) valued at $14.9 million, 55,255 shares of Roku (ROKU) worth $5.4 million, and 84,986 shares of Adaptive Biotechnologies (ADPT) totaling $1.47 million, continuing ARK’s gradual pullback from the biotech name.
Let’s see how these stocks perform using the TipRanks Stock Comparison Tool.
