Cathie Wood’s ARK Invest ETFs (exchange-traded funds) disclosed their daily ETF trades for Friday, January 16, 2026. The firm added to semiconductors, clean energy, and industrial technology stocks, while trimming exposure to select defense and software names.
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Which Stocks Did Wood Buy on January 16?
On the buying side, one of the key additions was Advanced Micro Devices (AMD). ARK purchased 4,844 shares, valued at about $1.10 million, increasing its exposure to a major player in AI and high-performance computing.
Wood also added to her chip exposure through Taiwan Semiconductor Manufacturing Company (TSM), or TSMC. The firm bought 5,542 shares worth roughly $1.89 million, underscoring continued confidence in the global foundry leader. It’s important to highlight that TSMC recently reported smashing Q4 results, driven by robust demand for AI chips. The company posted NT$505.74 billion ($16 billion) in net income and diluted EPS of NT$19.50 ($3.14 per ADR). Meanwhile, revenue increased 25.5% year-over-year to NT$1.046 trillion ($33.73 billion), beating the expected NT$1.034 trillion.
Another notable buy was Oklo (OKLO). Through its ARK Autonomous Technology & Robotics ETF (ARKQ), ARK acquired 34,420 shares, valued at approximately $3.15 million. The purchase points to growing conviction in next-generation nuclear energy as part of ARK’s long-term clean energy thesis.
In the industrial technology space, ARK increased its stake in Trimble (TRMB). The firm bought 25,511 shares via ARKX for about $2.00 million, aligning with its focus on automation, construction tech, and geospatial software. ARK also continued building exposure to autonomous driving by purchasing 133,604 shares of Pony AI (PONY), a trade valued at $2.12 million.
To compare how these newly added positions stack up, let’s see how these stocks perform using the TipRanks Stock Comparison Tool.
Which Stocks Did ARK Sell?
On the sell side, the most significant move was a sharp reduction in Kratos Defense and Security Solutions (KTOS). ARK sold 98,395 shares across its ARKQ ETF and the ARK Space Exploration & Innovation ETF (ARKX), totaling about $12.26 million. This followed another Kratos sale earlier in the week, signaling a continued pullback from the defense stock.
ARK also trimmed positions in select software and fintech names. The firm sold 24,597 shares of Unity Software (U) for roughly $1.08 million through the ARK Next Generation Internet ETF (ARKW). In addition, it reduced its stake in Intuit (INTU), selling 993 shares worth about $550,697, after trimming the position earlier in the week.
