Cathie Wood’s ARK Invest ETFs (exchange-traded funds) made a new shift in the portfolio on Monday, March 30, 2026, cutting exposure to semiconductor testing firm, Teradyne (TER), while adding to AI infrastructure company CoreWeave (CRWV) and nuclear energy firm Oklo (OKLO).
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High conviction CRWV bulls now have this Tradr ETFWhat Did Wood Sell on March 30?
The most eye-popping move of the day was ARK’s massive exit from Teradyne. Wood offloaded 29,130 shares, pocketing roughly $8.6 million.
This continues a recent trend of reducing her position in the chip equipment company as the semiconductor testing market matures. The stock reflected this slowing momentum, closing 7% lower on Monday.
Wood Buys the Dip in CRWV and OKLO
While Teradyne was a clear exit, Wood used a sharp sell-off in CoreWeave as a golden entry point. She poured over $3.1 million into the AI-focused cloud provider just as CRWV stock tumbled nearly 8%.
The slide was triggered by news that CoreWeave’s CEO, Michael Intrator, recently sold over $7.2 million worth of company stock. While the “insider selling” headline spooked retail investors, Wood viewed the dip as a great opportunity.
ARK also bought 37,422 shares of Oklo, worth about $1.8 million, buying the dip after the stock fell about 9% on Monday. The move shows Wood’s growing focus on nuclear energy, as data centers need large amounts of clean power, with Oklo’s small modular reactors seen as a long-term solution.
In healthcare, the firm bought 20,674 shares of GeneDx (WGS) for around $1.18 million, showing continued interest in genomics and precision medicine.
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