Person · 3 episodes
Cathie Wood
Every Onpode episode on Cathie Wood.
Episodes
ARK dumped Figma stock to load up on Tesla and Circle — a major portfolio shiftOn July 23, ARK Invest sold 976,368 shares of Figma (~$20.9M) while buying 160,151 shares of Tesla (~$52M) and ~130,000 shares of Circle Internet Group in the same session — roughly $60M deployed during a broad market selloff, with no public explanation from ARK CEO Cathie Wood.
Cathie Wood has bought the SpaceX dip 6 times — here's her conviction playARK Investment Management has made six SpaceX purchases totaling $475 million across ARKK, ARKX, ARKQ, and ARKW — selling zero shares — after SpaceX's June 12, 2026 IPO peaked at $225.64 intraday then fell below its $135 listing price by July 15, erasing an estimated $1.4 trillion in market value.
As markets crashed, Cathie Wood dropped $60M on Tesla, Circle, and Securitize — why now?On July 23, 2026, as the Magnificent Seven shed $800 billion in a single session, ARK Invest committed $60 million to Tesla, Circle Internet Group, and Securitize Corp — while selling nearly a million Figma shares. Tesla alone absorbed $51.2 million at $319.69 per share, down 14.52% that day.