ARK Invest added shares of Securitize, Cerebras Systems and the 3iQ Solana Staking ETF on August 13 while selling shares of Palantir Technologies and Shopify, according to ARK’s latest trade disclosures.
The transactions expand ARK’s exposure to tokenization, AI infrastructure and digital assets while extending recent reductions in several existing technology holdings. ARK’s disclosures provide the securities and share counts but do not state the investment rationale behind individual trades.
ARK Adds Securitize
ARK purchased 192,702 shares of Securitize (NYSE: SECZ) through the ARK Fintech Innovation ETF (ARKF), representing approximately 0.16% of the fund, according to the August 13 trade disclosure.
Securitize operates a platform for tokenizing real-world assets and provides infrastructure for the issuance, management and trading of digital securities. The company describes its platform as regulated, onchain infrastructure for asset managers, investors and other financial-market participants.
The purchase adds to ARK’s exposure to blockchain-based financial infrastructure. However, the trade disclosure does not say whether ARK made the purchase because of Securitize’s recent earnings, market performance or any particular change in its investment thesis.
Cerebras Purchased Across Two Funds
ARK also purchased 106,941 shares of Cerebras Systems (Nasdaq: CBRS) across two funds. The ARK Innovation ETF (ARKK) bought 83,366 shares, while the ARK Next Generation Internet ETF (ARKW) purchased another 23,575 shares, according to the August 13 trade disclosure.
Cerebras develops AI computing systems built around its wafer-scale processors and systems. Its CS-3 system is designed for large-scale AI and high-performance computing workloads.
Cerebras also reported its second-quarter results around the same period, with revenue increasing sharply year-over-year while the company raised its full-year outlook. Its shares nevertheless fell following the results, as per CNBC data.
The timing is notable, but there is no evidence in ARK’s trade disclosure that the earnings report or the subsequent market reaction caused the purchase. That distinction matters because the trade file provides transaction data, not an explanation of ARK’s investment decision.
Cathie Wood Adds to Solana Exposure
ARK also purchased shares of the 3iQ Solana Staking ETF (TSX: SOLQ.U) through two funds. The ARK Next Generation Internet ETF purchased 6,891 shares, while the ARK Fintech Innovation ETF bought 3,933 shares, for a combined 10,824 shares.
The 3iQ Solana Staking ETF provides exposure to Solana and seeks to generate staking rewards alongside exposure to the asset’s price movements. The ETF trades on the Toronto Stock Exchange under the SOLQ and SOLQ.U tickers.
The transaction is also notable because ARK has previously invested in the fund. In April 2025, 3iQ said ARKW and ARKF had invested more than $10 million cumulatively in SOLQ, making the August 13 purchase an addition to an existing position rather than a first-time exposure.
The latest disclosure does not indicate whether the purchase reflects a broader change in ARK’s Solana strategy.
Palantir and Shopify Sales Continue
ARK continued reducing its exposure to Palantir Technologies (Nasdaq: PLTR) and Shopify (NYSE: SHOP). Across ARKK and ARKW, ARK sold a combined 43,874 shares of Palantir, according to the August 13 trade notification.
ARK also sold a combined 57,045 shares of Shopify across ARKK, ARKW, and ARKF.
The transactions extend recent reductions in both companies. However, ARK’s trade disclosures do not identify whether the sales were driven by valuation, portfolio concentration, recent performance or another investment consideration.
Other reported sales included Brera Holdings (SLMT), Deere & Co. (DE), Twist Bioscience (TWST), 10x Genomics (TXG), and AtaiBeckley Inc (ATAI). In ARKG, ARK sold 241,388 shares of ATAI, according to the same disclosure.
On the buying side, ARK also added Cerus (CERS), Perceptive Capital Solutions (FRNM), and Schrödinger (SDGR).
What the August 13 Trades Show
The August 13 transactions show ARK rotating capital across AI infrastructure, tokenization, digital assets and existing technology holdings.
The Securitize purchase adds to ARK’s exposure to blockchain-based financial infrastructure, while the Solana ETF purchase increases its exposure to a regulated investment vehicle tied to SOL and staking. The Cerebras transaction adds to ARK’s position in AI computing infrastructure.
At the same time, the continued sales of Palantir and Shopify show that ARK reduced those positions during the session. But the trade disclosures do not establish why ARK made any individual transaction. The relationship between the trades and recent earnings results or market moves is therefore an observation about timing, not a stated investment rationale.
ARK itself says its trade notifications are provided for informational purposes and should not be viewed as endorsements or recommendations to buy, sell or hold any security.
Also Read: Cathie Wood’s ARK Invest Buys Nvidia, Broadcom & Cloudflare, Sells Deere & Shopify
