ARK Invest bought SpaceX, Securitize, and a Solana staking ETF while selling Palantir, Roblox, and Shopify on August 21, according to the firm’s latest trade disclosures. The buying was led by a large SpaceX purchase across four funds and included several names with exposure to crypto, tokenization, and AI.
ARK Buys SpaceX Across Four Funds
ARK’s largest trade of the day was Space Exploration Technologies Corp. (Nasdaq: SPCX), the newly public rocket and satellite company led by Elon Musk, bought across four funds. The ARK Innovation ETF (ARKK) added 121,294 shares, its single biggest position change of the session, equal to about 0.2583% of the fund. The Autonomous Technology & Robotics ETF (ARKQ) bought 35,941 shares (0.2534%), the Next Generation Internet ETF (ARKW) 33,381 shares (0.2560%), and the Space Exploration & Innovation ETF (ARKX) 14,415 shares (0.2463%) — a combined total of roughly 205,031 shares of SpaceX.
SpaceX has had a turbulent run as a public company. It listed on the Nasdaq under the ticker SPCX on June 12 in a record-setting IPO, then fell sharply, trading near $134 on August 21 against a 52-week range of about $105 to $226, with a market capitalization near $1.77 trillion. The buy came a day after a large share unlock on August 20 that had weighed on the stock.
The name is of particular interest to crypto followers. Before its listing, SpaceX was one of the most heavily traded companies on crypto pre-IPO perpetual contracts and prediction markets, the same venues now pricing Anthropic’s expected IPO, and The Crypto Times has previously reported that roughly 80% of major SpaceX investors also deal with crypto. SpaceX has also moved deeper into AI after absorbing Elon Musk’s xAI and its Grok model, placing it at the intersection of the space, AI, and digital-asset themes.
Securitize and Solana ETF Round Out the Crypto Buying
For crypto-focused readers, ARK’s most direct move was in the ARK Fintech Innovation ETF (ARKF), which bought Securitize (NYSE: SECZ), a real-world-asset tokenization platform, adding 85,393 shares equal to about 0.0692% of the fund. It was ARKF’s largest purchase of the day and extends a run of buying since Securitize’s NYSE debut. Securitize is the firm behind BlackRock’s tokenized money-market fund and went public on July 2 via a SPAC merger, tokenizing its own stock on Solana and Avalanche on its first trading day.
ARK also made a small addition to the 3iQ Solana Staking ETF (TSX: SOLQ.U), buying a combined 5,844 units across ARKW and ARKF. That fund offers direct exposure to Solana’s price plus staking rewards, and ARK has held it since April 2025, when ARKW and ARKF became among the first U.S.-listed ETFs with Solana staking exposure. Its repeated appearance keeps another digital-asset position in the day’s purchases.
Other Buys: BWX Technologies, Intellia, and Perceptive
Beyond SpaceX and the crypto names, ARK added nuclear-components maker BWX Technologies (NYSE: BWXT), buying a combined 69,979 shares across ARKK, ARKQ, and ARKX. It also bought gene-editing firm Intellia Therapeutics (Nasdaq: NTLA), adding a combined 115,499 shares across ARKK and the Genomic Revolution ETF (ARKG), and Perceptive Capital Solutions (Nasdaq: FRNM) in ARKG.
Heavy Selling in Palantir
The day’s largest sale was Palantir Technologies (Nasdaq: PLTR), trimmed across four funds. ARKK sold 92,366 shares — the single largest trade of the session, at about 0.2606% of the fund — followed by sales in ARKQ (27,349), ARKW (25,424), and ARKX (10,971), for a combined total of roughly 156,000 shares.
Other reductions included Roblox (NYSE: RBLX), with ARKK selling 26,616 shares, along with Shopify (Nasdaq: SHOP) through ARKK and ARKF, Deere & Co (NYSE: DE) through ARKQ and ARKX, 10x Genomics (Nasdaq: TXG) through ARKK, and small sales of Brera Holdings (SLMT) across several funds.
How the Trades Fit ARK’s Recent Strategy
The August 21 trades continue several themes visible in ARK’s recent disclosures. The combination of Securitize and the Solana ETF follows the firm’s August 17 buying of Block, Nvidia, and Securitize and its August 13 additions of Securitize and a Solana staking ETF, extending a steady run of digital-asset purchases. The continued trimming of Palantir also echoes recent sessions.
The SpaceX addition stands out for its size and timing, with ARK adding to a recently public, crypto-adjacent name the day after a share unlock pressured the stock. Because ARK’s trade notifications do not provide reasons for individual transactions, these moves should not be interpreted as explicit statements about the companies’ future prospects.
What the Latest Trades Show
The disclosure offers a snapshot of how ARK positioned across space, crypto, and AI during the session. SpaceX was the standout purchase, backed by continued Securitize buying and a small Solana ETF add, while the firm reduced exposure to Palantir, Roblox, and Shopify.
ARK’s trade disclosure does not state a rationale for the individual trades, so any connection to earnings moves or market themes is an interpretation rather than a stated view from the firm. The transactions reflect portfolio changes by ARK Invest and should not, by themselves, be treated as recommendations to buy, sell, or hold the securities involved.
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