On Tuesday, Ark Invest, under the leadership of Cathie Wood, engaged in multiple notable stock transactions involving Broadcom Inc., BYD Co. Ltd., Advanced Micro Devices Inc. (AMD), and WeRide Inc., conducted through different ETFs managed by the firm.
Broadcom Acquisition Reflects Confidence Amid Regulatory Challenges
The ARK Innovation ETF (BATS:ARKK), the flagship fund of Ark Invest, added 32,408 shares of Broadcom, with the transaction valued at approximately $10.8 million based on the share price of $332.60 at market close. This strategic purchase follows a period of share depreciation for Broadcom, resulting from China's recent directive restricting the use of foreign cybersecurity software. This policy shift has affected several U.S.-based companies, notably including VMware, which Broadcom owns. By increasing exposure to Broadcom, Ark demonstrates a continued belief in the company's long-term prospects despite near-term regulatory headwinds.
WeRide Expansion Aligns With Autonomous Technology Focus
Meanwhile, the ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) acquired 577,099 shares of WeRide for roughly $4.9 million, with shares priced at $8.48 at closing. WeRide is a Chinese autonomous vehicle company specializing in robotaxi services, currently operating a fleet exceeding 1,000 vehicles. Their driverless operations extend across major Chinese cities such as Beijing and Guangzhou. This expansion complements Ark’s interest in transformative transportation technology, as WeRide integrates its autonomous fleet more deeply with platforms like Tencent’s WeChat, bolstering service connectivity and customer engagement.
Increased Stake in BYD Following Electric Vehicle Sales Milestone
The ARKQ ETF also increased holdings in BYD by acquiring 205,748 shares, amounting to around $2.53 million based on a closing share price of $12.31. BYD has recently surpassed Tesla in worldwide electric vehicle sales volume, delivering approximately 2.26 million EVs globally in 2025. Despite this significant competitive achievement, BYD faces challenges related to maintaining profitability and pursuing international market expansion, factors that could influence its growth trajectory moving forward.
AMD Investment Supports AI and Data Center Growth Initiatives
In the ARK Space & Defense Innovation ETF (BATS:ARKX), Ark Invest took a position in Advanced Micro Devices by acquiring 3,165 shares valued at approximately $734,026, with shares closing at $231.92. AMD is intensifying its efforts to embed artificial intelligence capabilities into mainstream personal computers while leveraging its strengths in data center solutions. Industry analysts suggest these initiatives could form the foundation of AMD's next phase of growth by broadening the accessibility of AI technologies to a wider range of users.
Other Portfolio Movements and Market Context
Aside from these key purchases, Ark Invest made several other portfolio adjustments. The ARK Innovation ETF, ARK Space & Defense Innovation ETF, and ARK Autonomous Technology & Robotics ETF collectively sold significant shares of Kratos Defense and Security Solutions Inc. and acquired positions in Trimble Inc. and Deere & Co. These transactions show a careful recalibration of holdings aligned with Ark’s thematic focus areas.
According to Benzinga Edge Stock Rankings, Broadcom currently scores in the 6th percentile for value and shows solid medium and long-term price trends. The stock’s quality rating is notably strong, reinforcing Ark’s evident confidence in the company’s fundamentals despite recent regulatory impacts in the Chinese market.
Summary of Ark Invest’s Recent Trades
- Purchased over 32,000 shares of Broadcom amid Chinese regulatory setbacks.
- Added more than half a million WeRide shares supporting autonomous vehicle growth.
- Increased exposure to BYD after surpassing Tesla in global EV sales.
- Expanded AMD holdings emphasizing AI integration and data center strengths.
These transactions highlight Ark Invest’s unwavering commitment to innovation-driven sectors, particularly where technological advancements intersect with transportation and computing.