Cathie Wood’s ARK buys $23M SpaceX, $17M Nvidia; offloads Roblox, Palantir

Cathie Wood’s ARK ETFs made a mixed set of portfolio moves on August 5, 2026, highlighting continued appetite for high-growth tech and aerospace names while trimming several winners. The firm added 181,830 shares of SpaceX worth $22.79 million and 80,415 shares of Nvidia valued at $17.04 million. At the same time, ARK sold 467,486 shares of Roblox for $17.30 million and 70,259 shares of Palantir for $11.43 million, while also cutting Shopify by 89,033 shares worth $10.98 million. The activity suggests ongoing rotation within ARK’s innovation-focused portfolios, with buying concentrated in AI, chips, and space exposure and selling focused on gaming and software positions. Markets may read this as supportive for SpaceX and Nvidia sentiment, but a cautious sign for Roblox, Palantir, and Shopify.