Cathie Wood’s ARK buys about $38 million of Meta shares and sells nearly $7 million of CrowdStrike
AI Market Summary
ARK Invest increased exposure to Meta by about $38M while trimming CrowdStrike by roughly $7M after both rallied. Meta strength is tied to early consumer traction for its Muse AI agent and an upcoming Meta Connect event that could clarify product monetization. CrowdStrike remains supported by strong ARR growth and agentic-security demand, but ARK's profit-taking highlights valuation sensitivity after a sharp YTD run.
Impact level
● Medium
Affected assets
NCSKMETA2USD/USDT-0.26%
AI Insight · NCSKMETA2USD/USDTAI Insight
● Neutral
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Cathie Wood’s ARK Invest funds bought about $38 million of Meta Platforms stock on Monday, while selling nearly $7 million of CrowdStrike shares. CrowdStrike is up about 113% in 2026. In the latest quarter, its annual recurring revenue rose 25% to $5.84 billion, and net new ARR increased 51% to a record $333 million.
