智通财经网·2025-09-30 02:58Core Insights - Cathy Wood, CEO of Ark Invest, highlighted that the AI sector is currently dominated by four major players: OpenAI, Anthropic, Elon Musk's xAI, and Google's Gemini, with competition intensifying among them [1] - Ark Invest is increasing its focus on AI, cloud computing, and the next-generation internet, particularly targeting Chinese tech stocks [1][2] Fund Activities - ARK Innovation ETF (ARKK.US): - Reduced holdings in Roku by approximately 68,000 shares, valued at over $6.5 million, and continued to decrease exposure to Tempus AI by over 107,000 shares, valued at over $8 million [1] - Sold about 138,000 shares of AMD, valued at approximately $22 million, and reduced Roblox holdings by over 38,000 shares, valued at $5 million [1] - Increased Holdings: - Acquired approximately 120,000 shares of Intellia Therapeutics, valued at about $1.96 million, and made its first purchase of Alibaba since 2021, buying around 63,000 shares valued at approximately $11 million [2] - Also invested in Baidu, purchasing about 82,000 shares, valued at approximately $11 million [2] - ARK Next Generation Internet ETF (ARKW.US): - Increased Alibaba holdings by about 42,000 shares, valued at over $8 million, while reducing positions in Shopify and Roblox [2] - ARK Genomic Revolution ETF (ARKG.US): - Continued to increase holdings in Arcturus Therapeutics, purchasing approximately 65,000 shares, with a total increase of about 136,000 shares over two weeks [3] - Also added over 17,000 shares of Intellia Therapeutics [3] - ARK Fintech Innovation ETF (ARKF.US): - Increased Alibaba holdings by about 50,000 shares, valued at over $8 million [3] - ARK Autonomous Technology & Robotics ETF (ARKQ.US): - Purchased over 21,000 shares of Baidu and 106,000 shares of Pony.ai, valued at $2.2 million, while reducing holdings in Kratos Defense by about 71,000 shares and completely selling Oklo, valued at $6 million [3]