智通财经网·2026-01-15 22:21Group 1 - ARK Investment Management, led by Cathie Wood, is reducing its holdings in Tesla while increasing its position in semiconductor giant Broadcom [1][2] - The ARK Next Generation Internet ETF (ARKW) added 31,308 shares of Broadcom, bringing its total holdings to 62,545 shares, while the ARK Innovation ETF (ARKK) purchased 111,781 shares of Broadcom [1] - Broadcom's stock price experienced a decline of 4.2% amid a broader tech sell-off but rebounded to $343.02, reflecting ARK's bullish outlook on the semiconductor and AI sectors [1] Group 2 - The ARK Innovation ETF reduced its Tesla holdings by 86,139 shares, yet Tesla remains one of the largest positions in multiple ARK funds, with approximately 1.7285 million shares still held [2] - Tesla's stock has been volatile, with a 1.8% drop following CEO Elon Musk's announcement of a shift to a monthly subscription model for its full self-driving software [2] - ARK also made adjustments in the semiconductor sector by selling 19,310 shares of TSMC's American Depositary Receipts, retaining about 164,437 shares valued at approximately $53.8 million [2] Group 3 - In the fintech sector, the ARK Fintech Innovation ETF purchased 56,993 shares of Klarna Group, which went public at the end of last year [3] - The ARK Fintech Innovation ETF achieved a return of approximately 29% in 2025, outperforming the Nasdaq Composite Index, which rose about 20% during the same period [3]