Cathie Wood ARK Invest Buys Broadcom, AMD and Coinbase on February 17

TLDR

• ARK Invest bought ~$8M in Broadcom, ~$6.1M in AMD, and ~$6.9M in Coinbase on February 17
• Largest trade was a $13.3M sell of Teradyne shares
• ARK sold ~$6.3M of Twist Bioscience after a 7.7% stock surge from a licensing deal
• ARK also trimmed positions in Airbnb, Pinterest, and PagerDuty
• ARK added ~$4.5M in CRISPR Therapeutics shares

Cathie Wood’s ARK Invest published its daily ETF trade disclosures for February 17, 2026, showing a busy session of buys and sells across tech, biotech, and crypto.

The day’s largest trade was a sell. ARK offloaded 43,586 shares of Teradyne, a test-equipment maker, for around $13.3 million. Teradyne stock dropped 2.9% on the day, pulling back after a post-earnings rally earlier in the month.

Broadcom Inc., AVGO

ARK bought 24,205 shares of Broadcom for roughly $8 million. Broadcom stock rose 2.3% on the day, lifted by positive sentiment around custom AI chip manufacturers.

ARK Loads Up on AMD and Coinbase

ARK picked up 30,139 shares of Advanced Micro Devices for about $6.1 million. AMD fell 2% on the day amid reports of possible delays to its Instinct MI455X accelerator chips.

AMD dropped a further 2.3% in after-hours trading. News of an expanded multiyear AI infrastructure deal between Nvidia and Meta weighed on the stock.

ARK also added 41,453 shares of Coinbase for around $6.9 million. Coinbase stock edged up 1% despite Mizuho Securities cutting its price target from $280 to $170, citing a preference for rival Robinhood during the current Bitcoin price slump.

Why ARK Sold Twist Bioscience

ARK sold 119,374 shares of Twist Bioscience for about $6.3 million. The sale came on the same day Twist shares hit a 52-week high of $53.42, up 7.7%.

The surge followed Twist announcing a licensing deal with Invenra, making it co-exclusive provider of Invenra’s B-Body bispecific antibody platform. Twist will receive all related revenue and a 6% ownership stake in Invenra.

ARK appeared to use the price spike to exit the position at a higher value.

Other Trades on February 17

ARK bought 84,663 shares of CRISPR Therapeutics for roughly $4.5 million, adding to its biotech exposure.

The firm sold 57,769 shares of Pinterest for about $891,000 and 15,711 shares of Airbnb for around $1.9 million.

ARK also sold 103,617 shares of PagerDuty for $719,000 and made smaller purchases in Tharimmune, Kodiak AI, and Brera Holdings.

Additional sells included positions in Discovery Ltd and Kaspi.kz.

AMD closed down 2% on February 17 before dropping a further 2.3% in extended trading on the Nvidia and Meta partnership news.

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