Cathie Wood’s Ark Buys Figma, AMD, Broadcom, and Google in Latest Trades

TLDR

• Cathie Wood sold ~$35M in Teradyne shares on February 23, 2026
• ARK bought $11.82M in Figma stock after a 5.1% price dip
• AMD and Broadcom each received roughly $6-7M in new investment
• Alphabet received ~$6M; DraftKings was trimmed further
• ARK also sold Taiwan Semiconductor and Iridium Communications shares

Cathie Wood’s ARK Invest made a series of portfolio moves on Monday, February 23, 2026, according to the firm’s daily ETF disclosures.

The biggest move was selling 109,992 shares of Teradyne, a test-equipment maker, for around $35.7 million. ARK has been reducing its Teradyne position over several trading sessions.

Teradyne shares had rallied after earnings on February 2 but have since pulled back. The stock dropped nearly 2% on Monday.

ARK used part of those proceeds to buy into Figma, the cloud-based design platform. The firm purchased 477,445 shares across two ETFs — ARKK and ARKW — spending about $12.46 million.

Figma, Inc., FIG

Figma stock had fallen 5.1% that day, which ARK appeared to treat as a buying opportunity. Figma had recently beaten analyst expectations on both revenue and earnings.

Figma’s CEO Dylan Field also pushed back on concerns that AI could hurt traditional software companies, pointing to Figma’s own AI features as a growth driver.

ARK Adds AMD and Broadcom Amid Semiconductor Bets

ARK bought 34,573 shares of Advanced Micro Devices for approximately $6.92 million. AMD shares had dipped about 1.8% on reports of delays in its Instinct MI455X AI accelerator chips.

Those delays came alongside news of an expanded AI partnership between Nvidia and Meta, which added pressure to AMD’s stock.

ARK’s robotics-focused ETF, ARKQ, picked up 18,534 shares of Broadcom for $6.17 million. Wood has been building a Broadcom position ahead of the company’s next earnings report, with interest focused on its custom AI chip business.

ARK also purchased 19,105 shares of Alphabet’s Class C stock for around $6 million. Google’s parent company had dropped about 1% on Monday as broader markets sold off.

ARK Continues to Exit DraftKings

On the sell side, ARK offloaded 248,197 shares of DraftKings for $5.54 million. This continues a steady pattern of reducing exposure to the online sports betting platform.

ARK also sold 179,330 shares of Iridium Communications for $4.11 million and trimmed 12,629 shares of Taiwan Semiconductor for $4.68 million.

Smaller buys included 66,695 shares of Aurora Innovation for $3.18 million and 33,078 shares of DoorDash for $5.83 million.

ARK also added 61,525 shares of Klarna for $804,747 while selling a small stake in Intercontinental Exchange for $397,345.

In total, ARK’s Monday trades showed a clear pattern: rotating out of Teradyne and DraftKings while adding to positions in AI-adjacent tech stocks including Figma, Broadcom, AMD, and Alphabet.

The post Cathie Wood’s Ark Buys Figma, AMD, Broadcom, and Google in Latest Trades appeared first on CoinCentral.