Ark Blockchain & Fintech ETF Adds $14.5M Amazon, $2.6M Alibaba; Trims $4.9M TSMC

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Ark Invest’s ARKF purchased 66,934 Amazon shares for $14.5 million and 19,583 Alibaba shares for $2.6 million, while selling 13,663 TSMC shares ($4.9 million) and offloading 1.4 million Nextdoor shares ($2.3 million). The ETF also acquired 200,856 Joby Aviation shares valued at $2 million.

1. Major Additions to ARKF Holdings

Ark Invest’s Ark Blockchain & Fintech Innovation ETF acquired 66,934 Amazon shares valued at $14.5 million and 19,583 Alibaba shares valued at $2.6 million, boosting its exposure to leading e-commerce and cloud-computing businesses.

2. Reduction in Semiconductor and Social Media Positions

The ETF sold 13,663 Taiwan Semiconductor Manufacturing Co. shares for $4.9 million and offloaded 1,405,207 Nextdoor shares for $2.3 million, scaling back exposure to chipmakers and local social networking.

3. Other Notable Trades

ARKF added 200,856 Joby Aviation shares valued at $2 million and sold 412,711 Roku shares, reflecting a shift toward transportation innovation and reduced streaming-sector weightings.

4. Portfolio Impact

These rebalancing moves adjust the fund’s sector allocations, enhancing growth exposure in dominant tech names while moderating volatility tied to semiconductors and niche social platforms.

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