Cathie Wood’s ARK sells Deere & Co, adds Broadcom stock
According to Investing.com, Cathie Wood’s ARK ETFs reported Aug. 10 trades. ARK sold 60,458 shares of Deere (DE) for about $37.53M. It bought 122,422 shares of NVIDIA (NVDA) for about $27.42M and added Broadcom (AVGO) for about $16.69M, plus Cloudflare (NET) for about $17.46M. It also sold Shopify (SHOP) and Snowflake (SNOW).
How this was made
The 30-second read
Why it matters
For traders, the actionable signal is positioning. However, the text lacks any company-specific catalyst (earnings, guidance, regulation, product, or deal), so the impact is likely sentiment and flow-driven rather than fundamental.
Market read
The article provides concrete trade sizes that may influence short-term flow-sensitive trading, but it does not introduce new fundamentals for the companies mentioned.
What to watch
The article does not state the underlying reason for each trade (valuation, risk limits, model changes), so causality to price action is uncertain.
Background
The piece summarizes ARK ETF daily trades for Monday, Aug 10, 2026, highlighting the largest buys and sells by dollar value.
Ticker impact
ARK sold 60,458 shares of Deere & Co for about $37.53 million, continuing a recent divestment trend.
Near-term downside bias from flow optics, but magnitude is fund-specific and not a fundamental catalyst.
This is a disclosed ETF trade size, not company guidance, earnings, or regulatory action; impact is likely limited to positioning/sentiment.
ARK bought 122,422 shares of NVIDIA for about $27.42 million, adding to its earlier-month acquisitions.
Mild near-term support from incremental demand optics, with limited fundamental read-through.
The trade is concrete and sizable, but it is not tied to new NVDA fundamentals in the text.
ARK added Broadcom, buying 39,020 shares across ARKK and ARKQ for about $16.69 million.
Slight positive bias for AVGO from flow-following traders.
No new AVGO-specific business update is provided; the signal is portfolio allocation rather than a catalyst.
ARK added Cloudflare, buying 58,142 shares worth about $17.46 million, after a large purchase the prior Friday.
Potential short-term tailwind if flows matter to the stock’s tape.
The article provides trade details but no new NET operational or financial information.
ARK sold 46,101 shares of Shopify for about $6.99 million as part of ongoing tech-stock adjustments.
Slight negative bias from reduced demand optics.
This is a portfolio trade without accompanying SHOP fundamentals in the text.
ARK sold 15,830 shares of Snowflake for about $5.23 million, continuing reductions in some tech holdings.
Limited near-term impact, mostly positioning-related.
No new SNOW catalyst is described; effect is likely marginal.
ARK bought 25,790 shares of Teradyne for about $9.78 million.
Mild positive bias from incremental buying.
Trade data is new, but the article does not provide TER-specific fundamental updates.
ARK sold 122,590 shares of 10X Genomics for about $6.38 million, continuing a reduction in genomics exposure.
Slight negative bias from reduced ETF demand optics.
The text provides trade size but no new TXG clinical or financial development.
Market effects
Flow signals tilt toward semiconductors (NVDA, AVGO) and cloud infrastructure (NET) while trimming genomics (TXG) and some enterprise software exposure (SHOP, SNOW).
Primarily US large-cap tech and semis positioning; no direct regional macro linkage in the text.
Limited global read-through; the article is about US-listed ETF trades rather than cross-border policy or supply-chain shocks.
Counterpoint
These are ETF rebalancing trades, not necessarily a conviction change; the market may overreact to flow optics.
Key entities
- fundARK ETF (Cathie Wood)
Published daily trades for Aug 10, 2026, including large DE sales and NVDA/AVGO/NET buys.
