Jan. 15 at 8:49 PM
Cathie Wood’s ARK funds are adjusting their holdings, reducing Tesla while increasing exposure to Broadcom. The ARK Next Generation Internet ETF added 31,308 Broadcom shares, bringing its total to 62,545, and the ARK Innovation ETF added 111,781 shares, establishing a new stake. Broadcom shares briefly fell 4.2% after a Beijing software ban but rebounded to
$346.73.
Meanwhile, ARK Innovation sold 86,139 Tesla shares, though the company remains a major holding, representing nearly 10% of the fund. Tesla stock has fluctuated in 2026, including a 1.8% drop after CEO Elon Musk announced that full self-driving software would now be offered as a monthly subscription.
ARK also sold 19,310 shares of Taiwan Semiconductor ahead of its strong Q4 earnings report and 2026 capital expenditure forecast. The Next Generation Internet ETF still holds 164,437 U.S.-listed TSM shares, worth roughly
$53.8 million.
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