Overview
- On February 10, ARK bought 97,646 Roblox shares for about $7.17 million after the stock slipped roughly 2% following Australian child-safety scrutiny.
- The move followed a February 9 purchase of 145,603 Roblox shares worth $9.67 million across ARKK, ARKW, and ARKF.
- Roblox’s strong Q4 results and upbeat bookings outlook provided the backdrop for the consecutive buys.
- ARK also added crypto-linked Bullish with a 95,018-share purchase worth about $3.05 million while increasing select AI-healthcare names including Recursion and TharImmune.
- Portfolio rebalancing included a major sale of 669,600 PagerDuty shares totaling about $5.24 million and trims to Pinterest and The Trade Desk across its ETFs.