Cathie Wood’s ARK Invest Dumps Meta and Roku to Buy Into Tempus AI

TLDR

• Cathie Wood’s ARK Invest sold 3,578 Meta shares worth ~$2.1 million across three funds
• ARK also sold 95,090 Roku shares totaling ~$9.1 million across multiple ETFs
• ARK bought 84,939 shares of Tempus AI worth ~$4.1 million on Wednesday
• Tempus AI is now ARK Innovation ETF’s third-largest holding at ~5% of fund weight
• Meta lost a social-media addiction trial and confirmed layoffs of several hundred workers

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Cathie Wood’s ARK Invest trimmed its Meta and Roku positions on Wednesday, March 25, and moved money into healthcare AI company Tempus AI instead.

Meta Platforms, Inc., META

ARK sold 3,578 Meta shares across three of its funds. Based on the stock’s closing price, that sale came to around $2.1 million. The ARK Innovation ETF now holds roughly 105,000 Meta shares, worth close to $63 million — about 1% of the fund.

It was a busy day for Meta. A jury found the company and Google’s YouTube were negligent for operating products that harmed children and teenagers in a landmark social-media addiction trial. Both companies said they plan to appeal.

Meta also unveiled a new executive pay plan that targets a 500% stock increase and a $9 trillion valuation by 2031. The company confirmed to Barron’s that it was laying off several hundred employees across its sales, recruiting, and virtual reality divisions. Despite all of that, Meta shares ended the day up just 0.3%.

ARK also sold 95,090 Roku shares across its ARKK, ARKW, and ARKF funds, totaling around $9.1 million. This follows a large Roku sale the day before, on March 24.

Other sells on the day included 30,174 shares of Teradyne for roughly $9.7 million, and 205,019 shares of Bullish across three ETFs for about $7.7 million. ARK has been selling Bullish shares consistently over the past week.

Additional sales included 62,393 shares of Kratos Defense and 27,647 shares of Natera, worth $4.8 million and $5.4 million respectively.

ARK’s Big Bet on Tempus AI

On the buying side, ARK’s main move was Tempus AI. The fund bought 84,939 shares through its ARKK and ARKG ETFs, spending around $4.1 million.

Tempus AI fell 4.2% on Wednesday and is down 21% so far in 2026. ARK’s purchase looks like a dip-buy.

ARK Innovation ETF now holds around 6.3 million Tempus AI shares worth more than $294 million. That makes it the fund’s third-largest position, behind Tesla and Crispr Therapeutics, at roughly 5% of the total fund.

A Pattern of Reallocation

ARK’s Wednesday trades show a broader pattern. The firm has been reducing positions in Roku, Teradyne, and Bullish over several consecutive days.

At the same time, it has been building its Tempus AI stake. Tempus AI is a healthcare technology company that uses AI to help with medical data and cancer care.

Smaller purchases on the day also included shares of Archer Aviation, Beam Therapeutics, and others.

The ARK Innovation ETF closed up 1.3% on Wednesday.

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