Cathie Wood's Ark Invest Makes Big Swings Trading Airbnb, Coinbase, Tempus AI and ARKB

On Monday, Cathie Wood's Ark Invest executed significant trades involving Airbnb Inc.

Cathie Wood’s Ark Invest made some interesting moves on Monday, buying up shares of Airbnb Inc (NASDAQ: ABNB), Coinbase Global Inc (NASDAQ: COIN), and Tempus AI Inc (NASDAQ: TEMP), and selling off some of its ARK 21Shares Bitcoin ETF (NYSE: ARKB).

These trades come amid a broader market sell-off, as investors grew concerned about the impending tariffs that the Trump administration is planning to impose on key U.S. trading partners: Canada, Mexico, and China.

Here’s a closer look at some of Ark’s trades from Monday:

Airbnb

Ark’s ARKF fund acquired 74,111 shares of Airbnb via Ark Fintech Innovation ETF. This move follows Airbnb's strong fourth-quarter earnings, which saw the company beat on earnings and report revenue within estimates.

The company's growth was driven by increased bookings in "nights and experiences" and a shift in market share from traditional hotels. According to Airbnb CFO Ellie Mertz, the company has been gaining more users from classic hotels, contributing to its market share gains.

The value of this trade is currently unavailable due to missing closing price data. For the day, ABNB stock went up by 1.5% to reach $140.98, making the total value of Ark's purchase approximately $10.45 million.

Coinbase

Ark’s ARKW fund purchased 38,865 shares of Coinbase through ARK Next Generation Internet ETF. Based on Coinbase’s closing price of $205.75 on Monday, this transaction was valued at $7.99 million.

This acquisition aligns with the recent surge in the cryptocurrency market, driven by President Donald Trump’s announcement of a strategic U.S. cryptocurrency reserve. Major cryptocurrencies, including Bitcoin (CRYPTO: BTC), saw declines on Monday evening, erasing the gains they had made on Sunday due to the crypto reserve news.

This downturn occurred as investors grew concerned about the impending tariffs proposed by the Trump administration on key U.S. trading partners: Canada, Mexico, and China.

Tempus AI

Ark Invest made significant buys of Tempus AI shares, adding 719 shares to ARK Genomic Revolution ETF (NYSE: ARKG) and 9,100 shares to ARK Innovation ETF (NYSE: ARKK). The purchases totaled $500,082, as Tempus AI shares closed 9.34% lower at $50.93 on Monday.

The moves come after Tempus AI recently missed expectations for its fourth-quarter revenue but reported better-than-expected EPS and provided strong guidance. This suggests that Ark is still bullish on Tempus AI’s prospects.

The value of this trade is currently unavailable due to missing closing price data.

ARKB

Ark’s ARKW fund sold 95,769 shares of ARK 21Shares Bitcoin ETF (NYSE: ARKB). ARKB ended Monday higher by 2.12% at $85.84. The sale was valued at $8.2 million.

This decision follows a period of volatility in the cryptocurrency market, where Ark had previously sold shares amid a crypto meltdown.