Cathie Wood's New Stock Picks (August 2026) — and What the Files Actually Show

Cathie Wood’s newest disclosed trades are dated Monday 3 August 2026, and they are the only August trades on the record: 1 and 2 August were a weekend, and ARK posts each day’s file after the close. On that day ARK’s funds bought Amazon, CoreWeave, Coinbase, Cerebras and Rocket Lab, and sold Roblox, 10X Genomics, AMD, DraftKings, CrowdStrike and Cloudflare.

That is the answer, and unlike most people’s stock picks it is not an opinion — ARK publishes what it traded, every trading day, with share counts. What follows is the pick of the August file, then July in full, then the part almost nobody writes: how these numbers get misread, including by outlets repeating them right now. It is not investment advice.

What are Cathie Wood’s newest stock picks?

On 3 August 2026, ARK bought Amazon in every one of the five funds that traded — and sold half a million shares of Roblox.

That is the pick of it, not the whole file: ARK’s 3 August disclosure runs to 46 rows across 27 name-and-direction pairs in five funds. Also traded that day and not listed above: DoorDash bought (17,314), Strata Critical Medical sold (32,846), Komatsu sold (26,858), Kodiak AI bought (21,516), Iridium sold (19,528), Snowflake sold (18,729) and Natera sold (18,060), among others.

The Amazon buy is the tell. It is the only name touched by every fund that traded that day, and it comes days after ARK was selling it — 9,895 shares sold on 28 July and 4,902 on 29 July, then 73,835 bought back on 3 August. Amazon closed at $230.86 on 28 July and $284.02 on 3 August, so ARK sold into the low and bought roughly five times as much back after a 23% move. Whatever that is, it is not a long-held conviction being topped up.

The Roblox sale needs its own footnote, because the obvious reading is wrong. ARK did not do the bulk of its Roblox selling ahead of the collapse — about 85% of it came after. The disclosed sells are three dates: 69,135 shares on 28 July, 22,586 on 29 July, then 505,751 on 3 August. Roblox closed at $48.67 on 30 July and $35.60 on 31 July, a 27% drop in one session. About 85% of ARK’s selling came after that.

One fund is missing from the table entirely: ARKG disclosed no trades at all on 3 August.

What did ARK buy and sell in July 2026?

ARK made 673 disclosed trades across 22 trading days in July. The biggest destination was SpaceX at about $183 million net — roughly a quarter of the month’s disclosed buying — then Tesla about $111 million, Circle about $60 million, Meta about $58 million and X-Energy about $45 million. On the sell side it disclosed a Strata Critical Medical sale on every one of the 22 days, and ARKK sold out of Figma entirely.

Those dollar figures value every disclosed trade at that day’s close. Gross disclosed buying for the month was around $760 million, so SpaceX took about 24% of it — the largest single destination by a distance, and more than Tesla and Circle combined.

Volume is a different question from conviction, and persistence says more than dollars. ARK bought 35 names in July without ever selling them and sold 41 without ever buying; these are the ones it touched on the most separate days:

Two structural moves sit inside that noise. ARKK exited Figma — it held 1,535,688 shares in mid-July and the name is gone from its August file, sold down through 23, 24, 29, 30 and 31 July, the last tranche a tail-end 96 shares. ARKW did not follow: it trimmed twice, on 23 and 24 July, and still holds 797,927 Figma shares, 1.20% of that fund. And it opened a new position in Scribe Therapeutics, 361,253 shares into ARKG on 24 July in a single buy, straight in at 0.34% of the fund.

The single largest trade of the month relative to a fund was ARKG buying 14,637 shares of Eli Lilly on 8 July — at 1.04% of the ETF, the only trade all month that exceeded 1% of a fund.

How did July’s picks actually do?

Dating a call is only worth something if somebody checks it later, so here are three from the past two months, marked from the day of the call to the 3 August close.

That AMD line is worth sitting with, because the obvious version of it is wrong. AMD is up 126% in 2026 — but essentially all of that was in place before ARK sold a share. Measured from its first trim on 1 June, AMD is down about 5%, and the 3 August close sits roughly 8% below ARK’s share-weighted average sale price of about $526. The sell decision looks better on the record than it does in a year-to-date table, which is exactly the sort of thing dated trades let you check.

What is fair to say is that “out” was the wrong word. We described the chip move in July as a rotation — Nvidia in, AMD out — and ARK still owns 1,054,886 AMD shares across five funds, including ARKW’s second-largest holding.

The single-day forensics behind two of those calls are in our earlier pieces on ARK buying Meta into a 7.95% drop and on the June AI dip-buying spree .

The conviction call: SpaceX

Bought on 12 separate days in July, never sold once, and now exactly 5.00% of ARKK.

If one position carries more weight than the rest, it is SpaceX, which began trading on an exchange on 12 June 2026 — we covered the $163 million ARK sold to fund that IPO purchase at the time. ARK bought it on 6, 7, 8, 10, 13, 15, 17, 20, 22, 27, 28 and 29 July — every single transaction a buy, not one sell — for about $183 million net.

The position crossed a threshold on the way. SpaceX went from 1,715,134 shares and 4.49% of ARKK at the start of July to 2,503,217 shares and exactly 5.00% in the August file, moving from the fund’s sixth-largest holding to its second, displacing Tempus AI.

Wood has not been subtle about why. On FOX Business on 22 July she said of the company: “We think this could become the most important company in history, and I mean in global history.”

And here is the honest scoreboard, which is the part a picks roundup usually leaves out. SpaceX closed at $114.53 on 3 August — about 46% below its record close of $211.39 on 16 June. ARK was buying most of the way down. It also stopped: there is no SpaceX trade on 30 July, 31 July or 3 August. Whether that is patience or a pause, the file does not say, and we are not going to guess.

Where do these picks come from?

They come from ARK’s daily trade file — fund, direction, ticker, share count and the trade as a percentage of the ETF, published after every close. That is a different document from ARK’s daily holdings CSVs, its quarterly 13F and its 13G filings, and knowing which one you are reading matters more with ARK than with almost any other manager, because the four answer four different questions.

• The daily trade file is the closest thing to a live pick list: fund, direction, ticker, shares, and the trade as a percentage of the ETF, posted after each close. It is what this article’s dated trades come from.
• The daily holdings CSVs show positions, not activity — and they are priced at the previous trading day’s close, so a file dated 4 August carries 3 August prices.
• 13F filings are quarterly and lag by 45 days. ARK’s most recent covers 31 March 2026; the June-quarter filing is not due until mid-August, so any article claiming “ARK’s latest 13F” right now is describing a stale one.
• 13G filings start when a stake passes 5% of a company and are amended as it changes — including on the way back down. ARK filed three amendments on 8 July, all with a 30 June event date, and two of them report stakes already below the line: Strata Critical Medical at 3.16% and Canton Strategic Holdings at 4.74%.

ARK’s own disclaimer, printed inside the trade file, is the limit on all of it: the files are “not comprehensive lists of a day’s trades” and exclude initial and secondary public offering transactions as well as ETF creation/redemption activity.

The catch: how these numbers get misread

Three traps, all of which are live in coverage right now.

A disclosed trade is not a change in position. ARK’s holdings move with creations and redemptions as well as with trading, so subtracting two holdings files does not give you the trades. The cleanest proof is Recursion: between the mid-July and early-August files, ARKK’s position fell by 246,221 shares while ARKK’s last disclosed Recursion trade was a buy on 13 July. Nothing was “sold” in the sense a headline would mean.

Dates get shifted by a day, and it matters. A widely syndicated claim has ARK buying 109,129 Circle shares “on 1 August 2026”. Those exact shares, with that exact fund split, are the 31 July trade date. 1 August was a Saturday. The same one-day shift is behind a story run in late July about ARK buying “roughly 160,000 shares” on 24 July. That trade is real, but it is Tesla, not SpaceX, and it is dated 23 July — 160,151 shares, bought the day Tesla fell 14.5%.

Old URLs keep working after they go stale. Two of ARK’s holdings files still return a valid response at their former addresses while serving data dated 2 January 2026. A 200 is not freshness.

And the number that frames all of it: ARKK closed at $73.54 on 3 August, down 4.4% for 2026, against +14.0% for the Nasdaq-100 tracker and +11.1% for the S&P 500 tracker over the same period. The trades are interesting, disclosed and unusually well documented. They have not, this year, been profitable relative to owning the index.

This is a roundup and an explainer, not investment advice — Drawpie isn’t a financial adviser. ARK’s disclosed trades are historical facts as of the dates shown, not recommendations, and a fund’s decision carries no implication for any individual’s circumstances. Do your own research and consider a licensed professional before acting on anything here.