Cathie Wood-led Ark Invest bought shares of Robinhood (NASDAQ:HOOD) on Thursday, as the stock extended its slide following mixed fourth-quarter results. The firm also added to positions in BitMine Immersion Technologies Inc. (NASDAQ:BMNR) amid crypto volatility and sold shares of Airbnb Inc. (NASDAQ:ABNB) after the company’s earnings report showed an EPS miss despite revenue beat.
The Robinhood Trade
ARK Blockchain & Fintech Innovation ETF (BATS:ARKF), ARK Innovation ETF (BATS:ARKK) and ARK Next Generation Internet ETF (BATS:ARKW) funds collectively purchased 174,677 shares of Robinhood signaling confidence despite the stock’s recent decline. The Ark transaction was valued at $12.4 million.
The Vlad Tenev-led company’s shares fell 8.20% to $71.51 on Thursday after posting mixed fourth-quarter results, beating profit expectations but missing on revenue a day earlier. Analysts maintain a Buy consensus with an average price target of $142, highlighting growth levers like prediction markets and international expansion.
Platform assets surged 68% year-over-year to $324 billion, with Robinhood Gold subscribers up 58% to 4.2 million. Notably, Ark had purchased the Robinhood dip on Wednesday after the earnings as well. Wood had scooped up shares worth $33.9 million at the time.
The Bitmine Immersion Technologies Trade
Across ARKF, ARKK, and ARKW, Ark Invest acquired 212,314 shares of Bitmine Immersion Technologies. The Ethereum (CRYPTO: ETH) treasury company holds 4.326 million ETH as of February 8, representing about 3.6% of supply, plus cash for a $10 billion position.
Shares traded marginally higher by 1.81% at $20.85 amid ETH price sensitivity, with staked ETH expected to generate over $370 million in annualized rewards. The Ark Invest transaction was valued at $4.2 million.
The Tom-Lee chaired company’s shares remain volatile, down significantly from recent averages but up 201.88% over the past year.
The Airbnb Trade
Ark Invest trimmed its stake by selling 259652 shares of Airbnb across ARKF, ARKK, and ARKW. This follows Airbnb Inc‘s mixed fourth-quarter earnings, where revenues beat but EPS missed expectations.
Other Key Trades:
ARKK, ARKW and ARKF bought 134,595 shares of Roblox Corp (RBLX).
ARKG and ARKK added 31,937 shares of CRISPR Therapeutics AG (CRSP).
ARKG and ARKK purchased 210,301 shares of Tempus AI Inc (NASDAQ:TEM).
ARKK, ARKF and ARKW sold 680,371 shares of DraftKings Inc (DKNG), respectively.
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