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ARK Invest sold about $119.7 million in Broadcom shares and $20 million in CoreWeave, while buying Nvidia and other stocks, according to a Yahoo Finance article that first appeared on GuruFocus.
Why it mattersThe reported trades came after a sharp technology-stock sell-off. ARK has not disclosed why it made them, so they are a snapshot of one fund’s portfolio, not a verdict on the AI trade.
Discuss: Do these sales look like sensible portfolio rebalancing, or a warning about AI infrastructure stocks?
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