Cathie Wood’s ARK Invest carried out a series of trades on Friday, September 11, 2026, selling several holdings while increasing exposure to companies connected to artificial intelligence and the space economy.

The largest sale was 46,015 shares of Twist Bioscience through the ARKK ETF, valued at approximately $5.8 million. ARK has been reducing its position in the company for several weeks.

The firm also sold 60,556 shares of 10X Genomics for about $4 million and 121,217 shares of Bullish for roughly $4.1 million. Smaller sales involved Tempus AI, GeneDx Holdings, and Alphabet.

On the buying side, ARK acquired nearly 115,000 shares of Intellia Therapeutics, worth approximately $1.4 million. The purchase extends a pattern of steady accumulation in the gene-editing company over the past week.

ARK Purchases $27.9 Million of Meta Stock

Two ARK funds purchased a combined $27.9 million of Meta Platforms stock on September 9. Meta shares are trading approximately 18% below their all-time high.

Meta Platforms, Inc. trades under the ticker META. ARK’s research team identifies the company’s 3.6 billion daily app users as a significant advantage. Meta is using artificial intelligence to improve advertising targeting and recommendations across its applications.

Meta reported second-quarter revenue growth of 28% year over year. Chief Executive Officer Mark Zuckerberg said Meta’s advertising business is growing faster, on a dollar basis, than the reported advertising business of any other company.

Meta plans to spend between $165 billion and $169 billion on capital expenditures in 2026. Wood appears to believe those investments will produce higher free cash flow over time. The stock trades at a forward price-to-earnings multiple of 21. The scale of the planned spending makes advertising growth and the eventual effect on free cash flow important measures for following ARK’s Meta thesis.

ARK Increases Rocket Lab Position

Three ARK ETFs purchased approximately $45 million of Rocket Lab shares between August 31 and September 8. The stock has declined nearly 60% from its all-time high of $151, reached earlier this year.

Rocket Lab reported second-quarter revenue growth of 62% year over year and a record backlog of $2.36 billion. The company has signed $437 million in new bookings since March 31.

Rocket Lab Chief Executive Officer Peter Beck described demand for launch services as “extreme.” Management said launch booking slots beyond 2029 are “extremely limited,” a condition that could benefit the company as demand increases.

Rocket Lab is also acquiring Iridium, which operates 66 satellites and has more than 2.5 million subscribers. Wood appears to be positioning Rocket Lab as a long-term space-infrastructure investment. Its backlog, new bookings, launch availability, and the Iridium transaction are the main operational developments connected to that positioning.

ARK’s flagship ARKK ETF is up approximately 9% in 2026, trailing the broader market. Four other ARK funds have outperformed the S&P 500 over the past three years.

ARK’s latest purchases reflect a focus on artificial-intelligence platforms and space infrastructure as the final quarter of 2026 approaches. The trades leave several concrete measures to follow, including Meta’s advertising growth and capital-expenditure plans, Rocket Lab’s backlog and launch bookings, and ARKK’s performance relative to the broader market. The original report was published by CoinCentral: https://coincentral.com/why-cathie-wood-is-buying-meta-and-rocket-lab-stock-in-september-portfolio-reshuffle/. Related trade reporting: