ARK dumped $31 million in Airbnb to buy Robinhood and Shopify, which tells you everything about Cathie Wood's current playbook
Cathie Wood's ARK sold nearly $75 million worth of Airbnb in February 2026 and rotated the capital into Robinhood, Shopify, and crypto-adjacent plays—signaling ARK's shift from mature consumer platforms to volatile fintech and AI bets
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