Cathie Wood Sells $3.3 Million AMD, Buys $7.7 Million Tempus AI
Cathie Wood-led Ark Invest sold $3.3 million of AMD on Thursday and bought $7.7 million of Tempus AI. The move widened a three-day AMD trim while adding to a diagnostics name across two funds. For investors tracking Ark’s portfolio shifts, the trade shows where capital is being pulled back and where it is being pushed instead.
AMD Trim Reaches Three Days
8,045 shares of Advanced Micro Devices Inc. were sold on Thursday at a closing price of $408.46, bringing the day’s AMD reduction to about $3.3 million. Ark had already sold $16 million worth of AMD shares on Tuesday and $8 million on Wednesday, extending the cut over three straight sessions.
16% is how much AMD stock has climbed in the last five days, a run that came as demand for AI-driven compute infrastructure stayed in focus. That backdrop leaves Ark reducing exposure even as the stock has been gaining ground, a split that matters for anyone trying to read whether the recent move is a pause in the rally or a distribution point.
Tempus AI Gets $7.7 Million
154,045 shares of Tempus AI Inc. were added on Thursday, worth about $7.7 million at a closing price of $49.47. Ark spread the purchase across its ARK Genomic Revolution ETF and ARKK funds, making Tempus the day’s main buy and concentrating the move inside vehicles that lean into higher-growth themes.
36.1% was Tempus AI’s first-quarter revenue growth, taking revenue to $348.1 million. The company also said diagnostics revenue increased 34.7% and data and applications revenue climbed 40.5% to $87 million, while raising its full-year revenue outlook. That combination gives Ark a faster-growing target on the buy side than the semiconductor name it kept trimming.
Lisa Su, Peter Schiff, Michael Saylor
98th percentile Momentum and 4th percentile Value were the latest Benzinga Edge Stock Rankings for AMD, a contrast that captures the tension inside the trade: the stock has moved sharply higher, but it still screens as expensive on value measures. Lisa Su leads AMD, while Cathie Wood’s allocation decision suggests Ark is not waiting for the rally to settle before reallocating.
7.8 million dollars was the Thursday Tempus purchase when rounded in the source, nearly matching the reported $7.7 million figure and reinforcing that Ark used the session to rotate capital rather than simply sit on cash. Peter Schiff and Michael Saylor are named in the source facts, but the trading signal here is narrower: Ark sold into strength in AMD and added to a smaller AI-linked diagnostics company, leaving the next read to come from whether the three-day AMD reduction continues or tempers after Thursday’s move.
