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Cathie Wood Sells Tesla, Boosts AMD, Broadcom, and TSMC Bets [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
The firm increased stakes in Advanced Micro Devices ( NASDAQ:AMD ), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing ( NYSE:TSM ), signaling confidence in companies powering AI infrastructure. Warning! GuruFocus has detected 5 Warning Signs with WRD. Is WRD fairly valued? Test your thesis with our free DCF calculator. Autonomous technology remained a key focus, with purchases including WeRide ( NASDAQ:WRD ), Pony AI ( NASDAQ:PONY ), Kodiak Robotics (KDK), BYD Company ( BYDDF ), and Trimble (TRMB). ARK also invested in Oklo ( NYSE:OKLO ), Klarna Group (KLAR), and Deere & Co. ( NYSE:DE On the selling side, ARK reduced exposure to Tesla ( NASDAQ:TSLA ), Unity Software (U), Teradyne (TER), Kratos Defense & Security Solutions (KTOS), and several mature tech names, reallocating capital to companies driving next-generation innovation.
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NEWS
- These Top 'AI Stocks' Are Leading the Semiconductor Boom [Yahoo! Finance][Yahoo! Finance]
- Why Wells Fargo Just Turned More Bullish on Broadcom (AVGO) [Yahoo! Finance][Yahoo! Finance]
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AVGO
SEC Filings
SEC Filings
- 1/13/26 - Form 8-K
- 1/9/26 - Form 3
- 1/8/26 - Form 4
- AVGO's page on the SEC website
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