Buying the dip: ARK picks up $19.1M of falling CoreWeave Inc
ARK stepped in while the stock was falling, across ARKK and ARKW. Here's everything ARK did that day, and whether the strategy is working.
Generated from ARK's own holdings data.
An estimated $19.1M of CoreWeave Inc (CRWV) was bought by ARKK and ARKW on 18 Sep 2026. The stock was 10% cheaper than a week earlier when the order went through.
Strip out the 2.9% that every holding moved as money came into the funds, and CRWV still grew 9%. That excess is what we count as a trade.
The month tells the same story: a net $13.7M bought over 3 trades.
Everything ARK did on 18 Sep 2026
ARK made 3 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| CRWV CoreWeave IncBought after a 10% drop this week | ARKK and ARKW | +$19.1M |
| NTLA Intellia Therapeutics Inc | ARKG and ARKK | −$5.8M |
| HOOD Robinhood Markets IncSold 3 days running | ARKF | −$809K |
The bigger picture: ARK's last 30 days
Over the last 30 days ARK's biggest net buys have been Broadcom Inc ($61.0M), Cerebras Systems Inc ($53.2M), Nvidia Corp ($53.0M). The biggest sales over the same period: Advanced Micro Devices ($139.0M), Palantir Technologies Inc ($69.8M), Tempus AI Inc ($58.8M).
Is it working?
ARKK is beating the index this year: +18.0% versus +14.0%.
The 107-point five-year shortfall is the hangover from ARKK's Feb 2021 peak. The fund fell 81% from that high by Dec 2022 and still sits 41% below it. Five years ago was close to the top, so the five-year number captures almost the whole fall.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKK | +5.8% | +18.0% | +11.2% | -21.2% |
| S&P 500 (SPY) | +0.9% | +14.0% | +18.5% | +85.8% |
| Nasdaq-100 (QQQ) | +4.8% | +21.5% | +25.9% | +105.3% |
How we work this out
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.