<div id="readability-page-1"><p>Cathie Wood's ARK Invest ETFs (exchange-traded funds) made strategic portfolio moves on Wednesday, February 11, as revealed in daily fund disclosures. The ace hedge fund manager capitalized on the post-earnings dip in Robinhood Markets (HOOD) and Shopify (SHOP) shares, accumulating millions at a discount.</p><h3>Valentine's Day Sale - 70% Off</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> <p>Wood also acquired shares of cryptocurrency companies Bullish (BLSH) and Circle Internet (CRCL) as these stocks remain pressured amid the ongoing crypto slump. Additionally, she bought shares of software company Figma (FIG), leveraging the current dip in software stocks.</p> <p>Most of these purchases were made across the ARK Innovation ETF (ARKK), the ARK Next Generation Internet ETF (ARKW), and the ARK Fintech Innovation Fund (ARKF).</p> <h2><strong>Here's How Wood Allocated $74M in Stocks</strong></h2> <p><strong>Robinhood Markets</strong> – Wood acquired a total of 433,806 shares of this brokerage platform for $33.86 million. HOOD stock plunged 8.8% on February 11 after missing Q4 revenue estimates, though earnings of $0.66 beat the consensus.</p> <p><strong>Shopify</strong> – Wood added 150,421 shares of the Canadian e-commerce portal for $17.89 million. SHOP stock dropped 6.5% yesterday, despite beating sales and earnings expectations for Q4 and announcing a $2 billion share buyback plan.</p> <p><strong>Other Notable Purchases</strong> – ARK Invest bought 364,134 shares of crypto exchange Bullish for $11.60 million. Wood added 75,559 shares of the stablecoin company Circle Internet for $4.37 million, riding a 3.2% dip in its stock price. Wood also acquired 280,138 shares of Figma for $6.32 million, while its shares declined 6.4%.</p> <h2><strong>Why Wood Is Optimistic on these Stocks</strong></h2> <p>With crypto markets still recovering from 2025's regulatory headwinds and software stocks facing AI-driven margin pressures, these buys signal confidence in long-term growth narratives despite short-term earnings misses, such as HOOD's revenue shortfall offset by profitability beats.</p> <h2><strong>Wood's Strategic Portfolio Shuffle</strong></h2> <p>Let's see how these stocks perform using the TipRanks Stock Comparison Tool:</p> <p>Currently, analysts have a &#34;Strong Buy&#34; consensus rating only on Robinhood Markets, with its average price target implying an impressive 74% upside over the next twelve months.</p></div>

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<p>Cathie Wood's ARK Invest ETFs made significant purchases on February 11, acquiring shares in Robinhood, Shopify, Bullish, Circle Internet, and Figma, totaling $74 million. Wood capitalized on post-earnings dips, with Robinhood and Shopify stocks dropping despite positive earnings. Analysts rate Robinhood as a "Strong Buy" with a potential 74% upside, reflecting Wood's confidence in long-term growth despite short-term challenges in the crypto and software sectors.</p>

Cathie Wood Buys the Post-Earnings Dip in These Stocks – Should You Follow?