--- title: "CRWV, COIN, CRCL – Cathie Wood Increases Bets on Crypto and AI Stocks" type: "News" locale: "en" url: "https://longbridge.com/en/news/291280292.md" description: "Cathie Wood's ARK Invest increased exposure to crypto and AI stocks on June 29, purchasing Coinbase (COIN), Circle Internet (CRCL), and CoreWeave (CRWV). She also added defense holdings in Kratos Defense and X-Energy. Conversely, ARK sold Twist Bioscience and 10X Genomics, likely taking profits after significant rallies. These moves reflect ARK's long-term conviction in disruptive technologies despite market volatility." datetime: "2026-06-30T11:56:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291280292.md) - [en](https://longbridge.com/en/news/291280292.md) - [zh-HK](https://longbridge.com/zh-HK/news/291280292.md) --- # CRWV, COIN, CRCL – Cathie Wood Increases Bets on Crypto and AI Stocks Cathie Wood's ARK Invest ETFs (exchange-traded funds) made notable portfolio moves on Monday, June 29, according to the firm's daily fund disclosures. The ace hedge fund manager used the recent market pullback to increase her exposure to several cryptocurrency-related companies, including Coinbase Global (COIN), Circle Internet (CRCL), and AI infrastructure company CoreWeave (CRWV). ### End of Quarter Sale - 70% Off CWVX: an alternative to margin or options on CRWV Wood also added to her defense holdings by purchasing shares of Kratos Defense (KTOS) and X-Energy (XE). On the selling front, Wood offloaded $4.78 million worth of Twist Bioscience (TWST) shares and $4.67 million of 10X Genomics (TXG). Both stocks have gained more than 100% this year, suggesting ARK may be taking profits after the strong rally. ## **What Did Wood Buy on June 29?** Wood is known for making investments in disruptive technologies such as AI, autonomous driving, robotics, and cryptocurrency, often taking positions that differ from broader market sentiment. Despite a volatile market in 2026, her trades reinforce ARK's long-term conviction in AI and digital assets. **Coinbase** – ARK funds purchased 45,164 shares of the cryptocurrency exchange for approximately $6.73 million. COIN stock has dropped nearly 33% year-to-date as investor sentiment toward crypto-related stocks has weakened. Despite the recent selloff, Wood continues to view the sector as an attractive long-term investment opportunity. **Circle Internet** – Wood also acquired 81,757 shares of USDC stablecoin issuer Circle Internet, worth roughly $6 million. CRCL stock gained 3.3% yesterday after the company announced an expanded partnership with BNY Mellon (BNY). The deal allows BNY's institutional clients to hold, transfer, mint, and redeem USDC through its digital asset platform. It strengthens Circle's ties with major financial institutions and supports broader USDC adoption. **CoreWeave** – Wood has long been bullish on AI infrastructure. ARK funds added another 68,906 shares of CoreWeave, valued at $6.65 million. Yesterday, CoreWeave launched a public preview of ARIA, an AI coding and research agent that helps developers improve AI models faster. ARIA analyzes experiment data to generate insights, helping automate and speed up AI development. ## **Wood's Strategic Portfolio Shuffle** Let's see how these stocks perform using the TipRanks Stock Comparison Tool. Currently, analysts have a "Strong Buy" consensus rating on Twist Bioscience, X-Energy, and Kratos Defense, with XE stock offering the highest upside potential among them. ### Related Stocks - [KTOS.US](https://longbridge.com/en/quote/KTOS.US.md) - [TWST.US](https://longbridge.com/en/quote/TWST.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [COIN.US](https://longbridge.com/en/quote/COIN.US.md) - [TXG.US](https://longbridge.com/en/quote/TXG.US.md) - [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md) - [XE.US](https://longbridge.com/en/quote/XE.US.md) - [CORD.US](https://longbridge.com/en/quote/CORD.US.md) - [CRCA.US](https://longbridge.com/en/quote/CRCA.US.md) - [KTUP.US](https://longbridge.com/en/quote/KTUP.US.md) - [CONI.US](https://longbridge.com/en/quote/CONI.US.md) - [CONL.US](https://longbridge.com/en/quote/CONL.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [COIG.US](https://longbridge.com/en/quote/COIG.US.md) - [CRCG.US](https://longbridge.com/en/quote/CRCG.US.md) - [COIW.US](https://longbridge.com/en/quote/COIW.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [CONY.US](https://longbridge.com/en/quote/CONY.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [COIO.US](https://longbridge.com/en/quote/COIO.US.md) - [FIAT.US](https://longbridge.com/en/quote/FIAT.US.md) - [CWY.US](https://longbridge.com/en/quote/CWY.US.md) - [COIA.US](https://longbridge.com/en/quote/COIA.US.md) - [CRCD.US](https://longbridge.com/en/quote/CRCD.US.md) - [CONX.US](https://longbridge.com/en/quote/CONX.US.md) - [COYY.US](https://longbridge.com/en/quote/COYY.US.md) - [ICOI.US](https://longbridge.com/en/quote/ICOI.US.md) - [07711.HK](https://longbridge.com/en/quote/07711.HK.md) - [09311.HK](https://longbridge.com/en/quote/09311.HK.md) - [CCUP.US](https://longbridge.com/en/quote/CCUP.US.md) - [CRCO.US](https://longbridge.com/en/quote/CRCO.US.md) ## Related News & Research - [CoreWeave Q2 Preview: Investors May Be 'Better Off Sitting This One Out,’ Expert Says](https://longbridge.com/en/news/295437105.md) - [CoreWeave Says Data Center Moratoriums Won’t Stop AI Expansion: ‘They Are Going to Impact Where This Infrastructure Gets Built’](https://longbridge.com/en/news/295615172.md) - [Circle Internet Group Director Sold Shares Worth Over $1.2M](https://longbridge.com/en/news/295278925.md) - [CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings](https://longbridge.com/en/news/295514902.md) - [CoreWeave Makes Bold Move to Secure AI Growth](https://longbridge.com/en/news/295003656.md)