ARK Invest purchased $29.9 million in Cloudflare Inc (NET) shares on August 17, 2026. This transaction represents the firm's largest single stock addition of the week. The move follows a 16% surge in Cloudflare’s second-quarter results. ARK maintains its position in the web infrastructure and security provider despite high valuation multiples.
The firm also increased holdings in Nvidia, Cerebras Systems, and Rocket Lab. Simultaneously, ARK divested $59.9 million from Deere. These trades indicate a strategic shift toward high-growth technology sectors.