Cathie Wood Ignores AI Panic — Buys More Nvidia, Sells This Gaming Stock Instead
Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down.
Roblox Corp (RBLX)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Contrarius Investment Management Stephen Mildenhall | 404,316 | $21,986,704 | 1.01% | |
| 2. | Long Corridor Asset Management James Xinjun Tu | 206,800 | $11,245,784 | +6% | 3.39% |
| 3. | 123,100 | $6,694,178 | +43% | 0.02% | |
| 4. | Motley Fool Asset Management Bryan Hinmon | 45,277 | $2,462,163 | -24% | 0.09% |
| 5. | 37,100 | $2,017,498 | -62% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.13 | 13 | $534.69 | 16,636 | 2023-03-03 | Filing | |
| $46.19 | 9 | $415.67 | 16,632 | 2022-08-02 | Filing | |
| $40.29 | 1 | $40.29 | 659,173 | 2023-12-04 | Filing | |
| $31.05 | 3 | $93.15 | 659,172 | 2023-10-19 | Filing | |
| $27.61 | 1 | $27.61 | 659,170 | 2023-08-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.02 | 1,001 | $38,061.62 | 1,269,502 | 2026-08-04 | Filing | |
| $37.39 | 7,332 | $274,128.08 | 1,270,503 | 2026-08-04 | Filing | |
| $38.02 | 1,000 | $38,023.50 | 8,953,718 | 2026-08-04 | Filing | |
| $37.39 | 7,333 | $274,166.94 | 8,954,718 | 2026-08-04 | Filing | |
| $57.94 | 1,100 | $63,736.64 | 422,248 | 2026-07-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,327,569 | $2,084,253,192 | 0.03% | |
| 2. | 22,709,293 | $1,234,930,130 | 0.15% | |
| 3. | 21,124,935 | $1,148,773,966 | 1.04% | |
| 4. | 16,574,553 | $901,324,203 | 4.16% | |
| 5. | 16,086,049 | $874,758,020 | 0.18% |
News See All
Here's Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
SPCX, COIN, CRCL, RBLX: Cathie Wood Bets $41.7 Million on SpaceX and Crypto Stocks, Cuts Roblox Stake (August 9)
Cathie Wood’s ARK Invest exchange-traded funds (ETFs) made several large trades on August 7, buying $13.2 million of SpaceX ($SPCX) and $28.5 milli...
Cathie Wood Adds $20M in Amazon, $12M in CoreWeave; Sells Roblox and AMD
Cathie Wood’s ARK Invest exchange-traded funds (ETFs) made several notable portfolio changes on Monday, August 3, according to the firm’s daily fun...
Roblox Stock (RBLX) Hit with Multiple Sell Ratings After Disappointing Earnings
The video game maker issued weak forward guidance.
Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Roblox (RBLX) Stock Options Traders Expect a 13.8% Move After Today’s Earnings Report
Roblox ($RBLX) options traders are expecting a very large move after the video game company reports earnings on July 30. With the stock trading nea...
15 High-Growth Large-Cap Stocks to Invest In Now
Expect US stocks to get an additional boost on a rotation into cyclical, economically sensitive industries that have lagged amid the US-Iran war.
10 Most Promising Metaverse Stocks to Buy Now
On June 15, US stocks rallied after President Donald Trump announced a deal to end the war with Iran and reopen the Strait of Hormuz oil shipping corridor.
10 Stocks With Standout Gains
Coupang saw its share prices jump by 5.25 percent on Tuesday to close at $18.03 apiece, as investors traded while awaiting updates on its appeal in relation to a $410 million penalty imposed by South ...
Hedge Fund Resource Center