ARK Invest added Cloudflare as its largest August 12 purchase, with the ARK Innovation ETF buying 31,974 shares, while the firm also bought several healthcare and genomics stocks and cut positions including Palantir and Shopify. The day’s buying leaned toward Perceptive Capital Solutions Corp., Cerus, Intellia Therapeutics and Schrödinger, mainly through the ARK Genomic Revolution ETF, marking a shift from the semiconductor-heavy activity disclosed earlier in the week. On the sell side, ARK unloaded 11,134 Palantir shares through ARKK, a position worth roughly $2 million based on recent prices, continuing a pattern of trimming the stock after its post-earnings rally. Palantir had reported second-quarter revenue growth of 93% year over year on August 3, and its shares rose about 29.5% the following day. ARK had already sold roughly $17 million of Palantir shares on August 4 and 5, then trimmed the position again on August 10 and August 12. The disclosure included no trades in semiconductor names, despite ARK having bought about $26.6 million of Nvidia across five ETFs and roughly $16.2 million of Broadcom, along with Teradyne, on August 10 after earlier buying of Taiwan Semiconductor Manufacturing. For crypto-focused readers, Cloudflare was the closest link to digital assets because of its work on stablecoin payment infrastructure through the open x402 protocol it co-developed with Coinbase, though ARK did not say that was the reason for the purchase. The filing also showed no trades in Coinbase, Circle, BitMine, Robinhood or Bullish. Overall, the activity underscored ARK’s practice in actively managed ETFs (funds whose managers adjust holdings frequently) of rotating across themes and trimming winners to manage portfolio weights rather than signaling a stated directional call on individual stocks.