ARK Invest, led by Cathie Wood, has significantly increased its holdings in Circle, Robinhood, Bitmine, and Bullish, according to its Q1 2026 13F report. The investment firm added approximately 368,000 shares of Circle (CRCL), raising its total stake to about 4.5 million shares valued at $430 million, which constitutes 3.34% of its portfolio. Robinhood (HOOD) holdings were increased by 1.19 million shares, bringing the total market value to $416 million. Additionally, ARK Invest expanded its positions in Bullish (BLSH) and Bitmine (BMNR) by 1.74 million and 240,000 shares, respectively. Conversely, ARK Invest reduced its stake in Coinbase (COIN), now holding approximately 2.37 million shares valued at $414 million, representing 3.22% of its portfolio. This strategic shift highlights ARK's evolving investment focus within the cryptocurrency and fintech sectors.