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Ark Invest's latest portfolio adjustment shows some interesting moves. The fund reduced its Tesla position by offloading 86,139 shares from the ARKK fund today. Meanwhile, Cathie Wood's team made a notable pivot by adding 111,781 shares of Broadcom to their holdings in the same fund. These moves reflect a strategic rebalancing between semiconductor exposure and EV-related assets, signaling how institutional money is repositioning amid shifting market dynamics.