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Cathie Wood Boosts BitMine Stake, Cuts Tesla Holdings

ARK Invest boosts BitMine stake amid Ether holdings surge, trims Tesla shares as Musk's mega pay package gets nod

  • Ark Invest increased its holdings in BitMine, a company with Ether treasuries.
  • The firm reduced its position in Tesla by selling over 71,000 shares.
  • BitMine shares surged over 7% in after-hours trading and have risen more than 415% year-to-date.
  • BitMine faces $2.1 billion in unrealized losses tied to its Ether reserves amid the crypto downturn.
  • Tesla shareholders approved CEO Elon Musk’s nearly $1 trillion pay package, increasing his potential ownership.

ARK Invest, led by Cathie Wood, expanded its investment in BitMine, a firm holding Ether as a treasury asset, while trimming its stake in Tesla. On Friday, ARK purchased approximately 48,454 shares of BitMine, valued near $2 million. These shares were acquired across three ETFs: the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF), and ARK Next Generation Internet ETF (ARKW).

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BitMine’s stock rose 7.65% in after-hours trading to $40.23 and has gained about 415% since the start of the year, according to Google Finance. ARK Invest began increasing its exposure to BitMine after the company started accumulating Ether (ETH) for its treasury in April.

Meanwhile, ARK offloaded around 71,638 shares of Tesla, worth an estimated $30 million based on Tesla’s Friday closing price of $429.52. The reduction occurred within the ARKK and ARKW ETFs, both key vehicles for ARK‘s investments since 2018. Tesla’s stock price fell 3.68% on the same day.

Tesla shareholders approved CEO Elon Musk’s nearly $1 trillion compensation package during the annual meeting in Austin, Texas. The proposal passed with 75% of voting shares, despite opposition from proxy advisory firms Glass Lewis and Institutional Shareholder Services (ISS). This package could increase Musk’s ownership from 13% to 25%, contingent on Tesla meeting performance milestones. The plan consists of 12 stock tranches linked to targets starting at a $2 trillion market cap and extending to $8.5 trillion, as reported here.

Despite BitMine’s stock surge, the company currently holds about $2.1 billion in unrealized losses related to its Ethereum holdings due to the recent cryptocurrency market decline, according to CryptoQuant. BitMine owns nearly 3.4 million ETH, acquiring over 565,000 in the last month, based on industry data.

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