思科增持SpaceX及CoreWeave股份，机构投资者持仓披露显示对科技独角兽信心
Cathie Wood made an additional $36.1 million purchase of SpaceX stock, significantly larger than her prior $21.3 million buy on July 13, continuing ARK's pattern of buying on price pullbacks. This adds a new, larger dollar-amount conviction buy to the institutional holdings narrative already tracked in Thread #1514.
发展时间线
- 7月14日
Cisco Systems disclosed in a 13F filing that it maintains 1,063,980 CoreWeave shares and added 237,375 SpaceX shares, signaling growing institutional confidence in private tech unicorns. This is a new institutional holdings disclosure unrelated to existing threads.
- 7月15日
Cathie Wood made a $21.3 million purchase of SpaceX stock amid market volatility, adding a high-profile active fund manager's conviction buy to the institutional holdings disclosure narrative. This extends Thread #1514 with a new named institutional buyer and a specific dollar amount.
- 7月15日
Cathie Wood's ARK made a $21.3 million purchase of SpaceX stock on July 13, 2026, while continuing to trim AMD holdings. This adds a high-profile active fund manager's conviction buy with a specific dollar amount to the institutional holdings narrative already tracked in Thread #1514.
- 7月17日
Cathie Wood made an additional $36.1 million purchase of SpaceX stock, significantly larger than her prior $21.3 million buy on July 13, continuing ARK's pattern of buying on price pullbacks. This adds a new, larger dollar-amount conviction buy to the institutional holdings narrative already tracked in Thread #1514.
这条线有新进展，第一时间知道
跟着 T哥 一路追踪这个叙事的每一步。
本内容仅供教育和信息目的，不构成投资建议。