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ARK Invest's Rocket Lab buying gets its dollar figures

2026-10-22 Space

From the Space digest for 2026-10-22

What happened: Shattered reported on October 22, 2026 (published ~4:20 AM ET) that ARK Invest sold $5.8 million of Alphabet while buying $34 million of Rocket Lab (RKLB) stock after the Neutron rocket's first-flight slip to 2027 — the buying streak's first entry with dollar values attached, where earlier coverage carried only a share count (168,633 shares).

What's genuinely new: A development of the "space — Rocket Lab × Iridium: the ~$8B combination" thread, which already tracks ARK's accumulation — the September 24 print of 359,612 shares (~$25.1M) alongside analyst pieces framing Neutron's debut as the merged company's yardstick. The genuinely new facts are the $34M purchase value and the Alphabet sale funding it, plus the timing: an ARK add recorded after the October 14 Neutron slip and the ensuing sell-off, not before it.

Watch: Whether ARK keeps adding into the post-slip drawdown ahead of the November 9 Q3 print; whether the Alphabet rotation continues; the Neutron debut date that anchors the bull case.

Links: Shattered

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