Cathie Wood missed most of the Nvidia rally after dumping the stock in early 2023.

On Monday, her ARK Invest funds bought roughly $63 million worth of it and sold a near-equal slug of AMD to do it.

ARK picked up 300,017 shares of Nvidia Corp.

(NASDAQ:NVDA) while selling 110,207 shares of Advanced Micro Devices Inc.

(NASDAQ:AMD), according to the firm's daily trade disclosure.