Cathie Wood’s latest moves entering 2026 focused on early-stage biotechnology firms while cutting exposure to consumer technology, diagnostics and space tech companies.
ARK Invest sharply increased its exposure to gene-editing and genomics companies, buying led by Beam Therapeutics (BEAM), a U.S.-based biotech developing precision genetic medicines using base-editing technology to correct disease-causing mutations. Across the flagship ARK Innovation ETF (ARKK) and the ARK Genomic Revolution ETF (ARKG), it accumulated over 195K of BEAM shares worth ~$5.4 billion, making it one of the firm’s most aggressive recent bets.
The investment firm added approximately 236K shares of Intellia Therapeutics (NTLA), continuing the trend from last week. The healthcare company uses CRISPR-based technologies to repair disease-causing genes. Confirming Ark's long bias toward tools enabling genomic discovery and precision medicine, it added over 423K shares of Pacific Biosciences of California (PACB), a sequencing technology provider.
ARK bought 101K shares of Twist Bioscience (TWST) worth over $3 million , which manufactures synthetic DNA used in drug discovery, data storage, and biological research. The firm also added 88K shares of Personalis (PSNL), which develops ultra-deep DNA sequencing technologies for early cancer detection and minimal residual disease monitoring.
Outside healthcare, the ARK Autonomous Technology & Robotics ETF (ARKQ) continued building its position in Kodiak AI (KDK), buying 61,874 shares. Besides, ARKG (ARKG) increased its exposure to Tempus AI (TEM).
On the selling side, ARK reduced exposure to a few healthcare and technology names. ARKG sold over 26,645 shares of Ionis Pharmaceuticals (IONS), a biotechnology company specializing in RNA-targeted therapeutics. The fund trimmed positions in Natera (NTRA), a genetic testing company, and Guardant Health (GH), which focuses on blood-based genomic cancer tests.
The flagship ARKK (ARKK) fund sold over 72K shares of Roku (ROKU), a streaming platform and advertising technology company, and more than 29K shares of Shopify (SHOP), the Canadian e-commerce software provider. ARKQ (ARKQ) reduced its stake in Rocket Lab (RKLB), a space launch and satellite systems provider.