Cathie Wood's Ark Investment rotated money into high-conviction innovation themes, including AI, genomics, blockchain, and autonomous systems, while trimming exposure to mature biotech and established growth stocks. The investment firm bought 780K shares of Joby Aviation ( JOBY ) through its ARKQ ( ARKQ ) and ARKX ( ARKX ) funds, valued close to $8.7M. ARKQ ( ARKQ ) continued its investment in the AI robotics field with 90K shares of Kodiak AI ( KDK ) purchased. ARKQ ( ARKQ ) also added over 48K shares of the autonomous vehicle company WeRide ( WRD ), continuing the trend from last week. Crypto-linked assets also saw inflows, particularly within ARKF ( ARKF ), adding over 210K shares of Bullish Holdings ( BLSH ) valued close to $7.1M, alongside smaller additions in Coinbase Global ( COIN ), Circle Internet Group ( CRCL ), and its ARK 21Shares Bitcoin ETF ( ARKB ), reinforcing ARK’s positioning around digital asset market infrastructure. In genomics, ARK leaned heavily into gene-editing names, sharply increasing exposure to CRISPR Therapeutics ( CRSP ) and Beam Therapeutics ( BEAM ), adding ~246K and ~146K shares, respectively. ARKG ( ARKG ) & ARKK ( ARKK ) continued building in healthcare AI with over 46K shares of Tempus AI ( TEM ) purchased. ARK rotated capital out of genomic tools and diagnostics, selling over 117K shares of Illumina ( ILMN ) and 175K shares of Veracyte ( VCYT ), with reductions in Twist Bioscience ( TWST ) and 10X Genomics ( TXG ). Ark trimmed media streaming exposure, selling around 35K shares of Roku ( ROKU ). More on Ark Invest AI Can't Sustain This Rate Of Return ARKG: Cathie Wood's Biotech Product Is In Rally Mode ARKK: Buying Disruption At These Levels Is A Dangerous Game Cathie Wood's weekly recap: buys WeRide, crypto names, trims defense firm Kratos, PINS, META Moonshots: What investors need to know about the Artemis launch
