Cathie Wood Dumps Biotech Stocks, Loads Up on AI and Self-Driving Companies

27-Jan-2026 CoinCentral

TLDR

  • ARK Invest sold 64,695 shares of Twist Bioscience worth $2.78 million and 67,086 shares of 10X Genomics worth $1.50 million on January 26, 2026
  • The fund bought 7,737 shares of Tempus AI for $505,380 across multiple ETFs, continuing recent purchases
  • ARK acquired 48,260 shares of WeRide valued at $425,653 through its autonomous technology ETF
  • Additional purchases included 27,830 shares of Bullish for $994,922 and 47,752 shares of Kodiak AI for $447,913
  • ARK sold 3,902 shares of Kratos Defense worth $430,741 as part of ongoing position reductions

Cathie Wood’s ARK Invest released its daily trade report for January 26, 2026, showing a shift away from genomics companies and toward artificial intelligence investments. The moves reveal a pattern of selling biotechnology stocks while building positions in AI-driven healthcare and autonomous vehicle technology.

The largest sale of the day involved Twist Bioscience Corp. ARK sold 64,695 shares through its ARKK ETF worth approximately $2.78 million. This follows a Friday sale of 59,748 shares in the same company.

ARK also reduced its position in 10X Genomics Inc. The fund sold 67,086 shares through ARKK valued at about $1.50 million. This continues a trend from the previous week when ARK sold over 315,000 shares of the genomics company.

On the buying side, ARK added to its Tempus AI holdings. The fund purchased 7,737 shares across its ARKK and ARKG ETFs for a total of $505,380. This comes after ARK bought more than 51,000 shares of Tempus AI the previous Friday.


TEM Stock Card
Tempus AI, Inc., TEM

The purchases show ARK’s growing interest in AI healthcare applications. Tempus AI focuses on AI-driven healthcare analytics and data.

Autonomous Vehicle Investments Grow

ARK bought 48,260 shares of WeRide Inc through its ARKQ ETF. The purchase totaled $425,653 in value. This adds to recent heavy buying in WeRide, including 180,740 shares purchased last Friday.

WeRide operates in the autonomous vehicle sector. The continued purchases show ARK’s confidence in self-driving technology.

The fund also added 47,752 shares of Kodiak AI Inc through ARKQ. The transaction was worth $447,913. Kodiak AI works in autonomous trucking and AI logistics.

Crypto and Defense Positions Adjusted

ARK Invest purchased 27,830 shares of Bullish across its ARKK and ARKF ETFs. The total investment came to $994,922. Bullish operates in crypto infrastructure.

On the sell side, ARK offloaded 3,902 shares of Kratos Defense and Security Solutions Inc. The sale through ARKQ was worth $430,741. This continues a pattern of reducing the Kratos position in recent trading days.

Recent Trading Pattern

The January 26 trades follow patterns established in the previous week. ARK has been steadily reducing biotech holdings while increasing AI investments.

Last Friday saw similar moves with large Tempus AI purchases and WeRide buying. The genomics sales also mirror previous week activity.

ARKK, ARKG, ARKQ, and ARKF were all active in Monday’s trading. Each ETF focuses on different innovation sectors within ARK’s portfolio strategy.

The trades represent ARK’s strategic portfolio adjustments. Wood’s firm manages multiple ETFs focused on disruptive innovation across technology sectors.

The post Cathie Wood Dumps Biotech Stocks, Loads Up on AI and Self-Driving Companies appeared first on CoinCentral.

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