"Wood Sister" 2026 Strategy: Betting on Gene Editing, Selling Consumer Technology.

Cathie Wood's latest investment trends in 2026 focus on early-stage biotech companies, while gradually reducing investment exposure to consumer tech, diagnostics, and space technology companies. "ARK Invest" led by Cathie Wood, has significantly increased its allocation to gene editing and genomics targets, buying a large position in the US biotech company Beam Therapeutics (BEAM.US). As a pioneering company in base editing technology, Beam is developing precision gene therapies to correct pathogenic mutations. According to disclosures, ARK has accumulated over 195,000 shares of Beam Therapeutics stock in its flagship funds ARK Innovation ETF (ARKK.US) and ARK Genomic Revolution ETF (ARKG.US), with a holding value of approximately $5.4 billion, becoming its most aggressive recent bet. The investment firm continued its operations from last week, further increasing its position in Intellia Therapeutics (NTLA.US) by about 236,000 shares - a medical company using CRISPR technology to repair pathogenic genes, aligning with its strategic direction. To further demonstrate ARK's long-term preference for genome discovery and precision medical tools, the company simultaneously purchased over 423,000 shares of sequencing technology provider Pacific Biosciences of California (PACB.US). ARK invested over $3 million in purchasing 101,000 shares of Twist Bioscience (TWST.US), a company focused on synthetic DNA research and production, widely used in drug development, data storage, and biological research. At the same time, ARK also increased its position in Personalis (PSNL.US) by 88,000 shares - a company developing ultra-deep DNA sequencing technology, which can be accurately applied in early cancer detection and monitoring of tiny residual diseases. In non-medical field layout, ARK Autonomous Technology & Robotics ETF (ARKQ.US) continued to increase its position by acquiring 61,874 shares of Kodiak AI (KDK.US). Meanwhile, ARK Genomic Revolution ETF (ARKG.US) also expanded its investment exposure to the precision medical data platform Tempus AI (TEM.US). On the selling side, ARK is systematically adjusting its holdings in some medical and technology sectors. Specifically, ARK Genomic Revolution ETF (ARKG.US) sold 26,645 shares of Ionis Pharmaceuticals (IONS.US), a biotech company focusing on RNA-targeted therapy, and also reduced its holdings in gene testing company Natera (NTRA.US) and blood genomics cancer testing specialist Guardant Health (GH.US). The flagship fund ARK Innovation ETF completed structural rebalancing actions: selling over 72,000 shares of the streaming media and advertising platform Roku (ROKU.US), while simultaneously reducing its position in the Canadian eCommerce software provider Shopify (SHOP.US) by over 29,000 shares. Additionally, ARK Autonomous Technology & Robotics ETF (ARKQ.US) implemented a targeted sell-off of space launch and satellite systems provider Rocket Lab (RKLB.US). Looking at Cathie Wood's ARK investment funds' performance in 2025 - despite selling over 633,000 shares of Tesla, Inc. (TSLA.US) stock, the company still remains the largest holding, and the fund easily outperformed major US benchmark indexes with a significant advantage.