ARK Invest Shifts Focus to Gene-Editing Stocks, Trims Tech Holdings
Cathie Wood's ARK Invest executed significant portfolio adjustments on November 4, 2025, demonstrating conviction in genomic medicine while reducing exposure to technology and fintech names. The firm deployed $17.12 million across CRISPR Therapeutics and BEAM Therapeutics, splitting purchases between its flagship ARK Innovation ETF and genomic-focused ARKG fund.
CRISPR Therapeutics saw a $10.06 million inflow for 162,327 shares, while Beam Therapeutics attracted $7.06 million for 291,001 shares. Both companies operate in the cutting-edge gene-editing space, suggesting ARK's thematic bet on biotechnology innovation.
Concurrently, ARK liquidated $5.02 million of Teradyne semiconductor testing stock and trimmed $1.67 million from its Roku position. The firm also pared its SoFi Technologies holding by $627,455 while adding $1.20 million in Bullish shares across multiple ETFs.
