ARK Invest Shifts Focus from Biotech to AI and Autonomous Tech

Cathie Wood's ARK Invest made significant portfolio adjustments on January 26, 2026, signaling a strategic pivot toward artificial intelligence and autonomous vehicle technologies. The moves highlight a broader market trend of capital flowing from traditional biotech into next-generation computing platforms.

The firm sold $2.78 million worth of Twist Bioscience shares through its ARKK ETF, following a similar disposal of 10X Genomics stock worth $1.50 million. These sales continue ARK's gradual retreat from genomics investments that once dominated its disruptive innovation thesis.

ARK deployed capital into AI-driven healthcare company Tempus AI, acquiring $505,380 worth of shares across multiple ETFs. The firm also made substantial bets on autonomous technology, purchasing $425,653 of WeRide shares through its autonomous tech ETF. Additional positions included nearly $1 million in Bullish and $447,913 in Kodiak AI.

"The market is voting with its dollars," observed one fintech analyst, noting ARK's trades reflect institutional conviction that AI adoption curves will steepen faster than biotech breakthroughs. The purchases align with Wood's recent commentary about autonomous systems reaching inflection points in 2026-2027.