Why Cathie Wood Is Trading Genomics Stocks for Tempus AI and WeRide
TLDR
- Cathie Wood’s ARK Invest sold $2.78 million worth of Twist Bioscience shares on Monday, January 26, 2026
- ARK purchased $505,380 in Tempus AI stock across two ETFs, building on previous buying activity
- The fund added $425,653 worth of WeRide shares through its autonomous technology ETF
- ARK also bought Bullish stock worth $994,922 and Kodiak AI shares valued at $447,913
- Sales included $1.50 million in 10X Genomics stock and $430,741 in Kratos Defense shares
Cathie Wood’s ARK Invest disclosed its January 26, 2026 trades, revealing a clear pivot from biotechnology to artificial intelligence stocks. The moves show ARK reducing exposure to genomics while increasing bets on AI healthcare and autonomous driving.
ARK sold 64,695 shares of Twist Bioscience through the ARKK ETF. The transaction was valued at $2.78 million. This marks the second consecutive trading day of Twist Bioscience sales after Friday’s disposal of 59,748 shares.
Twist Bioscience Corporation, TWST
The fund also dumped 67,086 shares of 10X Genomics through ARKK. The sale was worth approximately $1.50 million. Last week, ARK sold more than 315,000 shares of the same genomics company.
AI Healthcare Gets Fresh Investment
ARK bought 7,737 shares of Tempus AI across its ARKK and ARKG ETFs. The purchase totaled $505,380 in value. This follows last Friday’s acquisition of over 51,000 Tempus AI shares.
Tempus AI specializes in AI-powered healthcare data and analytics. The repeated purchases suggest growing conviction in the AI healthcare space.
ARK acquired 48,260 shares of WeRide through its ARKQ ETF for $425,653. WeRide develops autonomous vehicle technology. The fund purchased 180,740 WeRide shares just days earlier on Friday.
The autonomous vehicle sector received further investment through Kodiak AI. ARK bought 47,752 shares worth $447,913 via ARKQ. Kodiak AI focuses on self-driving trucks and logistics automation.
Crypto and Defense Moves
ARK Invest added 27,830 shares of Bullish across ARKK and ARKF ETFs. The crypto infrastructure company purchase totaled $994,922. The buy shows continued interest in digital asset-related investments.
On the sell side, ARK trimmed its Kratos Defense position. The fund sold 3,902 shares through ARKQ worth $430,741. This extends a recent pattern of reducing the defense stock holding.
Trading Patterns Emerge
Monday’s activity mirrors patterns from the prior week. ARK has consistently sold genomics stocks while buying AI-related companies. The biotech exits total $4.28 million for the day alone.
AI and autonomous vehicle purchases reached $2.38 million combined. The shift reflects Wood’s portfolio strategy adjustments heading into 2026.
Multiple ARK ETFs participated in Monday’s trades. ARKK focuses on disruptive innovation, ARKG targets genomics, ARKQ covers autonomous technology, and ARKF specializes in fintech.
The Tempus AI purchases span two ETFs, showing cross-portfolio conviction. WeRide and Kodiak AI buying concentrates in the autonomous technology fund. Bullish appears in both innovation and fintech ETFs.
ARK’s trading disclosures provide daily transparency into Wood’s investment decisions. The January 26 report shows $7.21 million in total transaction value across six companies.