Why Cathie Wood Is Trading Genomics Stocks for Tempus AI and WeRide
Cathie Wood’s ARK Invest signaled a notable shift in strategy on Monday, January 26, 2026, reallocating capital away from genomics names and into artificial intelligence plays spanning healthcare, autonomous vehicles, and crypto infrastructure. The trades, disclosed across ARK’s thematic ETFs, underscore a broad pivot toward AI-enabled platforms and away from traditional biotech exposures.
Key Moves at a Glance
- Reduced genomics exposure with sales of Twist Bioscience and 10X Genomics
- Expanded AI bets via Tempus AI (healthcare data), WeRide and Kodiak AI (autonomy), and Bullish (digital asset infrastructure)
- Trimmed Kratos Defense within the autonomous tech fund
What ARK Sold
ARK’s selling concentrated in genomics, continuing a multi-session trend:
- Twist Bioscience (TWST): ARKK sold 64,695 shares for $2.78 million, its second straight day exiting the name after Friday’s sale of 59,748 shares.
- 10X Genomics: ARKK offloaded 67,086 shares worth about $1.50 million. That follows more than 315,000 shares sold last week, pointing to a decisive de-risking in the position.
- Kratos Defense: ARKQ trimmed 3,902 shares valued at $430,741, extending a recent pattern of reductions in the defense holding.
Where ARK Is Reinvesting: AI Takes the Wheel
Proceeds flowed into AI-centered names across healthcare and autonomy, with a side bet on crypto infrastructure:
- Tempus AI: ARKK and ARKG purchased 7,737 shares totaling $505,380. Coming on the heels of more than 51,000 shares bought last Friday, the cross-ETF buying signals growing conviction in AI-driven healthcare analytics and data platforms.
- WeRide: ARKQ added 48,260 shares for $425,653. The autonomous vehicle developer also saw heavy buying days earlier, when the fund picked up 180,740 shares on Friday.
- Kodiak AI: ARKQ bought 47,752 shares worth $447,913, targeting self-driving trucks and logistics automation—an adjacent autonomy theme with commercial traction potential.
- Bullish: ARKK and ARKF acquired 27,830 shares totaling $994,922, reflecting ongoing interest in crypto market infrastructure despite cyclical volatility in digital assets.
Why the Pivot Now
While ARK does not comment on individual trades daily, the pattern suggests a recalibration toward AI platforms that bridge data, software, and automation—sectors where revenue models can scale quickly as models improve and customers standardize workflows. In healthcare, AI-native data networks like Tempus AI could benefit from increasing demand for decision-support tools and real-world evidence. In mobility, investments in WeRide and Kodiak AI reflect a longer-term thesis that autonomy and logistics automation will unlock operational efficiencies and expand addressable markets.
Conversely, trimming genomics holdings such as Twist Bioscience and 10X Genomics may reflect a near-term risk management stance. Genomics remains a core ARK theme, but the recent sales indicate a preference—at least for now—for AI-enabled platforms with potentially faster adoption cycles or clearer monetization paths heading into 2026.
ETF Context and Strategy
- ARKK (Disruptive Innovation): Central venue for buys and sells spanning Twist, 10X Genomics, Tempus AI, and Bullish.
- ARKG (Genomic Revolution): Participated in the Tempus AI purchase, underscoring AI’s growing role inside health and biotech stacks.
- ARKQ (Autonomous Technology & Robotics): Concentrated the WeRide and Kodiak AI additions and the Kratos Defense trim, aligning the fund more tightly with autonomy and automation.
- ARKF (Fintech Innovation): Joined ARKK in adding Bullish, a bet on infrastructure underpinning digital asset markets.
The cross-ETF purchase of Tempus AI highlights multi-fund conviction, while autonomy-focused buying remained concentrated in ARKQ. The crypto infrastructure move via Bullish split across ARKK and ARKF, consistent with its positioning at the intersection of fintech and broader innovation.
By the Numbers
On the day, biotech sales totaled about $4.28 million, led by Twist Bioscience and 10X Genomics. AI and autonomy purchases (Tempus AI, WeRide, Kodiak AI) reached approximately $2.38 million, with another $994,922 allocated to Bullish and $430,741 raised via Kratos Defense trimming. All told, ARK disclosed more than $7.0 million in trades across seven companies, echoing the prior week’s pattern of rotating out of genomics and into AI-linked names.
Bottom Line
ARK Invest’s January 26 trades reinforce a portfolio evolution: from pure-play genomics toward AI-driven healthcare, autonomy, and digital asset infrastructure. Whether this proves a tactical rebalance or a longer-term reweighting, the daily disclosures make one thing clear—Wood is aligning ARK’s risk budget with platforms where AI is becoming the core engine of value creation.
