🧬 Cathie Wood Bets Big on Gene Editing, Sells $30M in Tesla Stock

Cathie Wood’s Ark Invest is reshaping its portfolio by aggressively increasing exposure to gene-editing and next-generation technology companies, while continuing to trim positions in Tesla (TSLA) and select cloud and space stocks.

🧬 Ark Invest Loads Up on Gene-Editing Stocks

Ark Invest significantly increased its holdings in CRISPR Therapeutics (CRSP), adding approximately $8.8 billion in exposure by purchasing 155,649 shares. The biotech firm focuses on gene-based medicines using the CRISPR/Cas9 gene-editing platform.

• 🧬 CRISPR Therapeutics (CRSP): +155,649 shares
• 🧪 Pacific Biosciences (PACB): ~1.13M shares via ARKK & ARKG
• 🔬 Beam Therapeutics (BEAM) – added
• 🧫 Twist Bioscience (TWST) – added

The moves reinforce Ark’s long-term conviction in genomics, precision medicine, and disruptive biotechnology.

🚗 Autonomous Mobility & Aerospace Investments

Ark also expanded positions in autonomous mobility and advanced aerospace, signaling confidence in next-generation transportation and defense technology.

• 🚕 WeRide (WRD): ~979K shares via ARKQ
• ✈️ Archer Aviation (ACHR): ~447K shares via ARKX
• 🛩️ AeroVironment (AVAV): 19,248 shares
• ⚛️ Oklo (OKLO): ~107K shares (nuclear microreactors)

Oklo’s inclusion highlights Ark’s growing focus on energy solutions for AI, defense, and high-performance computing.

📉 Ark Cuts Tesla and Cloud Software Exposure

On the selling side, Ark continued reducing exposure to Tesla (TSLA), selling 60,715 shares worth approximately $30 million across ARKK, ARKW, and ARKQ.

• 🚗 Tesla (TSLA): ~$30M sold
• ☁️ Cloudflare (NET) – reduced
• 📊 Palantir (PLTR) – trimmed
• 📺 Roku (ROKU) – reduced
• 🛒 Shopify (SHOP) – trimmed
• 📉 Ibotta (IBTA), Ionis (IONS) – smaller disposals

The sales suggest a shift away from mature growth names toward higher-conviction, early-stage innovation.

📊 Market Takeaway

Cathie Wood’s latest moves reinforce Ark Invest’s strategy of rotating capital into disruptive innovation — particularly gene editing, AI-linked infrastructure, autonomous mobility, and energy technology — while reducing exposure to names that have already seen massive long-term gains.

⚠️ Informational purposes only. Not investment advice.