**Cathie Wood’s ARK Invest Shifts Focus to Biotech with Major Portfolio Moves**
On November 4, 2025, Cathie Wood’s ARK Invest executed significant portfolio changes, shifting capital from technology stocks into cutting-edge biotech investments. The firm’s daily trading report highlighted large purchases in the gene-editing sector alongside reductions in established technology holdings.
**Major Biotech Investments**
ARK Invest made substantial moves in genomic medicine, purchasing 162,327 shares of CRISPR Therapeutics, worth $10.06 million. This investment was split between the ARK Innovation ETF (ARKK) and ARK Genomic Revolution ETF (ARKG). In addition, ARK acquired 291,001 shares of Beam Therapeutics for $7.06 million, with the purchase also divided between its ARKK and ARKG funds. Both companies specialize in gene-editing therapeutics for a range of diseases, underscoring ARK’s confidence in the long-term potential of genomics.
In total, ARK’s biotech purchases on the day exceeded $17 million—a clear sign of the firm’s preference for gene-editing companies over more traditional tech stocks.
**Increasing Digital Asset Exposure**
Aside from biotech investments, ARK Invest also boosted its cryptocurrency exposure. The firm bought 23,963 shares of Bullish, a crypto-related company, totaling $1.20 million. This addition was spread across multiple ARK ETFs, further diversifying the firm’s presence in digital assets.
**Technology Holdings Reduced**
While ARK ramped up its biotech and digital asset bets, it trimmed several technology holdings:
– **Teradyne:** ARK sold 27,423 shares valued at $5.02 million through its flagship ARKK fund, continuing a recent trend of reducing its position in this semiconductor testing company.
– **Roku:** The firm sold 15,362 shares worth $1.67 million, marking another reduction in its streaming platform exposure through ARKK.
– **SoFi Technologies:** ARK reduced its position by 20,485 shares valued at $627,455, a sale processed via its fintech-focused ARK Fintech Innovation ETF (ARKF).
In total, ARK’s technology and fintech stock sales amounted to approximately $7.3 million, compared to $17.12 million in biotech purchases, illustrating a decisive net inflow into the life sciences sector.
**Portfolio Rebalancing Details**
The CRISPR Therapeutics buy marked ARK’s largest single transaction of the day, reinforcing the firm’s strong conviction in the gene-editing pioneer. Beam Therapeutics received the second-largest allocation. The Teradyne and Roku sales reflect a continued pattern of de-risking from mature tech sectors, while the SoFi adjustment signals minor tweaks within ARK’s fintech portfolio.
All gene-editing purchases were executed exclusively through ARKK and ARKG, ARK’s funds specializing in disruptive innovation and genomics. By moving more than double its sales proceeds into biotech stocks, ARK Invest is signaling continued faith in the long-term growth of life sciences innovation.
**Summary**
Cathie Wood’s ARK Invest showcased a decisive shift on November 4, 2025, aggressively allocating capital toward gene-editing and blockchain-related companies while trimming exposure to traditional technology names. These moves highlight ARK’s ongoing belief in the transformative potential of biotech and digital assets for the future.
https://blockonomi.com/cathie-wood-dumps-tech-stocks-for-gene-editing-plays-in-crispr-and-beam/