📈🧬 Cathie Wood’s 2026 pivot: doubling down on gene editing as consumer tech fades

Cathie Wood’s moves heading into 2026 reveal a clear and deliberate reorientation of capital.

The signal is not subtle:

early-stage gene editing and genomics are moving to the center of ARK’s strategy, while consumer technology, diagnostics-heavy healthcare, and space-related exposure are being trimmed.

At the core of this shift is a major accumulation of Beam Therapeutics ($BEAM).

Across ARK Innovation ETF ($ARKK) and ARK Genomic Revolution ETF ($ARKG), ARK added more than 195,000 shares of BEAM, a company pioneering base-editing technology designed to correct disease-causing mutations at the DNA level.

This stands out as one of ARK’s most aggressive recent bets and reinforces a long-held thesis:

the highest upside in healthcare comes from rewriting biology upstream, not optimizing downstream delivery.

That same logic extends to Intellia Therapeutics ($NTLA), where ARK added roughly 236,000 shares, continuing a buying pattern from prior weeks. Intellia’s CRISPR-based in vivo gene-editing approach fits squarely into ARK’s view that durable breakthroughs will come from platform technologies, not incremental therapeutics.

To support that ecosystem, ARK also increased exposure to the tooling layer.

It added over 423,000 shares of Pacific Biosciences of California ($PACB), a key long-read sequencing provider, reinforcing its preference for companies that enable genomic discovery rather than those dependent on single diagnostic products.

The same pattern appears in additions to Twist Bioscience ($TWST), where ARK bought about 101,000 shares worth more than $3 million. Twist’s synthetic DNA is used across drug discovery, biological research, and even data storage, making it a leveraged bet on the entire life sciences stack.

ARK also added roughly 88,000 shares of Personalis ($PSNL), which specializes in ultra-deep sequencing for early cancer detection and minimal residual disease monitoring, further emphasizing precision over scale.

Outside healthcare, ARKQ continued building its position in Kodiak AI ($KDK), while ARKG increased exposure to Tempus AI ($TEM), highlighting ARK’s view that AI and biology are converging into a single data-driven system.

On the sell side, the changes are just as telling.

ARKG reduced its position in Ionis Pharmaceuticals ($IONS), while trimming diagnostics-oriented names like Natera ($NTRA) and Guardant Health ($GH).

In consumer and growth tech, ARK Innovation ETF sold more than 72,000 shares of Roku ($ROKU) and cut over 29,000 shares of Shopify ($SHOP). ARKQ also reduced exposure to space infrastructure by trimming Rocket Lab ($RKLB).

This is not a retreat from risk.

It’s a rotation toward asymmetry.

ARK appears to be shifting away from businesses driven by consumer adoption cycles and advertising spend, and toward biological platforms where outcomes are binary, defensible, and potentially exponential.

Notably, despite selling more than 633,000 shares of Tesla ($TSLA) in 2025, Tesla remains ARK’s largest holding — suggesting portfolio optimization, not a loss of conviction.

The broader message heading into 2026 is clear:

Cathie Wood is betting that the next wave of disruptive returns won’t come from screens, apps, or rockets, but from gene editing, genomics, and the tools that make biology programmable.

If that thesis plays out, the real question isn’t volatility —

it’s whether markets are still underestimating how fast these platforms can move from lab to large-scale impact.

📮 Ongoing analysis on long-duration innovation, genomics, and capital rotation — focused on where conviction is building before consensus follows.

#CathieWood #ARKInvest #Biotech #Genomics #GeneEditing #CRISPR #BEAM #NTLA #TWST #ARKK #ARKG