TLDR
- Cathie Wood’s ARK purchased 83,368 Netflix shares valued at $7.27 million on January 21, 2026
- ARK dumped 135,193 Beam Therapeutics shares worth $4.19 million across ARKK and ARKG ETFs
- Tempus AI received $5.98 million investment with 89,501 shares purchased across two funds
- ARK sold GitLab shares worth $2.91 million and Pinterest shares worth $3.02 million
- WeRide autonomous vehicle stock added with 111,439 shares purchased for $945,000
Cathie Wood’s ARK Invest disclosed trading activity for Wednesday, January 21, 2026. The investment firm made its largest purchase in Netflix while exiting biotech positions.
ARK bought 83,368 Netflix shares through the ARKW ETF. The purchase totaled $7.27 million. This represents the biggest single trade of the day for the firm.
The Netflix buy came one day after the streaming company reported earnings. Fourth-quarter revenue hit $12.1 billion, beating analyst estimates of $11.97 billion. Earnings per share reached $0.56, above the $0.55 consensus forecast.
Netflix shares dropped 2% despite beating expectations. Market focus shifted to the company’s proposed Warner Bros. Discovery acquisition. The all-cash deal drew more investor attention than quarterly performance.
Major Biotech Exit
ARK sold 135,193 Beam Therapeutics shares on the same day. The sale totaled $4.19 million across ARKK and ARKG ETFs. This marks a reduction in gene-editing exposure for the funds.
The firm also cut software positions. GitLab saw 87,999 shares sold through ARKW for $2.91 million. ARK has been reducing certain technology holdings in recent trades.
Pinterest faced selling pressure too. ARK offloaded 118,823 shares worth $3.02 million. The social media platform joins other consumer tech names seeing reduced allocation.
Kratos Defense saw exits across three ETFs. ARK sold 8,646 shares for $1.11 million total. This came despite ongoing global defense sector interest.
Healthcare AI Investment
Tempus AI became a major addition to ARK portfolios. The firm purchased 89,501 shares for $5.98 million. The buy split between ARKK and ARKG funds.
Tempus AI shares fell 2.2% on January 21. The company provides AI-powered healthcare data platforms. Medical facilities are increasing adoption of these analysis tools.
The purchase aligns with ARK’s focus on AI technology. Healthcare applications represent a growing segment of the AI market.
Autonomous Vehicle Bet Continues
WeRide received another round of ARK investment. The firm bought 111,439 shares through ARKQ for $945,000. This follows previous WeRide purchases in recent weeks.
WeRide stock rose 4.3% during trading. The autonomous vehicle company continues expanding testing programs. ARK has shown consistent interest in self-driving technology.
Trimble joined the portfolio through ARKX. ARK purchased 8,817 shares for $614,000. The company makes positioning software used in construction and aerospace.
Kodiak AI saw a smaller addition. ARKQ bought 22,426 shares worth $223,811. The purchase reinforces ARK’s AI technology focus.
The trading pattern shows ARK rotating from biotech into streaming and AI. Netflix led buying activity while Beam Therapeutics topped the sell list. The moves reflect ongoing portfolio optimization across ARK’s ETF lineup.
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