TLDR
- ARK Invest sold 64,695 Twist Bioscience shares worth $2.78 million on January 26, 2026
- The fund purchased 7,737 Tempus AI shares for $505,380 across multiple ETFs
- ARK bought 48,260 WeRide shares valued at $425,653 in autonomous vehicle sector
- Sales included 67,086 shares of 10X Genomics worth $1.50 million
- Additional buys: Bullish ($994,922), Kodiak AI ($447,913), Kratos Defense sale ($430,741)
Cathie Wood’s ARK Invest published trading activity for January 26, 2026, showing a clear rotation from biotechnology into artificial intelligence investments. The firm sold nearly $4.3 million in genomics stocks while acquiring AI and autonomous vehicle companies.
The biggest sale involved Twist Bioscience Corp. ARK offloaded 64,695 shares through the ARKK ETF for $2.78 million. This represents the second straight day of selling after Friday’s exit of 59,748 shares.
ARK also reduced its 10X Genomics position by 67,086 shares. The ARKK ETF sale generated approximately $1.50 million. Over the past week, ARK has sold more than 315,000 shares of the genomics technology company.
Tempus AI Sees Continued Buying
ARK purchased 7,737 Tempus AI shares across ARKK and ARKG ETFs for $505,380. This extends buying from Friday when the fund acquired over 51,000 shares. The AI healthcare analytics company has become a focus for Wood’s investment strategy.
The fund added 48,260 WeRide shares through ARKQ ETF worth $425,653. WeRide operates in the autonomous vehicle market. ARK bought 180,740 WeRide shares on Friday, showing sustained interest in self-driving technology.
ARK also purchased 47,752 Kodiak AI shares via ARKQ for $447,913. Kodiak AI develops autonomous trucking solutions and AI-powered logistics systems. The purchase adds to ARK’s exposure in the transportation automation sector.
Crypto Infrastructure and Defense Adjustments
The fund bought 27,830 Bullish shares across ARKK and ARKF ETFs totaling $994,922. Bullish operates crypto exchange infrastructure. The purchase reflects ARK’s ongoing investment in digital asset platforms.
ARK sold 3,902 Kratos Defense shares through ARKQ worth $430,741. The defense and security company has seen consistent selling from ARK in recent sessions. The sale continues a broader exit strategy from this position.
Portfolio Rebalancing Continues
Monday’s trades follow a week-long pattern of genomics exits and AI additions. Total biotechnology sales reached $4.28 million for the single trading day. AI-related purchases totaled $2.38 million across multiple companies.
Four different ARK ETFs executed trades on January 26. ARKK handles disruptive innovation stocks, ARKG focuses on genomics, ARKQ targets autonomous technology, and ARKF invests in fintech companies.
The Tempus AI position spans both innovation and genomics ETFs. This cross-fund ownership indicates strong conviction in the company’s prospects. WeRide and Kodiak AI purchases concentrate in the autonomous technology fund.
Total transaction value for the day reached $7.21 million across six different companies. The trades provide insight into Wood’s shifting sector preferences for 2026.
ARK’s daily trade disclosures offer transparency into the fund’s investment decisions. These reports show real-time portfolio adjustments as Wood responds to market conditions and company developments.
The genomics sector has faced pressure from multiple ARK funds recently. Meanwhile, AI stocks continue receiving fresh capital across healthcare, transportation, and infrastructure applications.
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