TLDR
- Cathie Wood’s ARK Invest purchased $10.06 million worth of CRISPR Therapeutics shares and $7.06 million in Beam Therapeutics stock on November 4, 2025.
- ARK reduced technology holdings by selling $5.02 million in Teradyne shares and $1.67 million in Roku stock through its ARKK fund.
- The firm sold $627,455 worth of SoFi Technologies shares through its fintech-focused ARKF ETF.
- ARK added $1.20 million in Bullish shares across multiple funds, increasing digital asset exposure.
- Total biotech investments exceeded $17 million, showing ARK’s preference for gene-editing companies over traditional tech stocks.
Cathie Wood’s ARK Invest executed major portfolio changes on November 4, 2025, moving capital from technology stocks into biotech investments. The firm’s daily trading report showed heavy buying in gene-editing companies.
ARK purchased 162,327 shares of CRISPR Therapeutics worth $10.06 million. The investment was divided between the ARK Innovation ETF and ARK Genomic Revolution ETF.
CRISPR Therapeutics AG (CRSP)The investment firm also bought 291,001 shares of Beam Therapeutics for $7.06 million. This purchase went through ARKK and ARKG funds.
CRISPR Therapeutics and Beam Therapeutics both operate in the gene-editing space. These purchases show ARK’s confidence in genomic medicine companies.
ARK also increased its cryptocurrency exposure by adding 23,963 shares of Bullish worth $1.20 million. This buy was spread across multiple ETFs.
Technology Stock Sales
ARK Invest sold 27,423 shares of Teradyne valued at $5.02 million through its flagship ARKK fund. This continues a pattern of reducing semiconductor testing stock exposure from previous weeks.
The firm trimmed 15,362 shares of Roku worth $1.67 million through ARKK. This marks another reduction in ARK’s streaming platform holdings.
ARK reduced its SoFi Technologies position by 20,485 shares valued at $627,455. The sale went through the ARK Fintech Innovation ETF.
The biotech purchases totaled approximately $17.12 million compared to roughly $7.3 million in sales. This shows a net inflow into gene-editing stocks.
Portfolio Rebalancing Details
The CRISPR Therapeutics buy represents ARK’s largest single transaction of the day. The $10.06 million purchase shows strong conviction in the gene-editing pioneer.
Beam Therapeutics received the second-largest investment at $7.06 million. Both companies focus on developing gene-editing therapies for various diseases.
The Teradyne sale marks the biggest reduction in ARK’s November 4 trading activity. The semiconductor testing company has seen multiple rounds of selling from ARK in recent weeks.
Roku continues to see position reductions from ARK’s portfolio. The streaming platform has been gradually trimmed through several transactions.
The SoFi sale represents a smaller adjustment to ARK’s fintech holdings. The ARKF fund handles most of ARK’s financial technology investments.
ARK’s trading activity shows a clear rotation from mature tech stocks into emerging biotech names. The firm moved significant capital between sectors on this trading day.
The gene-editing purchases went through ARKK and ARKG exclusively. These two funds focus on disruptive innovation and genomic revolution themes.
ARK’s November 4 trades demonstrate continued faith in life sciences innovation. The firm allocated more than double its sales proceeds into biotech stocks.
The Bullish purchase added to ARK’s digital asset exposure across multiple funds. This represents a smaller bet compared to the gene-editing investments.
CRISPR and Beam received combined investments of $17.12 million on November 4, 2025.
The post Cathie Wood Dumps Tech Stocks for Gene-Editing Plays in CRISPR and Beam appeared first on Blockonomi.
Source: https://blockonomi.com/cathie-wood-dumps-tech-stocks-for-gene-editing-plays-in-crispr-and-beam/
