Cathie Wood Buys Joby Aviation Dip, Sells Teradyne Near Highs in Latest Portfolio Moves

TLDR

• Cathie Wood’s ARK ETFs bought 781,519 shares of Joby Aviation for $10.4 million after the stock dropped 16.7% on dilution concerns from a $1 billion capital raise
• ARK added 127,184 shares of CRISPR Therapeutics for $6.8 million, continuing its recent buying pattern in the biotech company
• ARK sold 31,668 shares of Teradyne for $7.9 million as the stock hit an intraday high of $253.61 following a joint venture announcement
• ARK trimmed positions in Veracyte and Illumina, selling $1.2 million and reducing its Illumina stake by 35,897 shares
• The trades occurred on Thursday, January 29, 2026, reflecting ARK’s strategy in electric aviation, biotech, and semiconductor sectors

Cathie Wood’s ARK Invest made several portfolio changes on Thursday, January 29, 2026, according to daily fund disclosures. The trades show continued focus on electric aviation and biotech while reducing semiconductor positions.

The largest transaction was a purchase of 781,519 shares of Joby Aviation. ARK bought the shares through two funds: the ARK Autonomous Technology & Robotics ETF and the ARK Space Exploration & Innovation ETF. The total purchase value reached $10.4 million.

Joby Aviation, Inc., JOBY

Joby Aviation’s stock crashed 16.7% on Thursday. The drop came after the company announced plans for a capital raise. The air taxi maker aims to raise approximately $1 billion through a sale of common stock and convertible senior notes due in 2032.

Investors reacted negatively to the news due to concerns about equity dilution. ARK used the price drop as a buying opportunity. The purchase shows ARK’s continued interest in the electric aviation sector.

ARK Expands Biotech Holdings

ARK also increased its biotech exposure through a CRISPR Therapeutics purchase. The firm bought 127,184 shares of the gene-editing company. The transaction totaled $6.8 million across the ARKK and ARKG ETFs.

This marks a continuation of ARK’s recent buying pattern in CRISPR stock. The company has been adding to this position over several days. CRISPR Therapeutics stock dipped slightly during Thursday’s broader market decline.

Teradyne Sale Capitalizes on Peak Price

On the selling side, ARK offloaded 31,668 shares of Teradyne. The sale generated $7.9 million in proceeds through the ARKQ and ARKX ETFs. Teradyne stock reached an intraday high of $253.61 on Thursday.

The timing coincided with news of a joint venture announcement. Teradyne and MultiLane revealed plans to form MultiLane Test Products. The joint venture will focus on high-speed data connection tests for AI data centers.

MultiLane will contribute its test and measurement assets to the venture. The company will keep its interconnects and data center test businesses. Teradyne will hold majority ownership in the new entity.

The deal requires regulatory approvals. Both companies expect the transaction to close in the first half of 2026. ARK has been reducing its Teradyne position throughout the week.

ARK sold 31,463 shares of Veracyte through its ARKK ETF. The sale totaled $1.2 million. The firm also trimmed its Illumina holdings by 35,897 shares across ARKK and ARKG. This continues ARK’s recent pattern of selling Illumina stock.

Smaller trades included a purchase of 29,413 shares of Beam Therapeutics. ARK also sold 261 shares of Kratos Defense and Security Solutions. Analysts currently rate Teradyne and CRISPR as “Moderate Buy” while Joby Aviation holds a “Hold” rating with 41% upside potential expected over the next twelve months.

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