Tracking Cathie Wood: Firmly defending the 'gene editing' core position - gene editing leader CRSP, genomics diagnostics company WGS

U.S. Eastern Time on Friday, the three major U.S. stock indexes collectively closed lower, concluding a volatile week. Last week's sharp fluctuations in crude oil prices caused significant turbulence in the stock market, with investors assessing the impact of the Iran conflict on global oil supply.

Against this backdrop, Ms. Wood's operations last Friday appeared more refined and restrained. This was more like a 'mopping up and consolidation' of core positions: within the healthcare sector, Ms. Wood continued to steadfastly execute her underlying asset reallocation logic of 'moving away from hardware towards software, and embracing gene editing'.

Buying direction: Firmly defending the 'gene editing' core position

Following the significant position building a few days ago, Ms. Wood continued to increase her holdings in the gene editing leader by 44,900 shares last Friday. This fully demonstrates ARK's high strategic conviction in CRISPR technology. With AI computing power greatly accelerating target discovery today, CRISPR, a technology that can directly 'cut and modify' disease-causing genes at the DNA level, represents the ultimate leap in medical approaches from 'long-term control' to 'one-time cure'. The continuous increase in holdings indicates that Ms. Wood already views it as the medical foundation with the most non-linear explosive potential over the next decade.$CRISPR Therapeutics (CRSP.US)$44,900 shares. This fully demonstrates ARK's strong strategic commitment to CRISPR technology. In today's world where AI computing power has greatly accelerated target discovery, CRISPR, a technology that can directly "cut and modify" pathogenic genes at the DNA level, represents the ultimate leap in medical approaches from "long-term control" to "one-time cure." The continuous accumulation of shares indicates that Cathie Wood has regarded it as the medical foundation with the greatest potential for nonlinear explosive growth in the next decade.

Previously, she slightly increased her holdings in genomic diagnostics company$GeneDx Holdings (WGS.US)$by 6,017 shares. The core value of WGS lies in its extensive rare disease and pediatric clinical genomic dataset. Amidst the wave of AI large models reshaping healthcare, high-quality proprietary data is the scarcest fuel. This minor increase in holdings represents meticulous base maintenance for the high-barrier data ecosystem.

Selling direction: Clearing out pure medical hardware lacking a data ecosystem moat and biotech from the old era

Ms. Wood sold 33,000 shares of single-cell sequencing giant$10x Genomics (TXG.US)$and reduced her holdings in life science tools company$Standard BioTools (LAB.US)$by 1,437 shares. Aligning with the heavy buying of CRSP on the purchase side, this main thread of 'selling hardware tools and buying core therapies' has become extremely clear. In the absence of strong AI application ecosystem feedback, pure medical testing equipment and sequencing instruments are highly susceptible to becoming a red ocean of homogeneous competition. Capital is accelerating its exit from these hardware segments whose growth ceilings have peaked.

In addition, it reduced its holdings in an RNA-targeted therapeutics company $Ionis Pharmaceuticals (IONS.US)$ by 7,220 shares. Compared to the 'ground-up rewrite' revolution brought by CRISPR gene-editing technology, some early RNA therapies may be losing their comparative advantage within ARK's investment research framework. This is a routine fund reallocation within the healthcare sector based on the speed of technological iteration.

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