Following 'Wood姐': Funds flow into gene testing giant GeneDx, continue to reduce holdings in medical device company SRTA

On Thursday (April 9), U.S. President Donald Trump reportedly asked Israeli Prime Minister Benjamin Netanyahu to scale back strikes on Lebanon to ensure smooth U.S.-Iran negotiations. Following progress in the Middle East situation, the three major U.S. stock indexes closed collectively higher, with the Nasdaq up 0.83%, the S&P 500 up 0.62%, and the Dow Jones Industrial Average up 0.58%. Notably, both the Nasdaq and the S&P 500 recorded their seventh consecutive day of gains.

Against this backdrop, Cathie Wood continued the portfolio adjustment logic from previous days.In the April 9 trading session, capital focused on the 'AI + healthcare' sector; on the sell-side, the 'major cleanup' of traditional medical devices and outdated nuclear assets was still ongoing.

Buying focus: A large bet on genetic testing company GeneDx.

The day's buying was concentrated in two stocks, indicating that ARK is positioning itself in core areas of the next-generation biotech cycle.

Cathie Wood significantly increased her position in gene sequencing data giant GeneDx overnight. $GeneDx Holdings (WGS.US)$Up to 32,800 shares, while continuing to add to her stake in mRNA technology pioneer Arcturus Therapeutics.$Arcturus Therapeutics (ARCT.US)$With an additional 3,447 shares.

After several consecutive days of strategic positioning, a large volume of capital has once again flowed into WGS, signaling ARK's strong endorsement of 'AI + healthcare big data'.ResoluteWGS is not just a sequencing company; it also serves as an 'AI training database' that holds the genomic data for rare diseases and pediatric conditions across the U.S. Meanwhile, ARCT possesses cutting-edge technology capable of rewriting fundamental life instructions. Cathie Wood is stockpiling resources for the next explosive phase in precision medicine.

Sell-side strategy: Continue to divest SRTA and BWXT.

On the sell-side, ARK's decisive 'out with the old, in with the new' approach continues, aggressively divesting shares of critical care medical device companies. $Strata Critical Medical (SRTA.US)$As many as 57,700 shares were sold.The multi-day selling of tens of thousands of SRTA shares underscores a fact: Traditional medical devices that fail to accumulate high-value data and lack software and algorithmic capabilities are being treated as 'sunk costs' and removed from Cathie Wood’s core investment portfolio.

At the same time, Cathie Wood has also reduced her holdings in long-standing nuclear component companies. $BWX Technologies (BWXT.US)$ 3,478 shares were sold.Based on ARK's recent withdrawal pattern, funds are clearly pulling out from outdated hardware such as traditional nuclear components. This does not indicate that ARK is bearish on the energy sector but rather is liquidating these traditional hardware positions to reallocate liquidity toward more promising next-generation frontier technologies.

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