Tracking Cathie Wood: Added over 360,000 shares of gene-editing rising star SCTX; reduced holdings of ATAI and FIG by over 700,000 shares each

On Friday, July 24, 2026, the three major U.S. indices diverged. The S&P 500 edged up 0.05% to 7,411.98, the Dow Jones rose 0.46% to 51,947.25, while the tech-heavy Nasdaq fell 0.64% to 24,975.82, indicating structural rotation in market funds during Friday’s closing session and some selling pressure on growth stocks.

Against this backdrop, Cathie Wood aggressively added to several 'disruptive innovation' holdings spanning gene editing, nuclear energy, mental health, and autonomous driving, while simultaneously rebalancing certain existing positions.

Buying activity: Multi-sector deployment into disruptive innovation—stepping up investments from gene editing to nuclear energy

Among today’s purchases, the most notable was a significant increase in $Scribe Therapeutics (SCTX.US)$ , with 361,253 shares bought—the largest single-day purchase by volume. Scribe is a biotech company focused on next-generation CRISPR gene-editing technology. Its proprietary XBASE editing platform offers high precision and programmability, aligning closely with ARK’s core investment thesis in precision medicine. As commercialization of gene therapies accelerates, ARK’s latest position increase may reflect deep confidence in the company’s technological moat.

In the nuclear energy sector, ARK added $X-Energy (XE.US)$ 120,704 shares of X-Energy. X-Energy specializes in advanced small modular reactor (SMR) technology. Driven by global energy transition trends and surging electricity demand from AI data centers, SMRs are seen as a highly promising clean baseload energy solution. ARK’s move likely reflects a bet on the accelerating commercialization of nuclear energy as a long-term theme.

In the mental health space, ARK purchased $COMPASS Pathways (CMPS.US)$ 107,121 shares of COMPASS. COMPASS is a leader in psilocybin-assisted psychotherapy (psilocybin being the active compound in magic mushrooms). Its clinical pipeline continues to advance, and the regulatory landscape is gradually becoming clearer—highly consistent with ARK’s long-standing investment thesis favoring innovation in precision medicine and mental health.

The autonomous driving segment saw broad-based additions. ARK increased positions in $Kodiak AI (KDK.US)$ 47,500 shares of $Pony AI (PONY.US)$ 40,404 shares, and $WeRide (WRD.US)$ 33,636 shares. The three companies are respectively focused on autonomous trucking, fully driverless Robotaxi services, and Level 4 autonomous mobility solutions. Simultaneously increasing positions across these firms may indicate that ARK believes the inflection point for commercialization of autonomous driving is approaching, and it is using a diversified allocation to reduce single-stock risk while capturing broad industry beta returns.

In crypto assets, ARK bought $3iQ Solana Staking ETF (SOLQ.CA)$ 28,018 shares and $Bitmine Immersion Technologies (BMNR.US)$ 5,264 shares, maintaining its exposure to blockchain ecosystems and digital asset infrastructure—likely reflecting a continuation of its long-term strategic positioning in the crypto sector.

Selling activity: Rebalancing positions to release liquidity and optimize capital efficiency

On the sell side, ARK reduced its stake in $AtaiBeckley (ATAI.US)$ 758,353 shares—the largest selling position of the day. ATAI is also an innovative biotech firm focused on mental health. Notably, ARK simultaneously increased its position in COMPASS Pathways (CMPS) within the same sector. This ‘sell ATAI, buy CMPS’ move likely reflects ARK’s internal portfolio optimization within the mental health space, reallocating capital toward what it views as a higher-growth opportunity.

It also trimmed $Figma Inc (FIG.US)$ a total of 718,303 shares. Figma, a leading collaborative design software company, remains highly competitive amid the wave of AI-assisted design tools. However, ARK’s reduction may relate to portfolio weight management or capital reallocation needs, suggesting this move is part of broader liquidity and portfolio management rather than a negative view on fundamentals.

$Strata Critical Medical (SRTA.US)$ It was reduced by 178,309 shares. The company focuses on critical care medicine. ARK’s move may be aimed at adjusting the internal allocation within its healthcare sector, redirecting limited resources toward gene editing and mental health holdings that better align with its 'disruptive innovation' theme.

Additionally, ARK made a minor reduction of $Elbit Systems (ESLT.US)$ 198 shares—a negligible amount, likely due to routine position adjustments or index rebalancing, carrying limited strategic significance.

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