Following 'Wooden Sister': Aggressively investing in the 'gene editing' sector, PACB added over 420,000 shares!

Overnight, the three major U.S. indexes closed slightly lower for the third consecutive trading day. With the year-end holidays, the market overall lacks significant catalysts to drive direction, and investors also lack the enthusiasm to place orders.

ARK Invest's leader 'Cathie Wood' made notable portfolio adjustments on the second-to-last trading day of the year. Based on the latest position tracking data, ARK’s investment focus is strongly pointing towardsbiotechnology and gene editingFields, while reducing positions in some streaming and space concept stocks.

Increased position direction: Placing heavy bets on 'life sciences'

In this list of increased positions, the most eye-catching are exclusivelyBiomedicalTargets. 'Ark Lady' seems to be positioning herself ahead of a biotech explosion expected around 2026.

'Ark Lady' made significant moves,Bought $Pacific Biosciences of California (PACB.US)$423,400 sharesPACB, as a leader in long-read gene sequencing technology, has always been a favored target by ARK;

Increase position $Intellia Therapeutics (NTLA.US)$145,200 sharesAs a pioneer in gene-editing technology, NTLA’s progress in in vivo editing therapies has remained a market focus;

Increase position $Twist Bioscience (TWST.US)$51,000 shares,This company is a leader in synthetic biology, providing 'tools' for genetic research;

Increase position $Beam Therapeutics (BEAM.US)$ 46,400 shares, focusing on more precise base editing technology.

Sell-side rationale: Profit-taking and tactical adjustments

On the sell side, ARK’s operations appear relatively cautious, with minor adjustments mainly targeting tech stocks with better liquidity.

$Roku Inc (ROKU.US)$ : Reduced position by 10,800 shares,This company has always been one of ARK's major holdings. The scale of this reduction is relatively small compared to its total position, looking more like year-end rebalancing or a passive adjustment responding to fund outflows.

$Rocket Lab (RKLB.US)$ : Reduced position by 1,545 shares,This is a very minor reduction action. Considering Rocket Lab’s position in the space race, this does not indicate bearishness but may simply be a rounding adjustment for account management.

$Shopify (SHOP.US)$ Reduced holding by 6,579 shares,This is an e-commerce SaaS giant, also part of a tactical reduction in holdings.

$Ionis Pharmaceuticals (IONS.US)$Reduced holding by 13,000 shares,This is the only biopharmaceutical stock being sold, showing that 'Wood姐' (Ms. Wood) is conducting 'survival of the fittest' within the same sector, concentrating funds into the more explosive gene-editing field.

Futubull's [Opportunities Page] has launched tracking for celebrity portfolio opportunities! Choose from multiple celebrity portfolios, follow the masters' strategies with one click, precisely lock onto high-quality targets, and invest with greater confidence!

180K Views