Following 'Wooden Sister': Firmly increasing positions in genetic technology companies Personalis, Intellia Therapeutics, and a rare purchase of Japan's Komatsu Group

On Friday Eastern Time, the three major US stock indexes collectively closed higher, driven by the rise in Intel and other chipmakers' stocks.The S&P 500 Index closed at a record high.Meanwhile, weaker-than-expected US non-farm payroll data did not significantly alter the market’s expectations for a Fed rate cut this year.

However,On Monday, as the US Department of Justice launched a criminal investigation into Fed Chair Jerome Powell, tensions between the Federal Reserve and the White House — already strained — worsened, with global markets in Asia reacting swiftly:The US Dollar Index dropped sharply, US stock futures fell across the board, while spot gold prices surged above the $4,600 mark.

Looking back at 'Wooden Sister’s' operations last Friday,She firmly increased positions in genetic technology $Personalis (PSNL.US)$ 、 $Intellia Therapeutics (NTLA.US)$ , and also made a rare purchase of Japanese stocks $Komatsu (6301.JP)$ 。

Direction of increased positions: Aggressively adding to genetic technology, buying into a century-old engineering machinery company

The most eye-catching move in this transaction was undoubtedly ARK's aggressive increase in positions in the gene testing and editing sector.

1. $Personalis (PSNL.US)$ : Over 260,000 shares were added in a single day. Personalis is a leader in cancer genomics and precision medicine. This large-scale purchase of more than 260,000 shares by 'Miss Wood' demonstrates her strong confidence in the company’s prospects in tumor immunotherapy and personalized cancer vaccine development.

2. $Intellia Therapeutics (NTLA.US)$ : Increased holdings by over 210,000 shares. As a leading company in CRISPR gene-editing technology, NTLA has always been a favorite of ARK. This increase further solidifies ARK’s position in the gene-editing space. After years of industry volatility, Miss Wood seems to be betting on the commercialization year of gene therapy by increasing her stakes in top technology companies.

3. $Komatsu (6301.JP)$ : Nearly 50,000 shares were added, marking a notable non-US stock operation. This globally renowned manufacturer of engineering machinery,is actually the 'hidden champion' of autonomous mining vehicles.From its first trial at a Chilean copper mine in 2005 to becoming the first to achieve commercial deployment in 2008, Komatsu has been leading the way. Today, its technology has moved from experimental sites to major mining areas worldwide. Data from 2024 shows that over 750 Komatsu autonomous mining trucks are in operation around the clock, with cumulative transport exceeding tens of billions of metric tons. This is not just a numerical feat but also the strongest testament to Komatsu defining the future of the industry.

Reduced positions: Sold 'enabler' companies in the industry

$Illumina (ILMN.US)$ : Reduced holdings by 14,100 shares, a very typical ARK-style 'high-beta rotation' strategy. Illumina, as a giant in gene-sequencing equipment, is usually considered the 'blue-chip' or 'enabler' of the industry. Miss Wood sold ILMN, which has better liquidity and is relatively mature, to redirect funds into higher-volatility, higher-growth PSNL and NTLA. This sends a clear signal: she is pursuing greater aggressiveness, believing that the potential returns of small- and mid-cap technology innovators now far exceed those of industry giants.

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