Following Cathie Wood: Continue buying WeRide, consider Netflix on dips

On Wednesday, Eastern Time, after U.S. President Trump canceled a new round of tariffs on European countries and announced that a 'framework agreement' had been reached regarding Greenland, the U.S. stock market rebounded sharply, with all three major indexes rising over 1%.

Trump’s cancellation of additional tariffs once again validates the so-called 'TACO trade,' meaning 'Trump Always Chickens Out.'

Based on the latest trading data, ARK is withdrawing funds from the gene-editing sector and some parts of the SaaS space, concentrating its firepower on bettingAutonomous driving technology、AI HealthcareandStreaming giant。

Buying direction: Buying Netflix on dips, autonomous driving and AI become the main themes

The most eye-catching aspect of this 'buy' list is the comprehensive layout of the autonomous driving industry chain and the increased holdings of mature tech stocks.

$WeRide (WRD.US)$Increased holdings by 111,400 shares,Cathie Wood has purchased over 840,000 shares in the past three days. Her substantial buy-in of WeRide, a leader in the autonomous driving field, demonstrates her strong confidence in the commercialization of L4 autonomous driving. This may suggest that ARK believes autonomous driving technology has reached a critical point for large-scale monetization.

$Tempus AI (TEM.US)$ Bought and held an additional 89,500 shares,Tempus leverages AI to process medical data, aligning with ARK's consistent investment theme of 'disruptive innovation,' showing their optimism about the application prospects of AI in precision medicine.

$Netflix (NFLX.US)$ Bought and held an additional 83,400 shares,Netflix fell more than 2% post-earnings. On the news side, Netflix had excellent Q4 results but weak Q1 guidance; the company has also paused buybacks due to the acquisition of Warner Bros.

$Kodiak AI (KDK.US)$ Increased holdings by 22,400 shares & $Trimble (TRMB.US)$ Increased holdings by 8,817 shares,Kodiak focuses on autonomous driving trucks, while Trimble provides key positioning technology. Combined with WeRide’s increased position, this further confirms that 'autonomous driving' is currently ARK's highest-conviction sector.

Direction of reduction: Reduced positions in some genetic technology and software stocks

On the selling side, funds mainly flowed out of biotechnology and some software stocks, possibly to free up capital to support the above buying operations.

$Beam Therapeutics (BEAM.US)$ Reduced holdings by 135,200 shares,As a star stock in the gene-editing sector, BEAM's significant reduction in holdings may stem from ARK's concerns about the industry’s short-term valuation or a reassessment of its R&D progress.

$Pinterest (PINS.US)$Reduced by 118,800 shares,As competition in the advertising market intensifies, ARK may be shifting funds away from traditional internet models reliant on ad monetization toward AI and autonomous driving, which are more aligned with advanced technology.

$Gitlab (GTLB.US)$Reduced by 88,000 shares,As a leader in the DevOps space, Gitlab's reduction in holdings may be a profit-taking move or a defensive operation in anticipation of slowing enterprise software spending.

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