Tracking Cathie Wood: Aggressive buying in frontier healthcare and AI storage, SaaS selloff storm sweeps through Salesforce

Overnight, as NVIDIA, the world's largest publicly traded company by market value, experienced yet another 'routine post-earnings drop,' the tech sector was collectively dragged down, causing the Nasdaq to fall more than 1%. Affected by NVIDIA’s plunge, the S&P 500 index once again faltered at a critical moment when approaching the 7000-point mark.

Overnight, ARK demonstrated extremely strong capabilities in efficient iteration and probabilistic gaming: swiftly cutting losses in traditional SaaS and outdated infrastructure sectors while concentrating its investments into foundational AI data storage, physical carriers of embodied intelligence, and cutting-edge biotech fields that have achieved technological breakthroughs.

Buying focus: closely tied to 'AI infrastructure extension' and 'disruptive medical breakthroughs.'

Cathie Wood made a massive purchase of a mental health biotech company, $AtaiBeckley (ATAI.US)$ with as many as 482,400 shares, while also increasing holdings in precision medicine for organ transplantation, $CareDx (CDNA.US)$ by 43,400 shares, and gene-editing leader, $Intellia Therapeutics (NTLA.US)$ by 40,100 shares.

Overall, the healthcare sector is undergoing a major reshuffle within ARK. The aggressive build-up of positions in companies like ATAI, which focuses on brain science and novel psychiatric therapies, shows that capital is seeking disruptive cognitive science opportunities beyond traditional targeted drugs. Meanwhile, increasing holdings in NTLA also demonstrates their 'weeding out the weak and retaining the strong' strategy, along with precise positioning within the gene-editing track.

Cathie Wood also increased holdings in $Baidu (BIDU.US)$ Baidu by 97,600 shares. In the wave of AI, Baidu's appeal is no longer limited to its Wenxin large model; its core breakthrough lies in the Apollo autonomous driving network. If we summarize today’s hardcore technology investment theme as 'components are the core, complete systems are the carrier, and embodied intelligence is the long-term barrier,' then Baidu’s Robotaxi business is precisely the most typical and commercially viable 'complete system carrier' for embodied intelligence under complex urban traffic conditions. This is consistent with ARK’s continued bet on autonomous driving companies like Aurora.

In addition, it purchased 25,400 shares of the all-flash data storage giant $Everpure (P.US)$ and slightly increased its position by 3,869 shares. The entry into PSTG hits the core of AI infrastructure. $Amazon (AMZN.US)$ Beyond computing power and electricity, there is also 'data throughput'. With the explosive demand for multimodal large model training, traditional hard drives cannot feed GPUs at all; All-Flash Arrays (AFA) have become critical infrastructure to solve AI data transmission bottlenecks.Increasing the position in PSTG is an important step in completing the AI hardware ecosystem chain.

Overnight, Ms. Wood also increased her holdings by 53,000 shares $Nu Holdings (NU.US)$ of Nu Holdings, the absolute leader in Latin American digital banking, which continues to offer extremely high growth certainty and serves as one of ARK's cornerstone investments in the fintech sector.

Sell-side: Continued reduction of SaaS companies

On the sell-side, ARK’s 'shock therapy' continues. Any asset with impaired logic or lacking explosiveness in the AI era is being mercilessly sold off.

Ms. Wood overnight continued to sell $PagerDuty (PD.US)$ 307,800 shares, while notably reducing her stake in the enterprise SaaS giant $Salesforce (CRM.US)$ 15,600 shares. In addition, $DASSAULT SYSTEMES SPON ADR EACH REP 1 ORD SHS (DASTY.US)$ were also reduced by 67,500 shares.

Specifically, selling PD has become a routine move, but starting to cut Salesforce sends a strong warning signal: the disruption of AI to traditional enterprise software is happening in real terms. If enterprise service giants cannot quickly prove that AI Copilot can bring significant subscription revenue growth, their high valuations will be unsustainable. ARK's decision to exit at this time reflects decisive action to avoid standing under a dangerous wall.

Previously, 'Wooden Sister' drastically cut her holdings in handheld ultrasound device company $Butterfly Network (BFLY.US)$ by as much as 680,800 shares, ranking first on the day's sell list. Compared to aggressively buying AI and data-driven healthcare targets such as ATAI and CDNA, heavily selling BFLY reflects the difficulties single-product medical hardware faces in commercial monetization and increasing market penetration. Without strong AI ecosystem support, the imagination space for pure hardware devices is being severely compressed.

Additionally, 'Wooden Sister' continued to reduce her holdings in $Iridium Communications (IRDM.US)$ by 158,300 shares. Facing SpaceX Starlink’s rapid network deployment and new rocket launch providers significantly lowering orbital costs, traditional satellite operators (such as IRDM) are suffering from disruptive competition. Reducing holdings in these old space economy stocks is an inevitable response to industry evolution.

Overall, ARK has abandoned its attachment to old positions, continuously iterating and experimenting, efficiently reallocating funds into higher-probability, high-growth future sectors like AI data storage (PSTG), embodied intelligence carriers, and cutting-edge healthcare.

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