Tracking Cathie Wood: Increasing position in mRNA newcomer ARCT, continuing to reduce holdings in diagnostic equipment and medical hardware

On Wednesday (March 18), the three major U.S. stock indexes collectively fell, ending a two-day rally, with all of them dropping by more than 1%.

After experiencing 'extreme silence' on the 16th and a 'zero-transaction' truce on the 17th, Cathie Wood returned to the trading desk on March 18. However, from the latest trading data, she did not rush into an all-out large-scale campaign, but instead focused her firepower extremely narrowly, executing a 'precision strike and final inventory clearance' in the healthcare sector.

Buying Direction: Precision targeting of mRNA advanced therapies

In a single day, Cathie Wood purchased shares of a messenger RNA (mRNA) drug and vaccine development company $Arcturus Therapeutics (ARCT.US)$ 33,900 shares, which is a highly continuous 'bet.'

Previously, ARK had taken significant positions in CRISPR (CRSP), a leader in gene editing. If CRISPR can be described as the 'gene scissors' that modify the underlying fabric of life, then the mRNA technology represented by ARCT is the 'biological software code' sending instructions to the human body. In an era where AI computing power greatly accelerates large-molecule drug design, ARK's substantial bet on ARCT represents a high-probability layout for next-generation infectious disease vaccines and 'curative therapies' for rare liver diseases.

Selling Direction: Reducing diagnostic equipment and medical hardware holdings

Cathie Wood reduced her position overnight in a leading liquid biopsy/early cancer screening company $Guardant Health (GH.US)$ by 11,800 shares.

Guardant Health was once ARK's darling, with its cancer blood-testing technology (liquid biopsy) holding significant importance. However, in the current healthcare tech cycle, capital preferences are shifting. Simple 'early screening and diagnosis' (identifying problems) without forming a data loop with subsequent innovative therapies offers far less valuation upside compared to companies that can directly 'rewrite the code of life' at the fundamental level (e.g., ARCT, CRSP).The reduction in GH holdings is a reflection of this logic of 'favoring treatment over diagnostics.'

In addition,It also continued to slightly offload shares in life science tool companies. $Standard BioTools (LAB.US)$ 189 shares.This operation involving 189 shares has virtually no material impact on capital levels, but its 'symbolic meaning' is fully maximized. Combined with the aggressive sell-offs of hundreds of thousands of shares in early March, the sale of these 189 shares is a thorough 'ledger clean-up.'It signals that ARK’s liquidation of purely medical diagnostic hardware lacking AI data moats has reached an extreme point where 'not even loose ends are left.'

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