Tracking Cathie Wood: Aggressively buying proteomics newcomer ALMR, continuously liquidating medical hardware stocks BFLY and TWST

Last Friday (April 17), the US stock market rebounded strongly, benefiting from a temporary easing of Middle East geopolitical tensions (a temporary ceasefire agreement between the US and Iran, and Iran reopening the Strait of Hormuz), lifting market sentiment. The S&P 500 Index rose for three consecutive weeks and hit another all-time high; the Nasdaq recorded its longest winning streak of 13 consecutive sessions since 1992. Meanwhile, the US stock market has entered earnings season, with an active IPO market.

In this market condition, 'Wood姐' heavily built positions in newly listed biotech star $Alamar Biosciences (ALMR.US)$ , while taking the opportunity to accumulate streaming giant $Netflix (NFLX.US)$ under pressure after its earnings; on the sell side, she continued to liquidate traditional medical device stocks and took profits in the currently highly valued AI computing power and crypto asset sectors.

Buying direction: Heavily betting on biotech newcomer ALMR, accumulating NFLX which pulled back after earnings.

'Wood姐' made a significant purchase of Alamar Biosciences $Alamar Biosciences (ALMR.US)$with as many as 537,500 shares.This biotech company, focused on precision proteomics, surged 33% on its first trading day, April 17 (IPO price $17). ARK swept up 537,500 shares in a single day, showing a high level of strategic importance. This aligns with 'Wood姐's consistent investment logic in 'genetics and precision medicine,' reflecting capital actively positioning itself in innovative biotech stocks with breakthrough potential in underlying technologies, boosting the 'next-generation healthcare' sector.

Additionally, 'Wood姐' bought Netflix $Netflix (NFLX.US)$with 26,200 shares.This purchase has extremely strong news catalysts. Just a day before (April 16), Netflix announced its latest earnings for the first quarter of 2026, which were actually quite impressive, with revenue reaching $12.25 billion (a year-over-year increase of 16%), surpassing market expectations. However, due to weak forward guidance and the news of Reed Hastings stepping down as chairman, the stock price fell in after-hours trading.However, the market generally believes that the post-earnings decline represents short-term volatility and that its long-term growth logic remains intact.Ms. Wood chose to quickly increase her position after the earnings report, showing her confidence in Netflix's robust profit conversion capability, which is a classic example of 'buying the dip.'

Sell-side direction: Taking profits at highs from AI computing power and crypto assets, continuing the 'clearance-style' selloff of medical hardware.

ARK continues aggressively selling portable ultrasound device stocks. $Butterfly Network (BFLY.US)$As many as 326,500 shares, while also reducing holdings in synthetic biology companies. $Twist Bioscience (TWST.US)$A total of 67,100 shares.This follows the earlier logic of selling SRTA: For medical device companies with heavy reliance on traditional hardware and lacking software algorithms and data-driven capabilities, ARK considers them a 'sunk cost' dragging down portfolio returns and is thoroughly divesting to focus resources on cutting-edge firms that truly control high-value biological data.

Ms. Wood also reduced her stake in an AI cloud computing giant. $CoreWeave (CRWV.US)$A total of 21,700 shares, and a cryptocurrency exchange. $Bullish (BLSH.US)$A total of 31,400 shares, as well as the leading stablecoin $Circle (CRCL.US)$11,500 shares.The market capitalization of CRWV has now reached approximately $61.4 billion, with BLSH's stock price also trading within its yearly high range. From a fund management perspective, this does not indicate that ARK is pessimistic about AI computing power or the crypto sector, but rather reflects standard portfolio liquidity management—realizing profits during periods of elevated sector valuations and reallocating funds to assets like ALMR that have strong growth potential.

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