Following Cathie Wood: Continues to bet on AI healthcare leader Tempus AI and adds to cloud giant Amazon

Overnight and into early morning, the three major U.S. stock indices traded in a narrow range amid conflicting signals from Iran and the U.S. regarding ceasefire negotiations, ultimately eking out modest gains and setting new record closing highs.

In this market environment, Cathie Wood's fund precisely allocated capital into four sectors: 'AI-powered precision medicine,' 'cloud infrastructure,' 'computing power dark horses,' and 'defense technology,' without executing any sell orders.

Buying focus: Betting on vertical AI applications in healthcare and continuing to add positions in emerging computing power leaders

Increased holdings of $Tempus AI (TEM.US)$25,900 shares.Tempus AI is a leading company applying artificial intelligence to precision medicine, boasting an extensive multimodal healthcare database. Recently, the company announced a technical upgrade to its intelligent physician platform, Tempus Hub, directly embedding a next-generation generative AI clinical co-pilot system into the platform. This aims to help healthcare institutions integrate large language models and leverage patient genomic and other data to enhance clinical workflows in cancer treatment.

Buy $Amazon (AMZN.US)$24,200 shares.Amazon, as the world’s largest cloud computing service provider (AWS), provides the foundational infrastructure underpinning the training and deployment of various large AI models. While allocating capital to high-growth, high-risk startups like Tempus AI and Cerebras, increasing stakes in highly predictable tech giants like Amazon effectively balances the overall risk profile of ARK’s investment portfolio.

Buying on dips $Kratos Defense & Security Solutions (KTOS.US)$9,305 shares.Kratos is a technology company focused on unmanned aerial systems and national security defense. Against the backdrop of geopolitics, demand for defense technology and drones offers long-term certainty. This is a classic dip-buying opportunity aimed at capturing the long-term growth upside of high-quality defense tech assets.

Adding to the position with the trend $Cerebras Systems (CBRS.US)$ 817 shares.Cathie Wood has recently continued buying into this highly anticipated rising star in AI computing hardware. Since its IPO on May 14 at an issue price of $185, the company—despite not yet being profitable—has maintained strong market enthusiasm for its AI chips. Yesterday, CBRS saw a modest rebound in share price, and Cathie Wood added a small amount to her position, demonstrating her resolve to build a core long-term stake in this computing power dark horse.

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