Tracking Cathie Wood: Added over 80,000 shares of precision medicine company Cerus, while reducing holdings in genomics-related stocks

On Friday, the three major US stock indices closed slightly lower. The S&P 500 fell 0.17% to 7,785.76, the Nasdaq Composite dropped 0.28% to 26,729.16, and the Dow Jones Industrial Average declined 0.20% to 53,732.41. Overall market sentiment remained cautious, with pressure on the technology and biotechnology sectors.

Against this backdrop, Cathie Wood concentrated her efforts on strengthening core positions in precision medicine and liquid biopsy, while leveraging crypto asset ETFs to gain exposure to the Solana ecosystem. She also rebalanced certain genomics holdings, demonstrating a typical strategy of "shedding weak performers, retaining strong ones, and focusing on high-conviction sectors."

Buy Direction: Focus on underlying technologies in precision medicine and the crypto asset ecosystem

$Cerus (CERS.US)$ Increased holdings by 86,875 shares. Cerus specializes in blood pathogen inactivation technology, and its INTERCEPT Blood System possesses a significant technological moat in the field of blood safety. ARK may continue to favor its market expansion potential amid tightening global blood safety regulations, which aligns with ARK's long-term allocation logic for precision medicine and biosafety infrastructure.

$Freenome (FRNM.US)$ Increased position by 45,010 shares. Freenome is a private biotechnology company focused on early-stage cancer blood screening; its multi-omics liquid biopsy platform represents a highly disruptive technological pathway in precision medicine. ARK's additional investment may be a bet on the accelerated commercialization of its early cancer screening products, fitting ARK's core investment philosophy of disruptive innovation in biotechnology.

3iQ Solana Staking ETF (SOLQ.U.US): Increased position by 10,073 shares. This move reflects ARK's intention to diversify its layout within the crypto asset ecosystem. Solana holds competitive advantages in DeFi and Web3 application layers due to its high throughput and low transaction costs. By entering via a staking ETF, ARK may be seeking to capture the growth dividends of the Solana ecosystem within a compliant framework.

$Schrodinger (SDGR.US)$ Increased position by 4,717 shares. Schrödinger combines physics simulations with AI for drug discovery and materials science, representing a key target in ARK's long-term bullish view on AI-driven drug R&D. This slight increase may be part of ARK's continued effort to strengthen its allocation in the cross-sector track of AI plus life sciences.

Sell direction: Position rebalancing, adjusting genomics-related holdings

$10x Genomics (TXG.US)$ Reduced position by 10,951 shares. 10x Genomics is a leader in single-cell and spatial genomics. ARK's reduction may be related to position rebalancing. In an environment where the broader biotech sector is under pressure, ARK may be shifting capital from relatively mature genomic tool platforms to earlier-stage precision medicine targets with higher potential returns.

$Brera Holdings (SLMT.US)$ Reduced position by 10,340 shares. Brera Holdings' business covers sports club investment and operations, representing a relatively peripheral allocation in ARK's innovation sector map. This reduction may reflect ARK's ongoing streamlining of non-core holdings, concentrating resources on areas with stronger attributes of disruptive innovation.

$Twist Bioscience (TWST.US)$ Reduced position by 1,183 shares. Twist Bioscience has a first-mover advantage in synthetic biology DNA synthesis. This small-scale reduction is modest and is more likely a routine portfolio fine-tuning or related to overall portfolio liquidity management, rather than a change in judgment regarding its long-term fundamentals.

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