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wrote a column · Jan 26 13:37 ·

Tracking Cathie Wood: Aggressively sweeping up crypto ecosystem + WeRide, adding Broadcom while selling Meta

On Friday Eastern Time, the three major indices showed mixed performance: Nasdaq slightly rose, S&P 500 edged higher, while Dow fell nearly 0.6%.
Based on recent portfolio adjustments, Cathie Wood is leading ARK to reshape its investment landscape amid volatility:One hand boosts investments in AI computing power, cryptocurrency, and autonomous driving, while the other reduces stakes in the genomics sector and Meta.This move aims to refocus the portfolio toward high-growth sectors with hardcore innovation—namely AI, healthcare, mobility, and crypto.
On Friday Eastern Time, the three major indices showed mixed performance, with the Nasdaq slightly rising, the S&P 500 index edging up, and the Dow falling nearly 0.6%. Based on recent portfolio adjustments, Cathie Wood is leading ARK to reshape its landscape amid market volatility:One hand is increasing investments in AI computing power, cryptocurrency, and autonomous driving, while the other hand is cutting positions in genomics and Meta.This move aims to focus her portfolio on sectors with explosive potential in hardcore innovation—namely AI, healthcare, mobility, and crypto. Buying Focus: Fully sweeping up the cryptocurrency ecosystem, firmly increasing positions in autonomous driving and AI. Cathie Wood made a significant purchase of 180,700 shares $WeRide (WRD.US)$ , while also increasing positions in AI healthcare leader $Tempus AI (TEM.US)$ and chip giant $Broadcom (AVGO.US)$ 。It’s clear that ARK's 'Cathie Wood' remains deeply committed to Robotaxi. WeRide, a leader in the autonomous driving field, received continued增持 (accumulative purchases), showing ARK’s strong confidence in the implementation potential of 'AI + hardware carriers.' Meanwhile, purchasing Broadcom indicates she is also reinforcing her AI infrastructure allocation. Looking at last Friday,Cryptocurrency ecosystem $Circle (CRCL.US)$ 、 $Bullish (BLSH.US)$ and $Coinbase (COIN.US)$ takes up half of the market share.This reflects confidence in liquidity for crypto assets and exchange platforms...
Buying focus: Actively accumulating across the cryptocurrency ecosystem, steadfastly increasing positions in autonomous driving and AI.
Cathie Wood made a large purchase of 180,700 shares $WeRide (WRD.US)$ , while also increasing her position in the AI healthcare leader $Tempus AI (TEM.US)$ and the chip giant $Broadcom (AVGO.US)$ 。It is clear that Cathie Wood remains deeply committed to Robotaxi. WeRide, as a standout player in the autonomous driving sector, received continued增持, indicating ARK's strong belief in the implementation potential of 'AI + hardware platforms.' Additionally, the purchase of Broadcom demonstrates her effort to bolster AI infrastructure investments.
From last Friday,the cryptocurrency ecosystem $Circle (CRCL.US)$ 、 $Bullish (BLSH.US)$ and $Coinbase (COIN.US)$ accounted for half of the landscape.This represents a comprehensive bet on the liquidity of crypto assets and the exchange赛道. It’s not just about buying coins, but also investing in 'those selling shovels.' The increased positions in Circle and Coinbase reflect her strong confidence in the compliance and infrastructure of digital assets by 2026.
Reduction Direction: Sold基因 stocks and Meta
'Wooden Sister' sold $Illumina (ILMN.US)$ 、 $Twist Bioscience (TWST.US)$ and other gene stocks, shifting仓位 towards those with stronger clinical兑现力 $Tempus AI (TEM.US)$Incline.
In addition, Ark (Wood's fund) has also reduced holdings of more than 12,000 shares$Meta Platforms (META.US)$, lowering overall exposure to consumer technology; sold over 1,500 shares of defense stocks$Kratos Defense & Security Solutions (KTOS.US)$, shedding short-term targets driven by geopolitical factors.
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On Friday Eastern Time, the three major indices showed mixed performance, with the Nasdaq slightly rising, the S&P 500 index edging up, and the Dow falling nearly 0.6%. Based on recent portfolio adjustments, Cathie Wood is leading ARK to reshape its landscape amid market volatility:One hand is increasing investments in AI computing power, cryptocurrency, and autonomous driving, while the other hand is cutting positions in genomics and Meta.This move aims to focus her portfolio on sectors with explosive potential in hardcore innovation—namely AI, healthcare, mobility, and crypto. Buying Focus: Fully sweeping up the cryptocurrency ecosystem, firmly increasing positions in autonomous driving and AI. Cathie Wood made a significant purchase of 180,700 shares $WeRide (WRD.US)$ , while also increasing positions in AI healthcare leader $Tempus AI (TEM.US)$ and chip giant $Broadcom (AVGO.US)$ 。It’s clear that ARK's 'Cathie Wood' remains deeply committed to Robotaxi. WeRide, a leader in the autonomous driving field, received continued增持 (accumulative purchases), showing ARK’s strong confidence in the implementation potential of 'AI + hardware carriers.' Meanwhile, purchasing Broadcom indicates she is also reinforcing her AI infrastructure allocation. Looking at last Friday,Cryptocurrency ecosystem $Circle (CRCL.US)$ 、 $Bullish (BLSH.US)$ and $Coinbase (COIN.US)$ takes up half of the market share.This reflects confidence in liquidity for crypto assets and exchange platforms...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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