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ARK Invest Deepens Pivot to AI With Fresh Buys in Tempus, WeRide and Kodiak, Cuts Twist and 10x

Daily trade disclosures point to a cross-ETF reweighting toward AI and autonomous driving, signaling a pullback from biotech.

Overview

  • ARK bought 7,737 shares of Tempus AI on Jan. 26 across ARKK and ARKG, a purchase valued at about $505,380 according to the day’s trade report.
  • Autonomous-vehicle exposure increased through ARKQ with 48,260 WeRide shares acquired for roughly $425,653 and 47,752 Kodiak AI shares for about $447,913.
  • Biotech holdings were reduced the same day, including sales of 64,695 Twist Bioscience shares worth approximately $2.78 million and 67,086 10x Genomics shares worth about $1.50 million.
  • Additional adjustments included buying 27,830 Bullish shares for roughly $994,922 and selling 3,902 Kratos Defense shares valued near $430,741.
  • The moves extend a multi-day rotation that followed large Friday additions in Tempus AI and WeRide, underscoring ARK’s tilt toward AI-driven healthcare and self-driving technology.