On February 18, Cathie Wood Ark invest biotech stocks made a bold push into gene editing and AI powered healthcare, buying shares of Recursion Pharmaceuticals and CRISPR Therapeutics while scaling back other holdings, according to daily exchange-traded funds (ETF).
The moves reflect a clear shift in Cathie Wood tech stocks investments, as ARK repositions its portfolio toward innovation driven growth.
ARK’s Cathie Wood Ark invest biotech stocks filings show the firm adding to biotech positions it has been building for days while reducing exposure to cloud software, enterprise technology, and gaming sectors.
The daily reports provide a window into the firm’s broader strategy, rotating capital into areas aligned with long-term innovation trends.
Cathie Wood’s Ark Invest Makes Significant Trades in Tech Stocks, Specifically Biotech
The largest purchase of the day was Recursion Pharmaceuticals (RXRX), with 1,251,270 shares bought for about $4.33 million. This extends ARK’s ongoing accumulation in the AI powered drug discovery firm.
ARK added 37,075 shares of CRISPR Therapeutics for about $1.97 million, continuing its slow and steady build in gene editing platforms. These moves show the Cathie Wood biotech investments as central to the firm’s growth focused strategy.
“These trades are not about reacting to short-term market swings,” said Cathie Wood AI stock investment.
“Big Ideas is about identifying step-function change before it becomes obvious.”
ARK’s research, including the latest Big Ideas 2026 report, emphasizes how AI, robotics, and next generation computing are reshaping the global economy.
The Cathie Wood biotech investments clash with a recent divestment by Nvidia, which sold its entire stake in Recursion. Following Nvidia’s exit, Recursion stock initially fell 14% before rebounding to close 2% higher, illustrating the “dip-buying” opportunity ARK seized. As of Wednesday, ARK’s Innovation ETF holds roughly 21.8 million shares of Recursion, valued at around $77 million.
Tech and Consumer Stocks See Reductions
Meanwhile, Cathie Wood bullish stock investment, ARK, trimmed positions across several tech and consumer companies. PagerDuty (PD) led the reductions, with 566,650 shares sold for approximately $3.89 million. Teradyne (TER) followed, uploading 11,366 shares for $3.47 million, even with a recent 3% post earnings bonus.
Other adjustments included DraftKings (DKNG), where 103,218 shares worth $2.33 million were sold, and Twist Bioscience (TWST), with 18,162 shares sold for $960,000 following a previous sale. Salesforce (CRM) also saw a reduction of 7,662 shares valued at $1.41 million. These moves highlight Cathie Wood tech stocks investments carefully by being able to balance risk while capitalizing on growth opportunities.
The daily Cathie Wood Ark invest biotech stocks filings show ARK’s bigger strategy, moving out of software, cloud, and tech adjacent names and going to Cathie Wood biotech investing positions, which highlights the firm’s conviction in the transformative power of biotech. On the day of the trade, Recursion gained roughly 2%, and CRISPR went up about 0.66%, showing positive market response to ARK’s stake increase.
In total, seven transactions were spoken about, reassuring Cathie Wood Ark invest biotech stocks as a core pillar of the firm’s long-term vision. By prioritizing Cathie Wood biotech investments and Cathie Wood bullish investment, ARK continues to stake its claim in what it sees as the next wave of disruptive growth.
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