Cathie Wood’s ARK ETF adjusts portfolio, sells Roku stock, buys CRISPR and Intellia

Cathie Wood’s ARK ETF released their daily trades for Wednesday, September 3rd, 2025, with a notable shift in their investment strategy. The fund’s most significant transaction of the day was the sale of 53,423 shares of ROKU INC (NASDAQ:ROKU), with a total dollar value of $5,121,128. This move comes as part of a continuing trend for ARK, which has been reducing its position in ROKU over the past week.

On the buying side, ARK showed a growing interest in the biotech sector, with CRISPR THERAPEUTICS AG (NASDAQ:CRSP) leading the purchases. The ARKK ETF added 40,041 shares of CRISPR, amounting to a value of $2,108,559. This follows a consistent pattern of accumulation in CRISPR’s stock, as ARK also bought substantial amounts of shares on the previous days, signaling a strong conviction in the gene-editing company’s prospects.

In addition, ARK invested in another biotech firm, INTELLIA THERAPEUTICS INC (NASDAQ:NTLA), buying 53,270 shares for a total of $607,278. This purchase continues a series of investments in Intellia over the past week, indicating ARK’s bullish stance on the gene therapy space.

Another significant buy for ARK was 105,139 shares of 10X GENOMICS INC (NASDAQ:TXG), with a total dollar value of $1,405,708. This acquisition adds to the previous day’s buy, suggesting ARK’s confidence in the genomic analysis company’s growth potential.

While the focus was primarily on biotech, ARK’s recent trading history shows a broader shift in their portfolio. Last week, ARK also sold shares of DRAFTKINGS INC (NASDAQ:DKNG) and COINBASE GLOBAL INC (NASDAQ:COIN), as well as SHOPIFY INC (NYSE:SHOP), reallocating resources towards companies with a strong foothold in innovative and disruptive technologies.

Investors following Cathie Wood’s ARK ETF trades should note these patterns as they reflect the fund’s strategic adjustments and long-term investment thesis. The continued investment in CRISPR and Intellia suggests a deepening commitment to the biotech industry, while the sales of Roku hint at a possible realignment of ARK’s position in the streaming device company.

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