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Cathie Wood’s ARK ETF released their daily trades for Monday, August 25th, 2025, revealing a significant reshuffle in their portfolio. The firm’s largest transaction involved selling 141,194 shares of Roku Inc (NASDAQ:ROKU), amounting to a substantial $13,303,298. This move comes as ARK seems to be reducing its position in the streaming device company, following a trend seen in previous trading sessions.
On the buying side, ARK’s most notable investment was in CRISPR Therapeutics AG (NASDAQ:CRSP), acquiring 188,879 shares with a total dollar value of $10,259,907. This purchase indicates a strong bullish stance on the gene-editing company, adding to the considerable shares bought last week, showcasing ARK’s confidence in CRISPR’s growth potential.
Another significant buy for ARK was in Intellia Therapeutics Inc (NASDAQ:NTLA), totaling 359,000 shares valued at $3,776,680. The consistent accumulation of NTLA shares over the past week suggests ARK’s strategic emphasis on the biotechnology sector, particularly in companies involved with CRISPR technology.
Additionally, ARK increased its investment in PagerDuty Inc (NYSE:PD) by purchasing 90,214 shares, equating to $1,508,378. This follows a pattern of buying into the company, as seen in ARK’s trades from the previous week, signaling a growing interest in the cloud computing firm.
On the selling front, apart from Roku, ARK slightly trimmed its holdings in Guardant Health Inc (NASDAQ:GH) by selling 1,045 shares, which translates to $64,163. This sale is relatively small compared to other transactions but is part of a series of sales of GH shares over the past week.
Overall, ARK’s trades indicate a strategic pivot towards companies in the biotech sector, particularly those involved in gene editing and therapeutics, while gradually reducing exposure to certain tech companies. Investors following ARK’s movements may interpret these trades as a sign of Wood’s shifting focus towards innovative healthcare solutions and away from some of her previous tech favorites.
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