ARK Invest's Latest Portfolio Adjustments: Wood Sells Roku, Invests in CRISPR and Intellia

Tuesday, Aug 26, 2025 1:13 am ET1min read

Cathie Wood's ARK Invest ETFs sold 141,194 shares of Roku for $13.3 million and invested $13 million in CRISPR Therapeutics and $3.8 million in Intellia Therapeutics. Wood has been trimming Roku's position in recent days and has been accumulating shares in biotech companies. The ETFs also bought shares of PagerDuty for $1.5 million.

ARK Invest ETFs, managed by Cathie Wood, have been making significant adjustments to their portfolio, signaling a strategic pivot towards innovative healthcare solutions. On Monday, August 25, 2025, the firm sold 141,194 shares of Roku Inc (NASDAQ:ROKU) for $13,303,298, marking a substantial reduction in its position in the streaming device company [1]. This move follows a trend of trimming Roku's shares over recent days.

On the buying side, ARK made notable investments in CRISPR Therapeutics AG (NASDAQ:CRSP) and Intellia Therapeutics Inc (NASDAQ:NTLA). The firm acquired 188,879 shares of CRISPR, valued at $10,259,907, and 359,000 shares of Intellia, worth $3,776,680. These purchases indicate a strong bullish stance on the gene-editing companies, reflecting ARK’s growing emphasis on the biotechnology sector [1].

Additionally, ARK purchased 90,214 shares of PagerDuty Inc (NYSE:PD) for $1,508,378, continuing its trend of accumulating shares in the cloud computing firm [1]. The consistent buying of PagerDuty shares suggests ARK's confidence in the company’s prospects.

ARK also made smaller adjustments to its portfolio, selling 1,045 shares of Guardant Health Inc (NASDAQ:GH) for $64,163 [1]. This sale is part of a series of recent sales of GH shares, indicating a gradual reduction in the ETF’s holdings in the precision oncology company.

Overall, ARK’s trades reflect a strategic shift towards companies 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 evolving focus on innovative healthcare solutions.

References:
1. https://www.investing.com/news/company-news/cathie-woods-ark-shifts-focus-buys-crsp-stock-sells-roku-93CH-4209981

ARK Invest's Latest Portfolio Adjustments: Wood Sells Roku, Invests in CRISPR and Intellia

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