Cathie Wood's Ark Invest Adds Chinese Tech Names, Intellia Therapeutics Amidst AI Dominance

Cathie Wood's Ark Invest has added Chinese tech names and Intellia Therapeutics to its portfolio. Wood noted that the AI space is dominated by the "big four" players: OpenAI, Anthropic, xAI, and Google's Gemini, with intense competition among them.

ARK Invest, led by renowned fund manager Cathie Wood, has made significant additions to its portfolio, including Chinese tech names and Intellia Therapeutics Inc. These moves reflect ARK’s ongoing strategy to capitalize on emerging technologies and growth sectors.

On Monday, September 29, 2025, ARK Invest published its daily trades, revealing strategic adjustments across its funds. Notably, ARKX ETF acquired 7455 shares of L3Harris Technologies Inc (NYSE:LHX) valued at approximately $2.19 million, underscoring ARK’s focus on the defense and aerospace sectors Cathie Wood’s ARK ETF adjusts, buys LHX and NTLA, sells KTOS^[1]. Additionally, ARKK and ARKG ETFs combined to purchase 112198 shares of Intellia Therapeutics Inc (NASDAQ:NTLA), amounting to nearly $1.83 million, signaling growing confidence in the biotech firm’s potential Cathie Wood’s ARK ETF adjusts, buys LHX and NTLA, sells KTOS^[1].

ARK also continued to build its position in Chinese tech names, as part of its broader investment thesis on the global technology sector. The specific Chinese tech names added are not explicitly stated in the provided source material, but it is implied that ARK is diversifying its portfolio to include companies from various regions.

In contrast, ARK divested a significant portion of its stake in Kratos Defense and Security Solutions Inc (NASDAQ:KTOS), selling 43777 shares through ARKX ETF, totaling roughly $3.78 million Cathie Wood’s ARK ETF adjusts, buys LHX and NTLA, sells KTOS^[1]. This suggests a shift in ARK’s investment stance on the company.

Other notable trades included the acquisition of 2369 shares of Deere & Co (NYSE:DE) and 4230 shares of Honeywell International Inc (NYSE:HON), for about $1.1 million and $880k, respectively. These trades highlight ARK’s commitment to investing in companies poised to benefit from technological innovations in their industries Cathie Wood’s ARK ETF adjusts, buys LHX and NTLA, sells KTOS^[1].

Cathie Wood has noted that the AI space is dominated by the "big four" players: OpenAI, Anthropic, xAI, and Google's Gemini, with intense competition among them. ARK’s latest moves align with its long-term investment philosophy, focusing on companies that are at the forefront of technological advancements.

The daily report provides investors with transparent insight into ARK’s tactical market moves and long-term investment philosophy. As the ETF continues to navigate the rapidly evolving technological landscape, investors will be watching closely to see how these trades align with ARK’s vision for future growth sectors.