Cathie Wood's Ark Invest Loads Up On Tempus AI, Archer Aviation, But Sells Twist Bioscience: Here Are Key Ark Trades This Friday

Cathie Wood's Ark Invest made significant moves in the stock market on Friday, February 28, 2025, with notable purchases and sales across various sectors. The investment firm, known for its innovative and forward-thinking approach, increased its stake in Tempus AI Inc (TEM) and Archer Aviation Inc (ACHR), while offloading shares of Twist Bioscience Corp (TWST) and other companies. These trades reflect Ark Invest's long-term focus and commitment to investing in cutting-edge technologies and innovative companies.

Ark Invest's purchases of Tempus AI and Archer Aviation indicate a strong belief in the long-term potential of these companies and their respective industries. Tempus AI, a healthcare technology firm, received a boost from Ark Invest after its share price dropped following a disappointing earnings report. Cathie Wood and her team bought TEM shares at reduced values, demonstrating their confidence in the company's long-term prospects despite short-term market fluctuations. Ark Invest's ARK Innovation ETF (ARKK) and ARK Genomic Revolution ETF (ARKG) purchased a total of 445,958 shares of Tempus AI, with ARKK acquiring 367,388 shares and ARKG acquiring 78,570 shares. This strategic acquisition by Ark Invest suggests that they see value in Tempus AI's innovative healthcare solutions and believe in the company's ability to drive long-term growth in the healthcare technology sector.

Ark Invest's increased stake in Archer Aviation, a startup focused on electric vertical take-off and landing (eVTOL) technology, is another indication of the firm's commitment to investing in innovative and forward-thinking companies. Ark Invest purchased shares in ACHR across three of its ETFs: ARK Innovation ETF (ARKK), ARK Autonomous Technology & Robotics ETF (ARKQ), and ARK Space Exploration & Innovation ETF (ARKX). The total value of these trades is approximately $3.8 million, based on the closing price of $8.88 on Friday. Archer Aviation's growing momentum, including securing an additional $55 million investment from Stellantis, reaching FAA certification to begin operating a commercial airline, and announcing an agreement with Signature Aviation, may have contributed to Ark Invest's decision to increase its stake in the company. As a leader in the eVTOL industry, Archer Aviation's success could have a positive impact on the broader urban air mobility sector, attracting more investment and innovation.

Ark Invest's decision to sell shares of Twist Bioscience, Adyen NV, Accolade Inc, and Exact Sciences Corp suggests a strategic shift in the firm's portfolio, as they reallocate capital to more promising investments. The ARK Innovation ETF (ARKK) sold 65,290 shares of Twist Bioscience, indicating a significant reduction in Ark Invest's position in the company. This move could be related to a change in Ark Invest's investment strategy or a reassessment of Twist Bioscience's potential in the market. By selling shares in these companies, Ark Invest may be freeing up capital to invest in more attractive opportunities, such as Tempus AI and Archer Aviation.

In conclusion, Ark Invest's recent trades reflect the firm's long-term focus and commitment to investing in innovative technologies and companies with strong growth potential. By increasing its stake in Tempus AI and Archer Aviation, Ark Invest demonstrates its confidence in the long-term prospects of these companies and their respective industries. Additionally, Ark Invest's strategic allocation of capital by selling shares in Twist Bioscience and other companies indicates a willingness to adapt and adjust its portfolio to capitalize on new opportunities. As these companies continue to grow and innovate, they could have a positive impact on their respective industries, driving further investment and innovation.