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ARK Ramps Up AI Bets With Tempus and WeRide, Cuts Beam and Roku

Fresh filings point to a cross-fund pivot toward AI-driven healthcare, autonomous vehicles, semiconductors.

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In the 12 months through Jan. 21, the Ark Innovation ETF saw roughly $1.18 billion in net outflows.
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Cathie Wood buys Netflix stock as earnings beat collides with Warner Bros. deal uncertainty.

Overview

  • On Jan. 22, ARK sold 161,683 Beam Therapeutics shares for about $5.03 million across ARKK and ARKG.
  • ARK bought 166,029 WeRide shares on Jan. 22, a roughly $1.47 million add via ARKQ that extends a week of accumulation.
  • Tempus AI purchases continued with 13,532 shares on Jan. 22 (about $884,000) following 89,501 shares acquired on Jan. 21 (about $5.98 million) across ARKK and ARKG.
  • ARKW purchased 83,368 Netflix shares on Jan. 21 for $7.27 million after the streamer beat Q4 estimates as investor focus on a proposed Warner Bros. Discovery deal tempered the stock reaction.
  • Portfolio adjustments included sales of Roku (14,885 shares, about $1.55 million), Unity Software (32,227 shares, about $1.35 million), and additional GitLab trimming, while ARKK added AI-chip exposure with a Jan. 20 Broadcom buy of 32,408 shares (about $10.7 million).