Cathie Wood’s ARK Invest Shifts Portfolio with GeneDx and WeRide Purchases

TLDR

• ARK Invest purchased $3.81 million worth of GeneDx Holdings stock on December 3, 2025
• The investment firm bought 858,295 WeRide shares across three consecutive trading days
• ARK sold $3.58 million in Iridium Communications stock and $1.43 million in Ibotta shares
• WeRide has backing from major investors including Nvidia, Bosch, and Fidelity
• ARK’s autonomous vehicle investments align with forecasts of a multi-trillion-dollar robotaxi market by 2030

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Cathie Wood’s ARK Invest made substantial portfolio changes on December 3, 2025, focusing on genomics and autonomous vehicle companies. The investment firm’s largest purchase was 23,724 shares of GeneDx Holdings Corp. This buy was split between the ARKK and ARKG ETFs and totaled $3.81 million.

GeneDx Holdings Corp., WGS

The GeneDx acquisition represents ARK’s ongoing commitment to the genomics industry. The company specializes in genetic testing and diagnostic services for rare diseases.

ARK simultaneously reduced its holdings in several companies during the same trading session. The firm sold 214,591 shares of Iridium Communications across its ARKK, ARKQ, and ARKX ETFs. The satellite communications company stock sale was valued at $3.58 million.

The Iridium sale marks a continuation of recent selling activity. ARK has been consistently reducing its position in the company over multiple trading days.

Autonomous Vehicle Strategy Takes Shape

WeRide Inc emerged as a key focus for ARK’s investment strategy this week. The firm purchased 191,149 shares of the Chinese autonomous driving company on December 3 through its ARKQ ETF. This single-day purchase was worth $1.66 million.

WeRide Inc., WRD

The WeRide investment represents part of a larger three-day buying spree. ARK accumulated 858,295 WeRide ADSs across three consecutive trading sessions. This aggressive accumulation shows strong conviction in the autonomous vehicle sector.

ARK’s Big Ideas 2025 report projects autonomous mobility could grow into a multi-trillion-dollar industry. The report estimates global robotaxi fleets could expand to tens of millions of vehicles by 2030.

WeRide operates with autonomous driving permits in eight different countries. The company has attracted a roster of high-profile institutional investors. Current shareholders include Nvidia, Bosch, Fidelity, Temasek, Morgan Stanley Investment Management, and Greenwoods.

Several sovereign wealth funds from Asia and the Middle East also hold positions in WeRide. Other investors include Invesco, M&G, Mirae Asset, and Hudson Bay.

Additional Trading Activity

ARK sold 60,304 shares of Ibotta Inc on December 3. The mobile rewards platform stock was sold through the ARKW and ARKF ETFs for $1.43 million. This sale continues a pattern of reducing exposure to Ibotta over the past week.

The firm also trimmed its Roku Inc position by selling 5,380 shares through ARKK. The streaming device maker stock sale totaled $528,638. This follows an earlier Roku sale from the same week.

ARK made several smaller purchases during the trading session. The firm bought 1,551 shares of Shopify Inc through ARKK for $243,243. ARK also purchased 1,254 shares of Bullish valued at $53,997.

The investment firm added 3,647 shares of Kodiak AI Inc through its ARKQ ETF. The AI company purchase was worth $20,313.

These December 3 trades show ARK rebalancing its portfolio toward specific sectors. The firm is increasing exposure to genomics and autonomous vehicles while reducing positions in satellite communications and consumer technology stocks.

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