Open account

Cathie Wood Is Loading Up on These 3 Next-Gen Tech Stocks

ARK Investment increased stakes in three next‑gen tech names — Tempus AI, Circle Internet Group and CRISPR Therapeutics — signaling renewed conviction in AI-driven healthcare, digital‑dollar infrastructure and gene editing. The fund added materially to Tempus (+24.99% to 3.23% of the portfolio) after Q4 revenue and first positive adjusted EBITDA, boosted its Circle holding (+39.59%) as USDC circulation hit $76.2 billion and regulatory progress continued, and modestly upped CRISPR (+7.51%) despite depressed headline revenue thanks to pipeline progress and a ~$1.98 billion cash runway. These disclosed position increases represent meaningful institutional buying that could support share prices and validate ARK’s thematic bets, potentially drawing investor attention to the three stocks and related sectors.

Category

NVIDIA

Sentiment

Bullish

Event

Institutional flow

Reading time

1 min