TLDR
- ARK Invest bought 83,368 Netflix shares for $7.27 million through ARKW on January 21, 2026
- Beam Therapeutics saw 135,193 shares sold by ARK for $4.19 million across multiple funds
- ARK purchased 89,501 Tempus AI shares worth $5.98 million for healthcare AI exposure
- The fund cut Pinterest and GitLab stakes, selling $3.02 million and $2.91 million respectively
- WeRide received $945,000 investment as ARK expands autonomous vehicle holdings
Cathie Wood’s ARK Invest published daily trades for Wednesday, January 21, 2026. The disclosure shows streaming and AI investments while reducing biotech holdings.
Netflix became ARK’s top purchase of the day. The ARKW ETF bought 83,368 shares totaling $7.27 million. This marks the firm’s largest single transaction for that trading session.
The purchase followed Netflix’s quarterly earnings release. The company reported $12.1 billion in fourth-quarter revenue. This beat Wall Street projections of $11.97 billion.
Netflix delivered earnings of $0.56 per share. Analysts had expected $0.55 per share. The company exceeded forecasts on both metrics.
Shares fell 2% despite the positive results. Investor attention centered on Netflix’s Warner Bros. Discovery deal. The proposed all-cash acquisition overshadowed earnings performance.
Biotech Portfolio Reduction
Beam Therapeutics faced the largest selling activity. ARK sold 135,193 shares across ARKK and ARKG for $4.19 million. The move signals a shift in gene-editing investments.
GitLab shares also left the portfolio. ARKW sold 87,999 shares valued at $2.91 million. Software holdings have seen reduction across recent ARK trades.
ARK exited 118,823 Pinterest shares worth $3.02 million. The social media company joins other consumer platforms seeing decreased allocation. ARK has trimmed multiple social media positions lately.
The fund sold 8,646 Kratos Defense shares for $1.11 million. The sale spread across ARKK, ARKQ, and ARKX ETFs. Defense stocks remain active despite global tensions.
AI Healthcare Push
Tempus AI received major investment from ARK. The firm purchased 89,501 shares for $5.98 million. ARKK and ARKG funds split the purchase.
Tempus AI stock declined 2.2% on January 21. The company specializes in AI healthcare data platforms. Hospitals and clinics continue adopting AI analytics tools.
The investment fits ARK’s technology strategy. Healthcare AI represents expanding market opportunities. Medical data analysis drives growing demand for these services.
Self-Driving Technology Addition
WeRide gained fresh ARK backing. ARKQ purchased 111,439 shares worth $945,000. The autonomous vehicle firm has received multiple ARK investments recently.
WeRide shares climbed 4.3% during the session. The company operates self-driving vehicle programs. Testing and pilot initiatives continue expanding across markets.
Trimble entered the portfolio through ARKX. ARK bought 8,817 shares for $614,000. The company provides software for construction and aerospace sectors.
ARK added 22,426 Kodiak AI shares through ARKQ. The purchase totaled $223,811. The smaller trade supports ARK’s AI technology focus.
The trading activity shows portfolio rebalancing across sectors. Netflix and AI companies received capital while biotech saw reductions. ARK made ten separate transactions totaling millions in buying and selling activity on January 21, 2026.
