Dec. 4 at 2:13 PM
$PACB
ARK's sustained (if trimmed) exposure underscores Wood's belief in PACB's edge in accurate, long-read sequencing, even as the firm rotates into complementary names like
$TXG &
$NTLA .
Investors should monitor PACB's Q4 earnings for adoption updates on Vega.
https://x.com/i/grok?conversation=1996545151129280693
History of ARK Investment's
Involvement with Pacific Biosciences (PACB) -
Cathie Wood's ARK Investment Management,
known for its focus on disruptive innovation in sectors like genomics & biotechnology,
first entered Pacific Biosciences of California, Inc. (PACB)—a leader in long-read DNA sequencing technology—in Q3 2017.
This initial investment aligned with ARK's thesis on the transformative potential of genomic analysis for healthcare, research, & personalized medicine. Over the years, ARK has executed at least 31 transactions in PACB, including 22 buys and 12 sells, reflecting a volatile but conviction-driven approach amid the stock's price swings (from highs above
$50 in 2021 to lows near
$1 in 2025).
