Cathie Wood sells $18.6M of Twist Bioscience Corp
It was the day's biggest move, and it came from ARKG and ARKK. The rest of the day's trades, plus ARK's scorecard against the S&P 500.
Generated from ARK's own holdings data.
Cathie Wood sold roughly $18.6M of Twist Bioscience Corp (TWST) on 6 Oct 2026, spread across ARKG and ARKK. It topped everything else ARK did that session.
Strip out the 2.3% that every holding moved as money came into the funds, and TWST still shrank 4%. That excess is what we count as a trade.
The month tells the same story: a net $47.1M sold over 10 trades.
Everything ARK did on 6 Oct 2026
ARK made 8 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| TWST Twist Bioscience Corp | ARKG and ARKK | −$18.6M |
| RXRX Recursion Pharmaceuticals | ARKG and ARKK | +$7.1M |
| VCYT Veracyte Inc | ARKG | +$5.5M |
| TXG 10X Genomics Inc | ARKG | −$2.7M |
| CDNA Caredx Inc | ARKG | −$1.6M |
| FRNM Freenome Inc | ARKG | +$792K |
The bigger picture: ARK's last 30 days
The 30-day picture: Nvidia Corp ($81.0M), Meta Platforms Inc ($73.6M), Rocket Lab ($42.3M) have taken the most new money. Going the other way: Advanced Micro Devices ($130.3M), 10X Genomics Inc ($78.3M), Twist Bioscience Corp ($47.1M) have been cut.
Is it working?
This year ARKK is ahead of the market — +20.6% against +14.5% for the S&P 500.
It has been a strong month: ARKK is +7.6% against +0.9% for the S&P 500, helped most by Twist Bioscience Corp (+59%, 3% of the fund), 10X Genomics Inc (+55%, 3% of the fund), Tempus AI Inc (+29%, 5% of the fund).
Over five years the gap is 105 points. ARKK is 40% below its all-time high from Feb 2021, having fallen as much as 81% at its worst in Dec 2022.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKK | +7.6% | +20.6% | +5.0% | -13.5% |
| S&P 500 (SPY) | +0.9% | +14.5% | +17.0% | +91.3% |
| Nasdaq-100 (QQQ) | +5.3% | +23.4% | +25.8% | +117.8% |
How we work this out
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.