ARK Invest Trims CareDx, Adds Natera and Kratos in Latest Trades
Cathie Wood's ARK Invest reportedly sold CareDx and bought Natera and Kratos. See the background on these trades and what retail traders should watch.
Cathie Wood's ARK Invest has reportedly sold shares of diagnostics company CareDx while adding to Natera and Kratos Defense, according to an Investing.com report published in the early hours of 7 November 2026. ARK publishes its trades daily, so traders often use the moves as a window into how one of Wall Street's best-known growth investors is rotating its portfolio. The detailed share counts for this latest session were not available to confirm, so this article focuses on context rather than specifics.
Key takeaways
- ARK reportedly sold CareDx (CDNA) and bought Natera (NTRA) and Kratos Defense (KTOS).
- The pattern fits earlier ARK trades: reducing some smaller genomics names while adding to Natera and defense exposure.
- ARK's daily disclosures show what a fund did, not what it will do next.
- Large-cap tech was mixed in the latest market snapshot, with Taiwan Semiconductor and Tesla among the strongest movers.
Background: a familiar rotation
This is not the first time ARK has made these moves. In May 2026, Investing.com reported that ARK reduced its CareDx holdings and had been selling the stock over the preceding week. The same report described ongoing reallocation within biotech, with a focus on increasing its stake in Natera.
Kratos has also been a recurring buy. An earlier report noted that ARK showed continued interest in the defense sector by adding to its Kratos position. More recently, a crypto-focused outlet reported that in early October ARK bought Kratos after news of a spectrum acquisition, while its genomics fund sold CareDx in the same period.
Taken together, the reports suggest a steady pattern: trimming certain diagnostics and genomics holdings, concentrating on Natera, and building a defense position through Kratos.
Market backdrop
The three stocks in the story are small and mid-cap names, so they are not part of the large-cap snapshot below. Still, the broader tone of the market is useful context for traders watching growth and tech stocks. As of 01:14 UTC on 7 November 2026:
| Stock | Price | Change today |
|---|---|---|
| TSM | 375.44 | +6.33% |
| TSLA | 358.22 | +4.23% |
| NVDA | 186.64 | +2.78% |
| MSFT | 530.61 | -0.99% |
| AAPL | 342.37 | -0.52% |
The picture is mixed: chip-related and electric-vehicle names are higher, while some mega-cap software and hardware stocks are lower.
What to watch next
- Follow-through: If ARK keeps buying or selling the same names over several sessions, that points to a deliberate shift rather than routine rebalancing.
- Fund-level detail: Check which ARK ETF made each trade, since flagship and sector funds can have different aims.
- Company news: Earnings, contracts and regulatory updates for CareDx, Natera and Kratos may matter more to price direction than any single fund's trades.
- Timing lag: Trades are disclosed after the fact, so the market may already have reacted.
Markets are volatile, and this article is for education only and is not investment advice.
Frequently asked questions
What did Cathie Wood's ARK reportedly do in its latest trades?
According to an Investing.com report, ARK sold shares of CareDx and bought shares of Natera and Kratos Defense.
Why do traders follow ARK's daily trades?
ARK publishes its transactions daily, so traders use them to see how the fund is reallocating between sectors such as genomics, technology and defense.
Does an ARK purchase mean a stock will rise?
No. ARK's trades show past activity only, and they do not predict future prices. Any stock can fall after a fund buys it.
- Cathie Wood’s ARK sells Twist Bioscience, buys Natera stock By Investing.com — investing.com
- Cathie Wood’s ARK sells AMD stock, buys Kratos and Tempus AI By Investing.com — uk.investing.com
- Cathie Wood’s ARK Invest Sells $4.7M SpaceX, $21.7M Robinhood and Trims Bitcoin ETF. Then SpaceX Jumped — cryptotimes.io