Cathie Wood's ARK buys Tempus AI and Illumina, trims Eli Lilly

What was bought. On Friday, October 30, ARK's funds bought 154,521 shares of Tempus AI (TEM): 93,407 through ARKK and 61,114 through ARKG. That is about $12,027,914. ARKK also bought 43,130 shares of Illumina (ILMN). ARKG added 133,767 shares of Pacific Biosciences (PACB), 22,687 shares of Beam Therapeutics (BEAM) and 64,483 shares of Arcturus Therapeutics (ARCT). ARKK bought another 346,507 shares of Pacific Biosciences. Together that is 480,274 shares worth $1,392,794.

What was sold. ARKK sold 17,626 shares of Eli Lilly (LLY) for $24,212,836. Lilly had just reported third-quarter results that beat expectations, according to Stocktwits. ARKG sold 50,859 shares of CareDx (CDNA) for $3,637,435. Bullish (BLSH) shares were sold through ARKF, ARKK and ARKW: 238,373 shares for $6,786,479.

Tempus AI in context. According to TheStreet, ARKK sold 58,371 Tempus shares on October 28 and 7,625 on October 29. The funds then bought it again. As of October 30, Tempus is the third-largest holding in ARKK: $415.8 million, or 5.77% of the fund. The company reports on November 2.

Note a mismatch. TheStreet's headline says $11.2 million, but its text values the same trade at about $12.0 million. We use the figure from the text and from Investing.com: $12,027,914.

What we do not know. In the sources we opened, ARK did not explain these trades. The idea that the Tempus purchase relates to earnings is TheStreet's guess. ARK's own site returned a 403 error to us, so we rely on three outlets that report its daily list. This is not a recommendation to buy or sell anything.

Hechos confirmados

• On October 30, 2026, ARK's funds bought 154,521 shares of Tempus AI: 93,407 through ARKK and 61,114 through ARKG.^[1][2][3]
• The Tempus AI purchase was worth about $12,027,914 per Investing.com and about $12.0 million per TheStreet's text.^[2][3]
• On October 30, ARKK bought 43,130 shares of Illumina.^[1]
• ARKG bought 133,767 shares of Pacific Biosciences, 22,687 of Beam Therapeutics and 64,483 of Arcturus Therapeutics. ARKK bought another 346,507 shares of Pacific Biosciences.^[1]
• The purchase of 480,274 Pacific Biosciences shares was valued at $1,392,794.^[3]
• ARKK sold 17,626 shares of Eli Lilly. The trade was worth $24,212,836.^[1][3]
• Eli Lilly reported third-quarter results that beat expectations.^[1]
• ARKG sold 50,859 shares of CareDx for $3,637,435.^[1][3]
• ARKF, ARKK and ARKW together sold 238,373 shares of Bullish for $6,786,479.^[3]
• ARKK sold 58,371 shares of Tempus AI on October 28 and 7,625 on October 29.^[2]
• As of October 30, Tempus AI is ARKK's third-largest position: $415.8 million, 5.77% of the fund.^[2]
• Tempus AI reports third-quarter results on November 2.^[2]
• ARKF bought 13,757 shares of Robinhood for $1,260,003. ARK also added Circle and Coinbase.^[1][2][3]

Implicaciones

• ConfirmadoIn its October 30 trades ARK added to genomics and AI healthcare names and cut some other holdings.
• ConfirmadoARK bought Tempus AI right after two days of selling it.
• Nuestra lecturaThe buy before the November 2 report should not be read as a bet on it: TheStreet suggests that, ARK has not confirmed it. This is our inference.

Todavía no se sabe

• Why ARK sold Tempus AI on October 28 and 29 and bought on October 30
• How Tempus AI's November 2 report goes
• Which trades ARK will show in its next daily lists

A quién afecta

USA, World. People who follow Cathie Wood and ARK funds, and anyone reading the genomics and AI healthcare space

Fuentes

1. Yahoo Finance (Stocktwits): Cathie Wood Loads Up On TEM, ILMN And Biotech Stocks - But Pares Stake In This Pharma Giant That Had A Blowout Q3 31 de octubre de 2026 · medios
2. TheStreet: Cathie Wood buys $11.2 million of popular AI stock 1 de noviembre de 2026 · medios
3. Investing.com: Cathie Wood's ARK sells Eli Lilly stock, buys Tempus AI and Coinbase 31 de octubre de 2026 · medios