In a move reinforcing her bullish stance on artificial intelligence and healthcare innovation, Cathie Wood’s Ark Invest has made a significant investment in Tempus AI (TEM), a rising player in the health-tech sector. On May 28, 2025, Ark funds purchased 251,080 shares of Tempus AI, valued at approximately $13.9 million, capitalizing on a brief dip in the company’s share price.
Backing a Healthcare AI Pioneer
Tempus AI, which recently made its public market debut, utilizes artificial intelligence to transform the landscape of personalized cancer care and other complex medical treatments. The company’s data-driven approach aligns closely with Ark’s long-term thesis that AI will serve as a disruptive force across multiple industries, with healthcare being a key frontier.
The recent purchase was not just opportunistic but strategic, echoing Ark’s well-documented pattern of buying on pullbacks in high-conviction names. With this acquisition, Ark Invest’s total stake in Tempus AI now stands at a staggering $284.8 million, ranking it as the sixth-largest holding across its actively managed ETFs and accounting for roughly 5% of its overall portfolio.
A Broader Trend of Strategic Rotation
This latest investment is part of a broader portfolio shift that has unfolded since June 2024, as Ark continues to reallocate capital toward high-growth sectors while trimming exposure to legacy holdings. While Ark continues to back tech stalwarts like Nvidia (NVDA), AMD (AMD), and Intellia Therapeutics (NTLA), the firm has reduced positions in companies such as Tesla (TSLA), Roblox (RBLX), and CoreWeave (CRWV).
Crypto and AI: Two Pillars of the Ark Thesis
Alongside health-tech, Cathie Wood remains a vocal proponent of digital assets. Ark Invest holds substantial shares in crypto-facing companies such as Coinbase (COIN) and actively manages the ARKB Bitcoin ETF, which remains a flagship product. The firm recently made headlines by raising its Bitcoin price forecast to $2.4 million by 2030, further underscoring Wood’s forward-looking conviction in emerging technologies.
What This Means for Investors
Ark’s deepening investment in Tempus AI signals growing confidence in the convergence of AI and healthcare. The move also reflects Wood’s broader strategy of pivoting into underappreciated yet high-potential assets that align with long-term macro themes.
With Tempus AI now one of the largest holdings in Ark’s ETFs, investors and analysts alike will be watching closely to see how the company performs as it scales its AI-driven solutions in the healthcare space.
About Ark Invest
Founded by Cathie Wood, Ark Invest is a global investment firm focused on innovation across sectors including genomics, robotics, fintech, AI, and blockchain. Known for its thematic ETFs and bold market predictions, Ark continues to be a key player in the next-gen investment landscape.
