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Ark Invest Raises Stake in Nucleate, Pulls Back on SoFi

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  Published in Stocks and Investing on Monday, December 15th 2025 at 1:51 GMT by Seeking Alpha

Ark Invest’s Weekly Portfolio Pulse: Big Lift in Nucleate, Strategic Pull‑back on SoFi

Cathie Wood’s Ark Invest is no stranger to high‑profile moves, but the latest week was a reminder of the firm’s willingness to shift gears on both ends of the spectrum. In a concise “Ark Invest Weekly Recap” published on Seeking Alpha, Ark announced a substantial increase in its stake in Nucleate (NTLA) while trimming its position in SoFi Technologies (SOFI). The article also offers a quick snapshot of the broader macro environment, Ark’s top holdings, and key take‑aways for investors who follow the firm’s portfolio discipline.

1. A Bold Lift in Nucleate

The centerpiece of this week’s recap is Ark’s +15 % increase in its stake in NTLA. As of the most recent trading day, Ark’s share of the company had risen to $X million—an impressive jump from its earlier position of $Y million. The move was driven by a confluence of factors:

The article cites a press release from NTLA and a comment from Ark’s research team that the firm expects NTLA’s market cap to double by 2026 if the trial outcomes are favorable. In practical terms, Ark’s increased stake is a bullish bet on the company’s imminent breakthrough and the broader biotech tailwind that continues to ride post‑COVID vaccine development.

2. Pulling Back on SoFi

In a more cautious tone, Ark announced it was trimming its holdings in SoFi Technologies (SOFI), selling X% of its stake at a price of $YY per share. SoFi, a fintech platform offering loans, brokerage services, and crypto products, has been under pressure for several reasons:

The article quotes an analyst note that Ark’s decision to trim SOFI holdings reflects a strategic recalibration amid market uncertainty. While Ark remains bullish on the long‑term potential of financial technology, the firm prefers to limit exposure until SoFi can demonstrate more consistent growth and mitigate regulatory risks.

3. Other Portfolio Highlights

Beyond the headline moves, the recap also lists several other portfolio adjustments that shed light on Ark’s broader strategy:

The recap also links to Ark’s publicly available portfolio data (available via the company’s website) and a Q3 earnings calendar for key holdings. This transparency underscores Ark’s commitment to clear communication with its investors.

4. Macro & Regulatory Context

The article doesn’t stop at Ark’s moves; it frames them within a broader macro environment. Key points include:

• Interest Rate Hikes – The Federal Reserve’s recent rate increase has compressed the discount rates used in valuing high‑growth tech firms, prompting Ark to be more selective.
• Inflation Data – A 3.2% year‑over‑year CPI reading suggests inflationary pressures may continue, influencing Ark’s appetite for leveraged fintech.
• Regulatory Landscape – The SEC’s new guidance on crypto custody has prompted Ark to reevaluate holdings in firms like Coinbase and SoFi.

These macro elements explain why Ark is simultaneously aggressive in biotech (a sector that tends to be less sensitive to interest rates) while pulling back in fintech, where valuation metrics are more closely tied to macro variables.

5. Take‑away for Investors

If you’re following Ark Invest—or simply want to gauge how a leading growth‑focussed fund navigates an ever‑shifting landscape—this recap offers several actionable insights:

1. Ark stays committed to high‑growth biotech even when valuations rise, provided the pipeline looks solid and the data is encouraging.
2. Risk management remains key: Ark’s quick pull‑back on SoFi signals a readiness to protect capital when regulatory or revenue signals deteriorate.
3. Transparency is paramount: By linking to real‑time data and quarterly earnings, Ark helps investors replicate or understand its moves.
4. Macro sensitivity: Ark’s portfolio adjustments reflect an acute awareness of interest rates and inflation, especially in the fintech arena.

Bottom Line

Ark Invest’s latest weekly recap is a textbook illustration of the firm’s dual‑pronged approach: bold bets on breakthrough biotech coupled with prudent risk management in the fintech sector. By raising its stake in NTLA and trimming its position in SOFI, Ark demonstrates its unwavering commitment to value‑driven growth while staying nimble enough to adapt to changing macro‑economic and regulatory tides. For investors who admire Cathie Wood’s forward‑looking vision but also value disciplined portfolio management, this recap is a must‑read.