Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Key Points
Cathie Wood added to her stakes in Circle Internet Group, Arcturus Therapeutics, and 10x Genomics on Tuesday.
Circle tumbled on Tuesday following reports that regulatory tightening may be on the way for its stablecoin domain.
10x Genomics has seen its revenue move higher in seven of the last eight years, but guidance calls for a flat 2026.
- 10 stocks we like better than Circle Internet Group ›
It seems as if Cathie Wood can't have nice things. The founder and CEO of the Ark Invest family of aggressive-growth exchange-traded funds (ETFs) had a market-thumping performance in 2020, only to fall short for a few years. She came through with another strong year in 2025. Her largest fund is down 11% so far this year, almost 3 times the market's decline.
Ark wasn't particularly busy shopping for deals on Tuesday. Wood added to three of her existing positions. Why did Ark buy more shares of Circle Internet Group (NYSE: CRCL), Arcturus Therapeutics Holdings (NASDAQ: ARCT), and 10x Genomics (NASDAQ: TXG) on Tuesday? It's a fair question. Let's take a closer look at these investments, two of which she has already been building up since late last week.
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1. Circle Internet Group
One of Tuesday's biggest losers across Ark Invest's holdings was a leading issuer of stablecoin products that also provides blockchain solutions for the cryptocurrency market. Circle Internet Group stock plummeted 20% on Tuesday, after industry leaders began to comment about stablecoin provisions in the Clarity Act heading to a vote later this year.
A sticking point in crypto regulation has been the yield and rewards that trading platforms offer investors as an incentive. Circle is the issuer of USD Coin, a popular stablecoin with a circulation approaching $80 billion. Unlike more volatile crypto denominations, stablecoins aim to maintain a value close to $1 to serve as a U.S. dollar equivalent. USD Coin currently yields 3.5% on the leading crypto marketplace, with higher payouts offered by more speculative trading platforms.
Nixing promotional or incentivized returns would understandably diminish the attractiveness of stablecoins. It would give income investors less of a reason to park their idle cash in stablecoins over traditional yield-bearing options.
Circle stock has been a wild ride since Wood got in ahead of last year's initial public offering (IPO). The stock hit the market at $31 in June, only to soar nearly tenfold in its first few weeks of trading. She initially sold some of her stake into that strength, but has been gradually buying again since November after Circle stock corrected.
In a notable twist, she started selling again late last week. However, after chatter about the Clarity Act sent shares sharply lower on Tuesday, Wood became bullishly opportunistic. Circle has delivered a strong financial performance since its IPO. Revenue has risen 53%, 66%, and 77% in its first three quarters of public trading, respectively. The growth might look materially different for Circle's stablecoin business and even its blockchain services if the Clarity Act passes with overly restrictive language.
2. Arcturus Therapeutics
The other two stocks Wood purchased on Tuesday are names that she started buying late last week. Arcturus is biotech company leaning on messenger RNA to create therapies for the treatment of rare respiratory and liver diseases.
Financially speaking, Arcturus isn't very impressive. Revenue has decelerated sharply for three consecutive years. Analysts see the top line getting cut in half again in 2026, to roughly a fifth of the $206 million it generated in 2022.
Arcturus did offer two pieces of good news in its latest financial update earlier this month. It had positive development news for its leading therapy candidate, currently in the second stage of clinical trials. It was also able to extend its cash runway to the second quarter of 2028.
3. 10x Genomics
Wood hasn't been an active trader in recent days. She has actually added to just four positions in the last seven trading days. However, she has had 10x Genomics on repeat. Ark has been a buyer of the provider of life sciences tools for four consecutive market sessions.
Unlike Arcturus, 10x Genomics has been steadily growing its business on the strength of its Chromium platform, which assists researchers with single-cell genomic analysis. Revenue rose sharply in seven of the past eight years. Profitability hasn't been as kind, but investors understand that life sciences is a game for long-term success. The stock has nearly doubled over the past year, but it has fallen almost 90% since peaking five years ago.
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Rick Munarriz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends 10x Genomics. The Motley Fool has a disclosure policy.
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