Tracking Cathie Wood's ARK Invest 13F Portfolio - Q1 2023 Update
ARK Invest’s 13F portfolio value increased from $11.54B to $14.55B this quarter.
They increased Tesla, Coinbase Global, Block, Unity Software, and Ginkgo Bioworks while decreasing Exact Sciences, Twilio, and NVIDIA during the quarter.
The top three positions are Tesla, Roku, and Zoom Video, and they add up to ~19% of the portfolio.
They increased Tesla, Coinbase Global, Block, Unity Software, and Ginkgo Bioworks while decreasing Exact Sciences, Twilio, and NVIDIA during the quarter.
The top three positions are Tesla, Roku, and Zoom Video, and they add up to ~19% of the portfolio.
Stake Increases:
$Roku Inc(ROKU.US$ :Note: they have a ~10% ownership stake in Roku.
$Coinbase(COIN.US$ :Note: they have a ~5.4% ownership stake in the business.
$UiPath(PATH.US$ :Note: they have a ~9.4% ownership stake in UiPath.
$Intellia Therapeutics(NTLA.US$:Note: they have a ~11.2% ownership stake in Intellia Therapeutics.
$CRISPR Therapeutics(CRSP.US$:Note: they have a ~10.2% ownership stake in CRISPR Therapeutics.
$Beam Therapeutics(BEAM.US$ :Note: they have a ~11.7% ownership stake in Beam Therapeutics.
$Ginkgo Bioworks(DNA.US$ :Note: they have a ~10.7% ownership stake in Ginkgo Bioworks Holdings.
Note: they have significant ownership stakes in the following businesses: 2U Inc., Adaptive Biotechnologies, Accolade, CareDx, Pacific Biosciences, Schrodinger, Twist Biosciences, Verve Therapeutics, and Veracyte.
Stake Decreases:
$Exact Sciences(EXAS.US$ :Note: they have a ~9% ownership stake in Exact Sciences.
$DraftKings(DKNG.US$ :Note: they have a ~6% ownership stake in DraftKings.
Note: they have significant ownership stakes in the following businesses: 10X Genomics, Kratos Defense & Security, PagerDuty, and Trimble.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
MonkeyGee : isn't almost every stock on the list is down 60%