13F Reports

13F Summary of Ark Investment Management LLC

Update to 2023Q2

Summary

  • In terms of stock investments, the technology sector comprises the largest allocation in the portfolio of ARK Investment Management LLC, accounting for 43.46%.
  • The largest capital change in this quarter is estimated to come from EXAS with decreased holdings.
  • TSLA has been the largest holding for the past 20 quarters, with an investment amount of 8.65% and an estimated unrealized gain/loss of 235% to 240%.
  • According to Growin's estimation, 5% of the top 20 holdings in this quarter are in a profitable phase, with TSLA showing the highest returns and TDOC showing the lowest returns.
    (The third and fourth points are estimated based on the most recent close prices.)

Quarter on Quarter

AUM Chg.

3.77%

+$532.02M

2023Q1$14.12B

2023Q2$14.65B

Shares Chg.

1.2%

+2

2023Q1167

2023Q2169

Chg. of Investment AUM Top5

RankingNew BuyAddReduceSold Out
1
PLTR
TER
EXAS
NIU
2
META
PATH
SHOP
ATAI
3
TSM
TWLO
TSLA
FTCH
4
TTD
COIN
DKNG
-
5
SOFI
SQ
TXG
-

13F Details of Ark Investment Management LLC

Update to 2023Q2

Holdings

Portfolio Historical Statistics

Estimated Cost of Top 20