Marco Bello
This article is first in a series that provides an ongoing analysis of the changes made to ARK Invest's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 7/11/2022.
ARK Invest
Tracking Cathie Wood's ARK Invest 13F Portfolio - Q2 2022 Update
Summary
- ARK Invest’s 13F portfolio value decreased from $23.96B to $16.91B this quarter.
- Coinbase Global, Roku, Shopify, and Ginkgo Bioworks were increased while decreasing Spotify, Ionis Pharma, Vertex Pharma, and Sea Limited.
- The top three positions are Tesla, Zoom Video, and Roku, and they add up to ~18% of the portfolio.
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