ARK Investment 透過最新的投資組合調整調整策略

ARK Investment Management 最新的 2024 年第一季 13F 文件突顯了 Cathie Wood 的策略轉變，包括增加 15 檔新股以及特斯拉和 Roku 的持股大幅增加。該文件還披露了 Coinbase Global 和 Twilio 的 8 項資產的剝離以及大幅減持。該投資組合目前共有 231 隻股票，其中科技、醫療保健和通訊服務領域的權重很大。

ARK Investment Unveils Strategic Shifts in Latest 13F Filing

ARK Investment 在最新 13F 文件中公佈策略轉變

ARK Investment Management, under the stewardship of renowned visionary Cathie Wood, has released its latest 13F filing, providing insights into the investment strategies employed during the first quarter of 2024. Driven by a firm belief in the transformative power of technological advancements, ARK continues to search for groundbreaking opportunities in industries such as artificial intelligence (AI), robotics, and blockchain technology.

在著名遠見卓識者Cathie Wood 的管理下，ARK 投資管理公司發布了最新的13F 文件，提供了對2024 年第一季採用的投資策略的見解。 ，ARK 繼續尋找人工智慧 (AI)、機器人和區塊鏈技術等行業的突破性機會。

New Additions to the ARK Portfolio

ARK 產品組合新增內容

Wood's latest moves reflect a continued commitment to disruptive innovation. The firm welcomed 15 new stocks to its portfolio, including:

伍德的最新舉措體現了對顛覆性創新的持續承諾。該公司的投資組合迎來了 15 隻新股票，包括：

• ARK 21Shares Bitcoin ETF Beneficial Interest (ARKB), with 2,909,018 shares (1.43% of the portfolio), valued at $206.48 million.
• Standard BioTools Inc (NASDAQ: LAB), with 13,042,440 shares (0.24% of the portfolio), valued at $35.35 million.
• Natera Inc (NASDAQ: NTRA), with 322,384 shares (0.2% of the portfolio), valued at $29.49 million.

Significant Increases in Existing Holdings

ARK 21Shares 比特幣ETF 實益權益(ARKB)，擁有2,909,018 股（佔投資組合的1.43%），價值2.0648 億美元。 0.24%），價值3535 萬美元.Natera Inc（納斯達克股票代碼：NTRA），擁有322,384股（佔投資組合的0.2%），價值2,949萬美元。

ARK also increased its stakes in numerous existing holdings, particularly in:

ARK 也增加了許多現有股份，特別是：

• Tesla Inc (NASDAQ: TSLA), with an additional 1,375,910 shares, bringing the total to 5,178,429 shares (1.67% impact on the portfolio), valued at $910.32 million.
• Roku Inc (NASDAQ: ROKU), with an additional 3,027,775 shares, bringing the total to 12,556,647 (0.55% impact on the portfolio), valued at $818.32 million.

Divestments and Notable Decreases

Tesla Inc（納斯達克股票代碼：TSLA）增發1,375,910 股，使總股數達到5,178,429 股（對投資組合影響1.67%），價值9.1032 億美元。 3,027,775 股，使總計 12,556,647（對投資組合影響 0.55%），價值 81832 萬美元。

To align with its evolving investment strategy, ARK has divested entirely from eight companies, including:

為了配合其不斷發展的投資策略，ARK 已完全剝離八家公司，包括：

• SomaLogic Inc (SLGC), with all 14,241,979 shares sold (-0.21% impact on the portfolio).
• Invitae Corp (NVTAQ), with all 32,550,683 shares liquidated (-0.12% impact on the portfolio).

Significant reductions were made in the following companies:

SomaLogic Inc (SLGC)，出售全部 14,241,979 股（對投資組合影響 -0.21%）。

• Coinbase Global Inc (NASDAQ: COIN), with a reduction of 4,178,670 shares (-48.59% decrease, -4.31% impact on the portfolio).
• Twilio Inc (NYSE: TWLO), with a reduction of 6,187,545 shares (-86.78% decrease, -2.78% impact on the portfolio).

Portfolio Overview

Coinbase Global Inc（納斯達克股票代碼：COIN），減持4,178,670 股（減持-48.59%，對投資組合影響-4.31%）。 （減持-86.78%，對投資組合影響-4.31%）。

As of the first quarter of 2024, ARK's portfolio consists of 231 stocks, with top holdings including:

截至 2024 年第一季度，ARK 的投資組合由 231 隻股票組成，其中重倉股包括：

• Coinbase Global Inc (8.12%)
• Tesla Inc (6.3%)
• Block Inc (5.89%)
• Roku Inc (5.67%)
• UiPath Inc (4.96%)

The investments span nine industries, including Technology, Healthcare, Communication Services, Financial Services, Consumer Cyclical, Industrials, Energy, Consumer Defensive, and Basic Materials.

Coinbase Global Inc (8.12%)Tesla Inc (6.3%)Block Inc (5.89%)Roku Inc (5.67%)UiPath Inc (4.96%)投資涉及九個行業，包括科技、醫療保健、通訊服務、金融服務、週期性消費品、工業、能源、消費者防禦和基礎材料。

Conclusion

結論

ARK Investment Management's latest 13F filing paints a clear picture of Cathie Wood's unwavering focus on innovation. The firm's strategic shifts, including new additions, position increases, and divestments, reflect a commitment to identifying and capitalizing on businesses that can fundamentally reshape the future. ARK's track record of investing in disruptive technologies with long-term potential continues to drive its investment approach.

ARK Investment Management 最新的 13F 文件清楚地描繪了 Cathie Wood 對創新堅定不移的關注。該公司的策略轉變，包括新增人員、增加職位和撤資，反映了對識別和利用能夠從根本上重塑未來的業務的承諾。 ARK 在投資具有長期潛力的顛覆性技術方面的記錄繼續推動其投資方式。