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由 Cathie Wood 領導的 ARK Invest Management 旗下交易所交易基金家族管理近 170 億美元的資產。伍德以其創新策略而聞名,這些策略通常被比作過山車。儘管 2022 年充滿挑戰,ARK Invest 仍然是投資界的一股力量,其持有的股票包括 Tesla、Coinbase 和 Zoom Video Communications。 ARK 對成長、創新和技術顛覆的關注使其成為重要參與者,使其投資組合分析對於尋求高回報機會的投資者很有價值。
In this article, we will take a look at the 15 best ARK stocks to buy now. To see more such companies, go directly to 5 Best ARK Stocks To Buy Now.
在這篇文章中,我們將看看現在最值得購買的 15 隻 ARK 股票。若要查看更多這類公司,請直接前往立即購買 5 支最佳 ARK 股票。
Cathie Wood is one of the most polarizing, and prominent figures on Wall Street. With over three decades of experience in the financial sector, including a notable tenure as the chief investment officer of the global thematic strategies division at AllianceBernstein Holding LP, she founded ARK Investment Management a decade ago. Currently serving as the Chief Investment Officer (CIO) of ARK, she manages nearly $17 billion in assets under management across the ARK Invest family of exchange-traded funds and her distinctive venture capital fund, the ARK Venture Fund. Although her funds have drawn notice for their innovative strategies, they've also encountered varied outcomes, often likened to rollercoaster rides, with ARK Investment Management witnessing one of its most triumphant years in 2017, achieving a notable 87.4% gain driven by a remarkable 1,300% surge in Grayscale Bitcoin Trust. This success coincided with Bitcoin reaching unprecedented highs of $20,000 per coin.
凱茜·伍德是華爾街最兩極化的傑出人物之一。她在金融領域擁有三十多年的經驗,其中包括在 AllianceBernstein Holding LP 全球主題策略部門擔任首席投資官,十年前創立了 ARK Investment Management。目前擔任 ARK 首席投資長 (CIO),她管理著 ARK Invest 交易所交易基金家族及其獨特的創投基金 ARK Venture Fund 的近 170 億美元資產。儘管她的基金因其創新策略而引人注目,但它們也遇到了不同的結果,通常被比作過山車,方舟投資管理公司(ARK Investment Management) 在2017 年見證了其最成功的年份之一,在1,300 筆令人矚目的業績推動下實現了87.4% 的顯著漲幅。這一成功恰逢比特幣達到每枚 20,000 美元的前所未有的高位。
On the other hand, Wood's premier investment vehicle, the ARK Innovation ETF (NYSE:ARKK), experienced a surge of 211% in both March 2020 and January 2021 and managed to retain much of this momentum as the tech sector flourished amidst increased demand for computing products during the latter stages of the COVID-19 pandemic. However, 2022 presented challenges, characterized by rampant inflation and turmoil on Wall Street from elevated interest rates, leading to the Ark Innovation ETF plummeting by 47% over the year, wiping out all gains accrued during the pandemic era. As of May 10, the ARK Innovation ETF (NYSE:ARKK) has declined approximately 14.6% year-to-date, contrasting with the S&P 500's 10% gain during the same period.
另一方面,伍德的主要投資工具ARK Innovation ETF(NYSE:ARKK)在2020 年3 月和2021 年1 月期間均上漲了211%,並在科技業因需求增加而蓬勃發展的情況下成功保持了這一勢頭。然而,2022年卻面臨挑戰,通膨猖獗,升息引發華爾街動盪,導致Ark Innovation ETF全年暴跌47%,抹去了疫情期間累積的所有收益。截至 5 月 10 日,ARK Innovation ETF(NYSE:ARKK)今年迄今已下跌約 14.6%,而同期標準普爾 500 指數則上漲了 10%。
Additionally, Wood has made several predictions about Bitcoin, consistently raising the price target over time. At the beginning of the year, she mentioned that Ark's "base case" for Bitcoin would be $600,000. However, this forecast has since been revised upwards to as high as $3.8 million by the year 2030:
此外,伍德還對比特幣做出了多項預測,並隨著時間的推移不斷提高價格目標。今年年初,她提到 Ark 的比特幣「基本情況」是 60 萬美元。然而,這項預測後來被上調至 2030 年高達 380 萬美元:
"Last year we put out our bull case for Bitcoin. It was $1.5 million. With this institutional green light that the SEC has provided, kicking and screaming though it did, the analysis we've done is that if institutional investors were to allocate a little more than 5% of their portfolios to Bitcoin, as we think they will over time, that alone would add $2.3 million to the projection I just gave you."
「去年我們提出了看漲比特幣的理由。當時的價格為 150 萬美元。儘管美國證券交易委員會(SEC)提供了機構綠燈,但我們所做的分析是,如果機構投資者要分配他們投資組合的5% 多一點是比特幣,我們認為隨著時間的推移他們會這麼做,僅此一項就將為我剛才給你們的預測增加230 萬美元。
However, many are critical of this position. One such individual being Kevin O'Leary. Earlier in January, the "Shark Tank" host stated that if Bitcoin were to appreciate to the levels predicted by Cathie Wood, it would signify a collapse of the American economy. While O'Leary acknowledges that many see Bitcoin as a hedge against economic downturns, and he himself holds a portion of it for that reason, with his confidence stemming from Bitcoin's predictable supply, O'Leary doesn't foresee an imminent collapse of the global or U.S. economy, which would be necessary for Bitcoin to meet Wood's ambitious price target.
然而,許多人對這一立場持批評態度。凱文·奧利裡就是這樣的人之一。一月初,《創智贏家》主持人表示,如果比特幣升值到凱西伍德預測的水平,將意味著美國經濟的崩潰。儘管奧利裡承認,許多人將比特幣視為應對經濟衰退的對沖工具,他本人也因此持有部分比特幣,他的信心源自於比特幣的可預測供應,但奧利裡並沒有預見到全球經濟即將崩潰。
This wasn't the only controversial opinion that the ARK Invest CIO holds. Those keeping up with Cathie Wood over the years might be familiar with her consistently emphasizing innovation, growth, and technological disruption poised to revolutionize human societies. Over recent years, she has heavily invested in genetics, 3D printing, biotechnology, self-driving, and electric cars. However, when it comes to AI, she appears more cautious, as she alerts investors about valuations in this sector. For the past couple of quarters, Wood has been steadily selling off shares of chipmaker NVIDIA Corporation (NASDAQ:NVDA), a company many would consider nothing less than the superstar amidst the AI revolution. In an episode of the Wall Street Journal's Take on the Week, Wood gave an idea behind her decisions:
這並不是 ARK Invest 首席資訊長持有的唯一有爭議的觀點。多年來關注凱西·伍德的人可能會熟悉她一貫強調的創新、成長和技術顛覆,這些都將徹底改變人類社會。近年來,她在遺傳學、3D列印、生物技術、自動駕駛和電動車等領域投入了大量資金。然而,當談到人工智慧時,她顯得更加謹慎,因為她提醒投資者該領域的估值。在過去的幾個季度中,伍德一直在穩步拋售晶片製造商 NVIDIA 公司(納斯達克股票代碼:NVDA)的股票,該公司被許多人視為人工智慧革命中的超級明星。在《華爾街日報》本週報導的一集中,伍德給出了她的決定背後的想法:
We have been selling Nvidia for quite some time, mostly because we believe that for every dollar of AI hardware sold, another $10 of AI software will be sold. Everyone now understands that Nvidia is the key chip player. It's created the AI age in a sense, but we do think that it has become a check the box stock. It's surprising hugely on the high side of expectations, and we do think that expectations could be getting ahead of themselves. Now, I've said this for the past $200, it's closing in on $700 now, but I've watched Nvidia all my career actually since it's gone public, it's a very cyclical stock. The reason is just like now, when Nvidia is feeding a new movement, in 2017, it was the crypto movement, GPUs were very important. There's this hyperactivity, everyone excited trying to get in at the same time, so there's double ordering, triple ordering, quadruple ordering, and then there is an inventory correction. We think that will happen again. Whenever I hear double ordering, triple ordering, quadruple ordering in response to shortages, I do pull away from a stock like that.
我們銷售 Nvidia 已經有一段時間了,主要是因為我們相信每售出 1 美元的 AI 硬件,就會另外售出 10 美元的 AI 軟體。現在大家都知道英偉達是主要的晶片廠商。從某種意義上說,它創造了人工智慧時代,但我們確實認為它已經成為一隻選中的股票。如此高的預期令人驚訝,而且我們確實認為預期可能會超出預期。現在,我已經對過去的 200 美元說了這一點,現在已經接近 700 美元了,但事實上,自從 Nvidia 上市以來,我整個職業生涯都在關注它,它是一隻週期性很強的股票。原因就像現在,當Nvidia正在推動一個新的運動時,2017年,它是加密貨幣運動,GPU非常重要。存在這種過度活躍,每個人都興奮地試圖同時進入,所以有雙重訂購、三重訂購、四重訂購,然後是庫存修正。我們認為這種情況會再次發生。每當我聽到為了應對短缺而進行雙重訂購、三重訂購、四重訂購時,我都會遠離這樣的庫存。
The first quarter of the year didn't bring much in terms of good news for the Wall Street investor, as Shares in Cathie Wood’s flagship fund tumbled to a five-month low on April 16 following a drop in Tesla, Inc. (NASDAQ:TSLA), its largest holding, prompted by concerns over the carmaker’s growth prospects amid a round of job cuts. This decline marks a continuation of the challenging period for the $6.7 billion ARK Innovation ETF (NYSE:ARKK), which has faced losses this year as a number of unprofitable tech companies lose favor with investors and expectations for interest-rate cuts from the Federal Reserve diminish.
今年第一季並沒有給華爾街投資者帶來太多好消息,隨著特斯拉公司(納斯達克股票代碼:NASDAQ:特斯拉(TSLA)是其最大的持股公司,原因是對這家汽車製造商在一輪裁員中的成長前景的擔憂。此次下跌標誌著價值67 億美元的ARK Innovation ETF(NYSE:ARKK)面臨挑戰的時期的延續,該基金今年因許多未盈利的科技公司失去投資者的青睞以及聯準會降息的預期而面臨虧損。
On the other hand, Cathie Wood's ARK Invest recently offloaded $15 billion worth of 70,600 Coinbase Global, Inc. (NASDAQ:COIN) shares, prompting speculation from investors. Wood clarified that this move wasn't about dumping stock but rather active portfolio management and emphasized that despite the sale, Coinbase Global, Inc. (NASDAQ:COIN) remains a top position in ARK Invest's holdings, reflecting confidence in the company's long-term potential. Wood also mentioned plans to reinvest profits into other promising stocks, highlighting a dynamic investment strategy aimed at maximizing returns.
另一方面,Cathie Wood 的 ARK Invest 最近出售了價值 150 億美元的 70,600 股 Coinbase Global, Inc.(納斯達克股票代碼:COIN)股票,引發了投資者的猜測。伍德澄清說,此舉並不是為了拋售股票,而是為了積極進行投資組合管理,並強調,儘管進行了出售,Coinbase Global, Inc.(納斯達克股票代碼:COIN)仍然是ARK Invest 持股中的首要位置,反映出對該公司長期發展的信心潛在的。伍德也提到了將利潤再投資到其他有前景股票的計劃,強調了旨在實現回報最大化的動態投資策略。
Regardless of her position in current trends, investors pay attention to her movements within the market. With that in mind, let's take a look at some of the best stocks in Cathie Wood's ARK portfolio. Some notable names in this list include Tesla, Inc. (NASDAQ:TSLA), UiPath Inc. (NYSE:PATH), and Coinbase Global, Inc. (NASDAQ:COIN), among others.
無論她在當前趨勢中的地位如何,投資者都會關注她在市場中的動向。考慮到這一點,讓我們來看看 Cathie Wood 的 ARK 投資組合中一些最好的股票。此清單中的一些著名公司包括Tesla, Inc.(納斯達克股票代碼:TSLA)、UiPath Inc.(NYSE:PATH)和Coinbase Global, Inc.(納斯達克股票代碼: COIN)等。
Cathie Wood of ARK Investment Management
立即購買的 15 隻最佳 ARK 股票 ARK Investment Management 的凱西·伍德 (Cathie Wood)
15. Beam Therapeutics Inc. (NASDAQ:BEAM)
Number of Q4 2023 Hedge Fund Shareholders: 16
15. Beam Therapeutics Inc.(納斯達克股票代碼:BEAM)2023年第四季對沖基金股東數量:16
Ark Invest’s Q1 2024 Investment Stake: $270.3 million
Ark Invest 2024 年第一季投資金額:2.703 億美元
Headquartered in Cambridge, Massachusetts, Beam Therapeutics Inc. (NASDAQ:BEAM) is a biotechnology firm specializing in pioneering precision genetic medicines through its proprietary base editing technology. The company aims to offer lifelong treatments for patients afflicted with severe diseases.
Beam Therapeutics Inc.(納斯達克股票代碼:BEAM)總部位於馬薩諸塞州劍橋,是一家生物技術公司,專門透過其專有的鹼基編輯技術開發精準基因藥物。該公司的目標是為患有嚴重疾病的患者提供終身治療。
In Q1 2024, Beam Therapeutics Inc. (NASDAQ:BEAM) reported a net loss of $98.7 million, translating to $1.21 per share, an improvement from the $96.5 million loss ($1.33 per share) recorded in the corresponding period last year. This performance closely mirrors analyst projections, which anticipated a loss of $1.42 per share. Despite a slight decrease from $1.2 billion in December 2023, the company maintained a robust cash position of $1.1 billion by the end of the quarter, ensuring financial stability well into 2027.
2024 年第一季度,Beam Therapeutics Inc.(NASDAQ:BEAM)報告淨虧損9,870 萬美元,折合每股1.21 美元,較去年同期的9,650 萬美元虧損(每股1.33 美元)有所改善。這一業績與分析師的預測非常吻合,分析師預計每股虧損 1.42 美元。儘管較 2023 年 12 月的 12 億美元略有下降,但該公司到本季末仍保持了 11 億美元的強勁現金狀況,確保了 2027 年的財務穩定。
According to Insider Monkey's fourth-quarter database, 16 hedge funds displayed confidence in Beam Therapeutics Inc. (NASDAQ:BEAM), compared to 17 funds in the previous quarter.
根據 Insider Monkey 的第四季度資料庫,有 16 檔對沖基金對 Beam Therapeutics Inc.(NASDAQ:BEAM)表現出信心,而上一季有 17 檔對沖基金表現出信心。
Much like Tesla, Inc. (NASDAQ:TSLA), UiPath Inc. (NYSE:PATH), and Coinbase Global, Inc. (NASDAQ:COIN), Beam Therapeutics Inc. (NASDAQ:BEAM) ranks as one of the best ARK stocks to buy.
與Tesla, Inc.(納斯達克股票代碼:TSLA)、UiPath Inc.(NYSE:PATH)和Coinbase Global, Inc.(納斯達克股票代碼:COIN)非常相似,Beam Therapeutics Inc.(納斯達克股票代碼:BEAM)被列為最好的ARK 股票之一購買。
14. Palantir Technologies Inc. (NYSE:PLTR)
Number of Q4 2023 Hedge Fund Shareholders: 44
14.Palantir Technologies Inc.(NYSE:PLTR)2023年第四季對沖基金股東數量:44
Ark Invest’s Q1 2024 Investment Stake: $293.27 million
Ark Invest 2024 年第一季投資金額:2.9327 億美元
Palantir Technologies Inc. (NYSE:PLTR) functions as a software enterprise specializing in data fusion platforms, facilitating both machine-assisted and human-driven data analysis. Its product suite includes Palantir Gotham, Palantir Apollo, and Palantir Foundry.
Palantir Technologies Inc.(NYSE:PLTR)是一家專門從事數據融合平台的軟體企業,促進機器輔助和人類驅動的數據分析。其產品套件包括 Palantir Gotham、Palantir Apollo 和 Palantir Foundry。
In the first quarter, Palantir Technologies Inc. (NYSE:PLTR)'s revenue surged by 21% to reach $634 million, slightly surpassing analyst expectations. The company continued its streak of profitability, marking its sixth consecutive quarter of reported profit.
Palantir Technologies Inc.(NYSE:PLTR)第一季營收飆升21%,達到6.34億美元,略高於分析師預期。該公司繼續保持獲利勢頭,連續第六個季度實現盈利。
Insider Monkey's analysis of 933 hedge fund portfolios for the December quarter of 2023 revealed that 44 held stakes in Palantir Technologies Inc. (NYSE:PLTR). Leading the pack was D. E. Shaw, with ownership of 20.75 million shares valued at $356.39 million.
Insider Monkey 對 2023 年第四季 933 個對沖基金投資組合的分析顯示,其中 44 個對沖基金持有 Palantir Technologies Inc.(NYSE:PLTR)的股份。領先者是 D. E. Shaw,擁有 2,075 萬股,價值 3.5639 億美元。
13. Intellia Therapeutics, Inc. (NASDAQ:NTLA)
Number of Q4 2023 Hedge Fund Shareholders: 28
13. Intellia Therapeutics, Inc.(納斯達克股票代碼:NTLA)2023年第四季對沖基金股東數:28
Ark Invest’s Q1 2024 Investment Stake: $302.3 million
Ark Invest 2024 年第一季投資金額:3.023 億美元
Founded in 2014, Intellia Therapeutics, Inc. (NASDAQ:NTLA) is an American clinical-stage biotechnology company dedicated to the development of innovative, potentially curative therapeutics utilizing CRISPR-based technologies.
Intellia Therapeutics, Inc.(納斯達克股票代碼:NTLA)成立於 2014 年,是一家美國臨床階段生物技術公司,致力於利用基於 CRISPR 的技術開發創新的、具有潛在療效的療法。
As of the end of the fourth quarter of 2023, 28 out of the 933 hedge funds analyzed by Insider Monkey held shares of Intellia Therapeutics, Inc. (NASDAQ:NTLA). Among them, Catherine D. Wood’s ARK Investment Management emerged as the largest hedge fund investor.
截至 2023 年第四季末,Insider Monkey 分析的 933 家對沖基金中,有 28 家持有 Intellia Therapeutics, Inc.(NASDAQ:NTLA)的股票。其中,Catherine D. Wood 的 ARK Investment Management 成為最大的對沖基金投資者。
12. Shopify Inc. (NYSE:SHOP)
Number of Q4 2023 Hedge Fund Shareholders: 68
12. Shopify Inc.(NYSE:SHOP)2023年第四季對沖基金股東數:68
Ark Invest’s Q1 2024 Investment Stake: $353.54 million
Ark Invest 2024 年第一季投資金額:3.5354 億美元
Shopify Inc. (NYSE:SHOP) serves as a critical provider of internet infrastructure for commerce, offering businesses the tools needed to launch, expand, and manage retail operations across various scales. With its platform and services utilized by millions of businesses in 175 countries, Shopify plays a vital role in supporting a diverse range of enterprises.
Shopify Inc.(NYSE:SHOP)是商業互聯網基礎設施的重要供應商,為企業提供啟動、擴展和管理各種規模的零售業務所需的工具。 Shopify 的平台和服務已被 175 個國家的數百萬企業使用,在支援各類企業方面發揮著至關重要的作用。
Insider Monkey's analysis of 933 hedge fund holdings for Q4 2023 revealed 68 investments in Shopify Inc. (NYSE:SHOP). Notably, the largest investor in Shopify Inc. (NYSE:SHOP) among these is Arrowstreet Capital, led by Peter Rathjens, Bruce Clarke, and John Campbell, holding 20.9 million shares valued at $1.6 billion.
Insider Monkey 對 2023 年第四季 933 家對沖基金持有量的分析顯示,Shopify Inc.(NYSE:SHOP)有 68 筆投資。值得注意的是,其中 Shopify Inc.(NYSE:SHOP)的最大投資者是由 Peter Rathjens、Bruce Clarke 和 John Campbell 領導的 Arrowstreet Capital,持有 2,090 萬股,價值 16 億美元。
Rowan Street Capital stated the following regarding Shopify Inc. (NYSE:SHOP) in its 2023 annual investor letter:
Rowan Street Capital 在其 2023 年度投資者信函中就 Shopify Inc.(NYSE:SHOP)發表了以下聲明:
“Shopify Inc. (NYSE:SHOP) is an all-in-one e-commerce platform that empowers businesses of all sizes to build, manage, and grow their online stores. Founded in 2006, Shopify now holds a commanding >10% market share in US e-commerce.
「Shopify Inc.(NYSE:SHOP)是一個一體化電子商務平台,幫助各種規模的企業建立、管理和發展其線上商店。 Shopify 成立於 2006 年,目前在美國電子商務市場佔有超過 10% 的市場份額。
The value of Shopify lies in its simplicity for merchants to easily start and scale their business, so much so that merchants fall in love with their solutions and never want to leave, no matter how big they get. They understand that as they grow and confront new challenges, Shopify will solve their problems so they can take their business to the next level. That is the power of Shopify’s flywheel.
Shopify 的價值在於其簡單性,讓商家可以輕鬆啟動和擴展業務,以至於商家愛上他們的解決方案,無論規模有多大,都不想離開。他們明白,隨著他們的成長和麵臨新的挑戰,Shopify 將解決他們的問題,以便他們能夠將業務提升到新的水平。這就是 Shopify 飛輪的力量。
We have owned Shopify’s stock since 2022. Our average cost basis is $60. Following our purchase, the stock hit a low of $26 in October 2022. Just 15 months following those lows, Shopify stock is now trading at $80 (a 200% rebound) as investors celebrated the decision to sell its capital intensive logistics business, which was largely expected to cost billions of dollars to build out — a move that enables Shopify to retain its original, asset-light business model. Additionally, while many tech companies struggled in the face of macroeconomic challenges, Shopify defied expectations by maintaining robust revenue growth in 2023. Revenue increased by 25% year-over-year in the most recent quarter, with gross profit growing by a healthy 36%. We are now sitting on a +35% unrealized gain on our position after owning the stock for almost 2 years. Not a bad return, but what a wild ride it has been. Just another example that volatility is the price of admission in this business.”
我們自 2022 年起就擁有 Shopify 的股票。在我們購買之後,該股在2022 年10 月跌至26 美元的低點。出售其資本密集型物流業務的決定,該業務是預計將花費數十億美元建設——此舉使 Shopify 能夠保留其原始的輕資產商業模式。此外,儘管許多科技公司在宏觀經濟挑戰中舉步維艱,但 Shopify 在 2023 年保持了強勁的收入成長,超出了預期。在持有該股票近 2 年後,我們的部位現在擁有 +35% 的未實現收益。回報不錯,但這是一次多麼瘋狂的旅程。這又是一個例子,波動性就是這個行業的准入價格。
11. Unity Software Inc. (NYSE:U)
Number of Q4 2023 Hedge Fund Shareholders: 38
11. Unity Software Inc.(NYSE:U)2023 年第四季對沖基金股東數:38
Ark Invest’s Q1 2024 Investment Stake: $372.14 million
Ark Invest 2024 年第一季投資金額:3.7214 億美元
Unity Software Inc. (NYSE:U), headquartered in San Francisco, is an American video game software development company. Originally founded in Denmark in 2004 as Over the Edge Entertainment, it underwent a name change in 2007. The company operates a platform that offers software solutions for creating, managing, and monetizing interactive, real-time 2D and 3D content designed for mobile phones, tablets, PCs, consoles, and AR/VR devices.
Unity Software Inc.(NYSE:U)是一家美國電玩軟體開發公司,總部位於舊金山。最初於2004 年在丹麥成立,當時名為Over the Edge Entertainment,並於2007 年更名。從中獲利。
As of the end of the fourth quarter of 2023, 38 hedge funds tracked by Insider Monkey held stakes in Unity Software Inc (NYSE:U). The most notable stake in Unity Software Inc (NYSE:U) is owned by Silver Lake Partners, led by Jim Davidson, Dave Roux, and Glenn Hutchins, which holds a $1.4 billion stake in Unity Software Inc (NYSE:U).
截至 2023 年第四季末,Insider Monkey 追蹤的 38 家對沖基金持有 Unity Software Inc(NYSE:U)的股份。 Unity Software Inc (NYSE:U) 最引人注目的股份由 Jim Davidson、Dave Roux 和 Glenn Hutchins 領導的 Silver Lake Partners 持有,該公司持有 Unity Software Inc (NYSE:U) 14 億美元的股份。
10. DraftKings Inc. (NASDAQ:DKNG)
Number of Q4 2023 Hedge Fund Shareholders: 55
10. DraftKings Inc.(NASDAQ:DKNG)2023年第四季對沖基金股東數量:55
Ark Invest’s Q1 2024 Investment Stake: $395.7 million
Ark Invest 2024 年第一季投資金額:3.957 億美元
DraftKings Inc. (NASDAQ:DKNG) operates as a digital sports entertainment and gaming company, with its services spanning the United States and international markets. The company provides online sports betting and casino services, daily fantasy sports, media content, and various consumer products.
DraftKings Inc.(納斯達克股票代碼:DKNG)是一家數位運動娛樂和遊戲公司,其服務遍及美國和國際市場。該公司提供線上體育博彩和賭場服務、每日夢幻體育、媒體內容和各種消費產品。
As of the close of Q4 2023, 55 hedge funds tracked by Insider Monkey held stakes in DraftKings Inc. (NASDAQ:DKNG), marking a slight increase from the previous quarter's 51 hedge funds.
截至 2023 年第四季末,Insider Monkey 追蹤的 55 家對沖基金持有 DraftKings Inc.(NASDAQ:DKNG)的股份,較上一季的 51 家對沖基金略有增加。
DraftKings Inc. (NASDAQ:DKNG) stands as one of ARK's top stocks, alongside Tesla, Inc. (NASDAQ:TSLA), Coinbase Global, Inc. (NASDAQ:COIN), and Block, Inc. (NYSE:SQ).
DraftKings Inc.(NASDAQ:DKNG)是ARK 的頂級股票之一,與Tesla, Inc.(納斯達克股票代碼:TSLA)、Coinbase Global, Inc.(納斯達克股票代碼: COIN)和Block, Inc.(NYSE:SQ)並列。
9. Zoom Video Communications Inc. (NASDAQ:ZM)
Number of Q4 2023 Hedge Fund Shareholders: 41
9. Zoom Video Communications Inc.(納斯達克股票代碼:ZM)2023年第四季對沖基金股東數:41
Ark Invest’s Q1 2024 Investment Stake: $413.8 million
Ark Invest 2024 年第一季投資金額:4.138 億美元
Zoom Video Communications, Inc. (NASDAQ:ZM), headquartered in San Jose, California, is a communications technology company that rose to prominence during the pandemic, becoming a household name amid lockdowns. Now, Zoom Video Communications, Inc. (NASDAQ:ZM) is focusing on introducing several essential features for businesses, including word processing capabilities and increased utilization of artificial intelligence to enhance its flagship video conferencing service.
Zoom Video Communications, Inc.(納斯達克股票代碼:ZM)總部位於加州聖荷西,是一家在疫情期間聲名鵲起的通訊技術公司,在封鎖期間成為家喻戶曉的名字。現在,Zoom Video Communications, Inc.(NASDAQ:ZM)正致力於為企業推出多項基本功能,包括文字處理功能和提高人工智慧的利用率,以增強其旗艦視訊會議服務。
During the first quarter of 2024, Cathie Wood reduced her stake in Zoom Video Communications, Inc. (NASDAQ:ZM) by 43%.
2024 年第一季度,Cathie Wood 將其在 Zoom Video Communications, Inc.(納斯達克股票代碼:ZM)的股份減少了 43%。
According to Insider Monkey’s Q4 2023 database, 41 out of 933 hedge funds were shareholders of the firm. Zoom Video Communications, Inc. (NASDAQ:ZM)’s largest investor fund shareholder was ARK Investment Management itself.
根據 Insider Monkey 2023 年第四季的資料庫,933 家對沖基金中有 41 家是該公司的股東。 Zoom Video Communications, Inc.(納斯達克股票代碼:ZM)最大的投資者基金股東是 ARK Investment Management 本身。
8. Roblox Corporation (NYSE:RBLX)
Number of Q4 2023 Hedge Fund Shareholders: 50
8. Roblox Corporation(NYSE:RBLX)2023 年第四季對沖基金股東數:50
Ark Invest’s Q1 2024 Investment Stake: $451.2 million
Ark Invest 2024 年第一季投資金額:4.512 億美元
Roblox Corporation (NYSE:RBLX) operates as an entertainment company, offering a metaverse digital environment where users can interact with each other and play video games. The firm is actively working on enhancing its platform's monetization and recently partnered with an advertising technology company in April 2024 to further this objective.
Roblox Corporation(NYSE:RBLX)是一家娛樂公司,提供虛擬宇宙數位環境,用戶可以在其中相互互動並玩電玩遊戲。該公司正在積極致力於增強其平台的貨幣化,並於 2024 年 4 月與廣告科技公司合作,以進一步實現這一目標。
In the fourth quarter of 2023, Insider Monkey analyzed 933 hedge funds' shareholdings and identified 50 shareholders of Roblox Corporation (NYSE:RBLX). ARK Investment Management held the largest stake in the company during the quarter.
2023 年第四季度,Insider Monkey 分析了 933 家對沖基金的持股情況,確定了 Roblox Corporation(NYSE:RBLX)的 50 名股東。 ARK Investment Management 在本季持有該公司最大的股份。
7. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Q4 2023 Hedge Fund Shareholders: 21
7. Robinhood Markets, Inc.(納斯達克股票代碼:HOOD)2023年第四季對沖基金股東數量:21
Ark Invest’s Q1 2024 Investment Stake: $527.35 million
Ark Invest 2024 年第一季投資金額:5.2735 億美元
Robinhood Markets, Inc. (NASDAQ:HOOD) is a financial services company headquartered in Menlo Park, California. It offers commission-free trading of stocks, exchange-traded funds, and cryptocurrencies, as well as individual retirement account management through its mobile app, which was launched in March 2015.
Robinhood Markets, Inc.(納斯達克股票代碼:HOOD)是一家金融服務公司,總部位於加州門洛帕克。該公司於 2015 年 3 月推出,提供股票、交易所交易基金和加密貨幣的免佣金交易,以及個人退休帳戶管理。
As of the end of December 2023, Insider Monkey's analysis of 933 hedge funds revealed that 21 of them had purchased and held shares of Robinhood Markets, Inc. (NASDAQ:HOOD). Among these hedge funds, the largest shareholder of Robinhood Markets, Inc. (NASDAQ:HOOD) was Cathie Wood's fund, which owned shares valued at $445 million.
截至2023年12月底,Insider Monkey對933家對沖基金的分析顯示,其中21家已購買並持有Robinhood Markets, Inc.(納斯達克股票代碼:HOOD)的股票。在這些對沖基金中,Robinhood Markets, Inc.(納斯達克股票代碼:HOOD)的最大股東是Cathie Wood的基金,該基金持有價值4.45億美元的股票。
6. CRISPR Therapeutics AG (NASDAQ:CRSP)
Number of Q4 2023 Hedge Fund Shareholders: 26
6. CRISPR Therapeutics AG(納斯達克股票代碼:CRSP)2023年第四季對沖基金股東數量:26
Ark Invest’s Q1 2024 Investment Stake: $555.98 million
Ark Invest 2024 年第一季投資金額:5.5598 億美元
CRISPR Therapeutics AG (NASDAQ:CRSP) is a biotechnology company headquartered in Zug, Switzerland, with operations also in the United States. It specializes in utilizing the CRISPR gene editing platform to develop innovative treatments for various rare and common diseases.
CRISPR Therapeutics AG(納斯達克股票代碼:CRSP)是一家生技公司,總部位於瑞士楚格,在美國也設有業務。它專門利用CRISPR基因編輯平台開發針對各種罕見和常見疾病的創新療法。
In January 2024, Vertex Pharmaceuticals (NASDAQ:VRTX) announced that its revolutionary gene editing therapy, Casgevy, developed in collaboration with CRISPR Therapeutics AG (NASDAQ:CRSP), had received approval from the US FDA. This therapy is intended for individuals aged 12 years and older diagnosed with transfusion-dependent beta-thalassemia (TDT).
2024年1月,Vertex Pharmaceuticals(納斯達克股票代碼:VRTX)宣布與CRISPR Therapeutics AG(納斯達克股票代碼:CRSP)合作開發的革命性基因編輯療法Casgevy已獲得美國FDA批准。此療法適用於 12 歲及以上被診斷為輸血依賴性 β 地中海貧血 (TDT) 的個體。
Insider Monkey's research on hedge fund portfolios in the fourth quarter of 2023 revealed that 21 out of 933 hedge funds held stakes in CRISPR Therapeutics AG (NASDAQ:CRSP). Among these investors, Cathie Wood's ARK Investment Management emerged as the largest shareholder, with holdings valued at $534 million.
Insider Monkey 對 2023 年第四季對沖基金投資組合的研究顯示,933 家對沖基金中有 21 家持有 CRISPR Therapeutics AG(NASDAQ:CRSP)的股份。在這些投資者中,Cathie Wood 的 ARK Investment Management 成為最大股東,持股價值為 5.34 億美元。
In addition to Tesla, Inc. (NASDAQ:TSLA), UiPath Inc. (NYSE:PATH), and Coinbase Global, Inc. (NASDAQ:COIN), CRISPR Therapeutics AG (NASDAQ:CRSP) ranks as one of the best ARK stocks to invest in.
除了Tesla, Inc.(納斯達克股票代碼:TSLA)、UiPath Inc.(NYSE:PATH)和Coinbase Global, Inc.(納斯達克股票代碼:COIN)之外,CRISPR Therapeutics AG(納斯達克股票代碼:CRSP)也被列為最佳ARK 股票之一投資.
Click to continue reading and see the 5 Best ARK Stocks To Buy Now.
點擊繼續閱讀並查看立即購買的 5 只最佳 ARK 股票。
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Disclosure: None. 15 Best ARK Stocks To Buy Now is originally published at Insider Monkey.
披露:無。立即購買的 15 支最佳 ARK 股票最初發佈於 Insider Monkey。
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