ARK Investment Management LLC

Q1 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2021
Date filed
5/13/2021
Form type
13F-HR
Num holdings
290
Total value ($000)
$50,344,503
Net value change ($000)
+12,758,709 (33.9%)
New positions
55
Sold out positions
9
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TDOC 1,055,442 67.4%
XYZ 951,211 61.7%
TSLA 946,925 32.5%
SHOP 643,271 118.1%
ZM 642,459 199.4%
BIDU 626,627 128.2%
TXG 558,703 739.6%
EXAS 501,758 71.3%
TWTR 495,884 NEW
ZG 459,373 54.6%
Top Reduces (Value $000, Stocks/ETFs)
CRSP -584,152 -36.6%
TSM -444,467 -90.4%
EDIT -342,322 -48.2%
SPLUNK INC -341,860 -99.7%
PSTG -222,254 -23.9%
Invitae Corp -212,726 -18.8%
PYPL -197,453 -32.6%
MTLS -196,726 -42.4%
PRLB -187,018 -29.6%
TREE -183,370 -33.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type