Cathie Wood Watch: Yuav Tesla, Roku, Coinbase, Gene-Editing Firm

Renowned investor Cathie Wood, tus thawj coj ntawm Ark Investment Management, lub Tsib Hlis 25 yuav thiab muag qee cov npe paub.

Txhua qhov kev ntsuas hauv qab no yog nyob rau hnub Thursday kaw.

Rau hnub thib peb ncaj, Ark cov nyiaj yuav khoom ntawm hluav taws xob-tsheb titan Tesla (TSLA) - - Tau txais Tesla Inc Report, lub sij hawm no 1,343 shares muaj nqis ntawm $885,000.

Ntoo tau muag Tesla shares rau lub hlis, tab sis nws hais tias qhov muag tau cuam tshuam cov txiaj ntsig tau txais txiaj ntsig thiab nws tseem ntseeg hauv Austin lub tuam txhab.

Ntoo yuav pom Tesla Tshuag raws li tus nqi zoo tam sim no, muab nws 38% poob xyoo rau hnub Wednesday. Tus kws tshaj lij Ark tau hais tias lub tuam txhab tsis tawm tswv yim txog kev ua lag luam txhua hnub.

Tesla yog qhov thib ob loj tshaj tuav rau Wood's flagship Ark Innovation ETF (ARKK) - - Tau txais ARK Innovation ETF Daim Ntawv Qhia, thiab yog No.1 mus txog rau lub lim tiam dhau los. Tam sim no video-kev sib ntsib kev pabcuam Zoom Video Communications (ZM) - - Tau Zoom Video Communications, Inc. Class A Report occupies qhov chaw saum toj kawg nkaus.

Ark cov nyiaj tau txeeb 35,499 feem ntawm video-streaming platform Roku (ROKU) - - Tau txais Roku, Inc. Class A Report, tus nqi ntawm $ 3 lab. Ark cov nyiaj tau nce 24,350 feem ntawm cov tuam txhab kev pabcuam nyiaj txiag Block (yav dhau los Square) (SQ) - - Tau txais Block Inc Class A Daim Ntawv Qhia, tus nqi ntawm $ 1.9 lab.

Lawv snagged 27,230 shares ntawm Coinbase (NPAJ) , lub teb chaws loj tshaj plaws cryptocurrency pauv, muaj nuj nqis ntawm $ 1.8 lab. Qhov ntawd yog hnub thib peb hauv kab uas Ark yuav Coinbase.

Thiab Ark Genomic Revolution ETF (ARKG) - - Tau txais ARK Genomic Revolution ETF Daim Ntawv Qhia yuav 114,834 shares ntawm Verve Therapeutics (VERV) , Cambridge, Mass., lub tuam txhab biotechnology tshwj xeeb hauv kev kho cov noob los kho cov kab mob plawv, muaj nuj nqis ntawm $ 1.6 lab. Cov Tshuag ntawm daim tshev kawg yog nyob ib ncig ntawm $14.50; uas yog tsawg tshaj li ib feem tsib ntawm nws 52-lub lim tiam siab $78, teem lub yim hli ntuj kawg.

Scroll mus txuas ntxiv

Ntawm qhov muag, Ark cov nyiaj tau tshem tawm 306,907 feem ntawm cov kev pabcuam audio-streaming Spotify Technology (SPOT) - - Tau txais Spotify Technology SA Daim Ntawv Qhia, tus nqi ntawm $ 33.4 lab.

Tom qab S&P 500

Raws li Ark cov nyiaj tau poob rau hauv lub hlis tsis ntev los no, Wood tau tiv thaiv nws tus kheej los ntawm kev ceeb toom tias nws muaj tsib xyoos kev nqis peev hauv qab ntug.

Txog rau lub Tsib Hlis 9, cov ntaub ntawv tsib xyoos tau tuav ntawm S&P 500. Tab sis txog lub Tsib Hlis 25, tsib xyoos rov qab los ntawm Ark Innovation tag nrho 9.49%, tom qab S&P 500's 12.5% rov qab los.

Ark Innovation tau poob qis 57% xyoo no, raws li Wood cov tuam txhab thev naus laus zis cuam tshuam tau cuam tshuam cov kev sib tw. Thiab nws tau nqis 75% los ntawm nws lub Ob Hlis 2021 ncov. Raging inflation thiab soaring paj paj tau slammed tech stocks.

Tseem, Wood cov tub ua lag luam tsis tso nws tseg. Ark Innovation nyiam qhov nyiaj tau los ntawm $ 1.4 nphom xyoo no, txij li lub lim tiam ntawm Tsib Hlis 16, Wall Street Journal tau tshaj tawm.

Thiab cov paj laum luv ntawm $ 8 nphom nyiaj tau nqis mus rau 9.2% ntawm cov khoom lag luam zoo tshaj plaws, los ntawm lub Plaub Hlis siab kawg ntawm 17%, raws li IHS Markit, raws li hais los ntawm Bloomberg. Kev muag luv luv yog thawj koom ruam uas tus nqi Tshuag yuav poob.

Morningstar's View

Thaum Lub Peb Hlis 29, Morningstar kws tshuaj ntsuam Robby Greengold muab ib tug scathing thuam ntawm Ark Innovation.

Nws tau sau tias "ARKK qhia ob peb lub cim ntawm kev txhim kho nws txoj kev tswj hwm kev pheej hmoo lossis muaj peev xwm ua tiav kev taug kev hauv thaj chaw nyuaj uas nws tshawb," nws sau.

Ntoo tawm tsam Greengold cov ntsiab lus hauv kev sib tham tsis ntev los no nrog Magnifi Media los ntawm Tifin. "Kuv paub tias muaj cov tuam txhab zoo li ntawd [Morningstar] uas tsis nkag siab tias peb tab tom ua dab tsi," nws hais.

Tau qhov twg los: https://www.thestreet.com/investing/cathie-wood-spotify-tesla-roku?puc=yahoo&cm_ven=YAHOO&yptr=yahoo