Worst move I ever made was selling Adobe. They are the main reason DocuSign is struggling. I’m waiting for Microsoft to launch better e-signing product to go along with MS Word. They just launched a standalone Teams product that will eventually push Zoom to the danger zone.CW giving the markets the middle finger, buying the DOCU dip! Obviously, this is just rebalancing the holdings:
ARK offers fully transparent Exchange Traded Funds ("ETFs") and provides investors with trade information for all actively managed ETFs. This email only reflects portfolio adjustments made by the ARK investment team. Files of trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Complete holding files are posted daily on ark-funds.com.
ARKK view fund page 12/3/2021
Direction Ticker Company Name Shares Traded | % of Total ETFBuy DOCU DOCUSIGN INC 461,662 | 0.3800Buy ZM ZOOM VIDEO COMMUNICATIONS INC 176,298 | 0.1900Buy TRMB TRIMBLE INC 75,800 | 0.0400Buy DNA GINKGO BIOWORKS HOLDINGS INC 784,600 | 0.0400Buy MTLS MATERIALISE NV 42,598 | 0.0100Buy VCYT VERACYTE INC 43,000 | 0.0100Buy SGFY SIGNIFY HEALTH INC 52,700 | 0.0000Sell EDIT EDITAS MEDICINE INC 217,800 | 0.0400Sell TSLA TESLA INC 119,256 | 0.7000
ARKQ view fund page 12/3/2021
Direction Ticker Company Name Shares Traded | % of Total ETFBuy SSYS STRATASYS LTD 44,900 | 0.0500Buy BLDE BLADE AIR MOBILITY INC 43,500 | 0.0100Buy MKFG MARKFORGED HOLDING CORP 22,945 | 0.0100Buy ACHR ARCHER AVIATION INC 48,100 | 0.0100
ARKW view fund page 12/3/2021
Direction Ticker Company Name Shares Traded | % of Total ETFBuy DOCU DOCUSIGN INC 178,334 | 0.5700Buy ZM ZOOM VIDEO COMMUNICATIONS INC 46,813 | 0.1900Buy TWLO TWILIO INC 26,311 | 0.1500Buy U UNITY SOFTWARE INC 46,206 | 0.1500Buy SPLK SPLUNK INC 53,700 | 0.1400Buy RBLX ROBLOX CORP 46,900 | 0.1200Buy PD PAGERDUTY INC 42,100 | 0.0300Buy CND CONCORD ACQUISITION CORP 63,915 | 0.0200Sell LPSN LIVEPERSON INC 229,442 | 0.1800Sell FB FACEBOOK INC 89,622 | 0.6100Sell NET CLOUDFLARE INC 179,031 | 0.6300
ARKG view fund page 12/3/2021
Direction Ticker Company Name Shares Traded | % of Total ETFBuy DNA GINKGO BIOWORKS HOLDINGS INC 894,856 | 0.1500Buy SLGC SOMALOGIC INC 118,975 | 0.0300Buy MASS 908 DEVICES INC 39,800 | 0.0200Buy QSI QUANTUM-SI INC 74,968 | 0.0100Sell IOVA IOVANCE BIOTHERAPEUTICS INC 25,500 | 0.0100Sell BFLY BUTTERFLY NETWORK INC 259,500 | 0.0300
ARKF view fund page 12/3/2021
Direction Ticker Company Name Shares Traded | % of Total ETFBuy DOCU DOCUSIGN INC 106,968 | 0.5600Buy DSYSJ DISCOVERY LTD 6 | 0.0000Sell AMZN AMAZON.COM INC 2,209 | 0.2800Sell FB FACEBOOK INC 24,877 | 0.2800