Zoom Video Communications Faces Major Sell-Off in Cathie Wood's Latest Portfolio Update

GuruFocus.com07-27

Insight into ARK Investment Management's Q2 2024 Moves Cathie Wood, the visionary behind ARK Investment Management, recently disclosed her 13F filings for the second quarter of 2024. With over four ...

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With over four ...</p>\n\n<a href=\"https://finance.yahoo.com/news/zoom-video-communications-faces-major-180116335.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PSQ","symbol_name":"纳指反向ETF","start_time":0,"source_url":"https://finance.yahoo.com/news/zoom-video-communications-faces-major-180116335.html","article_id":"2454705376","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/EGDrGvLVc0dzXw2e8tM_qg--~B/aD05MDI7dz0xMjQyO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/us.finance.gurufocus/84fa1ae9787f7c99719e90f4f8f6360e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2454705376","pubTimestamp":1722016876,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Insight into ARK Investment Management's Q2 2024 Moves. Cathie Wood, the visionary behind ARK Investment Management, recently disclosed her 13F filings for the second quarter of 2024. With over four decades of experience in investment management, Wood has been at the forefront of capitalizing on disruptive innovation. Since founding ARK in 2014, she has focused on technologies that could potentially change market dynamics, such as AI, robotics, and blockchain. As the chief investment officer, Wood's strategic decisions are designed to tap into these innovations early, aiming to deliver long-term growth to her investors.GuruFocus has detected 5 Warning Sign with TSLA.Catherine Wood 's ARK made notable new investments in several companies during the quarter:. Tempus AI Inc  saw the largest new position with 522,698 shares, valued at approximately $18.29 million, making up 0.16% of the portfolio.Datadog Inc  was added with 87,737 shares, representing about 0.1% of the portfolio, totaling ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PSQ":"纳指反向ETF","BK4539":"次新股","BK4106":"数据处理与外包服务","ZM":"Zoom","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","ROKU":"Roku Inc","BK4532":"文艺复兴科技持仓","ARKK":"ARK Innovation ETF","COIN":"Coinbase Global, Inc.","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","TQQQ":"纳指三倍做多ETF","BK4595":"比特币概念","BK4227":"交易和支付处理服务","SQQQ":"纳指三倍做空ETF","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1861217088.USD":"贝莱德金融科技A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4544":"ARK ETF合集","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLA":"特斯拉","RBLX":"Roblox Corporation","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4547":"WSB热门概念","DDOG":"Datadog","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","QLD":"纳指两倍做多ETF","BK4085":"互动家庭娱乐","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","KMTUY":"Komatsu Ltd.","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TXG":"10x Genomics, Inc.","ADYYF":"Adyen N.V.","TEM":"Tempus AI","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"translate_title":"凯西·伍德(Cathie Wood)最新投资组合更新中Zoom Video通信公司面临大幅抛售","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADYYF":1,"ZM":1,"TXG":1,"TEM":1,"ROKU":1,"RBLX":1,"KMTUY":1,"DDOG":1,"ARKK":1,".IXIC":0.9,"COIN":0.8,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"TSLA":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Insight into ARK Investment Management's Q2 2024 Moves\nCathie Wood, the visionary behind ARK Investment Management, recently disclosed her 13F filings for the second quarter of 2024. With over four decades of experience in investment management, Wood has been at the forefront of capitalizing on disruptive innovation. Since founding ARK in 2014, she has focused on technologies that could potentially change market dynamics, such as AI, robotics, and blockchain. As the chief investment officer, Wood's strategic decisions are designed to tap into these innovations early, aiming to deliver long-term growth to her investors.\n\nWarning! GuruFocus has detected 5 Warning Sign with TSLA.\n\n\nSummary of New Buys\nCatherine Wood (Trades, Portfolio)'s ARK made notable new investments in several companies during the quarter:\n\nTempus AI Inc (NASDAQ:TEM) saw the largest new position with 522,698 shares, valued at approximately $18.29 million, making up 0.16% of the portfolio.\nDatadog Inc (NASDAQ:DDOG) was added with 87,737 shares, representing about 0.1% of the portfolio, totaling around $11.38 million.\nPayPal Holdings Inc (NASDAQ:PYPL) also joined the portfolio with 142,404 shares, valued at $8.26 million, accounting for 0.07% of the portfolio.\n\nKey Position Increases\nWood's firm increased its stakes in several key holdings:\n\n10x Genomics Inc (NASDAQ:TXG) saw an addition of 3,029,951 shares, bringing the total to 9,313,763 shares. This adjustment increased the share count by 48.22% and had a 0.52% impact on the portfolio, with a total value of $181.15 million.\nRoblox Corp (NYSE:RBLX) was also significantly boosted by 1,519,591 shares, totaling 13,338,829 shares, marking a 12.86% increase in share count and a portfolio value of $496.34 million.\n\nSummary of Sold Out Positions\nARK completely exited several positions in this quarter:\n\nAdyen NV (ADYYF) was sold off entirely, with all 34,257 shares liquidated, impacting the portfolio by -0.4%.\nKomatsu Ltd (KMTUY) also saw a complete exit, with 1,158,092 shares sold, affecting the portfolio by -0.24%.\n\nKey Position Reductions\nSignificant reductions were made in some of ARK's holdings:\n\nZoom Video Communications Inc (NASDAQ:ZM) faced a drastic cut, with 3,808,502 shares sold off, resulting in a 60.16% decrease in shares and a -1.73% impact on the portfolio. The stock's performance has been negative, with a -2.65% return over the past three months and -16.06% year-to-date.\nCoinbase Global Inc (NASDAQ:COIN) saw a reduction of 862,312 shares, marking a 19.5% decrease and a -1.58% impact on the portfolio. Despite this, COIN's stock has increased by 2.28% over the past three months and 38.97% year-to-date.\n\nPortfolio Overview\nAs of the second quarter of 2024, Catherine Wood (Trades, Portfolio)'s portfolio comprised 190 stocks. The top holdings included 9.33% in Tesla Inc (NASDAQ:TSLA), 7.02% in Coinbase Global Inc (NASDAQ:COIN), 6.76% in Roku Inc (NASDAQ:ROKU), 4.75% in Block Inc (NYSE:SQ), and 4.4% in Roblox Corp (NYSE:RBLX). The investments are primarily concentrated in eight industries: Technology, Healthcare, Communication Services, Consumer Cyclical, Financial Services, Industrials, Energy, and Basic Materials.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.26.3","shortVersion":"4.26.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2454705376"}