ARK Investment Management LLC 13F holdings and portfolio analysis

已就绪ARK Investment Management LLC · Cathie Wood

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Baseline

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Baselinetested
策略问答参考3 条参考问答

基于这只基金最新一期数据预生成的问答，可直接作为对话上下文使用。

baseline13FChat AI
What does directly following the disclosed baseline portfolio expose an investor to?

Following Baseline means accepting the manager's disclosed sizing almost directly. Here that means moderate concentration rather than broad index-like exposure: top 5 25.70%, top 10 43.23%, top 20 62.64%, with TSLA 9.01%, SHOP 4.40%, ROKU 4.39%, COIN 3.95%, PLTR 3.95%, CRSP 3.79%. The baseline result is return 16.25%, alpha 7.86%, beta 0.59, Sharpe 1.12, Sortino 1.51, max drawdown -22.24%. That is the right reference case, but it is not automatically the safest case because the largest names and sector mix (Information Technology 26.85%, Health Care 23.08%, Consumer Discretionary 15.19%, Communication Services 12.83%) still dominate the realized path.

↳Compare Baseline concentration and drawdown with each screen.
baseline13FChat AI
Which recent baseline periods best explain the risk-return trade-off?

The period rows show the character of the baseline. The strongest relative period was 2024-06-30 (17.40% vs SPY 9.83%, excess 7.57%, turnover 6.70%); the weakest was 2023-09-30 (4.99% vs SPY 10.11%, excess -5.12%, turnover 4.79%). The latest rows (2025-03-31 (11.10% vs SPY 9.22%, excess 1.89%, turnover 7.65%); 2025-06-30 (2.43% vs SPY 4.20%, excess -1.77%, turnover 12.91%); 2025-09-30 (0.07% vs SPY 1.49%, excess -1.42%, turnover 7.82%)) show whether recent results are confirming or reversing the long-term profile.

↳Rank recent baseline periods by excess return and turnover.
baseline13FChat AI
What should a user inspect next before deciding whether the baseline is acceptable?

Before accepting Baseline, I would inspect three things: whether TSLA 9.01%, SHOP 4.40%, ROKU 4.39%, COIN 3.95% still have current theses, whether recent changes such as no large named moves and no large named moves indicate a shift, and whether max drawdown of -22.24% is acceptable for the user's risk budget.

↳Review the largest baseline holdings and explain whether each still deserves its weight.
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