US 13F institution ARK Investment Management LLC (CIK:0001697748) holdings data for Q4 2025 13F
Action: Sell
Confidence: 0.7
Confluence of deteriorating fundamentals (46.5% net income decline, extreme P/E of 403), bearish technicals (death cross, trading below all key moving averages, 70% overhead supply at $397-$414), and negative sector dynamics creates high-probability downside risk. The committee rejects holding for a rebound as low-probability and views partial selling as suboptimal.
Action: Buy
Confidence: 0.7
Shopify's 30% revenue growth, AI catalysts with Klaviyo partnership, positive MACD momentum, and institutional support justify premium valuation. Technical support at $123 provides downside protection with defined 26.8% upside to target.
Action: Buy
Confidence: 0.7
Fundamental turnaround with $217M profit improvement, breached 200-day moving average bullish signal, 26% upside to analyst consensus target, dominant market position with 90M accounts
Action: Sell
Confidence: 0.7
The Risk Management Committee finds the conservative arguments most compelling. Valuation is excessive (P/E 41x) with declining fundamentals, structural resistance at $209 from underwater holders creates limited upside, and diversification initiatives are long-term hopes that don't mitigate near-term crypto volatility exposure. Capital preservation is prioritized by selling at current levels and waiting for a better risk/reward entry.
Action: Buy
Confidence: 0.75
The decision is based on a major strategic inflection point driven by the NVIDIA sovereign AI partnership, which justifies a narrative premium beyond traditional valuation metrics. Exceptional fundamental acceleration (251% YoY net income growth) suggests rapid multiple compression. The technical setup supports a breakout, and the 27% pullback provides a favorable entry. A scaled, disciplined entry plan with defined risk management is recommended to capture upside while limiting downside.
Action: Sell
Confidence: 0.8
Severe revenue collapse (90% YoY), high-volume technical breakdown indicating institutional distribution, dilutive $350M offering despite cash reserves, and negative analyst price targets. Fundamental and technical deterioration outweighs long-term potential.
Action: Buy
Confidence: 0.7
AMD presents a compelling buy opportunity due to oversold technical conditions (26% decline, near lower Bollinger Band, bullish MACD divergence) combined with strong fundamental improvements (33-35% revenue growth, margin expansion from 3.43% to 10.45% YoY). The company's positioning in the $400B+ AI accelerator market and strategic collaborations mitigate competitive concerns. Current price disconnect from fundamentals creates favorable risk-reward.
Action: Buy
Confidence: 0.7
Strong growth trajectory with 51% revenue growth and 42% net margins justifies premium valuation. MACD histogram turning positive indicates momentum shift. Forward P/E of 35-38x supports $95 target. Position sizing and stop-loss mitigate volatility risks.
Action: Sell
Confidence: 0.7
The committee finds the stock significantly overvalued (P/E 91.79) versus a fair value range of $180-$220, with bearish technicals showing distribution below key moving averages and failed resistance at $300. The AI growth narrative is already priced in, leaving high downside risk.
Action: Sell
Confidence: 0.85
Fundamental instability with $245M losses and 78.4% debt-to-asset ratio, technical breakdown below $50 support, lack of near-term catalysts despite Merck partnership, and high dilution risk from $343M shelf registration
Action: Sell
Confidence: 0.75
Fundamental deterioration with negative income (-$1.07B), high debt-to-asset ratio (96.08%), and negative margins (-21.91%) outweigh growth potential. Technical bounce to $59-61 resistance zone provides exit opportunity rather than entry point.
Action: Buy
Confidence: 0.7
Oversold technical conditions (RSI 35.6, Williams %R -89.7) combined with strong fundamentals including 676% revenue beat, $500M credit facility extending cash runway to mid-2029, FDA Fast Track designation accelerating timelines by 12-18 months, and strategic partnerships with Pfizer/Apellis validating platform technology
Action: Sell
Confidence: 0.75
Stock is severely overbought (RSI 72.44, 78% positions in profit) with extreme fundamental risk (96% debt-to-asset ratio, consecutive quarterly losses). The AI payments narrative is valid long-term, but current price reflects excessive optimism. Committee recommends selling to preserve capital and re-enter at lower levels after technical correction and fundamental improvement.
Action: Buy
Confidence: 0.7
Strong fundamentals (31% net income growth, margin expansion) outweigh temporary technical weakness and manageable legal risks. Favorable risk/reward ratio with 6% downside to stop-loss vs 12%+ upside to target. Execution via scaled entry reduces timing risk.
Action: Buy
Confidence: 0.7
Government validation through DOT's 'Future of Flight' initiative reduces regulatory risk and accelerates commercialization. Oversold technical condition (RSI 37.64) and high short interest (26%) create favorable risk/reward setup for speculative position with catalyst-driven upside potential.
Action: Sell
Confidence: 0.75
Extreme valuation disconnect with forward P/E of 1,120x and P/S of 25x representing 257-496% premiums to sector averages. Declining margins, immaterial contract wins, and negative technical momentum suggest 60-70% downside to fair value.
Action: Buy
Confidence: 0.75
Stock is at primary technical support ($45-$46) after a 13.5% pullback, offering attractive entry. Company shows strong fundamental momentum with 12 consecutive quarters of revenue growth, raised guidance, and path to EBITDA breakeven by FY26-end. Positioned at intersection of synthetic biology and AI megatrends. Risk managed via strict stop-loss at $41.50.
Action: Buy
Confidence: 0.75
The decision is based on a material $2.5B ByteDance catalyst validating inelastic AI demand, exceptional fundamentals (62% YoY revenue growth, 67% gross margin) justifying the premium valuation, and a favorable technical setup where the stock is consolidating near the average holder's cost basis. A staged entry strategy is recommended to manage timing and confirmation risks.
Action: Buy
Confidence: 0.75
Exceptional fundamentals with 45% net margins and 31.6% YoY revenue growth, oversold technical conditions (RSI: 32), structural AI demand tailwinds, and attractive risk-reward ratio with 17.3% upside potential. Geopolitical risks are manageable given TSM's global diversification.
Action: Buy
Confidence: 0.7
Strong gross profit growth (16.6% YoY) and margin expansion to 42.82%, oversold technical conditions with favorable risk-reward (25% upside to $75 vs 4% downside to stop-loss), strategic AI pivot and workforce reduction positioning Block for efficiency gains
Action: Buy
Confidence: 0.7
Company is at a fundamental inflection point with 76% YoY improvement in net losses, nearing profitability, strong balance sheet ($435M cash), and strategic partnerships expanding into clinical markets. Technical momentum is confirmed with price above all key moving averages, though entry is advised on a pullback to manage near-term profit-taking risks.
Action: Hold
Confidence: 0.65
Mixed technical and fundamental signals with oversold conditions suggesting potential bounce to $123 resistance, but bearish trend structure, declining revenue, and high debt justify cautious hold stance awaiting trend confirmation
Action: Hold
Confidence: 0.7
The stock is consolidating within a defined range ($21.66-$24.50) with oversold technicals but bearish moving average alignment. The committee recommends holding existing positions with a strict stop-loss, awaiting a confirmed breakout above resistance or a breakdown below support before changing the view. This balances the structural tailwinds of record ETF inflows against competitive risks from BlackRock's dominance and Bitcoin's volatility.
Action: Hold
Confidence: 0.7
The committee recommends holding due to asymmetric risk/reward at current support (~4-6% downside to $615 vs ~5% upside to $670), Meta's strong fundamentals providing a valuation floor, and the danger of selling into a high-density cost support zone. A stop-loss below $632 defines the risk while awaiting either a technical reversal or a deeper washout for better entry.
Action: Buy
Confidence: 0.8
Deere is transforming into a precision agriculture technology company with recurring revenue streams, oversold technical conditions provide attractive entry opportunity, strong fundamentals with 60%+ net income growth and raised guidance support upward momentum
Action: Buy
Confidence: 0.7
Strategic losses are investments driving 70% YoY revenue growth; strong cash reserves ($2.5B) and regulatory moats; technical momentum and institutional validation (ARK Invest's $58.8M accumulation) support upside to $41 target
Action: Buy
Confidence: 0.78
Oversold technical conditions with bullish KDJ crossover, strong fundamentals (15% YoY revenue growth, 32.8% net margin, 35.7% ROE), strategic catalysts (Wiz acquisition, Gemini AI launch), manageable regulatory risk, and favorable 5:1 risk-reward ratio with 15.4% upside potential
Action: Buy
Confidence: 0.7
Strong fundamentals with 35.9% YoY revenue growth and Q4 EPS beat, oversold technical conditions (RSI_6 at 21.22), macro-driven decline creating buying opportunity, Signatera's competitive moat and clinical validation support upside potential
Action: Buy
Confidence: 0.7
Strong fundamentals with 18.5% revenue growth and 174% net income surge, oversold technical conditions (RSI at 18.29), and reasonable valuation disconnect create compelling opportunity with 45% upside potential
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| Stock | Weight | Trend (20d) |
|---|---|---|
Tesla Inc USTSLA | 8.70% | +0.00% |
Shopify Inc USSHOP | 4.25% | +0.00% |
Roku Inc USROKU | 4.24% | +0.00% |
Coinbase Global Inc USCOIN | 3.82% | +0.00% |
3.81% | +0.00% | |
CRISPR Therapeutics AG USCRSP | 3.66% | +0.00% |
3.66% | +0.00% | |
Robinhood Markets Inc USHOOD | 3.61% | +0.00% |
Teradyne Inc USTER | 3.03% | +0.00% |
Tempus AI Inc USTEM | 2.96% | +0.00% |
ROBLOX Corp USRBLX | 2.60% | +0.00% |
Beam Therapeutics Inc USBEAM | 2.29% | +0.00% |
2.18% | +0.00% | |
Amazon.com Inc USAMZN | 1.86% | +0.00% |
Archer Aviation Inc USACHR | 1.76% | +0.00% |
1.74% | +0.00% | |
1.70% | +0.00% | |
Twist Bioscience Corp USTWST | 1.59% | +0.00% |
NVIDIA Corp USNVDA | 1.55% | +0.00% |
1.51% | +0.00% | |
Block Inc USXYZ | 1.46% | +0.00% |
10X Genomics Inc USTXG | 1.37% | +0.00% |
Illumina Inc USILMN | 1.34% | +0.00% |
ARK 21Shares Bitcoin ETF USARKB | 1.32% | +0.00% |
Meta Platforms Inc USMETA | 1.31% | +0.00% |
Deere & Co USDE | 1.30% | +0.00% |
Bullish USBLSH | 1.21% | +0.00% |
Alphabet Inc USGOOG | 1.14% | +0.00% |
Natera Inc USNTRA | 1.11% | +0.00% |
Veracyte Inc USVCYT | 1.09% | +0.00% |
DraftKings Inc USDKNG | 1.04% | +0.00% |
Rocket Lab Corp USRKLB | 1.03% | +0.00% |
1.01% | +0.00% | |
Baidu Inc USBIDU | 1.00% | +0.00% |
Action: Sell
Confidence: 0.7
Confluence of deteriorating fundamentals (46.5% net income decline, extreme P/E of 403), bearish technicals (death cross, trading below all key moving averages, 70% overhead supply at $397-$414), and negative sector dynamics creates high-probability downside risk. The committee rejects holding for a rebound as low-probability and views partial selling as suboptimal.
Action: Buy
Confidence: 0.7
Shopify's 30% revenue growth, AI catalysts with Klaviyo partnership, positive MACD momentum, and institutional support justify premium valuation. Technical support at $123 provides downside protection with defined 26.8% upside to target.
Action: Buy
Confidence: 0.7
Fundamental turnaround with $217M profit improvement, breached 200-day moving average bullish signal, 26% upside to analyst consensus target, dominant market position with 90M accounts
Action: Sell
Confidence: 0.7
The Risk Management Committee finds the conservative arguments most compelling. Valuation is excessive (P/E 41x) with declining fundamentals, structural resistance at $209 from underwater holders creates limited upside, and diversification initiatives are long-term hopes that don't mitigate near-term crypto volatility exposure. Capital preservation is prioritized by selling at current levels and waiting for a better risk/reward entry.
Action: Buy
Confidence: 0.75
The decision is based on a major strategic inflection point driven by the NVIDIA sovereign AI partnership, which justifies a narrative premium beyond traditional valuation metrics. Exceptional fundamental acceleration (251% YoY net income growth) suggests rapid multiple compression. The technical setup supports a breakout, and the 27% pullback provides a favorable entry. A scaled, disciplined entry plan with defined risk management is recommended to capture upside while limiting downside.
Action: Sell
Confidence: 0.8
Severe revenue collapse (90% YoY), high-volume technical breakdown indicating institutional distribution, dilutive $350M offering despite cash reserves, and negative analyst price targets. Fundamental and technical deterioration outweighs long-term potential.
Action: Buy
Confidence: 0.7
AMD presents a compelling buy opportunity due to oversold technical conditions (26% decline, near lower Bollinger Band, bullish MACD divergence) combined with strong fundamental improvements (33-35% revenue growth, margin expansion from 3.43% to 10.45% YoY). The company's positioning in the $400B+ AI accelerator market and strategic collaborations mitigate competitive concerns. Current price disconnect from fundamentals creates favorable risk-reward.
Action: Buy
Confidence: 0.7
Strong growth trajectory with 51% revenue growth and 42% net margins justifies premium valuation. MACD histogram turning positive indicates momentum shift. Forward P/E of 35-38x supports $95 target. Position sizing and stop-loss mitigate volatility risks.
Action: Sell
Confidence: 0.7
The committee finds the stock significantly overvalued (P/E 91.79) versus a fair value range of $180-$220, with bearish technicals showing distribution below key moving averages and failed resistance at $300. The AI growth narrative is already priced in, leaving high downside risk.
Action: Sell
Confidence: 0.85
Fundamental instability with $245M losses and 78.4% debt-to-asset ratio, technical breakdown below $50 support, lack of near-term catalysts despite Merck partnership, and high dilution risk from $343M shelf registration
Action: Sell
Confidence: 0.75
Fundamental deterioration with negative income (-$1.07B), high debt-to-asset ratio (96.08%), and negative margins (-21.91%) outweigh growth potential. Technical bounce to $59-61 resistance zone provides exit opportunity rather than entry point.
Action: Buy
Confidence: 0.7
Oversold technical conditions (RSI 35.6, Williams %R -89.7) combined with strong fundamentals including 676% revenue beat, $500M credit facility extending cash runway to mid-2029, FDA Fast Track designation accelerating timelines by 12-18 months, and strategic partnerships with Pfizer/Apellis validating platform technology
Action: Sell
Confidence: 0.75
Stock is severely overbought (RSI 72.44, 78% positions in profit) with extreme fundamental risk (96% debt-to-asset ratio, consecutive quarterly losses). The AI payments narrative is valid long-term, but current price reflects excessive optimism. Committee recommends selling to preserve capital and re-enter at lower levels after technical correction and fundamental improvement.
Action: Buy
Confidence: 0.7
Strong fundamentals (31% net income growth, margin expansion) outweigh temporary technical weakness and manageable legal risks. Favorable risk/reward ratio with 6% downside to stop-loss vs 12%+ upside to target. Execution via scaled entry reduces timing risk.
Action: Buy
Confidence: 0.7
Government validation through DOT's 'Future of Flight' initiative reduces regulatory risk and accelerates commercialization. Oversold technical condition (RSI 37.64) and high short interest (26%) create favorable risk/reward setup for speculative position with catalyst-driven upside potential.
Action: Sell
Confidence: 0.75
Extreme valuation disconnect with forward P/E of 1,120x and P/S of 25x representing 257-496% premiums to sector averages. Declining margins, immaterial contract wins, and negative technical momentum suggest 60-70% downside to fair value.
Action: Buy
Confidence: 0.75
Stock is at primary technical support ($45-$46) after a 13.5% pullback, offering attractive entry. Company shows strong fundamental momentum with 12 consecutive quarters of revenue growth, raised guidance, and path to EBITDA breakeven by FY26-end. Positioned at intersection of synthetic biology and AI megatrends. Risk managed via strict stop-loss at $41.50.
Action: Buy
Confidence: 0.75
The decision is based on a material $2.5B ByteDance catalyst validating inelastic AI demand, exceptional fundamentals (62% YoY revenue growth, 67% gross margin) justifying the premium valuation, and a favorable technical setup where the stock is consolidating near the average holder's cost basis. A staged entry strategy is recommended to manage timing and confirmation risks.
Action: Buy
Confidence: 0.75
Exceptional fundamentals with 45% net margins and 31.6% YoY revenue growth, oversold technical conditions (RSI: 32), structural AI demand tailwinds, and attractive risk-reward ratio with 17.3% upside potential. Geopolitical risks are manageable given TSM's global diversification.
Action: Buy
Confidence: 0.7
Strong gross profit growth (16.6% YoY) and margin expansion to 42.82%, oversold technical conditions with favorable risk-reward (25% upside to $75 vs 4% downside to stop-loss), strategic AI pivot and workforce reduction positioning Block for efficiency gains
Action: Buy
Confidence: 0.7
Company is at a fundamental inflection point with 76% YoY improvement in net losses, nearing profitability, strong balance sheet ($435M cash), and strategic partnerships expanding into clinical markets. Technical momentum is confirmed with price above all key moving averages, though entry is advised on a pullback to manage near-term profit-taking risks.
Action: Hold
Confidence: 0.65
Mixed technical and fundamental signals with oversold conditions suggesting potential bounce to $123 resistance, but bearish trend structure, declining revenue, and high debt justify cautious hold stance awaiting trend confirmation
Action: Hold
Confidence: 0.7
The stock is consolidating within a defined range ($21.66-$24.50) with oversold technicals but bearish moving average alignment. The committee recommends holding existing positions with a strict stop-loss, awaiting a confirmed breakout above resistance or a breakdown below support before changing the view. This balances the structural tailwinds of record ETF inflows against competitive risks from BlackRock's dominance and Bitcoin's volatility.
Action: Hold
Confidence: 0.7
The committee recommends holding due to asymmetric risk/reward at current support (~4-6% downside to $615 vs ~5% upside to $670), Meta's strong fundamentals providing a valuation floor, and the danger of selling into a high-density cost support zone. A stop-loss below $632 defines the risk while awaiting either a technical reversal or a deeper washout for better entry.
Action: Buy
Confidence: 0.8
Deere is transforming into a precision agriculture technology company with recurring revenue streams, oversold technical conditions provide attractive entry opportunity, strong fundamentals with 60%+ net income growth and raised guidance support upward momentum
Action: Buy
Confidence: 0.7
Strategic losses are investments driving 70% YoY revenue growth; strong cash reserves ($2.5B) and regulatory moats; technical momentum and institutional validation (ARK Invest's $58.8M accumulation) support upside to $41 target
Action: Buy
Confidence: 0.78
Oversold technical conditions with bullish KDJ crossover, strong fundamentals (15% YoY revenue growth, 32.8% net margin, 35.7% ROE), strategic catalysts (Wiz acquisition, Gemini AI launch), manageable regulatory risk, and favorable 5:1 risk-reward ratio with 15.4% upside potential
Action: Buy
Confidence: 0.7
Strong fundamentals with 35.9% YoY revenue growth and Q4 EPS beat, oversold technical conditions (RSI_6 at 21.22), macro-driven decline creating buying opportunity, Signatera's competitive moat and clinical validation support upside potential
Action: Buy
Confidence: 0.7
Strong fundamentals with 18.5% revenue growth and 174% net income surge, oversold technical conditions (RSI at 18.29), and reasonable valuation disconnect create compelling opportunity with 45% upside potential
Action: Buy
Confidence: 0.7
DraftKings achieved a fundamental inflection point by turning profitable ($593M loss to $3.7M profit) while maintaining 27% revenue growth. Near-term catalysts include March Madness 2026 and prediction market expansion. Recommended scaled entry strategy to manage technical resistance and high debt risks.
Action: Buy
Confidence: 0.7
Strong fundamentals with 38% revenue growth, margin expansion to 34%, $2.2B backlog, and upcoming catalysts justify buying near technical support with phased accumulation and risk controls
Action: Sell
Confidence: 0.8
Fundamental deterioration with collapsing margins (23.12% to 4.99%), Nvidia's institutional exit signaling loss of confidence, unsustainable revenue from milestone payments, high cash burn (-$644.76M), and technical breakdown below $3.30 on elevated volume. Oversold conditions outweighed by fundamental decay.
Action: Buy
Confidence: 0.7
Baidu is significantly undervalued with P/S ratio of 0.33 pricing AI assets at zero. Strong cash flow funds AI transition, oversold technical conditions (RSI 36.99), and near-term catalysts (Kunlunxin IPO, $5B buyback, dividend) provide compelling risk/reward. Conservative concerns about declining revenue are outweighed by strategic positioning.
The stock is consolidating within a defined range ($21.66-$24.50) with oversold technicals but bearish moving average alignment. The committee recommends holding existing positions with a strict stop-loss, awaiting a confirmed breakout above resistance or a breakdown below support before changing the view. This balances the structural tailwinds of record ETF inflows against competitive risks from BlackRock's dominance and Bitcoin's volatility.