저자: CathieWood · 외국인
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결론: 캐시 우드의 ARK는 2021년 3분기 포트폴리오에서 코인베이스·UiPath·Zoom을 신규 매수 상위로 늘리고, 테슬라·스퀘어·쇼피파이는 비중을 줄였다. 포트폴리오 개요: ARK 운용자산은 약 420억 달러이며 약 300개 종목으로 구성된다. 상위 비중은 테슬라 7%, Teladoc 5%, 코인베이스·Unity·Roku·Square 각 4%, UiPath·Shopify·Zoom 각 3%다. 3분기 주요 매수: 1위 코인베이스(주식 140만 주 추가, 비중 24% 증가), 2위 UiPath(1,200만 주, 비중 2배), 3위 Zoom(75만 주, 비중 25% 증가). 진행자는 코인베이스가 4월 상장 후 약 30% 급락했다가 이후 약 50% 반등했다고 설명했으며, 이는 캐시 우드의 타이밍이 좋았다는 취지다. UiPath는 연초 대비 약 22% 하락, Zoom은 2020년 700% 급등 후 50% 이상 하락 상태다. 3분기 주요 매도: 1위 테슬라(비중 약 30% 축소), 2위 스퀘어(약 25% 축소), 3위 쇼피파이(약 25% 축소). 진행자는 테슬라가 매도 이후 58% 추가 상승했다고 지적하며 타이밍이 나빴다고 평가했다. 스퀘어는 연초 대비 약 2% 상승에 그쳤고 2월경부터 부진해 이익 실현이 合理적이라고 봤다. 쇼피파이는 연초 대비 약 53% 상승하며 신고가를 경신해 매도 판단이 아쉬웠다고 평가했다. 비트코인·이더리움: 그레이스케일 트러스트를 통해 투자하며, 비트코인 익스포저는 약 7% 축소, 이더리움은 약 0.3% 소폭 증가했다. 진행자는 코인베이스를 통한 암호화폐 노출 확대로 해석했다. 출연자 전망: 진행자는 디지털 지갑 시장이 크게 성장할 것이라는 캐시 우드의 견해를 전했다. 포트폴리오 내 특정 자산에 대한 미래 가격 방향 예측 발언은 없고, 과거 실적 설명과 보유 현황 위주다.
다듬은 글
hey guys welcome back now with kathy wood being one of the top investment managers in the world it's always good to keep an eye on what she's been doing with her money now you probably already know about the arc etfs however this won't be about any of the etfs this is the entire company portfolio arc investment management and it has over 42 billion dollars of assets under management and every three months kathy has to submit to regulators what she's been buying and selling so this will be an overview of the portfolio itself as well as the top three buys and sells for the quarter and this being q3 so we'll be looking at the full 42 billion dollar arc investment management portfolio the top three buys for the quarter what is she most bullish on the top three sells for the quarter what is she most bearish on and then we'll finish with the updates on her bitcoin and ethereum positions so as investors it's always good to keep an eye on how the best investors allocate their money so want a summary of what kathy woods been doing over the last three months let's take a look so this is the full arc investment management portfolio and it's a 42 billion dollar portfolio and made up of 300 positions now as it would take hours to go through this what i'll do is just group together the top ten so these are kathy woods biggest bets right now and then we'll group together the other 290 so her largest position and everyone knows tesla is kathy wood's biggest bet at seven percent five percent is in teledoc four percent in coinbase four percent in unity software four percent in roku four percent in square three percent ui path three percent shopify and three percent in zoom and then the other 290 positions makes up everything else and this is how the portfolio looks in its entirety and as far as position size this ranges tesla is just over 3 billion and position 10 zoom just over 1 billion and the rest making up about 27 billion now moving on to kathy wood's biggest buys for the quarter so of the 5 000 different american stocks that she could choose from these are her top three and the biggest one is coinbase she added 1.4 million shares and increased her position by 24 number two ui path 12 million shares and doubled up her position so we'll take a look at uipath in just a second and then number three zoom 750 000 shares increasing by 25 so let's take a quick look at the price charts first up we have coinbase and coinbase actually ipo'd this year in april and this was quickly followed by a big crash in the crypto market so this actually came down about 30 percent so this portfolio data is from q3 which runs from about july august and september so this is where she made her big purchase in coinbase and then as you can see she's pretty much timed this perfectly uh since then coinbase has been on a huge run up almost 50 percent so i can tell you kathy wood is very pleased with coinbase right now and she's up about 50 her second biggest pick was uipath and for anyone who doesn't know what this is they basically make software robots so picking up all the manual work so people don't have to be robots and yeah today this stock is down 22 so i think she sees a huge opportunity here and let's take longer term five-year and even the five-year performance is down 30 so she believes uipath is a bargain and her third biggest buy was zoom video communications and again zoom has had a terrible year it's down 27 now zooming out a bit to the five year so because of the lockdowns and the pandemic zoom did have an awesome 2020 and it shot up over 700 and since then it's now come down over 50 percent so she believes zoom is a big buy right now now on to kathy wood's biggest sells for the quarter what has she been most bearish on and the biggest sell was tesla a reduction of almost 30 percent number two is square a reduction of almost 25 and then number three shopify almost 25 and a quick look at the price charts and tesla is such an amazing stock to keep track of this year it's up 42 it's always in the headlines we had michael bury shorting tesla we recently had elon selling he shares in tesla causing a big 16 drop and the five-year incredible performance at 2 700 and kathy wood sold 30 q3 so that's going to be july august and september and unfortunately this was really bad timing because even if she sold at the highest point here she missed out on the 58 run and it's currently still up 33 percent second biggest reduction was square and year today square's been very choppy just pretty much up and down the whole year finishing the whole year at just a two percent increase and it's five year five year has been incredibly strong 1 700 increase but it has been struggling ever since about february so i think taking profits on square is probably a really good shout and final big sell was shopify shopify year to date has done really well up almost 53 percent five-year performance an incredible 3700 and as far as timing goes q3 so july august and september unfortunately kathy wood has missed out on this big run and shopify has been setting all-time highs so looks like she missed out on the big tesla run and the big shopify run and when it comes to her bitcoin and ethereum positions this is how it looked for the quarter she invests through the grayscale trusts so this is the grayscale bitcoin and grayscale ethereum trust a small seven percent reduction in bitcoin and a small increase in aetherium 0.3 so it looks like she's been ramping up her crypto exposure through coinbase as investors it's always good to keep track on what the top money managers have been doing with their own money and we just took a look at the full 42 billion portfolio of arc investment management these are the current top 10 stocks in the portfolio these are kathy woods best of the best and the ones she'll be keeping a very close eye on kathy's biggest buys for the quarter were coinbase uipath and zoom her biggest sells were tesla square and shopify when it came to crypto she had a small seven percent reduction to bitcoin a very small increase to ethereum and it looks like she's building her crypto exposure through coinbase as she believes that digital wallets are going to be huge so there you are guys hope you enjoyed what do you think about the latest moves of kathy wood let me know then click below and join us i've
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