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Ark’s ARKG Adds $2.1 Million to Tempus AI After Earnings Slide

Tempus now ranks among Ark’s largest holdings despite a recent price‑target cut.

Overview

  • ARKG bought 41,906 Tempus AI shares on Mar. 11–12 for about $2.1 million, according to Ark’s daily trade disclosures.
  • Tempus accounts for roughly 9.5% of ARKG and about 5% of ARKK, placing it among the ETFs’ top positions as of Mar. 13.
  • Tempus posted Q4 revenue of $367.2 million, up 83% year over year, with a 4‑cent loss that was narrower than expected, yet the stock fell about 7% the next day and remains more than 50% below its October peak near $104.
  • JPMorgan cut its Tempus price target to $60 from $80 and maintained a neutral rating, citing limited visibility on data upside and changing expectations for the acquired Ambry unit.
  • Ark’s flagship fund has come under pressure, with ARKK down nearly 10% year to date and about $1.45 billion in net outflows over the past 12 months, even as Cathie Wood reiterates a long‑term AI and health‑care thesis.