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.