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Kermit Capitál 🇵🇦🇨🇺
$222.7M
Followers
@kermitcapital
10/20/2020
Ark Invest Daily Trade 10/20/20
Continued sale of
$ZS
and
$XLNX
from yesterday.
$ZS
- Sold 3.6% of their position in
$ARKK
. They still own $102M shares in
$ARKK
.
$NET
and
$FSLY
appear to be their favored positions in this space
$XLNX
- Sold 35% of their position in
$ARKG
. They still own $63M in
$ARKK
. This is due to a bearish view on the acquisition by
$AMD
.
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Kermit Capitál 🇵🇦🇨🇺
$222.7M
Followers
@kermitcapital
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