News Summary

• With $736 million value, Roblox is the fifth-largest position in ARK Investment Management’s 13F equity portfolio, as of September 30.
• The fund has reduced steadily through the quarter, decreasing its holdings by close to 22% to finish at 5.31 million shares.
• As of November 27, analyst opinion remains strongly favourable, with 70% of analysts covering it assigning a Buy or equivalent rating.
• The consensus 1-year median price target also indicates a solid 62% upside potential.