The Visionary's Latest Moves: Why These AI and Mega-Cap Plays Are Drawing Institutional Attention After Steep Corrections

Ark Invest founder and seasoned tech investor has built her reputation by identifying tomorrow’s winners before the crowd catches on. Her latest portfolio maneuvers in late November reveal a compelling investment thesis: premium-quality companies trading at increasingly reasonable valuations. With a net worth built on successful bets on innovation, she continues to demonstrate conviction in high-growth sectors—but only when prices make sense.

CoreWeave: The AI Infrastructure Bargain That Dropped 60%

The most striking move involves CoreWeave (NASDAQ: CRWV), which represents a textbook buying opportunity for growth-oriented funds. This company went public in March, then surged over 300% before retreating roughly 60% from its June peak. A position of 358,999 shares (expanded by ~10,000 the following day) now ranks as the 31st largest holding in the Innovation fund.

CoreWeave operates in the emerging GPU-as-a-service space, leasing access to graphics processing units optimized specifically for AI workloads. While cloud giants like Amazon and Google also offer compute resources, CoreWeave has carved out expertise in AI-specific infrastructure. The company isn’t yet profitable and faces competitive pressures typical of infrastructure plays, yet explosive revenue growth justifies the conviction. For investors hunting value after brutal corrections, this represents genuine upside potential.

Meta and Alphabet: Magnitude Seven Stocks at Reasonable Multiples

Meta Platforms (NASDAQ: META) entered the fund with a 23,769-share purchase, securing its position as the 25th largest holding among 48 total positions. Trading at 25x forward earnings, this Magnificent Seven constituent now sports the most attractive valuation among its peers. Beyond its social media dominance, Meta is channeling billions into proprietary AI systems, including its accessible virtual assistant. The company’s infrastructure investments aim to extend user engagement and revolutionize the advertising experience—a strategic pivot that justifies accumulation at current levels.

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) received 113,276 shares, landing it at the 42nd position in the fund. At 30x forward earnings, Alphabet similarly represents reasonable valuation for a Magnificent Seven member controlling the world’s dominant search engine. Its Google Cloud division positions the company as a critical infrastructure provider as enterprises race to access AI chips and computational capacity. The expansion of cloud infrastructure directly supports Alphabet’s ambitions to remain central to the AI revolution.

What This Pattern Reveals About Current Market Dynamics

These three acquisitions tell a cohesive story: quality matters less than price when building positions for the long term. Companies with sustainable competitive advantages, proven business models generating billions annually, and credible paths toward AI leadership have all experienced meaningful corrections. Whether it’s CoreWeave’s 60% decline or the Magnificent Seven’s move toward cheaper valuations, the opportunity set has shifted dramatically.

Institutional investors with deep conviction and patient capital are recognizing that current pullbacks represent entry points rather than red flags. The thesis remains intact: these businesses will drive technological progress and shareholder returns over the coming years. The only variable that changed was the price tag.