I have no view on Tesla's stock or Ark for that matter, but Tesla was a 12.5% position on 9/30 for them, and and 11% position for them as of yesterday. Even if

I have no view on Tesla's stock or Ark for that matter, but Tesla was a 12.5% position on 9/30 for them, and and 11% position for them as of yesterday. Even if they think Tesla could go to $2000/share, it doesn't make sense from a risk management standpoint to carry a single position at a certain size, especially if there is a wide dispersion in potential outcomes.