HIGHOutside partySupplier
single-source suppliers
“10-K Item 1A: 'We depend on a limited number of suppliers, some of which are single-source suppliers, and contract manufacturers for critical supplies'”
DNA · Concentration risk · 10-K extracted
Ginkgo Bioworks Holdings (DNA) concentration risks
Updated
The most significant concentration Ginkgo Bioworks Holdings discloses is single-source suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Ginkgo Bioworks Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Ginkgo Bioworks' disclosed concentration risk is narrow but consequential: the company depends on a limited number of suppliers, some of which are single-source suppliers and contract manufacturers, for critical supplies. This is a supply-chain dependency rather than a structural feature of the business model itself — meaning the exposure is idiosyncratic to specific vendor relationships rather than baked into how Ginkgo's platform operates. With only one exposure disclosed at this scale, there isn't a broader mosaic of customer, geographic, or counterparty concentration to weigh it against; the single-source supplier risk is the whole picture as filed. A disruption at any one of these suppliers could interrupt access to critical inputs and, given the disclosed share, is not a trivial or easily-substituted risk. But because it is a single, well-defined dependency rather than several compounding exposures, it is more contained than filings that stack several high-share risks on top of one another. The practical takeaway is that Ginkgo's near-term vulnerability runs through its supply chain rather than through customer or geographic concentration, and diversifying or qualifying alternate suppliers would be the natural mitigant to watch for in future filings.
For the engine’s reasoning on DNA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| DNA● | Ginkgo Bioworks Holdings, Inc. | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.