What Stocks Does Cathie Wood Own? ARK’s 2026 Picks Explained

Cathie Wood is the founder and CEO of ARK Invest, a fund manager focused on what she calls “disruptive innovation” — things like artificial intelligence, DNA sequencing, robotics, and next‑generation internet companies. ARK runs actively managed ETFs, which means a human team (led by Wood) picks and trades the stocks inside the funds instead of just tracking an index.

The flagship fund is ARK Innovation ETF (ARKK), which holds a mix of high‑growth tech and innovation names. Around it, ARK runs more focused funds, including ARK Genomic Revolution ETF (ARKG) for health and biotech names and ARK Next Generation Internet ETF (ARKW) for software, ecommerce, and digital platforms.

Unlike many managers, ARK posts its full ETF holdings on its website every trading day, usually after the close. That means you can see what stocks Cathie Wood owns in each fund almost in real time, rather than waiting for quarterly reports. The firm also files the usual 13F forms with the SEC every quarter, listing all U.S.‑listed positions across its strategies.

For you as a retail investor, this setup has two big impacts:

• You can see her conviction by looking at what sits in the top 10 of each ETF and how big those positions are.
• You can spot shifts in her thinking by tracking when a stock moves up or down the rankings, or disappears entirely.

Think of ARK’s ETFs as a public window into how one high‑profile growth manager is trying to bet on the future of tech, healthcare, and the digital economy.

ARKK is where you find Cathie Wood’s highest‑conviction, cross‑sector innovation bets. As of late May–early June 2026, ARK’s daily holdings data shows a fairly concentrated portfolio, with the top 10 names making up a large chunk of assets.

Recent ARKK top holdings include:

• TSLA (Tesla) – Still a major position. ARK views Tesla as more than an EV maker, leaning on its software, autonomous driving, and energy businesses. Tesla’s stock has been volatile, but Wood has consistently framed it as a long‑term platform bet.
• NVDA (NVIDIA) – A key artificial intelligence pick, thanks to its GPUs powering AI servers and data centers. NVIDIA has become a major beneficiary of AI spending, which fits squarely into ARK’s “disruptive innovation” theme.
• ROKU (ROKU) – A core digital streaming platform holding. ARK has often highlighted Roku’s role as a neutral operating system for TV and connected‑TV advertising.
• COIN (COINBASE GLOBAL) – ARK has been one of the most visible institutional holders of Coinbase, the largest U.S. crypto exchange by trading volume, viewing it as infrastructure for the digital asset economy.
• U (UNITY SOFTWARE) – A software platform for building 3D and real‑time content, used in gaming, simulations, and potentially for AR/VR experiences.

You’ll also typically see names like PATH (UiPath) in automation software, SQ (Block) in digital payments, and SHOP (Shopify) in ecommerce platforms inside ARKK’s top or mid‑tier holdings.

What matters for you is how concentrated these bets are. ARKK often holds 30–40 stocks, but the top 10 can easily represent 50% or more of the fund. That means ARKK’s performance lives and dies by a handful of big names like TSLA, NVDA, and COIN.

Watching ARKK’s top holdings over time can tell you:

• Which themes Cathie believes in most (EVs, AI chips, crypto, streaming, etc.).
• When she’s doubling down — for example, if COIN or TSLA climb in weight after a price drop, that often signals she’s been buying.
• When conviction fades — a stock sliding out of the top 10 or disappearing can hint that her thesis has changed or risk controls kicked in.

ARKG, the ARK Genomic Revolution ETF, focuses on companies using DNA and biology to change how we treat disease, detect problems earlier, and even design new therapies. While holdings shift day‑to‑day, ARK’s 2026 holdings files show ARKG concentrated in a mix of sequencing tools, diagnostics, and biotech platforms.

Recent examples of key ARKG positions include:

• PACB (Pacific Biosciences of California) – Makes DNA sequencing instruments. ARK has followed the story that better, cheaper sequencing can unlock new diagnostics and treatments.
• NVTA (Invitae) – A genetic testing company aiming to make hereditary and cancer testing more accessible.
• TDOC (Teladoc Health) – Telehealth and virtual care. While more of a digital‑health name, Teladoc has long been part of ARK’s health‑tech basket.
• CRSP (CRISPR Therapeutics) – A developer of gene‑editing therapies using CRISPR tech, which lines up directly with ARKG’s DNA‑editing theme.
• DNA (Ginkgo Bioworks) – A platform company that designs custom cells for biotech and industrial uses, positioned as a “biology foundry.”

Biotech stocks are notoriously volatile, and that’s reflected in ARKG’s performance swings. The fund typically holds 30–60 names, with a handful of platforms and tool providers near the top. You’ll often see a mix of:

• Tools and equipment (like PACB or sequencing hardware makers).
• Diagnostics (labs, testing companies, early‑screening platforms).
• Therapeutics (drug developers using gene editing, cell therapy, or new modalities).

Why this matters to you:

• ARKG is basically a curated watchlist of high‑risk, high‑reward health and biotech ideas that Cathie Wood’s team thinks could reshape medicine.
• When a name jumps up the top‑10 list after a trial update or regulatory news, it can signal that ARK sees the news as strengthening the long‑term story.
• Conversely, if a clinical setback hits and you see ARK cutting exposure over several days, that’s a real‑time view of how an active manager is managing biotech risk.

If you’re interested in genomics but don’t have time to sift through every small‑cap biotech, ARKG’s holdings can be a shortcut to see which stories one high‑profile team finds most compelling in 2026.

ARKW, the ARK Next Generation Internet ETF, is where Cathie Wood groups many of her software, cloud, ecommerce, and crypto‑linked names. In 2026, the fund’s daily disclosures show a concentration in companies that benefit from more of our lives moving online.

Recent ARKW top positions include:

• TSLA (Tesla) – Appears here too, reflecting ARK’s view of Tesla as a software‑heavy, connected‑car business.
• COIN (Coinbase Global) – A big holding, tied to trading volumes, custody, and broader crypto adoption.
• ROKU (Roku) – Streaming platform and advertising play.
• SHOP (Shopify) – Ecommerce infrastructure, helping merchants run online stores and process payments.
• SQ (Block) – Payments and Cash App ecosystem, overlapping fintech and consumer internet.

You may also see names like SPOT (Spotify), TDOC (Teladoc), and U (Unity Software) among ARKW’s holdings, all tied to digital platforms and subscription software.

ARKW typically holds around 30–50 stocks, with a significant slice of assets sitting in the top 10. That means, much like ARKK, a few big internet and crypto names drive a lot of the returns.

A few ways you can use ARKW’s holdings in your own research:

• Identify internet themes: If you see ARKW increasing exposure to a cluster of names (for example, several AI‑software or cloud‑infrastructure stocks), that can hint at a theme ARK believes is picking up steam.
• Track crypto sentiment: Because COIN and sometimes other crypto‑related names sit near the top, changes in their weights can show how aggressively ARK is leaning into (or away from) digital assets.
• Compare across funds: When the same stock shows up in ARKK and ARKW (like TSLA, COIN, or ROKU), it’s a sign that ARK sees it as a core, multi‑theme holding rather than just a niche play.

If you think of ARKK as the “all‑star team,” ARKW is the internet and software lineup, and overlaps can highlight Cathie Wood’s strongest overall beliefs about where the digital economy is headed.

If you want to keep up with what stocks Cathie Wood owns in 2026 without living on X (Twitter) all day, you have a few simple tools you can use.

Here’s a straightforward playbook:

1. Check ARK’s daily holdings files ARK posts full holdings for each ETF (ARKK, ARKG, ARKW, and the others) on its website every trading day, usually after the market close. You can download these as spreadsheets, sort by “weight,” and instantly see:

• The top 10 positions by size.
• Any new names that weren’t there last week.
• Adds or trims — if a weight jumps or falls, it often means ARK has been actively trading that stock.

2. Use the SEC’s EDGAR site for 13F filings Every quarter, ARK files a Form 13F listing all of its U.S.‑listed positions across strategies. To see this:

• Go to the SEC’s EDGAR search site.
• Type in “ARK Investment Management” as the company name.
• Open the latest 13F‑HR filing.

You’ll get a list of all reportable holdings, including share counts and market values on the filing date. This is less real‑time than the ETF files, but it’s a clean snapshot of the broader book.

3. Compare snapshots over time If you save a few months of daily ETF files or a few quarters of 13Fs, you can start to see patterns:

• Which names stay in the top 10 across multiple quarters (high conviction).
• Which names show up, pop, and then vanish (short‑lived experiments or thesis changes).
• Where ARK is adding during drawdowns — for example, buying more COIN or TSLA after a big drop can signal a strong long‑term view.

4. Cross‑check with your own thesis The key is using ARK’s disclosures as inputs, not instructions. If you see a name in ARKK or ARKG that interests you, dig into earnings reports, management commentary, and basic metrics like revenue growth or cash flow.

That way, you’re not just copying trades — you’re using Cathie Wood’s portfolios as a research starting point while still making your own calls.