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Cathie Wood's top six

Cathie Wood’s six biggest ARKK holdings make up 35% of the fund. Tesla leads, with SpaceX second.

The story in 9 cards

What does Cathie Wood own? A pie of the six biggest holdings in ARK's ARKK fund on 28 October 2026, together 36 percent of the fund: Tesla 31 percent of the six, SpaceX 18, Tempus AI 15, Circle 13, CRISPR 12, Coinbase 11. Tesla alone is almost a third of these six.Biggest, 1 of 6: Tesla. ARKK holds 722 million dollars of Tesla, 11.0 percent of the whole fund, about a ninth. Tesla makes electric cars and batteries for homes and power grids. Cathie Wood's best-known bet is still her biggest.2 of 6: SpaceX. ARKK holds 422 million dollars of SpaceX, 6.4 percent of the whole fund. It launches rockets and sells Starlink internet beamed down from satellites. Elon Musk runs both of the top two.3 of 6: Tempus AI. ARKK holds 360 million dollars of Tempus AI, 5.5 percent of the whole fund, more than its Coinbase stake. Tempus sells DNA tests that help doctors pick cancer treatments, and AI on medical data for drug makers and researchers.4 of 6: Circle. ARKK holds 315 million dollars of Circle, 4.8 percent of the whole fund. Circle issues USDC, a digital dollar always worth one dollar, backed by cash and US Treasuries. One of two crypto bets in the top six.5 of 6, new in the six: CRISPR Therapeutics. ARKK holds 284 million dollars of CRISPR, 4.3 percent of the whole fund. It edits genes to treat disease; Casgevy, made with Vertex, was the first CRISPR medicine approved in the US, for sickle cell disease, in December 2023. It pushed OpenAI out of the tSmallest, 6 of 6: Coinbase. ARKK holds 264 million dollars of Coinbase, 4.0 percent of the whole fund. It runs an exchange where people buy and sell crypto. With Circle, the two crypto names are 8.8 percent of the fund.The twist, 13 to 28 October. Two weeks ago OpenAI was in the top six; now CRISPR is. OpenAI was 4.2 percent of the fund on 13 October, in 6th place, and 3.8 percent on 28 October, 7th and outside the six. CRISPR is 4.3 percent, 5th, up from 7th. The top six still hold about a third of the fund.Which one grows most by 2030? Choices: Tesla, SpaceX, CRISPR, or other. One edits genes, one launches rockets. Add a comment. Follow Green Owl if you want more.

The full story

Which holding surprised you most?

These six positions account for 34.73% of Cathie Wood’s ARK Innovation ETF (ARKK), using ARK’s holdings file dated 13 October 2026.

Weights in the WHOLE fund: Tesla 9.79% · SpaceX 6.78% · Tempus AI 4.95% Circle 4.72% · Coinbase 4.31% · OpenAI 4.18%

The pie shows how those six split among themselves; its labels add to 100%. The other 65.27% of the fund is outside this picture. Slice areas use unrounded position values; labels are rounded.

This is one ETF, not all ARK funds or Cathie Wood’s personal portfolio. OpenAI is a private Series C holding. Positions and weights change daily.

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