ARKK’s Holdings, Graded.
ARK Invest makes one of the boldest concentrated bets in public markets — disruptive innovation, no hedges. We respect the challenge. So we grade every holding we can with the Blitz Index: not how exciting the story is, but how well the business is built to win. Curiosity, not criticism.
Holdings as of 10/23/2026 · Scores from the Blitz Index (100-point blitzscaling model; success threshold 65)
| # | Company | Ticker | ARKK weight | Blitz Index |
|---|---|---|---|---|
| 1 | Tesla Inc | TSLA | 10.43% | 62 B |
| 2 | Space Exploration Techn-Cl A | SPCX | 6.46% | Not yet scored |
| 3 | Circle Internet Group Inc | CRCL | 5.25% | 52 C |
| 4 | Tempus Ai Inc-Cl A | TEM | 5.00% | 55 C |
| 5 | Openai Group Pbc Series C | — | 4.56% | Private — outside public coverage |
| 6 | Coinbase Global Inc -Class A | COIN | 4.35% | 58 C |
| 7 | Crispr Therapeutics Ag | CRSP | 4.34% | 48 C |
| 8 | Shopify Inc - Class A | SHOP | 3.35% | 70 B |
| 9 | Robinhood Markets Inc - A | HOOD | 3.08% | 60 B |
| 10 | Nvidia Corp | NVDA | 3.05% | 87 A |
| 11 | Twist Bioscience Corp | TWST | 3.03% | Not yet scored |
| 12 | Palantir Technologies Inc-A | PLTR | 2.80% | 65 B |
| 13 | 10X Genomics Inc-Class A | TXG | 2.53% | Not yet scored |
| 14 | Block Inc | XYZ | 2.48% | Not yet scored |
| 15 | Beam Therapeutics Inc | BEAM | 2.46% | Not yet scored |
| 16 | Coreweave Inc-Cl A | CRWV | 2.41% | 55 C |
| 17 | Amazon.Com Inc | AMZN | 2.35% | Not yet scored |
| 18 | Meta Platforms Inc-Class A | META | 2.27% | 78 B |
| 19 | Intellia Therapeutics Inc | NTLA | 1.99% | Not yet scored |
| 20 | Broadcom Inc | AVGO | 1.87% | 61 B |
| 21 | Bullish | BLSH | 1.84% | Not yet scored |
| 22 | Bitmine Immersion Technologi | BMNR | 1.83% | Not yet scored |
| 23 | Advanced Micro Devices | AMD | 1.71% | 60 B |
| 24 | Cerebras Systems Inc - A | CBRS | 1.70% | 57 C |
| 25 | Kalshi Inc. | — | 1.60% | Private — outside public coverage |
| 26 | Recursion Pharmaceuticals-A | RXRX | 1.40% | 44 C |
| 27 | Alphabet Inc-Cl C | GOOG | 1.31% | Not yet scored |
| 28 | Cloudflare Inc - Class A | NET | 1.20% | 62 B |
| 29 | Rocket Lab | RKLB UQ | 1.19% | 62 B |
| 30 | Natera Inc | NTRA | 1.18% | 52 C |
| 31 | Veracyte Inc | VCYT | 1.11% | Not yet scored |
| 32 | Kratos Defense & Security | KTOS | 1.05% | 46 C |
| 33 | Bwx Technologies Inc | BWXT | 1.00% | Not yet scored |
| 34 | Genedx Holdings Corp | WGS | 1.00% | Not yet scored |
| 35 | Taiwan Semiconductor-Sp Adr | TSM | 1.00% | Not yet scored |
| 36 | Archer Aviation Inc-A | ACHR | 0.96% | Not yet scored |
| 37 | Illumina Inc | ILMN | 0.96% | Not yet scored |
| 38 | X-Energy Inc | XE | 0.81% | Not yet scored |
| 39 | Ark Active Autocall Inc Etf | ARKY | 0.65% | Not yet scored |
| 40 | Eli Lilly & Co | LLY | 0.58% | Not yet scored |
| 41 | Teradyne Inc | TER | 0.53% | Not yet scored |
| 42 | Sofi Technologies Inc | SOFI | 0.51% | 60 B |
| 43 | Pacific Biosciences Of Calif | PACB | 0.44% | Not yet scored |
| 44 | Cerus Corp | CERS | 0.33% | Not yet scored |
| 45 | Goldman Fs Trsy Oblig Inst 468 | — | 0.04% | Private — outside public coverage |
| 46 | Brera Holdings Plc Wts | — | 0.01% | Private — outside public coverage |
What this is — and what it isn’t
Scores are our assessment of blitzscaling strategy: Speed (25), Moat (60), Creative destruction (15), minus BlitzFailing penalties (up to −30). The threshold for a passing grade is 65. We never score the stock price, and we never tell anyone what to buy, sell, or hold. Not investment advice.
Holdings come from ARK Invest’s daily public disclosure CSV for the ARK Innovation ETF (ARKK). This page is refreshed daily from that file. BlitzLab is not affiliated with ARK Invest and this page is not endorsed by them.
The weight-averaged score covers only holdings we have scored (58.1% of the fund by weight). Private holdings and companies outside our coverage are marked and excluded from every aggregate.