Stock IdeasAug 19, 2026, 8:47 PM ETARK Innovation ETF (ARKK), ARKQ, ARKW, ARKG, ARKF, ARKXSPCX, CBRS, TEM, AMZN, PLTR, COIN, RBLX, NTLA, CRCL, CRWV, TSLA, AMD, HOOD, CRSP, SHOP, BEAM, ILMN, ROKU, ZTSL:CA, ZPLT:CA, ZHOO:CA, ZCOI:CA, ZAMD:CA, TSLA:CA, AMD:CA, SPCX:CA, AMZN:CA, SHOP:CA, PLTR:CA, COIN:CA, HOOD:CA, CRWV:CAJohn Vincent26.34K FollowersARK Invest's Q2 2026 13F portfolio rose to ~$15.4B, with holdings increasing from 182 to 191 and a focus on disruptive innovation.Top positions include Tesla, Advanced Micro Devices, SpaceX, Tempus AI, and Robinhood, comprising ~25% of assets, with notable new stakes in SpaceX and Cerebras Systems.Significant stake increases in Tempus AI, Alphabet, Amazon, Roblox, and Intellia Therapeutics signal conviction in AI, genomics, and platform businesses.Material reductions in Tesla, AMD, Robinhood, CRISPR, and Teradyne reflect active gain harvesting and portfolio rebalancing amid market volatility.SusanneB/E+ via Getty ImagesThis article is part of a series that provides an ongoing analysis of the changes made to ARK Invest's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 08/14/2026.This article was written byJohn Vincent26.34K FollowersFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Asymmetric Bets Focus. Check out my website and related substack:1. DIYAbsoluteReturns.com, 2. DIYAbsoluteReturns.substack.com.Check out my books in the Demystifying Web3 and Beyond series: 1. Demystifying Bitcoin: Paving the Way to Global Digital Money.2. Demystifying Crypto: Powering a Borderless Digital Economy.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA, SPCX, CRSP, HOOD, GOOGL, AMZN, CRCL, NVDA, RKLB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments