ARK Genomic Revolution ETF
ARK's genomics fund — a thesis-driven Healthspan lens on sequencing, tools, and therapeutics.
Fund summary
Strategy
Active genomics and multi-omics ETF whose issuer holdings file maps to 11 Healthspan companies at >2% weight, making it the densest public-fund lens onto the Measure/Read layer of the healthspan stack (sequencing, diagnostics, and CRISPR toolmakers).
Stated focus
Genomics, multi-omics, molecular diagnostics, and genetic-medicine toolmakers across the Healthspan Measure/Read/Intervene stack.
Read full strategy
ARK Genomic Revolution ETF (ARKG) is ARK Invest's actively managed genomics fund, issued by ARK Investment Management LLC (Cathie Wood's firm) through the ARK ETF Trust. Unlike a passive cap-weighted biotech index, ARKG concentrates in the companies building the measurement-and-read layer of the healthspan stack: sequencing instruments and consumables (Illumina, Pacific Biosciences, 10x Genomics), liquid biopsy and molecular diagnostics (Natera, Guardant, Tempus), CRISPR and genetic-medicine toolmakers (CRISPR Therapeutics, Intellia, Beam, Twist), and computational drug-discovery platforms (Recursion, Schrodinger). Its issuer holdings file maps to a concentrated set of Healthspan companies at weight, making it a thesis-aligned public-fund exposure rather than a broad healthcare sleeve. Note that the single Eli Lilly position is the one demand-beta holding in the file; the rest are tools-and-measurement names consistent with the toll-road thesis the machine applies to this universe. Coverage is limited to direct, issuer-reported positions in already-mapped companies, not the complete portfolio, and this is a research map, not a recommendation. ARKG is most useful for seeing where an active genomics manager concentrates capital across the Measure/Read/Intervene layers. The file's top-two mapped weights sit in 10x Genomics (~8.8%) and Twist Bioscience (~8.7%), anchoring the fund in measurement-and-tools rather than drug development; the single Eli Lilly position is the one demand-beta name.
Top 10 holdings
As of Oct 26, 2026. Top holdings by weight among U.S.-listed issuers (stockanalysis.com); non-U.S.-listed positions may be omitted. Portfolio weights are not ownership percentages of the companies.
| # | Company | Ticker | Portfolio weight |
|---|---|---|---|
| 1 | 10X GENOMICS INC-CLASS A Mapped | TXG | 8.75% |
| 2 | TEMPUS AI INC-CL A | TEM | 8.30% |
| 3 | TWIST BIOSCIENCE CORP Mapped | TWST | 8.06% |
| 4 | CRISPR THERAPEUTICS AG Mapped | CRSP | 5.43% |
| 5 | GUARDANT HEALTH INC Mapped | GH | 5.09% |
| 6 | ILLUMINA INC Mapped | ILMN | 4.98% |
| 7 | NATERA INC Mapped | NTRA | 4.98% |
| 8 | ABSCI CORP Mapped | ABSI | 4.85% |
| 9 | ELI LILLY & CO Mapped | LLY | 4.15% |
| 10 | CAREDX INC | CDNA | 3.87% |
Holdings changes
- 2026-10-19: Added NTLA (1.65%)
- 2026-10-26: PACB back in top-25 at 1.18% (held 1.12% on 2026-10-14; rank change, not an addition)
Known positions in mapped companies
| Company | Relationship | Portfolio weight | As of | Evidence |
|---|---|---|---|---|
| Butterfly Network, Inc. | Reported holding | 1.66% | Oct 26, 2026 | Source |
| Twist Bioscience | Reported holding | 8.06% | Oct 26, 2026 | Source |
| Schrodinger | Reported holding | 2.67% | Oct 26, 2026 | Source |
| Recursion Pharmaceuticals | Reported holding | 2.82% | Oct 26, 2026 | Source |
| Quantum-Si | Reported holding | 0.49% | Oct 26, 2026 | Source |
| Prime Medicine | Reported holding | 1.42% | Oct 26, 2026 | Source |
| Pacific Biosciences | Reported holding | 1.18% | Oct 26, 2026 | Source |
| Natera | Reported holding | 4.98% | Oct 26, 2026 | Source |
| Ionis Pharmaceuticals, Inc. | Reported holding | 1.87% | Oct 26, 2026 | Source |
| Intellia Therapeutics | Reported holding | 1.80% | Oct 26, 2026 | Source |
| Illumina | Reported holding | 4.98% | Oct 26, 2026 | Source |
| Guardant Health | Reported holding | 5.09% | Oct 26, 2026 | Source |
| Eli Lilly | Reported holding | 4.15% | Oct 26, 2026 | Source |
| CRISPR Therapeutics | Reported holding | 5.43% | Oct 26, 2026 | Source |
| Beam Therapeutics | Reported holding | 3.40% | Oct 26, 2026 | Source |
| Absci | Reported holding | 4.85% | Oct 26, 2026 | Source |
| 908 Devices | Reported holding | 1.13% | Oct 26, 2026 | Source |
| 10x Genomics | Reported holding | 8.75% | Oct 26, 2026 | Source |
Derived exposure
Counts cover distinct mapped companies only. They are not an allocation and do not describe the full portfolio.
Universes
Layers
- Intervene3 mapped companies
- Rejuvenate / Repair5 mapped companies
- AI Discover3 mapped companies
- Read6 mapped companies
- Measure1 mapped company
Timeline
- Oct 31, 2014
ARK Genomic Revolution ETF begins operations
Source
Start here
- The 8.8%–8.7% top-two weights in 10x Genomics and Twist Bioscience anchor the file in measurement/tools rather than drug development.
- Cross-reference the mapped holdings against the Healthspan Measure and Read layers to see the sequencing/diagnostics concentration.
- Treat the single Eli Lilly position as demand-beta context, not thesis core.
Open questions
- How durable is ARK's active weighting versus a passive XBI/IBB biotech index for expressing the healthspan tools thesis?
- Does the genomics-tools concentration over-weight the Read layer at the expense of Intervene (therapeutics)?