ARKG

ARK Genomic Revolution ETF

ARK's genomics fund — a thesis-driven Healthspan lens on sequencing, tools, and therapeutics.

Research reviewed
Oct 14, 2026
Mapped companies
18
Holdings as of
Oct 26, 2026

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.

#CompanyTickerPortfolio weight
110X GENOMICS INC-CLASS A MappedTXG8.75%
2TEMPUS AI INC-CL ATEM8.30%
3TWIST BIOSCIENCE CORP MappedTWST8.06%
4CRISPR THERAPEUTICS AG MappedCRSP5.43%
5GUARDANT HEALTH INC MappedGH5.09%
6ILLUMINA INC MappedILMN4.98%
7NATERA INC MappedNTRA4.98%
8ABSCI CORP MappedABSI4.85%
9ELI LILLY & CO MappedLLY4.15%
10CAREDX INCCDNA3.87%

Holdings changes

Known positions in mapped companies

CompanyRelationshipPortfolio weightAs ofEvidence
Butterfly Network, Inc.Reported holding1.66%Oct 26, 2026Source
Twist BioscienceReported holding8.06%Oct 26, 2026Source
SchrodingerReported holding2.67%Oct 26, 2026Source
Recursion PharmaceuticalsReported holding2.82%Oct 26, 2026Source
Quantum-SiReported holding0.49%Oct 26, 2026Source
Prime MedicineReported holding1.42%Oct 26, 2026Source
Pacific BiosciencesReported holding1.18%Oct 26, 2026Source
NateraReported holding4.98%Oct 26, 2026Source
Ionis Pharmaceuticals, Inc.Reported holding1.87%Oct 26, 2026Source
Intellia TherapeuticsReported holding1.80%Oct 26, 2026Source
IlluminaReported holding4.98%Oct 26, 2026Source
Guardant HealthReported holding5.09%Oct 26, 2026Source
Eli LillyReported holding4.15%Oct 26, 2026Source
CRISPR TherapeuticsReported holding5.43%Oct 26, 2026Source
Beam TherapeuticsReported holding3.40%Oct 26, 2026Source
AbsciReported holding4.85%Oct 26, 2026Source
908 DevicesReported holding1.13%Oct 26, 2026Source
10x GenomicsReported holding8.75%Oct 26, 2026Source

Derived exposure

Counts cover distinct mapped companies only. They are not an allocation and do not describe the full portfolio.

Universes

Layers

Timeline

  1. 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.
Official portfolio / fund page

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)?

Sources

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