ARKW

ARK Next Generation Internet ETF

ARK's next-generation internet fund, spanning cloud, AI platforms, and digital trust.

Research reviewed
Oct 14, 2026
Mapped companies
12
Holdings as of
Oct 26, 2026

Fund summary

Strategy

ARK's next-generation internet ETF — cloud, software, and cybersecurity exposure spanning Digital Trust with Physical AI overlap.

Stated focus

Digital Trust mapped companies, as held by the ARKW issuer file.

Read full strategy

ARK Next Generation Internet ETF (ARKW) is ARK Invest's actively managed fund for the internet, software, and digital-infrastructure layer of the innovation economy. Issued by ARK Investment Management LLC (Cathie Wood's firm) through the ARK ETF Trust, ARKW carries no benchmark and instead concentrates in companies ARK believes are building the next generation of cloud, software, e-commerce, digital media, and the supporting infrastructure. That focus spans the Digital Trust universe — cloud and cybersecurity infrastructure — with overlap into Physical AI through the compute and platform companies that underpin both. In the PXS map, ARKW's issuer holdings file overlaps mapped Digital Trust and adjacent Physical AI companies, giving it a dual-universe read. As with every fund page, coverage is limited to direct, issuer-reported positions in already-mapped companies, not the complete portfolio, and this is a research map rather than a recommendation. Companies outside the research registry are omitted regardless of their weight in the issuer file, and layer classification is taken from each company's own record. ARKW is most useful for locating where an active next-generation-internet portfolio intersects the machine's existing Digital Trust research. Its largest mapped positions are NVIDIA (4.39%), Amazon (3.73%), AMD (3.10%), and Palantir (2.67%) — a cloud-and-platform tilt that straddles the Digital Trust and Physical AI boundary.

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
1TESLA INC MappedTSLA7.90%
2META PLATFORMS INC-CLASS A MappedMETA5.43%
3SHOPIFY INC - CLASS ASHOP4.44%
4AMAZON.COM INC MappedAMZN4.35%
5CIRCLE INTERNET GROUP INCCRCL4.28%
6NVIDIA CORP MappedNVDA4.15%
7ROBINHOOD MARKETS INC - AHOOD3.82%
8SPACE EXPLORATION TECHN-CL ASPCX3.77%
9COINBASE GLOBAL INC -CLASS ACOIN3.50%
10BLOCK INCXYZ3.38%

Known positions in mapped companies

CompanyRelationshipPortfolio weightAs ofEvidence
Tesla, Inc.Reported holding7.90%Oct 26, 2026Source
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDReported holding2.15%Oct 26, 2026Source
Meta Platforms, Inc.Reported holding5.43%Oct 26, 2026Source
Snowflake Inc.Reported holding0.98%Oct 26, 2026Source
Palantir TechnologiesReported holding2.64%Oct 26, 2026Source
NVIDIA CorporationReported holding4.15%Oct 26, 2026Source
Datadog, Inc.Reported holding2.54%Oct 26, 2026Source
CRWDReported holding2.23%Oct 26, 2026Source
Cloudflare, Inc.Reported holding2.20%Oct 26, 2026Source
BroadcomReported holding2.46%Oct 26, 2026Source
AmazonReported holding4.35%Oct 26, 2026Source
Advanced Micro Devices, Inc.Reported holding2.72%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. Jul 9, 2026

    SEC Form 497 supplement: ARKW renamed ARK Next Generation Technology ETF with changed investment policy

    Source
  2. Sep 30, 2014

    ARK Next Generation Internet ETF begins operations

    Source

Start here

  • Top mapped weights: NVDA 4.39%, AMZN 3.73%, AMD 3.1%, PLTR 2.67%.
Official portfolio / fund page

Open questions

  • How does this fund's active/passive weighting compare to peers in the same universe layer?

Sources

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