ARKG’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 11/06/2026 · Scores from the Blitz Index (100-point blitzscaling model; success threshold 65) · All ARK funds · Overlap view
| # | Company | Ticker | ARKG weight | Blitz Index |
|---|---|---|---|---|
| 1 | Tempus Ai Inc-Cl A | TEM | 9.77% | 55 C |
| 2 | Twist Bioscience Corp | TWST | 7.76% | 56 C |
| 3 | 10X Genomics Inc-Class A | TXG | 7.65% | 41 C |
| 4 | Crispr Therapeutics Ag | CRSP | 5.75% | 48 C |
| 5 | Absci Corp | ABSI | 5.31% | Gate failed — G1 |
| 6 | Guardant Health Inc | GH | 4.98% | 42 C |
| 7 | Natera Inc | NTRA | 4.84% | 52 C |
| 8 | Eli Lilly & Co | LLY | 4.40% | Gate failed — G2 |
| 9 | Illumina Inc | ILMN | 4.34% | 61 B |
| 10 | Beam Therapeutics Inc | BEAM | 4.15% | Gate failed — G1 |
| 11 | Caredx Inc | CDNA | 3.89% | 52 C |
| 12 | Schrodinger Inc | SDGR | 3.48% | 49 C |
| 13 | Recursion Pharmaceuticals-A | RXRX | 2.87% | 44 C |
| 14 | Adaptive Biotechnologies | ADPT | 2.64% | 54 C |
| 15 | Compass Pathways Plc | CMPS | 2.29% | Gate failed — G1 |
| 16 | Veracyte Inc | VCYT | 2.21% | 58 C |
| 17 | Nurix Therapeutics Inc | NRIX | 2.06% | Gate failed — G1 |
| 18 | Genedx Holdings Corp | WGS | 1.99% | 56 C |
| 19 | Intellia Therapeutics Inc | NTLA | 1.95% | Gate failed — G1 |
| 20 | Prime Medicine Inc | PRME | 1.85% | Gate failed — G1 |
| 21 | Ionis Pharmaceuticals Inc | IONS | 1.82% | 44 C |
| 22 | Alamar Biosciences Inc | ALMR | 1.62% | 53 C |
| 23 | Butterfly Network Inc | BFLY | 1.60% | 49 C |
| 24 | Pacific Biosciences Of Calif | PACB | 1.52% | 29 D |
| 25 | Arcturus Therapeutics Holdin | ARCT | 1.48% | Gate failed — G1 |
| 26 | Scribe Therapeutics Inc | SCTX | 1.11% | Gate failed — G1 |
| 27 | 908 Devices Inc | MASS | 1.07% | 47 C |
| 28 | Generate Biomedicines Inc | GENB | 1.06% | Gate failed — G1 |
| 29 | Iambic Therapeutics Inc | IAM | 1.00% | Gate failed — G1 |
| 30 | Freenome Inc | FRNM | 0.96% | Gate failed — G1 |
| 31 | Cerus Corp | CERS | 0.88% | 46 C |
| 32 | Kymera Therapeutics Inc | KYMR | 0.81% | Gate failed — G1 |
| 33 | Quantum-Si Inc | QSI | 0.44% | Gate failed — G1 |
| 34 | Goldman Fs Trsy Oblig Inst 468 | — | 0.41% | Private — outside public coverage |
| 35 | Personalis Inc | PSNL | 0.00% | 39 D |
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 ARK Genomic Revolution ETF. 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. Private holdings, fund positions, and companies outside our coverage are marked and excluded from every aggregate.
Holdings marked Gate failed were measured against the Blitz Index gates and did not pass, so they carry no score: G1 requires real, reordering product customers; G2 requires a genuinely new market at least 10× current revenue. Not yet scored means we have not published a measurement for that holding yet. Fund means the position is itself an ETF or fund, outside company coverage.