NextFin

ARKK Adjusts Holdings: TSLA Dominates with $888.1M, CRSP Gains Ground

Daily Position Changes Report for ARK Innovation ETF (ARKK)

Date: January 26, 2026

Overview

On January 26, 2026, the ARK Innovation ETF (ARKK) exhibited notable position changes compared to the previous trading day. The most significant movements were observed in the holdings of Tesla Inc (TSLA) and CRISPR Therapeutics AG (CRSP), reflecting ARK's strategic adjustments in its portfolio.

Detailed Summary

The ARKK's holdings on January 26, 2026, showed an increase in the value of its top positions. Tesla Inc (TSLA) maintained its status as the largest holding, with a total value of approximately $888.1 million, representing a weight of 10.353%. CRISPR Therapeutics AG (CRSP) also saw an increase in its value, now valued at approximately $506.9 million, with a weight of 5.909%. Other key holdings such as Roku Inc (ROKU) and Tempus AI Inc (TEM) remained stable, with minor fluctuations in their respective values and weights.

Analysis and Interpretation

The increase in the value of TSLA and CRSP suggests ARK's continued confidence in these companies, potentially driven by recent market trends or company-specific developments. The stability in other holdings indicates a cautious approach by ARK, likely reflecting broader market conditions and investment strategy adjustments.

Position Changes Summary Table

Ticker Company Name Direction Shares Traded Estimated Trade Value ($) % of Portfolio Change
TSLA Tesla Inc None N/A 888095332.16 +0.352
CRSP CRISPR Therapeutics AG None N/A 506918180.19 +0.615
ROKU Roku Inc-A None N/A 444788967.70 +0.040
TEM Tempus AI Inc-A None N/A 428833627.76 +0.021
COIN Coinbase Global Inc-A None N/A 404362927.86 +0.007
SHOP Shopify Inc-A None N/A 348070363.44 +0.012
BEAM Beam Therapeutics Inc None N/A 337598177.04 +0.007
PLTR Palantir Technologies Inc None N/A 286167711.90 +0.005
TWST Twist Bioscience Corp None N/A 230797950.60 +0.003
TXG 10x Genomics Inc-A None N/A 206715219.39 +0.002

Conclusion

The ARK Innovation ETF continues to strategically position itself in high-growth sectors, with a clear focus on technology and biotech. The adjustments in holdings reflect both market confidence and a calculated approach to portfolio management. Future reports will continue to monitor these trends and their implications for ARK's investment strategy.

Explore more exclusive insights at nextfin.ai.

Open NextFin App