Business · Stock markets · published 2026-10-08 · via 24/7 Wall St.

ARK’s Latest Filings Reveal Its Real AI-Agent Bets

Cathie Wood told investors to follow AI agents, but ARK’s recent SEC filings show a more mixed set of positions. The ARK Innovation ETF held Coinbase at about 4.17% and Robinhood near 4%, while ARK cut Robinhood shares across its funds between April and July. Tesla remained the Innovation ETF’s largest holding at nearly 10%, AMD was nearly halved after a sharp run, and SpaceX and Cerebras became new positions after their IPOs.

Expanded Detail

ARK's July 31, 2026 SEC snapshot covers U.S.-listed long equities, with changes measured against April 30. In the Innovation ETF, Coinbase's stake rose to 4.17% as share count increased, while Robinhood represented 3.64%. The Fintech Innovation ETF held Robinhood at 5.36% and Coinbase at 5.25%. Despite those positions, ARK reduced Robinhood shares across all three funds from April through July.

New listings drew the largest fresh allocations. SpaceX, public since June 2026, accounted for 4.87% of the Innovation ETF, and Cerebras entered at 500,719 shares, or 1.79%. X-Energy was 1.35%, while Oklo was absent. Tesla remained the top Innovation holding at 9.74%, and AMD's shares were nearly cut in half after a 197.17% year-to-date gain.

Count words. First para: ARK's(1) July(2) 31,(3) 2026(4) SEC(5) snapshot(6) covers(7) U.S.-listed(8) long(9) equities,(10) with(11) changes(12) measured(13) against(14) April(15) 30.(16) In(17) the(18) Innovation(19) ETF,(20) Coinbase's(21) stake(22) rose(23) to(24) 4.17%(25) as(26) share(27) count(28) increased,(29) while(30) Robinhood(31) represented(32) 3.64%.(33) The(34) Fintech(35) Innovation(36) ETF(37) held(38) Robinhood(39) at(40) 5.36%(41) and(42) Coinbase(43) at(44) 5.25%.(45) Despite(46) those(47) positions,(48) ARK(49) reduced(50) Robinhood(51) shares(52) across(53) all(54) three(55) funds(56) from(57) April(58) through(59) July.(60) Good.

Second: New(1) listings(2) drew(3) the(4) largest(5) fresh(6) allocations.(7) SpaceX,(8) publi

Context

... No extra. Need maybe no markdown? Plain text. Good. Potential issue: "additional factual detail and background drawn ONLY from material above" We used all facts. "SEC snapshot" maybe okay. "U.S.-listed long equities" from material. "changes measured against April 30" from material. Good. Need ensure no copying source phrasing. Some phrases like "SEC filings" maybe generic. "U.S.-listed long equity positions" source phrase? We wrote "U.S.-listed long equities" close. Could be okay? "long equity positions" source. Maybe rephrase: "U.S.-listed long stock holdings". "changes measured against April 30" source "Every change below compares share counts between April 30 and July 31 records." We wrote changes measured against April 30. Fine. "share count increased" source "shares rising from..." okay. "reduced Robinhood shares across all three funds from April through July" source "cut Robinhood shares across all three funds between April and July." Close but paraphrased. Maybe okay. Need

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This summary is Al-enhanced to contain extended analysis and broader social context. The original is {NAME); the linked article is the authoritative source. Original headline: “Cathie Wood Says Follow the AI Agents. Her Own Filings Show Where ARK Was Looking.” Browse more stories.