Cathie Wood's Ark Invest Makes SpaceX, Circle Top Holdings After Latest Buying Spree

Jason Nelson

Thu, August 6, 2026 astatine 12:20 PM CDT 2 min read

SpaceX and Circle are among Cathie Wood's largest investments, according to an Ark Innovation ETF (ARKK) holdings study published Thursday.

SpaceX is ARKK's fifth-largest holding, with a marketplace worth of astir $282 cardinal and a 4.73% portfolio weighting. Circle ranks eighth astatine astir $233 million, accounting for 3.90% of the fund.

The 2 companies articulation Tesla, Coinbase, Robinhood, OpenAI, Bitmine, and Palantir among ARKK's largest positions, reflecting Ark's continued absorption connected artificial intelligence, crypto, fintech, and different exertion companies.

Ark's latest trading disclosure shows the steadfast continued adding to some holdings aft the companies reported second-quarter earnings. It purchased 181,830 SpaceX shares crossed 4 exchange-traded funds, including ARKK, and 273,343 Circle shares crossed ARKK and 2 different funds. Based connected the companies' closing prices, the purchases were worthy astir $20 cardinal and $17.3 million, respectively.

The quality comes aft Circle and SpaceX reported second-quarter net this week.

Circle shares were small changed aft the stablecoin issuer reported $701 cardinal successful second-quarter gross and reserve income, up 7% from a twelvemonth earlier. Adjusted EBITDA roseate 8% to $143 million. USDC circulation reached $73.3 billion, up 19%, portion on-chain transaction measurement climbed 151% to $14.8 trillion.

SpaceX shares fell 13.6% contempt reporting a 92% summation successful quarterly gross to $7.8 billion. Investors alternatively focused connected the company's $18.4 cardinal successful superior expenditures, which executives said would money expanded AI capabilities.

The quality besides comes a week aft Ark rebalanced respective crypto-related holdings.

In precocious July, the steadfast sold shares of Bitmine, Robinhood, Block, and Bullish portion buying astir $43.5 cardinal of Coinbase and Circle banal and astir $14.5 cardinal of SpaceX shares.