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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

ARK Investment Management ⇄ Assenagon Asset Management S.A.

60Shared positions
6.7%Name overlap (Jaccard)
15+Only ARK…
15+Only Assenagon…

Shared holdings · Q2 2026

SecurityARK Investment… weightAssenagon Asset… weight
AMD Advanced Micro Devices… 5.3% 4.0%
TSLA Tesla, Inc. 7.5% 1.8%
NVDA NVIDIA Corporation 1.8% 6.8%
AMZN Amazon.com, Inc. 2.5% 5.5%
GOOG Alphabet Inc. 2.4% 3.6%
MSFT Microsoft Corporation 0.0% 5.1%
SPCX Space Exploration… 5.0% 0.0%
HOOD Robinhood Markets, Inc. 3.4% 0.1%
SHOP Shopify Inc. 3.1% 0.0%
PLTR Palantir Technologies Inc. 2.4% 0.2%
TXG 10x Genomics, Inc. 2.5% 0.0%
RBLX Roblox Corporation 2.3% 0.1%
COIN Coinbase Global, Inc. 2.4% 0.0%
GOOGL Alphabet Inc. 0.3% 1.8%
TSM Taiwan Semiconductor… 1.5% 0.6%
TER Teradyne, Inc. 2.0% 0.0%
AVGO Broadcom Inc. 1.0% 1.0%
CRCL Circle Internet Group 1.9% 0.0%
META Meta Platforms, Inc. 0.9% 0.8%
SNPS Synopsys, Inc. 0.2% 1.4%
DE Deere & Company 1.6% 0.0%
XYZ Block, Inc. 1.5% 0.1%
KTOS Kratos Defense & Security… 1.5% 0.0%
LLY Eli Lilly and Company 0.6% 0.8%
NTRA Natera, Inc. 1.2% 0.1%
ILMN Illumina, Inc. 1.2% 0.0%
RKLB Rocket Lab USA, Inc. 1.1% 0.0%
VCYT Veracyte, Inc. 0.9% 0.0%
LHX L3Harris Technologies… 0.8% 0.0%
WGS GeneDx Holdings Corp. 0.7% 0.0%
ISRG Intuitive Surgical, Inc. 0.2% 0.5%
AVAV AeroVironment, Inc. 0.7% 0.0%
DDOG Datadog, Inc. 0.4% 0.3%
DASH DoorDash, Inc. 0.5% 0.2%
NFLX Netflix, Inc. 0.1% 0.5%
ROKU Roku, Inc. 0.5% 0.0%
SNOW Snowflake Inc. 0.4% 0.1%
TRMB Trimble Inc. 0.4% 0.0%
MELI MercadoLibre, Inc. 0.2% 0.2%
SOFI SoFi Technologies, Inc. 0.4% 0.0%
ABNB Airbnb, Inc. 0.1% 0.3%
CAT Caterpillar Inc. 0.4% 0.0%
NU Nu Holdings Ltd. 0.1% 0.3%
TOST Toast, Inc. 0.3% 0.0%
CERS Cerus Corporation 0.3% 0.0%
ESLT Elbit Systems Ltd. 0.3% 0.0%
SPOT Spotify Technology S.A. 0.2% 0.1%
NET Cloudflare, Inc. 0.3% 0.0%
TDY Teledyne Technologies… 0.2% 0.1%
ADPT Adaptive Biotechnologies… 0.3% 0.0%
CCJ Cameco Corporation 0.2% 0.0%
BIDU Baidu, Inc. 0.2% 0.0%
P Everpure, Inc. 0.2% 0.0%
RBRK Rubrik, Inc. 0.2% 0.0%
DKNG DraftKings Inc. 0.2% 0.0%
ATI ATI Inc. 0.0% 0.2%
IONS Ionis Pharmaceuticals… 0.2% 0.0%
TEVA Teva Pharmaceutical… 0.0% 0.1%
ALGN Align Technology, Inc. 0.0% 0.1%
SE Sea Limited 0.1% 0.0%

Distinctively ARK Investment…

TEM Tempus AI, Inc. 3.8%
CRSP CRISPR Therapeutics AG 3.4%
TWST Twist Bioscience… 3.0%
BEAM Beam Therapeutics Inc. 2.3%
NTLA Intellia… 1.9%
CRWV CoreWeave, Inc. Class… 1.7%
CBRS Cerebras Systems Inc. 1.1%
BLSH Bullish 1.0%
RXRX Recursion… 1.0%
ACHR Archer Aviation Inc. 1.0%
ABSI Absci Corporation 1.0%
ARKB ARK 21Shares Bitcoin… 0.8%
BMNR Bitmine Immersion… 0.8%
PSNL Personalis, Inc. 0.7%
BWXT BWX Technologies, Inc. 0.7%

Distinctively Assenagon Asset…

AAPL Apple Inc. 5.8%
INTC Intel Corp. 2.9%
BRK-B Berkshire Hathaway… 2.2%
SNDK Sandisk Corporation 1.8%
UBS UBS Group AG 1.1%
TXN Texas Instruments… 0.9%
COST Costco Wholesale… 0.8%
UNH UnitedHealth Group… 0.7%
ABBV AbbVie Inc. 0.7%
PEP PepsiCo, Inc. 0.7%
KLAC KLA Corporation 0.6%
JNJ Johnson & Johnson 0.6%
WMT Walmart Inc. 0.6%
MA Mastercard… 0.6%
PG The Procter & Gamble… 0.6%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology