Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
ARK Investment Management ⇄ Holocene Advisors, LP
47Shared positions
5.1%Name overlap (Jaccard)
15+Only ARK…
15+Only Holocene…
Shared holdings · Q2 2026
Distinctively ARK Investment…
| SPCX Space Exploration… | 5.0% |
| TEM Tempus AI, Inc. | 3.8% |
| HOOD Robinhood Markets… | 3.4% |
| CRSP CRISPR Therapeutics AG | 3.4% |
| SHOP Shopify Inc. | 3.1% |
| TWST Twist Bioscience… | 3.0% |
| TXG 10x Genomics, Inc. | 2.5% |
| RBLX Roblox Corporation | 2.3% |
| BEAM Beam Therapeutics Inc. | 2.3% |
| TER Teradyne, Inc. | 2.0% |
| NTLA Intellia… | 1.9% |
| CRCL Circle Internet Group | 1.9% |
| DE Deere & Company | 1.6% |
| XYZ Block, Inc. | 1.5% |
| NTRA Natera, Inc. | 1.2% |
Distinctively Holocene Advisors, LP
| DHR Danaher Corporation | 1.6% |
| V Visa Inc. | 1.5% |
| SHW The Sherwin-Williams… | 1.4% |
| PH Parker-Hannifin… | 1.2% |
| XONA.DE Exxon Mobil… | 1.1% |
| SOXX iShares Semiconductor… | 1.1% |
| AZN AstraZeneca PLC | 1.1% |
| CSX CSX Corporation | 1.0% |
| STX Seagate Technology… | 1.0% |
| GILD Gilead Sciences, Inc. | 0.9% |
| HLT Hilton Worldwide… | 0.9% |
| STLD Steel Dynamics, Inc. | 0.9% |
| CVX Chevron Corporation | 0.8% |
| NBIS Nebius Group N.V. | 0.8% |
| URI United Rentals, Inc. | 0.8% |
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