Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
ARK Investment Management ⇄ Invesco Ltd.
60Shared positions
3.9%Name overlap (Jaccard)
15+Only ARK…
15+Only Invesco Ltd.
Shared holdings · Q2 2026
Distinctively ARK Investment…
| ARKB ARK 21Shares Bitcoin… | 0.8% |
| CMPS COMPASS Pathways plc | 0.3% |
| ALMR | 0.2% |
| KDK Kodiak AI, Inc.… | 0.2% |
| KLAR Klarna Group plc | 0.1% |
| ARKK ARK Innovation ETF | 0.0% |
| SMWB | 0.0% |
| PAYP PayPay Corporation | 0.0% |
| DRTS | 0.0% |
| KSPI Joint Stock Company… | 0.0% |
| VELO | 0.0% |
| VLN | 0.0% |
| MTLS | 0.0% |
| ALLT | 0.0% |
| MNDY monday.com Ltd. | 0.0% |
Distinctively Invesco Ltd.
| AAPL Apple Inc. | 4.3% |
| MU Micron Technology… | 3.3% |
| LRCX Lam Research… | 1.8% |
| INTC Intel Corp. | 1.7% |
| AMAT Applied Materials… | 1.6% |
| WMT Walmart Inc. | 1.3% |
| CSCO Cisco Systems, Inc. | 1.3% |
| KLAC KLA Corporation | 1.1% |
| COST Costco Wholesale… | 1.0% |
| SNDK Sandisk Corporation | 1.0% |
| TXN Texas Instruments… | 0.9% |
| WDC Western Digital… | 0.7% |
| MRVL Marvell Technology… | 0.7% |
| PANW Palo Alto Networks… | 0.7% |
| LIN Linde plc | 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