Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
ARK Investment Management ⇄ Jennison Associates Llc
56Shared positions
8.1%Name overlap (Jaccard)
15+Only ARK…
15+Only Jennison…
Shared holdings · Q2 2026
Distinctively ARK Investment…
| TEM Tempus AI, Inc. | 3.8% |
| CRSP CRISPR Therapeutics AG | 3.4% |
| COIN Coinbase Global, Inc. | 2.4% |
| 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% |
| KTOS Kratos Defense &… | 1.5% |
| BLSH Bullish | 1.0% |
| RXRX Recursion… | 1.0% |
| ACHR Archer Aviation Inc. | 1.0% |
| ABSI Absci Corporation | 1.0% |
Distinctively Jennison Associates…
| AAPL Apple Inc. | 5.7% |
| MA Mastercard… | 1.5% |
| V Visa Inc. | 1.4% |
| WMT Walmart Inc. | 1.3% |
| BA The Boeing Company | 1.2% |
| COST Costco Wholesale… | 1.2% |
| CDNS Cadence Design… | 1.0% |
| APH Amphenol Corporation | 1.0% |
| LRCX Lam Research… | 0.9% |
| VRTX Vertex… | 0.9% |
| KLAC KLA Corporation | 0.9% |
| CEG Constellation Energy… | 0.8% |
| GS The Goldman Sachs… | 0.7% |
| DIS The Walt Disney… | 0.7% |
| NBIS Nebius Group N.V. | 0.7% |
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