Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
ARK Investment Management ⇄ Loomis Sayles & Co L P
52Shared positions
6.4%Name overlap (Jaccard)
15+Only ARK…
15+Only Loomis Sayles…
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% |
| TXG 10x Genomics, Inc. | 2.5% |
| COIN Coinbase Global, Inc. | 2.4% |
| RBLX Roblox Corporation | 2.3% |
| BEAM Beam Therapeutics Inc. | 2.3% |
| NTLA Intellia… | 1.9% |
| CRCL Circle Internet Group | 1.9% |
| CRWV CoreWeave, Inc. Class… | 1.7% |
| KTOS Kratos Defense &… | 1.5% |
| CBRS Cerebras Systems Inc. | 1.1% |
| RKLB Rocket Lab USA, Inc. | 1.1% |
| BLSH Bullish | 1.0% |
Distinctively Loomis Sayles & Co L P
| V Visa Inc. | 3.9% |
| BA The Boeing Company | 3.8% |
| ORCL Oracle Corporation | 3.1% |
| MNST Monster Beverage… | 3.0% |
| VRTX Vertex… | 2.4% |
| DIS The Walt Disney… | 1.6% |
| REGN Regeneron… | 1.5% |
| CRM Salesforce, Inc. | 1.3% |
| SBUX Starbucks Corporation | 1.2% |
| EXPD Expeditors… | 1.1% |
| NVO Novo Nordisk A/S | 1.1% |
| NVS Novartis AG | 1.0% |
| SEIC SEI Investments… | 0.9% |
| TMO Thermo Fisher… | 0.8% |
| BKNG Booking Holdings 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