CTCathie TrackerBeta
Menu
DashboardHoldingsConvictionCalendar
Funds
ARKKInnovationARKQAutonomous TechARKWNext Gen InternetARKGGenomicsARKFFintechARKXSpace
PRO

Get real-time alerts & advanced analytics

Cathie Tracker
Crypto
Loading prices...
Economic Data
Loading data...
ARK Stock News
Loading news...
HomeHoldingsConvictionCalendarSearch
Back to Dashboard

Conviction Tracker

Stocks ranked by ARK's conviction level — combining total portfolio weight, fund diversity, and recent trading activity.

Fri, Feb 13 Movers

24 trades just published by Cathie

Accumulating (5 stocks)
BEAM↑ BUY
Beam Therapeutics Inc
218,529 shares
ARKK, ARKG
COIN↑ BUY
Coinbase Global Inc
92,854 shares
ARKK, ARKW, ARKF
RBLX↑ BUY
Roblox Corp
67,387 shares
ARKK, ARKW, ARKF
SLMT↑ BUY
Brera Holdings PLC
9,984 shares
ARKK
CRSP↑ BUY
CRISPR Therapeutics AG
5,910 shares
ARKK, ARKG
Distributing (9 stocks)
PD↓ SELL
PagerDuty Inc
842,636 shares
ARKK, ARKW
DSY↓ SELL
Discovery Ltd
144,372 shares
ARKF
TWST↓ SELL
Twist Bioscience Corp
72,585 shares
ARKK, ARKG
AMD
Top Conviction
28
Accumulating
22
Distributing
128
Total Stocks
Conviction Score:Weight across funds + Fund diversity + Trading momentum = Active accumulation
Last updated: 2/15/2026, 7:55:01 PM

AMD

ADVANCED MICRO DEVICES

94
Conviction
22.19%
Total Weight
5
Funds
+8
Net Trades
Accumulating
ARKK 4.0%ARKQ 4.2%
ABNB↓ SELL
Airbnb Inc
38,300 shares
ARKK, ARKW, ARKF
GTLB↓ SELL
GitLab Inc
13,067 shares
ARKW
TER↓ SELL
Teradyne Inc
5,182 shares
ARKK
KSPI↓ SELL
Kaspi.kz AO
2,700 shares
ARKF
CRM↓ SELL
Salesforce Inc
2,500 shares
ARKW
TTD↓ SELL
Trade Desk Inc
100 shares
ARKW
ARKW 7.5%
ARKF 2.4%
ARKX 4.2%
#2

SHOP

SHOPIFY INC - CLASS A

79
Conviction
18.54%
Total Weight
3
Funds
+9
Net Trades
Accumulating
ARKK 4.3%ARKW 4.6%ARKF 9.7%
#3

HOOD

ROBINHOOD MARKETS INC - A

69
Conviction
13.54%
Total Weight
3
Funds
+13
Net Trades
Accumulating
ARKK 4.0%ARKW 4.5%ARKF 5.0%
#4

TSLA

TESLA INC

67
Conviction
32.64%
Total Weight
3
Funds
+1
Net Trades
Holding
ARKK 11.5%ARKQ 10.6%ARKW 10.6%
#5

CRSP

CRISPR THERAPEUTICS AG

67
Conviction
14.48%
Total Weight
2
Funds
+8
Net Trades
Accumulating
ARKK 5.9%ARKG 8.6%
#6

GOOG

ALPHABET INC-CL C

67
Conviction
10.68%
Total Weight
4
Funds
+9
Net Trades
Accumulating
ARKK 0.9%ARKQ 3.3%ARKW 3.7%ARKX 2.8%
#7

TEM

TEMPUS AI INC

65
Conviction
13.49%
Total Weight
2
Funds
+24
Net Trades
Accumulating
ARKK 5.2%ARKG 8.3%
#8

RBLX

ROBLOX CORP -CLASS A

62
Conviction
10.11%
Total Weight
3
Funds
+16
Net Trades
Accumulating
ARKK 3.6%ARKW 3.7%ARKF 2.9%
#9

CRCL

CIRCLE INTERNET GROUP INC

59
Conviction
8.69%
Total Weight
3
Funds
+12
Net Trades
Accumulating
ARKK 2.6%ARKW 2.7%ARKF 3.4%
#10

PLTR

PALANTIR TECHNOLOGIES INC-A

57
Conviction
18.55%
Total Weight
5
Funds
0
Net Trades
Holding
ARKK 3.1%ARKQ 3.7%ARKW 2.9%ARKF 4.5%ARKX 4.3%
#11

BLSH

BULLISH

55
Conviction
6.33%
Total Weight
3
Funds
+33
Net Trades
Accumulating
ARKK 2.5%ARKW 2.1%ARKF 1.8%
#12

BMNR

BITMINE IMMERSION TECHNOLOGI

50
Conviction
6.49%
Total Weight
3
Funds
+5
Net Trades
Accumulating
ARKK 2.1%ARKW 2.1%ARKF 2.3%
#13

CRWV

COREWEAVE INC-CL A

49
Conviction
5.49%
Total Weight
2
Funds
+6
Net Trades
Accumulating
ARKK 2.0%ARKW 3.5%
#14

AMZN

AMAZON.COM INC

48
Conviction
11.58%
Total Weight
5
Funds
+1
Net Trades
Holding
ARKK 1.7%ARKQ 2.2%ARKW 2.0%ARKF 2.3%ARKX 3.4%
#15

AVAV

AEROVIRONMENT INC

48
Conviction
10.16%
Total Weight
2
Funds
+4
Net Trades
Accumulating
ARKQ 3.6%ARKX 6.6%
#16

BEAM

BEAM THERAPEUTICS INC

46
Conviction
8.91%
Total Weight
2
Funds
+4
Net Trades
Accumulating
ARKK 3.8%ARKG 5.1%
#17

COIN

COINBASE GLOBAL INC -CLASS A

46
Conviction
11.87%
Total Weight
3
Funds
+2
Net Trades
Accumulating
ARKK 3.3%ARKW 2.9%ARKF 5.7%
#18

DE

DEERE & CO

45
Conviction
11.57%
Total Weight
3
Funds
+2
Net Trades
Accumulating
ARKK 1.8%ARKQ 4.5%ARKX 5.3%
#19

AVGO

BROADCOM INC

45
Conviction
4.00%
Total Weight
3
Funds
+5
Net Trades
Accumulating
ARKK 1.0%ARKQ 0.9%ARKW 2.2%
#20

WGS

GENEDX HOLDINGS CORP

44
Conviction
3.17%
Total Weight
2
Funds
+6
Net Trades
Accumulating
ARKK 1.1%ARKG 2.1%
#21

SLMT

BRERA HOLDINGS PLC-CL B

43
Conviction
0.42%
Total Weight
3
Funds
+8
Net Trades
Accumulating
ARKK 0.1%ARKW 0.1%ARKF 0.2%
#22

TSM

TAIWAN SEMICONDUCTOR-SP ADR

40
Conviction
9.50%
Total Weight
4
Funds
+1
Net Trades
Holding
ARKK 1.8%ARKQ 3.0%ARKW 3.6%ARKX 1.0%
#23

NVDA

NVIDIA CORP

40
Conviction
9.76%
Total Weight
5
Funds
0
Net Trades
Holding
ARKK 1.7%ARKQ 2.3%ARKW 1.7%ARKF 1.5%ARKX 2.5%
#24

NTLA

INTELLIA THERAPEUTICS INC

37
Conviction
4.73%
Total Weight
2
Funds
+4
Net Trades
Accumulating
ARKK 1.7%ARKG 3.0%
#25

XYZ

BLOCK INC

37
Conviction
7.40%
Total Weight
3
Funds
+2
Net Trades
Accumulating
ARKK 1.3%ARKW 2.3%ARKF 3.9%
#26

WRD

WERIDE INC-ADR

37
Conviction
1.29%
Total Weight
1
Funds
+6
Net Trades
Accumulating
ARKQ 1.3%
#27

LHX

L3HARRIS TECHNOLOGIES INC

36
Conviction
11.53%
Total Weight
2
Funds
+1
Net Trades
Holding
ARKQ 3.2%ARKX 8.3%
#28

TRMB

TRIMBLE INC

36
Conviction
6.63%
Total Weight
2
Funds
+3
Net Trades
Accumulating
ARKQ 2.5%ARKX 4.1%
#29

KDK

KODIAK AI INC

36
Conviction
0.97%
Total Weight
1
Funds
+15
Net Trades
Accumulating
ARKQ 1.0%
#30

RKLB UQ

ROCKET LAB

35
Conviction
13.43%
Total Weight
2
Funds
0
Net Trades
Holding
ARKQ 4.5%ARKX 8.9%
#31

ACHR

ARCHER AVIATION INC-A

33
Conviction
10.44%
Total Weight
3
Funds
0
Net Trades
Holding
ARKK 2.1%ARKQ 3.2%ARKX 5.1%
#32

TOST

TOAST INC-CLASS A

29
Conviction
5.43%
Total Weight
2
Funds
+2
Net Trades
Accumulating
ARKW 1.1%ARKF 4.3%
#33

RXRX

RECURSION PHARMACEUTICALS-A

28
Conviction
4.97%
Total Weight
2
Funds
+2
Net Trades
Accumulating
ARKK 1.2%ARKG 3.7%
#34

JOBY

JOBY AVIATION INC

26
Conviction
3.77%
Total Weight
2
Funds
+2
Net Trades
Accumulating
ARKQ 1.3%ARKX 2.4%
#35

TER

TERADYNE INC

25
Conviction
21.46%
Total Weight
3
Funds
-15
Net Trades
Distributing
ARKK 3.3%ARKQ 11.0%ARKX 7.2%
#36

DASH

DOORDASH INC - A

25
Conviction
4.57%
Total Weight
4
Funds
0
Net Trades
Holding
ARKQ 0.8%ARKW 1.1%ARKF 1.6%ARKX 1.1%
#37

BWXT

BWX TECHNOLOGIES INC

22
Conviction
4.78%
Total Weight
3
Funds
0
Net Trades
Holding
ARKK 1.3%ARKQ 1.8%ARKX 1.6%
#38

BIDU

BAIDU INC - SPON ADR

22
Conviction
4.86%
Total Weight
3
Funds
0
Net Trades
Holding
ARKK 1.3%ARKQ 2.0%ARKW 1.6%
#39

DKNG UW

DRAFTKINGS INC-CL A

20
Conviction
3.83%
Total Weight
3
Funds
0
Net Trades
Holding
ARKK 0.6%ARKW 0.9%ARKF 2.4%
#40

NTRA

NATERA INC

19
Conviction
5.58%
Total Weight
2
Funds
0
Net Trades
Holding
ARKK 1.4%ARKG 4.2%
#41

BABA

ALIBABA GROUP HOLDING-SP ADR

18
Conviction
3.09%
Total Weight
3
Funds
0
Net Trades
Holding
ARKK 0.9%ARKW 1.0%ARKF 1.1%
#42

SOFI

SOFI TECHNOLOGIES INC

17
Conviction
4.25%
Total Weight
2
Funds
0
Net Trades
Holding
ARKK 0.7%ARKF 3.5%
#43

DDOG

DATADOG INC - CLASS A

17
Conviction
1.64%
Total Weight
1
Funds
+2
Net Trades
Accumulating
ARKW 1.6%
#44

BYDDY

BYD CO LTD-UNSPONSORED ADR

16
Conviction
1.06%
Total Weight
1
Funds
+2
Net Trades
Accumulating
ARKQ 1.1%
#45

PSNL

PERSONALIS INC

16
Conviction
6.01%
Total Weight
1
Funds
0
Net Trades
Holding
ARKG 6.0%
#46

META

META PLATFORMS INC-CLASS A

15
Conviction
6.35%
Total Weight
3
Funds
-2
Net Trades
Distributing
ARKK 1.2%ARKW 2.7%ARKF 2.5%
#47

LUNR

INTUITIVE MACHINES INC

15
Conviction
3.25%
Total Weight
2
Funds
0
Net Trades
Holding
ARKQ 1.5%ARKX 1.8%
#48

KTOS

KRATOS DEFENSE & SECURITY

14
Conviction
16.04%
Total Weight
3
Funds
-16
Net Trades
Distributing
ARKK 1.2%ARKQ 7.1%ARKX 7.8%
#49

CAT

CATERPILLAR INC

14
Conviction
2.27%
Total Weight
1
Funds
+1
Net Trades
Holding
ARKQ 2.3%
#50

ESLT

ELBIT SYSTEMS LTD

14
Conviction
2.95%
Total Weight
2
Funds
0
Net Trades
Holding
ARKQ 1.5%ARKX 1.5%