Ark Invest and Gerber Kawasaki ETFs Reveal Overlap in 10 High-Growth Holdings
Common holdings include Alphabet, Nvidia, Amazon, and Eli Lilly, though weighting and strategic focus differ between the two prominent investment vehicles.
A recent analysis of portfolio holdings reveals a notable crossover between Cathie Wood’s Ark Invest funds and Ross Gerber’s AdvisorShares Gerber Kawasaki ETF. Both investment vehicles share ten common stocks, reflecting a convergence in their focus on high-growth technology and disruptive innovation sectors. The shared positions include Alphabet, Nvidia, Broadcom, Eli Lilly, Netflix, Amazon, Kratos Defense, CrowdStrike, Genius Sports, and Meta Platforms.
While the list of common equities is identical, the allocation strategies differ significantly. In the AdvisorShares Gerber Kawasaki ETF, Alphabet represents the second-largest holding at 9.27 per cent of assets, followed by Nvidia at 8.13 per cent and Broadcom at 6.83 per cent. Eli Lilly holds the fifth position at 6.15 per cent, while Netflix, Amazon, Kratos Defense, CrowdStrike, Genius Sports, and Meta Platforms occupy lower weightings ranging from 3.90 per cent down to 0.39 per cent.
Wood’s Ark Invest manages multiple ETFs, including ARKK, ARKW, ARKQ, ARKG, and ARKX. Nvidia and Broadcom are held across ARKQ, ARKK, and ARKW but do not rank among the top 10 holdings in any single fund. Similarly, Eli Lilly is held in ARKG but is not a top 10 position. Netflix is held in ARKW but also misses the top 10 threshold.
Amazon presents a more diversified presence across Wood’s funds. It is held in ARKX, ARKK, ARKW, ARKQ, and ARKF. Within these vehicles, Amazon ranks as the 10th-largest holding in ARKX, the 7th-largest in ARKW, and the 9th-largest in ARKQ. Combined across the Ark ETFs, it sits as the 11th top holding. Kratos Defense is the fifth-largest holding in ARKQ, while CrowdStrike, Genius Sports, and Meta Platforms are held in ARKW but do not feature in the top 10.
The overlap underscores the institutional interest in specific equities within the technology and innovation space. Amazon’s recent performance highlights the potential volatility and reward in these sectors. Following its fourth-quarter fiscal 2025 earnings report, which included $213.4 billion in revenue and $25 billion in operating income, Amazon shares rose by 31.9 per cent over the following month. The stock has gained 23,545 per cent since its inception in 2002, driven by strong investor demand and institutional buying.
