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거장 목록

캐시 우드

아크 인베스트

총 평가액

$15.40B

보유 종목

190

기준 분기

26 2Q / 8월 14일

포트폴리오 규모 추이▲ +37%

24 2Q · $11.27B고점 대비 ▼ 8.3%$15.40B

TSLA7.54%

AMD5.34%

SPCX4.97%

이번 분기 포트폴리오 변화

직전 26 1Q 대비 · 새로 담은 종목 15 · 전량 매도 6 · 추가 매수 79 · 일부 매도 95

사거나 늘린 종목

신규

SPCX

+4.97%

0.00 → 4.97%

신규

CBRS

+1.10%

0.00 → 1.10%

신규

XE

+0.65%

0.00 → 0.65%

신규

SNOW

+0.45%

전체 보유 190

1

TSLA

Tesla Inc

7.54%$1.16B

2

AMD

Advanced Micro Devices Inc

5.34%$822.8M

3

SPCX

Space Exploration Technologies Corp

4.97%$765.1M

0.00 → 0.45%

신규

GOOGL

+0.33%

0.00 → 0.33%

신규

ALMR

+0.24%

0.00 → 0.24%

신규

HONA

+0.03%

0.00 → 0.03%

신규

Oc

Octave Int

0.00%

0.00 → 0.00%

신규

XBI

0.00%

0.00 → 0.00%

신규

IGV

0.00%

0.00 → 0.00%

팔거나 줄인 종목

청산

Br

Brera Hold

-0.06%

0.06 → 0.00%

청산

ICE

-0.04%

0.04 → 0.00%

청산

PINS

-0.01%

0.01 → 0.00%

청산

CRM

-0.01%

0.01 → 0.00%

청산

IWB

0.00%

0.00 → 0.00%

청산

PANW

-0.01%

0.01 → 0.00%

감소

TSLA

-0.64%

8.18 → 7.54%

감소

AMD

+1.05%

4.29 → 5.34%

감소

HOOD

+0.17%

3.24 → 3.41%

감소

CR

CRISPR The

-0.84%

4.19 → 3.35%

4

TEM

Tempus AI Inc

3.77%

$580.6M

5

HOOD

Robinhood Markets Inc

3.41%$525.1M

6

CR

—

CRISPR Therapeutics AG

3.35%$516.0M

7

SHOP

Shopify Inc

3.08%$474.5M

8

TWST

Twist Bioscience Corp

3.04%$468.1M

9

TXG

10X Genomics Inc

2.49%$383.5M

10

AMZN

Amazon.com Inc

2.46%$379.2M

11

PLTR

Palantir Technologies Inc

2.43%$374.8M

12

GOOG

Alphabet Inc

2.39%$368.6M

13

COIN

Coinbase Global Inc

2.38%$367.1M

14

RBLX

ROBLOX Corp

2.28%$351.6M

15

BEAM

Beam Therapeutics Inc

2.28%$351.3M

16

TER

Teradyne Inc

2.03%$312.0M

17

NTLA

Intellia Therapeutics Inc

1.85%$285.5M

18

CRCL

Circle Internet Group Inc

1.85%$285.5M

19

NVDA

NVIDIA Corp

1.79%$276.4M

20

CRWV

CoreWeave Inc

1.72%$264.5M

21

DE

Deere & Co

1.62%$249.3M

22

XYZ

Block Inc

1.53%$235.4M

23

KTOS

Kratos Defense & Security Solutions Inc.

1.51%$233.0M

24

TSM

Taiwan Semiconductor Manufacturing Company Ltd

1.50%$230.3M

25

NTRA

Natera Inc

1.21%$187.0M

26

ILMN

Illumina Inc

1.19%$183.7M

27

CBRS

Cerebras Systems Inc

1.10%$169.0M

28

RKLB

Rocket Lab Corp

1.08%$165.8M

29

Bu

—

Bullish

1.03%$158.1M

30

AVGO

Broadcom Inc

1.00%$153.8M

31

RXRX

Recursion Pharmaceuticals Inc

0.98%$151.7M

32

ACHR

Archer Aviation Inc

0.98%$151.2M

33

ABSI

Absci Corp

0.97%$149.8M

34

VCYT

Veracyte Inc

0.88%$134.8M

35

META

Meta Platforms Inc

0.87%$134.6M

36

ARKB

ARK 21Shares Bitcoin ETF

0.82%$125.6M

37

LHX

L3Harris Technologies Inc

0.81%$125.3M

38

BMNR

BitMine Immersion Technologies

0.76%$117.3M

39

PSNL

Personalis Inc

0.72%$110.8M

40

WGS

GeneDx Holdings Corp

0.72%$110.5M

41

BWXT

BWX Technologies Inc

0.69%$107.0M

42

AVAV

AeroVironment Inc

0.65%$100.3M

43

XE

X-Energy Inc

0.65%$99.4M

44

LLY

Eli Lilly & Co

0.60%$92.7M

45

ROKU

Roku Inc

0.53%$82.3M

46

GH

Guardant Health Inc

0.49%$76.0M

47

DASH

DoorDash Inc

0.46%$70.1M

48

SNOW

Snowflake Inc

0.45%$68.6M

49

TRMB

Trimble Inc

0.44%$68.2M

50

SOFI

SoFi Technologies Inc

0.44%$67.1M

51

IRDM

Iridium Communications Inc

0.43%$66.6M

52

Jo

—

Joby Aviation Inc

0.39%$59.7M

53

CAT

Caterpillar Inc

0.39%$59.6M

54

LUNR

Intuitive Machines Inc

0.37%$57.7M

55

CDNA

CareDx Inc

0.36%$55.7M

56

FIG

Figma Inc

0.36%$55.0M

57

DDOG

Datadog Inc

0.36%$54.7M

58

CERS

Cerus Corp

0.34%$52.4M

59

TOST

Toast Inc

0.34%$51.7M

60

GOOGL

Alphabet Inc

0.33%$50.1M

61

PACB

Pacific Biosciences of California, Inc.

0.32%$50.0M

62

CMPS

Compass Pathways Plc

0.32%$48.8M

63

El

—

Elbit Systems Ltd

0.31%$47.6M

64

ADPT

Adaptive Biotechnologies Corp

0.29%$44.8M

65

NRIX

Nurix Therapeutics Inc

0.28%$43.5M

66

NET

Cloudflare Inc

0.28%$43.1M

67

BFLY

Butterfly Network Inc

0.28%$42.8M

68

AUR

Aurora Innovation Inc

0.27%$41.8M

69

MELI

MercadoLibre Inc

0.24%$37.4M

70

ALMR

Alamar Biosciences Inc

0.24%$37.2M

71

CCJ

Cameco Corp

0.24%$36.8M

72

TDY

Teledyne Technologies Inc

0.24%$36.6M

73

SNPS

Synopsys Inc

0.24%$36.3M

74

SYM

Symbotic Inc

0.23%$35.8M

75

SDGR

Schrodinger Inc

0.23%$35.0M

76

BIDU

Baidu Inc

0.22%$34.5M

77

SPOT

Spotify Technology SA

0.22%$34.5M

78

P

Everpure Inc

0.20%$31.4M

79

DKNG

DraftKings Inc

0.20%$31.0M

80

PRME

Prime Medicine Inc

0.20%$30.8M

81

RBRK

Rubrik Inc

0.19%$29.3M

82

ISRG

Intuitive Surgical Inc

0.18%$28.0M

83

KDK

Kodiak AI Inc

0.17%$26.2M

84

IONS

Ionis Pharmaceuticals Inc

0.15%$23.8M

85

GTLB

Gitlab Inc

0.15%$23.4M

86

WRD

WeRide Inc

0.14%$21.8M

87

GENB

Generate Biomedicines Inc

0.14%$21.7M

88

ABNB

Airbnb Inc

0.14%$21.2M

89

ARCT

Arcturus Therapeutics Holdings

0.13%$19.5M

90

OKLO

Oklo Inc

0.13%$19.5M

91

Ge

—

Genius Sports Ltd

0.12%$18.6M

92

CRWD

Crowdstrike Holdings Inc

0.12%$18.0M

93

HEI

HEICO Corp

0.12%$17.8M

94

MASS

908 Devices Inc

0.11%$17.6M

95

NFLX

Netflix Inc

0.10%$16.1M

96

PONY

Pony AI Inc

0.10%$15.4M

97

SE

Sea Ltd

0.10%$15.2M

98

Ga

—

Garmin Ltd

0.10%$14.7M

99

Kl

—

Klarna Group PLC

0.09%$14.4M

100

SRTA

Strata Critical Medical Inc

0.09%$14.4M

101

NU

NU Holdings Ltd

0.09%$14.3M

102

Et

—

Etoro Group Ltd

0.08%$12.5M

103

BNTX

BioNTech SE

0.08%$12.4M

104

BABA

Alibaba Group Holding Ltd

0.07%$11.5M

105

CNTN

Canton Strategic Holdings Inc

0.07%$10.3M

106

ARKK

ARK Innovation ETF

0.05%$8.1M

107

LMT

Lockheed Martin Corp

0.05%$7.5M

108

QSI

Quantum-Si Inc

0.04%$6.3M

109

HON

Honeywell International Inc

0.03%$5.2M

110

HONA

Honeywell Aerospace Inc

0.03%$5.1M

111

Si

—

SimilarWeb Ltd

0.03%$5.1M

112

Z

Zillow Group Inc

0.03%$4.8M

113

JF

—

JFrog Ltd

0.03%$4.6M

114

XMTR

Xometry Inc

0.03%$4.4M

115

St

—

Stratasys Ltd

0.03%$4.4M

116

Ur

—

UroGen Pharma Ltd

0.02%$3.7M

117

KSPI

Kaspi.KZ JSC

0.02%$3.6M

118

PAYP

PayPay Corp

0.02%$3.5M

119

Al

—

Alpha Tau Medical Ltd

0.02%$3.5M

120

VELO

Velo3D Inc

0.02%$3.4M

121

Va

—

Valens Semiconductor Ltd

0.02%$3.2M

122

MTLS

Materialise NV

0.02%$3.1M

123

DDD

3D Systems Corp

0.02%$3.1M

124

Ta

—

Taboola.com Ltd

0.02%$3.0M

125

PRLB

Proto Labs Inc

0.02%$2.9M

126

MBLY

Mobileye Global Inc

0.02%$2.7M

127

Pa

—

Pagaya Technologies Ltd

0.02%$2.7M

128

Ra

—

Radware Ltd

0.02%$2.7M

129

To

—

Tower Semiconductor Ltd

0.02%$2.6M

130

Al

—

Allot Ltd

0.02%$2.6M

131

TA

—

TAT Technologies Ltd

0.02%$2.5M

132

XRAY

Dentsply Sirona Inc

0.02%$2.5M

133

HPQ

HP Inc

0.02%$2.5M

134

Ce

—

Cellebrite DI Ltd

0.02%$2.5M

135

Ri

—

Riskified Ltd

0.02%$2.5M

136

RA

—

RADCOM Ltd

0.02%$2.5M

137

It

—

Ituran Location and Control Ltd

0.02%$2.4M

138

Mo

—

Monday.com Ltd

0.02%$2.4M

139

PTC

PTC Inc

0.02%$2.4M

140

Au

—

AudioCodes Ltd

0.02%$2.4M

141

ADSK

Autodesk Inc

0.02%$2.4M

142

TEVA

Teva Pharmaceutical Industries

0.02%$2.3M

143

MSFT

Microsoft Corp

0.01%$2.3M

144

No

—

Nova Ltd

0.01%$2.3M

145

PLTK

Playtika Holding Corp

0.01%$2.3M

146

In

—

Inmode Ltd

0.01%$2.2M

147

Od

—

Oddity Tech Ltd

0.01%$2.2M

148

BWAY

Brainsway Ltd

0.01%$2.2M

149

Na

—

Nayax Ltd

0.01%$2.2M

150

Ch

—

Check Point Software Technologies Ltd

0.01%$2.1M

151

Fi

—

Fiverr International Ltd

0.01%$2.1M

152

Pe

—

Perion Network Ltd

0.01%$2.1M

153

Ca

—

Camtek Ltd

0.01%$2.0M

154

Co

—

Cognyte Software Ltd

0.01%$2.0M

155

Ka

—

Kamada Ltd

0.01%$1.9M

156

NICE

Nice Ltd

0.01%$1.9M

157

Me

—

MediWound Ltd

0.01%$1.9M

158

NNDM

Nano Dimension Ltd

0.01%$1.8M

159

Co

—

Compugen Ltd

0.01%$1.7M

160

Gi

—

Gilat Satellite Networks Ltd

0.01%$1.6M

161

KALU

Kaiser Aluminum Corp

0.01%$1.5M

162

WIX

Wix.com Ltd

0.01%$1.5M

163

MOG/A

Moog Inc

0.01%$1.5M

164

GE

GE Aerospace

0.01%$1.3M

165

En

—

Enlivex Ltd

0.01%$1.3M

166

LECO

Lincoln Electric Holdings Inc

0.01%$1.1M

167

AME

AMETEK Inc

0.01%$1.0M

168

Na

—

Nano-X Imaging Ltd

0.01%$936K

169

ALGN

Align Technology Inc

0.01%$888K

170

Oc

—

Octave Intelligence PLC

0.00%$145K

171

MTRN

Materion Corp

0.00%$135K

172

CRS

Carpenter Technology Corp

0.00%$110K

173

ATI

ATI Inc

0.00%$96K

174

JBL

Jabil Inc

0.00%$94K

175

MMM

3M Co

0.00%$76K

176

AVNT

Avient Corp

0.00%$74K

177

IWF

iShares Russell 1000 Growth ETF

0.00%$71K

178

ARKG

ARK Genomic Revolution ETF

0.00%$70K

179

KMT

Kennametal Inc

0.00%$69K

180

VUG

Vanguard Growth ETF

0.00%$66K

181

ETH

Grayscale Ethereum Staking Min

0.00%$64K

182

DCH

Dauch Corporation

0.00%$35K

183

XBI

State Street SPDR S&P Biotech ETF

0.00%$15K

184

IGV

iShares Expanded Tech-Software Sector ETF

0.00%$5K

185

KCE

State Street SPDR S&P Capital Markets ETF

0.00%$3K

186

XHE

State Street SPDR S&P Health Care Equipment ETF

0.00%$2K

187

XAR

State Street SPDR S&P Aerospace & Defense ETF

0.00%$1K

188

SPY

State Street SPDR S&P 500 ETF Trust

0.00%$0K

189

FCOM

Fidelity MSCI Communication Services Index ETF

0.00%$0K

190

IAI

iShares U.S. Broker-Dealers & Securities Exchanges ETF

0.00%$0K

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