ARKX holdings: all 32 stocks in ARK Space & Defense Innovation ETF, as of 30 Oct 2026.
Actively managed fund focused on space and defense technology — launch, satellites, drones, orbital services and enabling technologies.
See every ARK Invest fund combined, and the daily buys and sells, on the ARK Invest page.
| # | Company | Ticker | Weight | Shares | Market value |
|---|---|---|---|---|---|
| 1 | Space Exploration Technologies Corp | SPCX | 10.63% | 526,061 | $75.7M |
| 2 | L3Harris Technologies Inc | LHX | 7.47% | 190,914 | $53.2M |
| 3 | Kratos Defense & Security | KTOS | 6.19% | 1,010,701 | $44.1M |
| 4 | Aerovironment Inc | AVAV | 5.94% | 313,618 | $42.3M |
| 5 | Deere & Co | DE | 5.66% | 61,049 | $40.3M |
| 6 | Rocket Lab Corp | RKLB | 5.35% | 645,066 | $38.1M |
| 7 | NVIDIA Corp | NVDA | 5.16% | 172,103 | $36.8M |
| 8 | Amazon.com Inc | AMZN | 4.46% | 130,299 | $31.8M |
| 9 | Palantir Technologies Inc | PLTR | 3.99% | 144,795 | $28.4M |
| 10 | Tesla Inc | TSLA | 3.89% | 68,622 | $27.7M |
| 11 | Trimble Inc | TRMB | 3.81% | 415,016 | $27.1M |
| 12 | Archer Aviation Inc | ACHR | 3.59% | 5,828,844 | $25.5M |
| 13 | Alphabet Inc | GOOG | 3.40% | 85,836 | $24.2M |
| 14 | Komatsu Ltd | 6301 | 2.86% | 509,825 | $20.3M |
| 15 | Advanced Micro Devices Inc | AMD | 2.83% | 35,532 | $20.1M |
| 16 | Teradyne Inc | TER | 2.69% | 64,753 | $19.2M |
| 17 | Intuitive Machines Inc | LUNR | 2.29% | 1,393,825 | $16.3M |
| 18 | Joby Aviation Inc | JOBY | 2.27% | 3,188,160 | $16.2M |
| 19 | DoorDash Inc | DASH | 1.79% | 71,142 | $12.7M |
| 20 | Thales SA | HO | 1.72% | 45,900 | $12.2M |
| 21 | HEICO Corp | HEI | 1.63% | 35,632 | $11.6M |
| 22 | Garmin Ltd | GRMN | 1.53% | 38,796 | $10.9M |
| 23 | Bwx Technologies Inc | BWXT | 1.50% | 77,430 | $10.7M |
| 24 | Elbit Systems Ltd | ESLT | 1.32% | 11,666 | $9.4M |
| 25 | Teledyne Technologies Inc | TDY | 1.24% | 12,993 | $8.8M |
| 26 | Synopsys Inc | SNPS | 1.20% | 17,456 | $8.6M |
| 27 | X-Energy Inc | XE | 1.15% | 700,872 | $8.2M |
| 28 | Lockheed Martin Corp | LMT | 1.12% | 12,430 | $8.0M |
| 29 | Jd Logistics Inc | 2618 | 0.98% | 5,580,258 | $7.0M |
| 30 | Airbus SE | AIR | 0.94% | 30,674 | $6.7M |
| 31 | Taiwan Semiconductor-Sp ADR | TSM | 0.80% | 13,139 | $5.7M |
| 32 | Honeywell Aerospace Inc | HONA | 0.42% | 18,470 | $3.0M |
| Date | Stock | Action | Shares Δ | % Δ ETF |
|---|---|---|---|---|
| 30 Oct 2026 | JOBY | BUYAdded | +83,560 | +0.05% |
| 29 Oct 2026 | AVAV | BUYAdded | +4,478 | +0.03% |
| 29 Oct 2026 | ACHR | BUYAdded | +318,635 | +0.27% |
| 29 Oct 2026 | AMD | SELLReduced | -1,600 | -0.04% |
| 29 Oct 2026 | TER | BUYAdded | +5,755 | +0.16% |
| 29 Oct 2026 | JOBY | BUYAdded | +211,597 | +0.17% |
| 29 Oct 2026 | TSM | SELLReduced | -3,224 | -0.20% |
| 28 Oct 2026 | KTOS | BUYAdded | +46,851 | +0.28% |
| 28 Oct 2026 | AVAV | BUYAdded | +25,711 | +0.40% |
| 28 Oct 2026 | ACHR | BUYAdded | +173,004 | +0.26% |
| 28 Oct 2026 | AMD | SELLReduced | -9,169 | -0.62% |
| 28 Oct 2026 | JOBY | BUYAdded | +294,945 | +0.29% |
| 28 Oct 2026 | TSM | SELLReduced | -7,903 | -0.48% |
| 27 Oct 2026 | KTOS | BUYAdded | +21,709 | +0.31% |
| 27 Oct 2026 | AVAV | BUYAdded | +19,713 | +0.39% |
| 27 Oct 2026 | AMD | SELLReduced | -7,804 | -0.53% |
| 27 Oct 2026 | ACHR | BUYAdded | +379,750 | +0.21% |
| 27 Oct 2026 | JOBY | BUYAdded | +141,893 | +0.05% |
| 27 Oct 2026 | TSM | SELLReduced | -7,157 | -0.43% |
| 22 Oct 2026 | LUNR | BUYAdded | +43,539 | +0.10% |
| 22 Oct 2026 | ESLT | SELLReduced | -379 | -0.06% |
| 22 Oct 2026 | XE | BUYAdded | +66,146 | +0.10% |
| 21 Oct 2026 | LUNR | BUYAdded | +120,900 | +0.15% |
| 21 Oct 2026 | HO | SELLReduced | -6,874 | -0.26% |
| 21 Oct 2026 | ESLT | SELLReduced | -1,500 | -0.19% |
| 21 Oct 2026 | XE | BUYAdded | +66,436 | +0.12% |
| 16 Oct 2026 | RKLB | BUYAdded | +13,591 | -0.25% |
| 16 Oct 2026 | AMZN | SELLReduced | -1,404 | -0.03% |
| 16 Oct 2026 | PLTR | SELLReduced | -1,799 | -0.06% |
| 12 Oct 2026 | IRDM | SELLFully exited | -300 | +0.00% |
| 9 Oct 2026 | TER | SELLReduced | -834 | -0.09% |
| 9 Oct 2026 | IRDM | SELLReduced | -1,295 | -0.01% |
| 8 Oct 2026 | AVAV | BUYAdded | +13,613 | +0.16% |
| 8 Oct 2026 | TER | SELLReduced | -5,923 | -0.42% |
| 8 Oct 2026 | LUNR | BUYAdded | +171,268 | +0.26% |
| 8 Oct 2026 | JOBY | BUYAdded | +121,703 | +0.11% |
| 8 Oct 2026 | IRDM | SELLReduced | -15,766 | -0.10% |
| 7 Oct 2026 | AVAV | BUYAdded | +13,543 | +0.34% |
| 7 Oct 2026 | TER | SELLReduced | -10,025 | -0.74% |
| 7 Oct 2026 | ACHR | BUYAdded | +216,952 | +0.06% |
| 7 Oct 2026 | LUNR | BUYAdded | +87,515 | +0.25% |
| 7 Oct 2026 | JOBY | BUYAdded | +209,543 | +0.14% |
| 7 Oct 2026 | IRDM | SELLReduced | -55,802 | -0.35% |
| 2 Oct 2026 | RKLB | BUYAdded | +15,910 | +0.21% |
| 2 Oct 2026 | PLTR | SELLReduced | -5,835 | -0.09% |