Cathie Wood's ARK spends $16.4M on Rocket Lab in a day
The trade went through ARKK, ARKQ and ARKX. The rest of the day's trades, plus ARK's scorecard against the S&P 500.
Generated from ARK's own holdings data.
Cathie Wood's ARK's ARK Invest bought an estimated $16.4M of Rocket Lab (RKLB) on 2 Oct 2026, through ARKK and ARKQ and ARKX. No other trade that day was bigger.
Money came into the funds that day, nudging every holding grew by roughly 11.3%. RKLB grew 12%, far more than the rest — that difference is the actual decision.
The month tells the same story: a net $42.3M bought over 6 trades.
Everything ARK did on 2 Oct 2026
ARK made 9 real moves that day, once money flowing in and out of the funds is stripped out:
| Stock | Funds | Est. value |
|---|---|---|
| RKLB Rocket Lab | ARKK, ARKQ and ARKX | +$16.4M |
| BWXT Bwx Technologies Inc | ARKK | +$13.6M |
| NTLA Intellia Therapeutics Inc | ARKK | −$10.2M |
| VCYT Veracyte IncBought 3 days running | ARKK | +$7.0M |
| PLTR Palantir Technologies Inc | ARKQ and ARKX | −$4.0M |
| NTLA Intellia Therapeutics IncBought 3 days running | ARKG | +$1.1M |
The bigger picture: ARK's last 30 days
Zoom out to 30 days and ARK's largest net purchases are Nvidia Corp ($81.0M), Meta Platforms Inc ($73.6M), Rocket Lab ($42.3M). Going the other way: Advanced Micro Devices ($131.1M), 10X Genomics Inc ($75.6M), Alphabet Inc ($36.4M) have been cut.
Is it working?
ARKK is beating the index this year: +15.2% versus +12.9%.
It has been a strong month: ARKK is +6.6% against +0.5% for the S&P 500, helped most by Twist Bioscience Corp (+42%, 3% of the fund), 10X Genomics Inc (+48%, 3% of the fund), Tempus AI Inc (+23%, 5% of the fund).
The 107-point five-year shortfall is the hangover from ARKK's Feb 2021 peak. The fund fell 81% from that high by Dec 2022 and still sits 42% below it. Five years ago was close to the top, so the five-year number captures almost the whole fall.
| To date | 1 month | YTD | 1 year | 5 years |
|---|---|---|---|---|
| ARKK | +6.6% | +15.2% | +1.9% | -19.0% |
| S&P 500 (SPY) | +0.5% | +12.9% | +15.5% | +88.1% |
| Nasdaq-100 (QQQ) | +5.0% | +21.1% | +23.5% | +112.0% |
How we work this out
ETFpeek is an independent research tool and is not affiliated with ARK Invest or Cathie Wood. Figures are estimates from public fund data, shown for information only — not financial advice. Past performance does not indicate future results.