# Portfolio overlap — ARKF vs ZVGIX

Comparing **ARK Blockchain & Fintech Innovation ETF** (2026-04-30) and **Zevenbergen Genea Fund** (2026-03-31).

- Shared positions: 9
- ARK Blockchain & Fintech Innovation ETF covered by Zevenbergen Genea Fund: 0.2463004443457259246929296702
- Zevenbergen Genea Fund covered by ARK Blockchain & Fintech Innovation ETF: 0.2463004443457259246929296703

## ARK Blockchain & Fintech Innovation ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SHOPIFY INC CL A | 0.092678 | ✓ |
| ARK 21Shares Bitcoin ETF | 0.064202 |  |
| COINBASE GLOBAL INC | 0.058313 |  |
| CIRCLE INTERNET GROUP INC A | 0.054661 |  |
| BLOCK INC CL A | 0.053112 |  |
| ROBINHOOD MARKETS INC | 0.044695 |  |
| PALANTIR TECHNOLOGIES INC | 0.042010 |  |
| TOAST INC-A | 0.041185 | ✓ |
| ADV MICRO DEVICE | 0.038755 |  |
| AMAZON.COM INC | 0.038651 | ✓ |
| BULLISH | 0.035568 |  |
| MERCADOLIBRE INC | 0.031878 | ✓ |
| META PLATFORMS INC CL A | 0.028660 |  |
| ROKU INC CLASS A | 0.028657 |  |
| ROBLOX CORP - A | 0.027101 |  |
| OPENAI GROUP PBC SERIES C | 0.026570 |  |
| SOFI TECHNOLOGIES INC A | 0.025120 |  |
| ADYEN NV | 0.022029 |  |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.021563 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.020474 |  |
| NVIDIA CORP | 0.018196 | ✓ |
| DRAFTKINGS INC | 0.017867 | ✓ |
| SEA LTD ADR | 0.017741 |  |
| FUTU HOLDINGS LTD ADR | 0.016762 |  |
| AIRBNB INC CLASS A | 0.015847 |  |
| SPOTIFY TECHNOLOGY SA | 0.015259 | ✓ |
| KLARNA GROUP PLC | 0.013082 |  |
| DOORDASH INC-A | 0.013061 |  |
| CROWDSTRIKE HOLDINGS INC | 0.013031 | ✓ |
| Etoro Group Ltd., Class A | 0.012098 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.011840 |  |
| ZILLOW GROUP INC CL C | 0.008938 | ✓ |
| Paypay Corp. SPONSORED ADS | 0.007157 |  |
| Kaspi.Kz JSC SPONSORED ADS | 0.006493 |  |
| 3iQ Ether Staking ETF | 0.006005 |  |
| 3iQ Solana Staking ETF | 0.003247 |  |
| Goldman Sachs Financial Square Treasury Obligations Fund | 0.002231 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.002201 |  |
| THARIMMUNE INC | 0.001728 |  |
| Brera Holdings PLC | 0.000882 |  |
| BRERA HOLDINGS PLC WTS | 0.000447 |  |

## Zevenbergen Genea Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TESLA INC | 0.101684 |  |
| NVIDIA CORP | 0.100108 | ✓ |
| SHOPIFY INC CL A | 0.079675 | ✓ |
| MERCADOLIBRE INC | 0.070677 | ✓ |
| AXON ENTERPRISE INC | 0.063346 |  |
| ROCKET LAB CORP | 0.036389 |  |
| SNOWFLAKE INC CL A | 0.035101 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.034371 |  |
| KARMAN HOLDINGS INC | 0.034114 |  |
| NETFLIX INC | 0.034035 |  |
| TOAST INC-A | 0.033501 | ✓ |
| BLOOM ENERGY CORP CL A | 0.033348 |  |
| AMAZON.COM INC | 0.032967 | ✓ |
| DATADOG INC CL A | 0.032649 |  |
| CROWDSTRIKE HOLDINGS INC | 0.031748 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.030534 | ✓ |
| UBER TECHNOLOGIES INC | 0.030279 |  |
| APPLOVIN CORP | 0.025615 |  |
| SAMSARA INC-CL A | 0.023937 |  |
| Nebius Group NV, Class A | 0.018680 |  |
| SYMBOTIC INC | 0.018207 |  |
| DRAFTKINGS INC | 0.016942 | ✓ |
| REDDIT INC-A | 0.014053 |  |
| RIVIAN AUTOMOTIVE INC | 0.012278 |  |
| RUBRIK INC-A | 0.010264 |  |
| MAKEMYTRIP LTD | 0.009730 |  |
| ARM HOLDINGS LTD | 0.009342 |  |
| KRAKEN ROBOTICS INC COMMON STOCK | 0.009142 |  |
| NLIGHT INC | 0.009075 |  |
| ZILLOW GROUP INC CL C | 0.004851 | ✓ |
| FIRST AM-UT MM-Z | 0.003359 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-025085` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1579982/000094040026025085/0000940400-26-025085-index.htm>
- N-PORT (fund B) — accession `0001193125-26-247957` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1970751/000119312526247957/0001193125-26-247957-index.htm>

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