macro

Ark Invest names its biggest Q3 winners and losers in quarterly report

Cathie Wood's Ark Invest quarterly report shows 10x Genomics led gains, while Tesla and Rocket Lab were the largest drags on its ETFs.

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what happened

According to Stocktwits, citing Ark Invest's latest quarterly report, 10x Genomics (TXG) was the standout winner across the firm's portfolios. It added 9.03 percentage points to the ARKG ETF's 28.92% gain in the third quarter and 2.92 points to ARKK's 10.39% return. Ark linked the rally to rising interest in single-cell sequencing and spatial analysis as data sources for AI drug-discovery models.

Twist Bioscience, Tempus AI and Palantir also made meaningful contributions. Tesla was the clearest recurring drag, being the biggest detractor in ARKQ, ARKK and ARKW. Ark said the stock sold off after weak second-quarter profitability, price cuts and the wind-down of the Model S and Model X. Rocket Lab weighed on the space-focused funds.

why it matters

For investors, the report shows how heavily Ark's ETF performance depends on AI and biotech holdings. The figures measure each stock's contribution to its fund's return, not its standalone performance.

tags

instruments

ARKKARKGTSLARKLBTXGPLTR

sources

  1. Cathie Wood-Led Ark Invest's Biggest Q3 Winners and Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged — stocktwits.com, 17 October 2026 at 08:29 UTC

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