Venture capital firm
ARK Invest portfolio
ark-invest.comARK Invest is a venture capital firm based in Saint Petersburg, United States, founded in 2014. It has invested in 29 venture-backed companies across 32 funding rounds on VCMC, and led 2 of those rounds. 16 of them were in the last 12 months.
29
Venture-backed companies
in its portfolio on VCMC
32
Funding rounds
led 2
16
Last 12 months
rounds, Oct 2025 to Sep 2026
19
With a disclosed valuation
of 29 companies
$180.7B
Combined value of its private companies
the whole companies, not what ARK Invest owns
29 private companies ARK Invest has backed have a VCMC valuation; together they are worth $180.7B. That is the value of the whole companies, not what ARK Invest owns. Figure is 24% of the total. How VCMC values companies.
Values cover private companies only; public companies are not included.
Portfolio
Full ARK Invest portfolio (29 companies)
29 companies.
| # | Last round | History | Range | Trend | Grade | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Crusoe Hosting & Cloud Infrastructure Providers · since Series F, 2026 | Series F Sep 2026 $3.90B | $31.7B | $26.9B – $46.2B | $40.2B (+27%) | $4.4B | 0% | 1,720 | growing | A | |
| 2 | Figure Industrial Machinery & Supplies · since Series B, 2024 | Growth Equity Sep 2026 $3.50B | $43.7B | $30.5B – $67.7B | $47.7B (+9%) | $4.3B | 0% | 955 | growing | B | |
| 3 | Lambda Tech Companies · since Series D, 2025 | Debt Aug 2026 $926M | $12.4B | $6.8B – $17.9B | $12.6B (+2%) | $1.4B | 0% | – | unknown | B | |
| 4 | Wonder Food delivery · since Series D, 2026 | Series D Jul 2026 $650M | $9.7B | $7.8B – $13.5B | $11.7B (+21%) | $1.3B | 0% | 10,359 | flat | A | |
| 5 | Kalshi Financial Services · since Series E, 2025 | Series F May 2026 $1.00B | $25.2B | $19.1B – $34.0B | $29.6B (+17%) | $3.3B | 0% | 583 | growing | A | |
| 6 | Tenstorrent Device Manufacturing · since Series E, 2026 | Series E Oct 2026 $1.50B | $6.2B | $5.4B – $9.3B | $8.1B (+30%) | $887M | 0% | 1,280 | growing | A | |
| 7 | Lambda Hosting & Cloud Infrastructure Providers · since Series D, 2025 | Series D Aug 2025 $480M | $5.2B | $3.1B – $6.0B | $5.2B (0%) | $572M | 0% | 420 | unknown | B | |
| 8 | Neuralink Medical Supply Manufacturers · since Series E, 2025 | Series E Jun 2025 $650M | $13.1B | $8.1B – $15.1B | $13.1B (0%) | $1.4B | 0% | 672 | up | B | |
| 9 | K2 Space Aerospace and Defence · since Series D, 2026 | Series D Jul 2026 $500M | $7.2B | $5.9B – $10.2B | $8.8B (+22%) | $972M | 0% | 332 | growing | A | |
| 10 | Ayar Labs Electronical Components Manufacturing · since Series E, 2026 | Series E Mar 2026 $500M | $4.5B | $3.3B – $5.8B | $5.0B (+11%) | $552M | 0% | 259 | up | A | |
| 11 | Replit Tech Companies · since Series B, 2023 | Growth Equity Mar 2026 $400M | $10.5B | $7.8B – $13.3B | $11.6B (+10%) | $1.0B | 0% | 709 | growing | A | |
| 12 | Boom Aircraft Parts & Services · since Series B, 2025 | Series B Dec 2025 $300M | $2.1B | $1.3B – $2.5B | $2.1B (+2%) | $259M | 19% | 360 | up | B | |
| 13 | Tech Companies · since Series D, 2022 | Series E Oct 2026 $100M | $1.3B | $821M – $2.5B | $1.6B (+29%) | $179M | 0% | 490 | growing | B | |
| 14 | Tech Companies · since Series D, 2025 | Series D Oct 2025 | $1.2B | $618M – $2.5B | $801M (-36%) | $179M | 97% | 37 | shrinking | C | |
| 15 | Tech Companies · led at Series B, 2026 | Series B Apr 2026 $20M | $175M | $93.3M – $324M | $213M (+22%) | $23.4M | 0% | 39 | up | C | |
| 16 | Tech Companies · since Seed, 2023 | Seed Oct 2023 $3.5M | $15.5M | $5.48M – $53.1M | $11.2M (-28%) | $10.4M | 83% | 13 | down | D | |
| 17 | Tech Companies · since Seed, 2020 | Seed Jan 2022 | $5.44M | $0.28M – $45.6M | $5.34M (-2%) | $1.81M | 97% | 44 | down | D | |
| 18 | Pharmaceutical Products · since Series C, 2025 | Series C Jan 2025 $100M | $908M | $450M – $1.1B | $825M (-9%) | $114M | 29% | 200 | unknown | B | |
| 19 | Trucking and Logistics · since Series D, 2026 | Series D Aug 2026 $200M | $921M | $767M – $1.3B | $1.1B (+25%) | $126M | 0% | 206 | flat | A | |
| 20 | Medical Supply Manufacturers · since Series D, 2026 | Series D Sep 2026 $250M | $1.0B | $869M – $1.5B | $1.3B (+28%) | $144M | 0% | 148 | growing | A | |
| 21 | Tech Companies · since Series D, 2024 | Series D Oct 2024 $62M | $588M | $291M – $1.2B | $425M (-28%) | $108M | 97% | 167 | down | C | |
| 22 | Tech Companies · since Series A, 2023 | Series B Apr 2025 $100M | $767M | $424M – $882M | $767M (0%) | $84.3M | 0% | 241 | up | B | |
| 23 | Aerospace and Defence · since Series A, 2026 | Series A Apr 2026 $50M | $358M | $217M – $557M | $484M (+35%) | $67.8M | 0% | 46 | growing | B | |
| 24 | Airline Companies · led at Series B, 2026 | Series B Apr 2026 $50M | $451M | $252M – $762M | $537M (+19%) | $64.4M | 0% | 153 | flat | B | |
| 25 | Hosting & Cloud Infrastructure Providers · since Series A, 2026 | Series A Jun 2026 $100M | $426M | $248M – $898M | $633M (+48%) | $88.6M | 0% | 93 | growing | C | |
| 26 | Tech Companies · since Series A, 2025 | Series A Dec 2025 $35M | $233M | $133M – $345M | $219M (-6%) | $47.5M | 57% | 108 | up | B | |
| 27 | Biotechnology · since Seed, 2024 | Seed Mar 2024 $35M | $561M | $168M – $854M | $420M (-25%) | $110M | 0% | 147 | growing | C | |
| 28 | Tech Companies · since Series A, 2021 | Series A Nov 2021 $14M | $144M | $9.00M – $241M | $141M (-2%) | $23.3M | 0% | 95 | up | D | |
| 29 | Tech Companies · since Seed, 2021 | Seed Aug 2026 $1.5M | $6.85M | $4.49M – $10.6M | $6.65M (-3%) | $3.00M | 97% | 52 | down | B |
Valuation: VCMC's valuation with its range, from a low to a high scenario; a company with no valuation shows a dash, one acquired after its last round its last value as a private company.
Activity
How ARK Invest invests: stages, industries and countries
Most of its rounds are Series C and later (50%). Its companies span 14 industries, most in Tech Companies, Hosting & Cloud Infrastructure Providers and Aerospace and Defence, across 6 countries.
Rounds by stage
- Seed 5
- Series A 5
- Series B 6
- Series C and later 16
Investments by industry
- Tech Companies 12
- Hosting & Cloud Infrastructure Providers 3
- Aerospace and Defence 2
- Medical Supply Manufacturers 2
- Aircraft Parts & Services 1
- Airline Companies 1
- Biotechnology 1
- Device Manufacturing 1
Investments by country
- United States 24
- Canada 1
- Colombia 1
- Ireland 1
- Mexico 1
- United Kingdom 1
Recent rounds
ARK Invest's latest investments
ARK Invest's most recent funding rounds, newest first. 16 rounds in the last 12 months.
- Tenstorrent Series E $1.50B 19 Oct 2026
- Series D $250M 24 Sep 2026
- Crusoe Series F $3.90B 17 Sep 2026
- Seed $1.5M 31 Aug 2026
- Series D $200M 25 Aug 2026
- K2 Space Series D $500M 30 Jul 2026
- Wonder Series D $650M 16 Jul 2026
- Series A $100M 15 Jun 2026
- Kalshi Series F $1.00B 7 May 2026
- Series B, led $20M 22 Apr 2026
Co-investors
ARK Invest's top co-investors
The investors that most often join the same rounds as ARK Invest. Sequoia Capital leads, with 4 rounds together.
- Sequoia Capital 4 rounds together
- Qatar Investment Authority 4 rounds together
- Altimeter 4 rounds together
- Y Combinator 3 rounds together
- Andreessen Horowitz 3 rounds together
- Founders Fund 3 rounds together
- Lightspeed Venture Partners 2 rounds together
- DCVC 2 rounds together
- Paradigm 2 rounds together
- In-Q-Tel 2 rounds together
About
About ARK Invest
ARK Investment Management LLC, known as ARK Invest, is an American asset management company engaged in thematic investing in disruptive technologies and cross-sector innovations. The company manages a portfolio of investment solutions, including ETFs, mutual funds, managed accounts, model portfolios, and UCITS, and provides research and analysis on areas such as artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain technology. ARK Invest serves individual investors, financial advisors, and institutional investors globally, with a presence in the United States, Europe, Asia, and Australia. The company is also involved in social and economic justice initiatives and supports charitable organizations aligned with its mission.
Description from Veridion's company data.
- Founded
- 2014
- Based in
- Saint Petersburg, United States
- Team
- 177 people, +13% in a year
- Type
- Venture capital firm
Focus markets
- Financial Services
- Technology
- Energy
- Healthcare
- Space
What ARK Invest offers
- Thematic Investment Management Services
- Thematic ETF Management Services
- Thematic Mutual Fund Management Services
- Managed Account Management Services
- Model Portfolio Management Services
- UCITS Fund Management Services
- Innovative Investment Strategy Development
- Disruptive Innovation Research and Analysis
Questions
ARK Invest: frequently asked questions
How many companies has ARK Invest invested in?
29 venture-backed companies on VCMC, across 32 funding rounds.
What are ARK Invest's most valuable private companies?
Figure ($43.7B), Crusoe ($31.7B), Kalshi ($25.2B), by VCMC's valuation.
What was ARK Invest's latest investment?
Tenstorrent, a Series E round in Oct 2026 of $1.50B.
Which stages does ARK Invest invest in?
ARK Invest invests most often at Series C and later (16 rounds), followed by Series B (6) and seed (5). It has also joined 5 Series A rounds.
What is ARK Invest's portfolio worth?
Its private companies with a VCMC valuation are worth $180.7B together. That is the sum of the companies' values, not what ARK Invest owns.
Who does ARK Invest invest alongside?
Sequoia Capital (4 rounds), Qatar Investment Authority (4 rounds), Altimeter (4 rounds).