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No discretionary active management funds, but I do own some rule-based / systematically managed funds such as AVUV, AVDV, DGS. I wouldn’t classify those as actively managed like Kathy Wood’s ARK funds for example.

Cathie Wood's ARK ETF released its daily trading data for Wednesday, May 20, 2026, revealing significant movements in several key stocks. The most notable transaction was the purchase of 82,779 shares of Cerebras Systems Inc. (CBRS) through the ARKK ETF, for a total of $25,134,187. This reflects continued interest in Cerebras Systems, following a substantial purchase last Friday.
Size is key for the AI ​​chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that's about 58 times larger than the average chip. This sheer size enables blazing-fast inference for AI queries.
By tackling Kimi K2.6, a behemoth with a trillion parameters developed by Moonshot AI in Beijing, Cerebras is showcasing the power of its Wafer Scale Engines (WSEs), components that occupy an entire wafer.
The result is undeniable: for a standard coding request, Cerebras' machine delivered the complete response in 5.6 seconds. Kimi's official endpoint, on the other hand, took 163.7 seconds.
This feat, validated by Artificial Analysis, is 6.7 times faster than the best competitor on GPUs and 23 times faster than the market median.

I can't believe how ass ARK etfs are whenever i look them up. They consistently underperform standard tickers tracking similar themes.

Take it from an ex ARK fund (Cathie wood ETFs) investor, stay away from her. She is a media person who knows how to talk the talk but can't pick stocks.
Think of it this way, we are in the greatest technological innovation period mankind has ever been through(until now).Yet, her innovation first funds are all under performing the S&P500. If she can't make money in an environment she specializes in then WTF?
People say, her research is good. I used to buy that for a while but I am not so sure anymore. She just says the same thing over and over again but keeps pushing timelines further and further out. It's like me saying we are all going to run out of gas and switch to Renewable sources of energy one day. Everybody knows that but the question is is it happening 20 years from now or 200 years from now? If it was Cathie, she would say it will happen 5 years from now, 2 years from now she will push it down another 5 years... So on and so forth. That's how she runs her business.

**I think the key question is not whether SpaceX is a great company — it obviously is.**
The real question is whether the market has already priced in near-perfect expectations.
A lot of investors assume:
>IPO = massive upside
But SpaceX already has an enormous private market valuation. By the time retail investors get access, much of the growth story may already be priced in.
We've seen similar situations before with hot IPOs like:
* Coinbase
* Rivian
* ARM
In many cases, the IPO itself became more of a liquidity event than the beginning of a huge move higher.
Also, buying ARK Venture Fund is not the same as buying SpaceX directly. You're buying a basket of private tech companies managed by ARK, not a pure SpaceX vehicle.
So the real question becomes:
>Has the market already priced in perfection?

Lost 80k FOMO'ing into Cathie Wood's ARK funds at the 2021 peak