2 days ago
Cathie Wood Adds Elon Musk's Neuralink to ARK Fund as Trump Alliance Crumbles
ARKX just added Neuralink. Cathie Wood reposted it. And now the Musk- Trump feud has another wrinkle.
Confident Investing Starts Here:
On June 5, ARK Funds publicly announced that its ARK Venture Fund — ARKVX (ARKVX) — has invested in Neuralink, Elon Musk's brain-interface company, as part of its Series E funding round. The post, shared to X and reposted by Cathie Wood herself, ranks Neuralink as the fund's #2 holding, right behind SpaceX and ahead of OpenAI, xAI, and Anthropic.
Neuralink is labeled 'NEW' on the portfolio chart. But what's not new is the growing friction between Elon Musk and Donald Trump.
Support for Musk as Trump Turns Cold?
Cathie Wood didn't say anything when she reposted ARK's announcement, but the timing is hard to ignore. The Trump-Musk split has dominated headlines for days, with Trump reportedly calling Musk 'crazy,' threatening to cut federal contracts, and even considering selling his red Tesla as a public break with the billionaire.
At the same time, here's one of Musk's most high-profile supporters, Wood, amplifying news of her fund backing Neuralink, an Elon-run company often viewed as his most speculative moonshot.
So, is this a portfolio move — or a power statement?
It's worth noting that Neuralink's Series E round hasn't been officially disclosed in terms of size, valuation, or lead investor. But ARK's decision to highlight the company so prominently, especially in the top three alongside SpaceX and OpenAI, sends a message: they're still betting on Elon.
The Holdings Breakdown
SpaceX
Neuralink (new)
OpenAI
xAI
Hammerspace
Anthropic
Lambda Labs
That's four Elon-affiliated ventures (SpaceX, Neuralink, xAI, and OpenAI — he was a co-founder) in the top seven. And they're ahead of Anthropic and Lambda Labs, two rising players in the AI arms race that often compete directly with Musk's initiatives.
No one's saying Cathie Wood is choosing Musk over Trump. But with Neuralink now sitting in ARKVX's #2 slot — and with Wood herself boosting the news — the investment world may be saying plenty without a single word.
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