Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (-6,13 %) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.
Another notable transaction involved Block Inc ( $SQ (-0,57 %) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.
ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.
In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (-0,5 %) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (+1,66 %) ), Guardant Health Inc ( $GH (+2,94 %) ), Robinhood Markets Inc ($HOOD (+1,37 %) ), Palantir Technologies Inc ($PLTR (-1,55 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-3,37 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.
Other notable buys included Exact Sciences Corp ( $EXAS (+0,26 %) ) and Personalis Inc ( $PSNL (-4,53 %) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.
Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (-0,54 %) ) and 10X Genomics Inc ( $TXG (-1,9 %) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.
Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.
$ARKK (-0,83 %) and $ARKF (-1,49 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.
I will remain invested in $TTD (-6,13 %) My current portfolio has a lot of risk, as I have generated some cash.
At the moment I'm considering whether I should possibly $HMWO (+0,46 %) and $EQQQ (+0,31 %) or just the $VUSA (+0,54 %) into the portfolio.
Temporarily sold $AMD (-0,79 %) +35%, $HIMS (-7,14 %) +15%, $DOCN (-3,97 %) +9%.
I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.
My positions:
On the watchlist