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 (-0,09 %) ) 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 (+1,56 %) ), 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 %) ) 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 (-4,43 %) ), Guardant Health Inc ( $GH (+3,7 %) ), Robinhood Markets Inc ($HOOD (+4,04 %) ), Palantir Technologies Inc ($PLTR (+2,35 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (+3,82 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (-0,1 %) ) and Personalis Inc ( $PSNL (+2,98 %) ). 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 (+0,46 %) ) and 10X Genomics Inc ( $TXG (+4,64 %) ). 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 (+1,82 %) and $ARKF (+2,53 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (-0,09 %) 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 (+0,67 %) and $EQQQ (+1,09 %) or just the $VUSA (+0,88 %) into the portfolio.

Temporarily sold $AMD (+5,6 %) +35%, $HIMS (+1,91 %) +15%, $DOCN (-0,73 %) +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:

$SOFI (+3,84 %)

$ZETA (+0,93 %)

$TTD (-0,09 %)

On the watchlist

$DDOG (-0,37 %)

$LNTH (-0,37 %)

$LMND (+1,54 %)

$TOST (-1,11 %)

$DASH (+1,26 %)

$BROS

$APLD (-1,88 %)

$SCI (+0,19 %)

I am taking the opportunity to make a small increase, as I had planned to increase the shares anyway. So it's very convenient for me today. Today spontaneously 50 shares $LNTH (-0,37 %) . And probably another 50 in the coming weeks. 🤑🤞🏼

Lantheus Holdings announces a share buyback program of USD 400 million.

Lantheus has made several strategic moves in recent months:

Acquisitions:

1. in July, the company acquired Life Molecular Imaging. This gave Lantheus the Alzheimer's diagnostic Neuraceq and a global commercial infrastructure.

2. in April, Evergreen was acquired. This acquisition brought the PET imaging agent OCTEVY™ for neuroendocrine tumors and a manufacturing infrastructure for radioligand therapies to the company.

Sale:

3 In May, Lantheus announced an agreement to sell its SPECT business to Illuminated Holdings, Inc. This move is intended to allow the company to focus more on innovative PET diagnostics and radiopharmaceuticals.

FDA developments:

4. the Alzheimer's diagnostic Neuraceq received expanded approval from the FDA in June. It can now be used not only for diagnosis, but also to select suitable candidates for therapy and to monitor the course of the disease.

5. the FDA accepted an application for approval of a new formulation of the PET imaging agent piflufolastat F 18. This new formulation is intended to increase the batch size by around 50 % in order to be able to treat more patients.

6. another tau imaging agent, MK-6240, has met the primary endpoints in clinical trials. Lantheus plans to submit the marketing authorization application for this to the FDA in the third quarter of 2025.

... top, I was spared the $NOVO B (+0,01 %) I was spared the disaster, as I was hit in the face by $LNTH (-0,37 %) in the face 😵‍💫 ... please keep your fingers crossed that it gets $RKLB (+0,45 %) out tomorrow 🤞🏻 🚀 😜

Lantheus $LNTH (-0,37 %) has undergone a decisive transformation over the last 12 months to become a broad-based radiopharmaceutical player. With a growing pipeline, strategic acquisitions and strong cash flow, the starting position in 2025 is promising - even if margins have been slowed and guidance reduced in the short term. In the long term, significantly accelerated growth can be expected from 2026.

Strong growth, but declining margins - due to expenditure on acquisitions, R&D and shifts in the business model.

For me, the company remains a clear buy and I would like to increase my stake to 150 - 200 shares this year.

Acquisitions and portfolio structure in the last 12 months:

1. acquisition of global rights to NAV-4694 and RM2 (LNTH-2401/2402) - expansion in Alzheimer's & prostate cancer

2. life molecular imaging

3. evergreen Theragnostics

4. sale of the SPECT business (TechneLite, Neurolite, Cardiolite etc.) to Illuminated/SHINE

Massive investment in R&D (+116 % in 2024) to expand the portfolio.

Guidance 2025:

Sales USD 1.545-1.610 bn,

Non-GAAP EPS USD 7.00-7.20 (February).

In the current Q1 call, EPS guidance was lowered to USD 6.60-6.70 and sales slightly narrowed (USD 1.550-1.585 bn)

$PTP (+4,23 %) Pentixapharm,

What exactly is the company that was spun off from Eckert and Ziegler? $EUZ (-0,65 %) was spun off?

Andreas Eckert - founder of Eckert on this:

4 active ingredients including 2 in phase III and 2 in I/IIa

Target 2027 to bring both phase III diagnostics to market with EUR 55m expenditure.

However, further financing measures are required here.

20.8 million shares + 3.9 million in free float.

Other competitors in the market are

Telix Pharma and $TLX (-2,14 %)

Lantheus Holding $LNTH (-0,37 %)

New addition to the depot

$LNTH (-0,37 %)
Lantheus Holdings

EUR 6.59 bn market cap

P/E RATIO 18

2-digit earnings growth forecast for the coming years

Broadly speaking, the company is involved in radiopharmaceutical oncology and precision diagnostics, etc.

The radiopharmaceutical oncology products support medical professionals in detecting, combating and monitoring cancer.

Dis precision diagnostics products help healthcare professionals detect and track diseases at an early stage - when it matters most.

In addition to diagnostic products, there are also therapeutic products and some in the pipeline.

Many of you will come into contact with the products at an older age (although I wouldn't wish it on anyone). Be it because of prostate cancer or to visualize the coronary arteries during a check-up.