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 (-5,03%) ) 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 (-8,11%) ), 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 (-3,49%) ) 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 (-7,73%) ), Guardant Health Inc ( $GH (-1,74%) ), Robinhood Markets Inc ($HOOD (-9,88%) ), Palantir Technologies Inc ($PLTR (-7,09%) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-9,54%) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (-2,45%) ) and Personalis Inc ( $PSNL (-6,98%) ). 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 (-4,46%) ) and 10X Genomics Inc ( $TXG (-2,95%) ). 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 (-5,94%) and $ARKF (-6,33%) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (-5,03%) 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 (-3,69%) and $EQQQ (-4,82%) or just the $VUSA (-3,84%) into the portfolio.

Temporarily sold $AMD (-10,01%) +35%, $HIMS (-8,47%) +15%, $DOCN (-5,38%) +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 (-10,55%)

$ZETA (-11,1%)

$TTD (-5,03%)

On the watchlist

$DDOG (-5,26%)

$LNTH (+1,37%)

$LMND (-10,89%)

$TOST (-5,34%)

$DASH (-5,35%)

$BROS

$APLD (+12,43%)

$SCI (-0,2%)

Earnings next week

$PLTR (-7,09%)

$SMCI

$CELH

$ARM (-10,82%)

$CLF (-8,05%)

$AMC

$QCOM (-8,32%)

$DKNG (-7,73%)

$HIMS (-8,47%)

$ELF (-13,74%)

$ANET

$CLOV (-4,76%)

$SQ (-8,11%)

$APP (-6,13%)

$VST (-7,1%)

$NVO (-3,35%)

$RIVN (-3,35%)

$DVN (-5,86%)

$U (-8,34%)

$WYNN (-4,2%)

$CVS (-0,22%)

$CEG

$TTD (-5,03%)

$MRNA (-4,23%)

$$BRK.A (-1,94%) (Saturday)

$CDE (-3,57%)

$AFRM (-9,72%)

$MELI (-6,22%)

$FTNT (-4,55%)

$PINS

$ABNB (-2,76%)

$ABX

$HL (-3,43%)

$MAR

$IONQ (-10,59%)

$NET (-4,51%)

$AXON (-4,73%)

$ALB (-7,74%)

$DOCS (-0,9%)

$WOLF (-11,73%)

$BROS

$PAAS (-0,9%)

$DDOG (-5,26%)

$LCID (-3,53%)

$TOST (-5,34%)

$LUMN (-4,07%)

$MLCO (-6,25%)

$DOCN (-5,38%)

$ALAB (+2,62%)

$ACB (-13,35%)