Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$935M
Lifetime buys
$27.37B
Lifetime sells
$34.88B
Quarter activity
What changed in 2023Q4 - net new, added, trimmed, exited.
New positions10 names
- AMZNAMAZON COM INC+1,824,843$277.3M
- EXPEEXPEDIA GROUP INC+1,568,117$238.0M
- AMDADVANCED MICRO DEVICES INC+1,398,413$206.1M
- M7S64HMONDAY COM LTD+1,047,147$196.7M
- GWREGUIDEWIRE SOFTWARE INC+1,030,248$112.3M
- SHOPSHOPIFY INC+725,554$56.5M
- DOCSDOXIMITY INC+1,517,171$42.5M
- NYTNEW YORK TIMES CO+764,832$37.5M
- 418100HASHICORP INC+1,161,171$27.5M
- AAOIAPPLIED OPTOELECTRONICS INC+1,025,785$19.8M
Added to11 names
- OKTAOKTA INC+2,048,701$185.5M
- N14506ELASTIC N V+1,206,637$136.0M
- CLSEURCELESTICA INC+2,794,009$81.8M
- MELIMERCADOLIBRE INC+47,452$74.6M
- G3323LFABRINET+371,351$70.7M
- METAMETA PLATFORMS INC+84,686$30.0M
- JBLJABIL INC+185,904$23.7M
- MQMARQETA INC+1,155,668$8.1M
- PDDPINDUODUO INC+48,372$7.1M
- CDNSCADENCE DESIGN SYSTEM INC+9,216$2.5M
- KVYOKLAVIYO INC+10,896$303K
Trimmed17 names
- NVDANVIDIA CORPORATION−270,519$134.0M
- ORCLORACLE CORP−1,143,384$120.5M
- DDOGDATADOG INC−903,353$109.6M
- MSFTMICROSOFT CORP−215,175$80.9M
- ONON SEMICONDUCTOR CORP−752,597$62.9M
- IOTSAMSARA INC−1,692,209$56.5M
- PANWPALO ALTO NETWORKS INC−146,084$43.1M
- HUBSHUBSPOT INC−73,599$42.7M
- M2682VCYBERARK SOFTWARE LTD−144,219$31.6M
- DKNGDRAFTKINGS INC NEW−725,719$25.6M
- SMCIUSDSUPER MICRO COMPUTER INC−80,125$22.8M
- WDAYWORKDAY INC−69,219$19.1M
- + 5 more…
Exited12 names
- 848637SPLUNK INC−1,767,057$258.4M
- GOOGLALPHABET INC−1,579,841$206.7M
- FTNTFORTINET INC−2,301,531$135.1M
- CRMSALESFORCE COM INC−572,086$116.0M
- RMBSRAMBUS INC DEL−1,885,137$105.2M
- ACLSAXCELIS TECHNOLOGIES INC−517,062$84.3M
- TOSTTOAST INC−3,683,886$69.0M
- AMATAKAMAI TECHNOLOGIES INC−463,930$49.4M
- CPNGCOUPANG INC−2,554,134$43.4M
- M20791CAMTEK LTD−679,156$42.3M
- ONTOONTO INNOVATION INC−180,162$23.0M
- M7516KNOVA LTD−96,473$10.8M
Recent transactions
Last 20 moves
NEW
WEALTHFRONT CORP
+1,600,000
~$13.59 · 2025Q4
2026-02-17
