Capital flow per quarter
BuysSellsNet
Latest · 2025Q1
-$1.75B
Lifetime buys
$32.35B
Lifetime sells
$38.28B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions5 names
Added to12 names
- MSFTMICROSOFT CORP+512,636$192.4M
- OKTAOKTA INC+1,729,403$182.0M
- G3323LFABRINET+448,368$88.6M
- CLSCELESTICA INC+926,296$73.0M
- GOOGLALPHABET INC+302,628$46.8M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+274,580$45.6M
- DKNGDRAFTKINGS INC NEW+1,130,075$37.5M
- NUNU HLDGS LTD+2,376,376$24.3M
- SMTCSEMTECH CORP+687,910$23.7M
- KVYOKLAVIYO INC+461,298$14.0M
- APPAPPLOVIN CORP+42,302$11.2M
- HPEHEWLETT PACKARD ENTERPRISE C+1,892$29K
Trimmed14 names
- TOSTTOAST INC−5,865,201$194.5M
- AVGOBROADCOM INC−1,127,956$188.9M
- AMZNAMAZON COM INC−970,724$184.7M
- PDDPINDUODUO INC−1,171,250$138.6M
- NVDANVIDIA CORPORATION−1,129,127$122.4M
- COHRCOHERENT CORP−1,677,112$108.9M
- M98068WIX COM LTD−584,533$95.5M
- DUOLDUOLINGO INC−272,706$84.7M
- MELIMERCADOLIBRE INC−42,946$83.8M
- METAMETA PLATFORMS INC−139,694$80.5M
- M7S64HMONDAY COM LTD−202,724$49.3M
- RBLXROBLOX CORP−569,821$33.2M
- + 2 more…
Exited11 names
- CRMSALESFORCE COM INC−826,614$276.4M
- RDDTREDDIT INC−1,248,492$204.1M
- TEAMATLASSIAN CORPORATION−702,369$170.9M
- CPNGCOUPANG INC−6,971,033$153.2M
- M2682VCYBERARK SOFTWARE LTD−452,351$150.7M
- AAPLAPPLE INC−580,237$145.3M
- TWLOTWILIO INC−1,029,907$111.3M
- CRWDCROWDSTRIKE HLDGS INC−242,400$82.9M
- ALKTALKAMI TECHNOLOGY INC−2,150,440$78.9M
- CRTOCRITEO S A−1,385,258$54.8M
- TTANSERVICETITAN INC−40,000$4.1M
Recent transactions
Last 20 moves
NEW
WEALTHFRONT CORP
+1,600,000
~$13.59 · 2025Q4
2026-02-17