Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2023Q1 - net new, added, trimmed, exited.
New positions23 names
- TSMTAIWAN SEMICONDUCTOR MFG LTD+5,900,863$548.9M
- UNHUNITEDHEALTH GROUP INC+507,817$240.0M
- FCNCAFIRST CTZNS BANCSHARES INC N+129,352$125.9M
- GOOGALPHABET INC+1,209,581$125.8M
- ONON SEMICONDUCTOR CORP+767,470$63.2M
- CRMSALESFORCE COM INC+279,723$55.9M
- AIC3 AI INC+1,500,000$50.4M
- COINCOINBASE GLOBAL INC+637,046$43.0M
- VICIPARAMOUNT GLOBAL+1,056,068$23.6M
- PLTRPALANTIR TECHNOLOGIES INC+2,166,246$18.3M
- M7S64HMONDAY COM LTD+106,414$15.2M
- RNGRINGCENTRAL INC+411,351$12.6M
- + 11 more…
Added to36 names
- METAMETA PLATFORMS INC+4,287,205$908.6M
- GOOGLALPHABET INC+4,642,368$481.6M
- NFLXNETFLIX INC+1,392,228$481.0M
- MSFTMICROSOFT CORP+1,577,709$454.9M
- XYZBLOCK INC+4,509,095$309.5M
- AMDADVANCED MICRO DEVICES INC+2,868,691$281.2M
- DISDISNEY WALT CO+2,803,039$280.7M
- CHTRCHARTER COMMUNICATIONS INC N+625,688$223.8M
- LRCXEURLAM RESEARCH CORP+346,867$183.9M
- AMATAPPLIED MATLS INC+1,321,679$162.3M
- ADBEADOBE SYSTEMS INCORPORATED+398,328$153.5M
- TSLATESLA INC+639,930$132.8M
- + 24 more…
Trimmed13 names
- BABAALIBABA GROUP HLDG LTD−3,484,479$356.0M
- JDJD.COM INC−3,374,372$148.1M
- PYPLPAYPAL HLDGS INC−1,577,170$119.8M
- DASHDOORDASH INC−1,858,278$118.1M
- 0C3ENDEAVOR GROUP HLDGS INC−4,911,741$117.5M
- ENPHENPHASE ENERGY INC−424,930$89.4M
- RIVNRIVIAN AUTOMOTIVE INC−5,624,487$87.1M
- PTONPELOTON INTERACTIVE INC−6,940,899$78.7M
- LILI AUTO INC−1,078,776$26.9M
- TCOMTRIP COM GROUP LTD−363,784$13.7M
- VSCOVICTORIAS SECRET AND CO−365,909$12.5M
- ZGZILLOW GROUP INC−31,340$1.4M
- + 1 more…
Exited21 names
- AVGOBROADCOM INC−317,584$177.6M
- BBWIBATH & BODY WORKS INC−3,214,424$135.5M
- BNTXBIONTECH SE−618,231$92.9M
- GTLBGITLAB INC−1,610,357$73.2M
- EFXEQUIFAX INC−295,362$57.4M
- OKTAOKTA INC−771,743$52.7M
- MRVLMARVELL TECHNOLOGY INC−1,071,715$39.7M
- SOFISOFI TECHNOLOGIES INC−8,266,520$38.1M
- TWLOTWILIO INC−679,903$33.3M
- SNOWSNOWFLAKE INC−223,080$32.0M
- 78486QSVB FINANCIAL GROUP−111,447$25.6M
- MELIMERCADOLIBRE INC−29,529$25.0M
- + 9 more…
Recent transactions
Last 20 moves
NEW
INFOSYS LTD
+4,574,706
~$17.82 · 2025Q4
2026-02-17
ADD
ADOBE SYSTEMS INCORPORATED
+263,529
~$349.99 · 2025Q4
2026-02-17
ADD
TAIWAN SEMICONDUCTOR MFG LTD
+556,988
~$303.89 · 2025Q4
2026-02-17
SOLD
ALIBABA GROUP HLDG LTD
−1,996,593
~$178.73 · 2025Q4
2026-02-17
SOLD
CADENCE DESIGN SYSTEM INC
−472,212
~$351.26 · 2025Q4
2026-02-17
