Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2023Q3 - net new, added, trimmed, exited.
New positions10 names
- SHOPSHOPIFY INC+5,616,241$306.5M
- CARTMAPLEBEAR INC+10,277,443$305.1M
- ISRGINTUITIVE SURGICAL INC+785,541$229.6M
- GOOGALPHABET INC+1,294,258$170.6M
- KWEBKRANESHARES TR+1,659,177$45.4M
- MPTMEDICAL PPTYS TRUST INC+5,745,671$31.3M
- EDUNEW ORIENTAL ED & TECHNOLOGY+288,126$16.9M
- PLTRPALANTIR TECHNOLOGIES INC+893,931$14.3M
- PSAPUBLIC STORAGE+22,606$6.0M
- AMCAMC ENTMT HLDGS INC+228,136$1.8M
Added to23 names
- INTUINTUIT+936,883$478.7M
- G29183EATON CORP PLC+2,012,103$429.1M
- NUNU HLDGS LTD+50,059,354$362.9M
- VRTVERTIV HOLDINGS CO+6,974,033$259.4M
- METAMETA PLATFORMS INC+496,278$149.0M
- ADBEADOBE SYSTEMS INCORPORATED+234,439$119.5M
- EQIXEQUINIX INC+138,841$100.8M
- LLYLILLY ELI & CO+175,734$94.4M
- SEDGSOLAREDGE TECHNOLOGIES INC+549,091$71.1M
- NVONOVO-NORDISK A S+355,402$32.3M
- FCNCAFIRST CTZNS BANCSHARES INC N+19,269$26.6M
- AIC3 AI INC+789,430$20.1M
- + 11 more…
Trimmed32 names
- MSFTMICROSOFT CORP−1,458,580$460.5M
- TSMTAIWAN SEMICONDUCTOR MFG LTD−4,387,128$381.2M
- XYZBLOCK INC−7,657,647$338.9M
- AMZNAMAZON COM INC−1,842,342$234.2M
- ORCLORACLE CORP−2,127,616$225.4M
- MRNAMODERNA INC−1,636,526$169.0M
- TSLATESLA INC−643,347$161.0M
- AMDADVANCED MICRO DEVICES INC−1,512,109$155.5M
- AMATAPPLIED MATLS INC−693,669$96.0M
- CRWDCROWDSTRIKE HLDGS INC−485,560$81.3M
- LRCXEURLAM RESEARCH CORP−87,608$54.9M
- GOOGLALPHABET INC−364,865$47.7M
- + 20 more…
Exited15 names
- ULTAULTA BEAUTY INC−459,983$216.5M
- 0C3ENDEAVOR GROUP HLDGS INC−6,628,602$158.6M
- ENPHENPHASE ENERGY INC−612,351$102.6M
- DASHDOORDASH INC−933,456$71.3M
- DOCUDOCUSIGN INC−1,096,316$56.0M
- ROKUROKU INC−428,806$27.4M
- CEGCONSTELLATION ENERGY CORP−261,358$23.9M
- 00165CAMC ENTMT HLDGS INC−3,297,756$14.5M
- CVNACARVANA CO−500,000$13.0M
- NVAXNOVAVAX INC−1,039,123$7.7M
- BIDUBAIDU INC−40,105$5.5M
- LILI AUTO INC−132,835$4.7M
- + 3 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
