Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2024Q1 - net new, added, trimmed, exited.
New positions21 names
- QCOMQUALCOMM INC+3,663,166$620.2M
- AVGOBROADCOM INC+416,460$552.0M
- DELLDELL TECHNOLOGIES INC+4,220,918$481.6M
- CEGCONSTELLATION ENERGY CORP+2,049,693$378.9M
- VSTVISTRA CORP+3,216,578$224.0M
- ASMLASML HOLDING N V+184,927$179.5M
- ENPHENPHASE ENERGY INC+989,200$119.7M
- DKNGDRAFTKINGS INC NEW+2,296,623$104.3M
- LILI AUTO INC+2,218,425$67.2M
- PWRQUANTA SVCS INC+194,386$50.5M
- FXIISHARES TR+2,067,034$49.8M
- DASHDOORDASH INC+305,376$42.1M
- + 9 more…
Added to36 names
- TSMTAIWAN SEMICONDUCTOR MFG LTD+10,027,552$1.36B
- CRMSALESFORCE COM INC+2,556,774$770.0M
- PYPLPAYPAL HLDGS INC+8,014,159$536.9M
- GOOGLALPHABET INC+2,597,338$392.0M
- XYZBLOCK INC+1,754,408$148.4M
- GOOGALPHABET INC+834,594$127.1M
- BURLBURLINGTON STORES INC+406,183$94.3M
- G29183EATON CORP PLC+161,942$50.6M
- AMZNAMAZON COM INC+241,514$43.6M
- PLTRPALANTIR TECHNOLOGIES INC+1,368,832$31.5M
- GNRCGENERAC HLDGS INC+241,197$30.4M
- ONON SEMICONDUCTOR CORP+340,019$25.0M
- + 24 more…
Trimmed28 names
- NVDANVIDIA CORPORATION−2,937,060$2.65B
- AMDADVANCED MICRO DEVICES INC−5,704,052$1.03B
- NFLXNETFLIX INC−1,223,781$743.2M
- METAMETA PLATFORMS INC−1,313,528$637.8M
- VRTVERTIV HOLDINGS CO−4,566,506$372.9M
- TSLATESLA INC−1,497,593$263.3M
- LRCXEURLAM RESEARCH CORP−236,598$229.9M
- SHOPSHOPIFY INC−2,165,743$167.1M
- INTUINTUIT−255,761$166.2M
- CROXCROCS INC−1,010,346$145.3M
- EQIXEQUINIX INC−150,070$123.9M
- FCNCAFIRST CTZNS BANCSHARES INC N−54,721$89.5M
- + 16 more…
Exited30 names
- AAPLAPPLE INC−2,444,368$470.6M
- MRNAMODERNA INC−3,273,052$325.5M
- UNHUNITEDHEALTH GROUP INC−530,384$279.2M
- DISDISNEY WALT CO−2,950,000$266.4M
- AMATAPPLIED MATLS INC−1,446,802$234.5M
- ORCLORACLE CORP−2,176,533$229.5M
- BILLBILL COM HLDGS INC−2,000,466$163.2M
- FFORD MTR CO DEL−12,235,585$149.2M
- 8QRCONFLUENT INC−5,732,133$134.1M
- CHTRCHARTER COMMUNICATIONS INC N−330,233$128.4M
- GTMZOOMINFO TECHNOLOGIES INC−6,523,489$120.6M
- ILMNILLUMINA INC−856,689$119.3M
- + 18 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
