Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2024Q4 - net new, added, trimmed, exited.
New positions16 names
- RDDTREDDIT INC+6,530,236$1.07B
- NOWSERVICENOW INC+369,342$391.5M
- SCHWSCHWAB CHARLES CORP+4,510,020$333.8M
- LRCXLAM RESEARCH CORP+4,046,370$292.3M
- SMCISUPER MICRO COMPUTER INC+8,866,735$270.3M
- HUBSHUBSPOT INC+373,280$260.1M
- AFRMAFFIRM HLDGS INC+2,633,442$160.4M
- OKTAOKTA INC+1,254,080$98.8M
- DDOGDATADOG INC+669,972$95.7M
- M7S64HMONDAY COM LTD+293,474$69.1M
- TTANSERVICETITAN INC+631,258$64.9M
- FUTUFUTU HLDGS LTD+129,835$10.4M
- + 4 more…
Added to11 names
- TEAMATLASSIAN CORPORATION+3,039,668$739.8M
- SPOTSPOTIFY TECHNOLOGY S A+508,075$227.3M
- NUNU HLDGS LTD+16,968,600$175.8M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+596,342$117.8M
- DASHDOORDASH INC+633,662$106.3M
- APPAPPLOVIN CORP+304,342$98.6M
- NFLXNETFLIX INC+83,203$74.2M
- FCNCAFIRST CTZNS BANCSHARES INC N+33,235$70.2M
- ADBEADOBE SYSTEMS INCORPORATED+79,486$35.3M
- INTUINTUIT+47,549$29.9M
- VSTVISTRA CORP+138,969$19.2M
Trimmed28 names
- JDJD.COM INC−7,633,624$264.7M
- CEGCONSTELLATION ENERGY CORP−1,087,490$243.3M
- PDDPINDUODUO INC−2,402,908$233.1M
- BABAALIBABA GROUP HLDG LTD−2,521,488$213.8M
- KWEBKRANESHARES TR−6,955,413$203.4M
- AVGOBROADCOM INC−796,695$184.7M
- CDNSCADENCE DESIGN SYSTEM INC−524,523$157.6M
- VRTVERTIV HOLDINGS CO−1,340,206$152.3M
- MSFTMICROSOFT CORP−326,683$137.7M
- AMZNAMAZON COM INC−598,820$131.4M
- GOOGLALPHABET INC−444,638$84.2M
- ISRGINTUITIVE SURGICAL INC−121,298$63.3M
- + 16 more…
Exited29 names
- LRCXEURLAM RESEARCH CORP−404,637$330.2M
- CMGCHIPOTLE MEXICAN GRILL INC−4,575,054$263.6M
- FXIISHARES TR−4,932,011$156.7M
- RMDRESMED INC−473,179$115.5M
- ENPHENPHASE ENERGY INC−960,700$108.6M
- NEENEXTERA ENERGY INC−1,141,600$96.5M
- GNRCGENERAC HLDGS INC−559,911$89.0M
- PINSPINTEREST INC−1,678,764$54.3M
- NVONOVO-NORDISK A S−326,363$38.9M
- BXBLACKSTONE INC−195,969$30.0M
- NVAXNOVAVAX INC−2,224,319$28.1M
- QSQUANTUMSCAPE CORP−4,553,617$26.2M
- + 17 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
