Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions24 names
- CRWVCOREWEAVE INC+14,402,999$534.1M
- PMPHILIP MORRIS INTL INC+1,555,900$247.0M
- MPWRMONOLITHIC PWR SYS INC+193,432$112.2M
- CVNACARVANA CO+535,333$111.9M
- SWKSSKYWORKS SOLUTIONS INC+1,272,952$82.3M
- PINSPINTEREST INC+1,678,764$52.0M
- TEMTEMPUS AI INC+935,562$45.1M
- ALABASTERA LABS INC+676,586$40.4M
- NVAXNOVAVAX INC+3,836,986$24.6M
- MPTMEDICAL PPTYS TRUST INC+3,318,885$20.0M
- QSQUANTUMSCAPE CORP+4,294,995$17.9M
- PTONPELOTON INTERACTIVE INC+2,500,000$15.8M
- + 12 more…
Added to18 names
- BABAALIBABA GROUP HLDG LTD+3,608,975$477.2M
- LRCXLAM RESEARCH CORP+4,163,199$302.7M
- SPOTSPOTIFY TECHNOLOGY S A+273,658$150.5M
- KKRKKR & CO INC+836,279$96.7M
- INTUINTUIT+110,926$68.1M
- CDNSCADENCE DESIGN SYSTEM INC+169,201$43.0M
- METAMETA PLATFORMS INC+71,233$41.1M
- ZZILLOW GROUP INC+369,850$25.4M
- UPSTUPSTART HLDGS INC+521,887$24.0M
- AMZNAMAZON COM INC+83,599$15.9M
- ZGZILLOW GROUP INC+164,095$11.0M
- AVGOBROADCOM INC+45,909$7.7M
- + 6 more…
Trimmed22 names
- ADBEADOBE SYSTEMS INCORPORATED−1,069,690$410.3M
- TSMTAIWAN SEMICONDUCTOR MFG LTD−2,002,065$332.3M
- NUNU HLDGS LTD−23,977,233$245.5M
- GOOGLALPHABET INC−1,226,910$189.7M
- RDDTREDDIT INC−1,784,336$187.2M
- PYPLPAYPAL HLDGS INC−2,738,896$178.7M
- DASHDOORDASH INC−939,802$171.8M
- NVDANVIDIA CORPORATION−1,460,653$158.3M
- TSLATESLA INC−531,754$137.8M
- ISRGINTUITIVE SURGICAL INC−274,811$136.1M
- AMDADVANCED MICRO DEVICES INC−1,009,019$103.7M
- MSFTMICROSOFT CORP−256,853$96.4M
- + 10 more…
Exited22 names
- VRTVERTIV HOLDINGS CO−6,375,917$724.4M
- VSTVISTRA CORP−2,967,631$409.1M
- NOWSERVICENOW INC−369,342$391.5M
- SCHWSCHWAB CHARLES CORP−4,510,020$333.8M
- SHOPSHOPIFY INC−2,547,675$270.9M
- HUBSHUBSPOT INC−373,280$260.1M
- QCOMQUALCOMM INC−1,230,343$189.0M
- UBERUBER TECHNOLOGIES INC−2,910,927$175.6M
- AFRMAFFIRM HLDGS INC−2,633,442$160.4M
- DPZDOMINOS PIZZA INC−322,621$135.4M
- DOCUDOCUSIGN INC−1,343,053$120.8M
- OKTAOKTA INC−1,254,080$98.8M
- + 10 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
