Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2025Q2 - net new, added, trimmed, exited.
New positions13 names
- ORCLORACLE CORP+3,857,262$843.3M
- ARMARM HOLDINGS PLC+4,633,454$749.4M
- CHYMCHIME FINL INC+10,821,992$373.5M
- CAICARIS LIFE SCIENCES INC+10,142,198$271.0M
- HNGEHINGE HEALTH INC+4,702,208$243.3M
- CHACHAGEE HLDGS LTD+6,174,115$161.2M
- G9572DWEBULL CORP+11,448,149$136.9M
- VSTVISTRA CORP+476,169$92.3M
- TTDTHE TRADE DESK INC+998,989$71.9M
- MRVLMARVELL TECHNOLOGY INC+602,389$46.6M
- ENPHENPHASE ENERGY INC+843,948$33.5M
- YUMCYUM CHINA HLDGS INC+231,346$10.3M
- + 1 more…
Added to19 names
- AVGOBROADCOM INC+2,075,267$572.0M
- CRWVCOREWEAVE INC+3,394,574$553.5M
- NVDANVIDIA CORPORATION+2,942,694$464.9M
- CVNACARVANA CO+1,264,722$426.2M
- MSFTMICROSOFT CORP+663,073$329.8M
- INTUINTUIT+387,232$305.0M
- LRCXLAM RESEARCH CORP+2,297,923$223.7M
- RDDTREDDIT INC+1,463,094$220.3M
- DASHDOORDASH INC+534,615$131.8M
- PYPLPAYPAL HLDGS INC+1,732,838$128.8M
- TSLATESLA INC+397,022$126.1M
- G29183EATON CORP PLC+221,338$79.0M
- + 7 more…
Trimmed19 names
- BABAALIBABA GROUP HLDG LTD−2,933,936$332.7M
- AMDADVANCED MICRO DEVICES INC−1,709,930$242.6M
- TEAMATLASSIAN CORPORATION−962,199$195.4M
- AMZNAMAZON COM INC−596,184$130.8M
- NUNU HLDGS LTD−7,349,298$100.8M
- APPAPPLOVIN CORP−280,339$98.1M
- CDNSCADENCE DESIGN SYSTEM INC−262,840$81.0M
- CEGCONSTELLATION ENERGY CORP−244,420$78.9M
- METAMETA PLATFORMS INC−76,984$56.8M
- LLYLILLY ELI & CO−66,306$51.7M
- PMPHILIP MORRIS INTL INC−257,495$46.9M
- ADBEADOBE SYSTEMS INCORPORATED−83,411$32.3M
- + 7 more…
Exited13 names
- SMCISUPER MICRO COMPUTER INC−8,866,735$303.6M
- MPWRMONOLITHIC PWR SYS INC−193,432$112.2M
- TTANSERVICETITAN INC−631,258$60.0M
- TEMTEMPUS AI INC−935,562$45.1M
- ALABASTERA LABS INC−676,586$40.4M
- TCOMTRIP COM GROUP LTD−222,892$14.2M
- G6674UNOVOCURE LTD−608,672$10.8M
- BEKEKE HLDGS INC−272,205$5.5M
- FUTUFUTU HLDGS LTD−37,421$3.8M
- CPNGCOUPANG INC−171,553$3.8M
- JDJD.COM INC−87,778$3.6M
- QFIN360 DIGITECH INC−79,124$3.6M
- + 1 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
