Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2025Q3 - net new, added, trimmed, exited.
New positions11 names
- SNPSSYNOPSYS INC+1,809,127$892.6M
- AMATAPPLIED MATLS INC+3,349,048$685.7M
- GOOGALPHABET INC+2,091,574$509.4M
- SNOWSNOWFLAKE INC+1,956,448$441.3M
- FIGFIGMA INC+3,232,969$167.7M
- NTRANATERA INC+170,326$27.4M
- G5279NKLARNA GROUP PLC+330,000$12.1M
- JOYYJOYY INC+155,705$9.1M
- LCIDLUCID GROUP INC+295,393$7.0M
- FUTUFUTU HLDGS LTD+24,105$4.2M
- CHPTCHARGEPOINT HOLDINGS INC+154,086$1.7M
Added to18 names
- GOOGLALPHABET INC+5,210,434$1.27B
- MSFTMICROSOFT CORP+710,653$368.1M
- APPAPPLOVIN CORP+452,040$324.8M
- ORCLORACLE CORP+938,895$264.1M
- METAMETA PLATFORMS INC+355,090$260.8M
- BABAALIBABA GROUP HLDG LTD+1,128,826$201.8M
- SPOTSPOTIFY TECHNOLOGY S A+212,006$148.0M
- MRVLMARVELL TECHNOLOGY INC+1,476,657$124.1M
- CVNACARVANA CO+203,153$76.6M
- DASHDOORDASH INC+268,069$72.9M
- G29183EATON CORP PLC+106,997$40.0M
- AVGOBROADCOM INC+120,052$39.6M
- + 6 more…
Trimmed19 names
- CRWVCOREWEAVE INC−11,072,958$1.52B
- ARMARM HOLDINGS PLC−2,373,628$335.8M
- AMZNAMAZON COM INC−1,414,529$310.6M
- NVDANVIDIA CORPORATION−1,617,786$301.8M
- KKRKKR & CO INC−1,524,086$198.1M
- INTUINTUIT−206,636$141.1M
- TSLATESLA INC−307,780$136.9M
- PYPLPAYPAL HLDGS INC−1,732,838$116.2M
- CDNSCADENCE DESIGN SYSTEM INC−235,725$82.8M
- GEVGE VERNOVA LLC−121,094$74.5M
- LRCXLAM RESEARCH CORP−553,000$74.0M
- RDDTREDDIT INC−311,454$71.6M
- + 7 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
