Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$534M
Lifetime buys
$71.35B
Lifetime sells
$65.56B
Quarter activity
What changed in 2025Q4 - net new, added, trimmed, exited.
New positions13 names
- MTZMASTEC INC+677,909$147.4M
- VRTVERTIV HOLDINGS CO+828,947$134.3M
- RKTROCKET COS INC+6,747,052$130.6M
- AXONAXON ENTERPRISE INC+155,387$88.2M
- INFYINFOSYS LTD+4,574,706$81.5M
- CHRWC H ROBINSON WORLDWIDE INC+341,024$54.8M
- EXPDEXPEDITORS INTL WASH INC+365,987$54.5M
- GNRCGENERAC HLDGS INC+369,210$50.3M
- SFMSPROUTS FMRS MKT INC+601,886$48.0M
- SPGIS&P GLOBAL INC+63,451$33.2M
- MCOMOODYS CORP+64,260$32.8M
- NAVNNAVAN INC+599,280$10.2M
- + 1 more…
Added to13 names
- NFLXNETFLIX INC+10,242,620$960.3M
- AMATAPPLIED MATLS INC+2,635,284$677.2M
- NTRANATERA INC+2,463,008$564.3M
- DASHDOORDASH INC+1,910,488$432.7M
- SPOTSPOTIFY TECHNOLOGY S A+647,708$376.1M
- AMZNAMAZON COM INC+1,189,170$274.5M
- MSFTMICROSOFT CORP+528,926$255.8M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+556,988$169.3M
- SNOWSNOWFLAKE INC+524,515$115.1M
- ADBEADOBE SYSTEMS INCORPORATED+263,529$92.2M
- CEGCONSTELLATION ENERGY CORP+181,211$64.0M
- ISRGINTUITIVE SURGICAL INC+96,585$54.7M
- + 1 more…
Trimmed24 names
- PYPLPAYPAL HLDGS INC−3,540,479$206.7M
- GEVGE VERNOVA LLC−263,992$172.5M
- METAMETA PLATFORMS INC−253,768$167.5M
- FCNCAFIRST CTZNS BANCSHARES INC N−62,760$134.7M
- NVDANVIDIA CORPORATION−667,405$124.5M
- GOOGLALPHABET INC−379,679$118.8M
- AVGOBROADCOM INC−257,332$89.1M
- G9572DWEBULL CORP−11,448,149$89.0M
- RDDTREDDIT INC−347,299$79.8M
- SNPSSYNOPSYS INC−152,638$71.7M
- ORCLORACLE CORP−356,149$69.4M
- APPAPPLOVIN CORP−82,108$55.3M
- + 12 more…
Exited35 names
- CRWVCOREWEAVE INC−6,724,615$920.3M
- INTUINTUIT−839,460$573.3M
- BABAALIBABA GROUP HLDG LTD−1,996,593$356.9M
- TEAMATLASSIAN CORPORATION−2,077,303$331.7M
- KKRKKR & CO INC−2,230,946$289.9M
- HNGEHINGE HEALTH INC−4,702,208$230.8M
- FIGFIGMA INC−3,232,969$167.7M
- CDNSCADENCE DESIGN SYSTEM INC−472,212$165.9M
- SESEA LTD−666,305$119.1M
- VSTVISTRA CORP−512,811$100.5M
- SWKSSKYWORKS SOLUTIONS INC−1,272,952$98.0M
- TTDTHE TRADE DESK INC−1,387,089$68.0M
- + 23 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
