Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$92M
Lifetime buys
$4.49B
Lifetime sells
$9.18B
Quarter activity
What changed in 2025Q4 - net new, added, trimmed, exited.
New positions4 names
Added to7 names
Trimmed24 names
- TSMTAIWAN SEMICONDUCTOR MFG LTD−460,000$139.8M
- SCHWSCHWAB CHARLES CORP−720,613$72.0M
- GOOGLALPHABET INC−181,898$56.9M
- GOOGALPHABET INC−112,218$35.2M
- CACCCREDIT ACCEP CORP MICH−42,327$18.8M
- ELVANTHEM INC−25,777$9.0M
- FWONKLIBERTY MEDIA CORP DEL−77,871$7.7M
- COFCAPITAL ONE FINL CORP−30,101$7.3M
- ICEINTERCONTINENTAL EXCHANGE IN−39,384$6.4M
- UNHUNITEDHEALTH GROUP INC−12,224$4.0M
- G4705AICON PLC−21,404$3.9M
- METAMETA PLATFORMS INC−5,003$3.3M
- + 12 more…
Recent transactions
Last 20 moves
TRIM
ALPHABET INC
−181,898
~$313.00 · 2025Q4
2026-02-13
TRIM
AMENTUM HOLDINGS INC
−29,619
~$29.00 · 2025Q4
2026-02-13
SOLD
ATAI LIFE SCIENCES NV
−42,112
~$5.29 · 2025Q4
2026-02-13
TRIM
BERKSHIRE HATHAWAY INC DEL
−2
~$754800.00 · 2025Q4
2026-02-13
TRIM
BERKSHIRE HATHAWAY INC DEL
−6,446
~$502.65 · 2025Q4
2026-02-13
TRIM
CAPITAL ONE FINL CORP
−30,101
~$242.36 · 2025Q4
2026-02-13
TRIM
CHARTER COMMUNICATIONS INC N
−11,432
~$208.75 · 2025Q4
2026-02-13
TRIM
CREDIT ACCEP CORP MICH
−42,327
~$443.46 · 2025Q4
2026-02-13
TRIM
GCI LIBERTY INC
−2,032
~$36.87 · 2025Q4
2026-02-13
ADD
GCI LIBERTY INC
+164,401
~$37.21 · 2025Q4
2026-02-13
TRIM
INTERCONTINENTAL EXCHANGE IN
−39,384
~$161.96 · 2025Q4
2026-02-13
TRIM
JACOBS SOLUTIONS INC
−2,862
~$132.46 · 2025Q4
2026-02-13
TRIM
LIBERTY BROADBAND CORP
−16,380
~$48.28 · 2025Q4
2026-02-13