Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$1.17B
Lifetime buys
$35.17B
Lifetime sells
$48.78B
Quarter activity
What changed in 2025Q4 - net new, added, trimmed, exited.
New positions1 name
- WLTHWEALTHFRONT CORP+15,156,877$206.0M
Added to11 names
- NOWSERVICENOW INC+1,826,890$279.9M
- CPNGCOUPANG INC+10,429,680$246.0M
- NFLXNETFLIX INC+2,237,100$209.8M
- XYZBLOCK INC+1,941,528$126.4M
- G3643JFLUTTER ENTMT PLC+345,350$74.3M
- ZZILLOW GROUP INC+1,011,813$69.0M
- HNGEHINGE HEALTH INC+1,253,743$58.2M
- CHYMCHIME FINL INC+1,721,731$43.3M
- PONYPONY AI INC+2,530,000$36.7M
- CRCLCIRCLE INTERNET GROUP INC+375,000$29.7M
- ZGZILLOW GROUP INC+240,690$16.4M
Trimmed17 names
- MSFTMICROSOFT CORP−1,073,621$519.2M
- APPAPPLOVIN CORP−710,005$478.4M
- TSMTAIWAN SEMICONDUCTOR MFG LTD−852,900$259.2M
- AMZNAMAZON COM INC−1,032,062$238.2M
- LRCXLAM RESEARCH CORP−1,359,889$232.8M
- RDDTREDDIT INC−828,600$190.5M
- NVDANVIDIA CORPORATION−698,000$130.2M
- GEVGE VERNOVA LLC−181,600$118.7M
- SESEA LTD−625,500$79.8M
- CSGPCOSTAR GROUP INC−986,000$66.3M
- METAMETA PLATFORMS INC−68,386$45.1M
- G9572DWEBULL CORP−5,000,000$38.8M
- + 5 more…
Recent transactions
Last 20 moves
ADD
CIRCLE INTERNET GROUP INC
+375,000
~$79.30 · 2025Q4
2026-02-17
ADD
FLUTTER ENTMT PLC
+345,350
~$215.04 · 2025Q4
2026-02-17
