Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$1.17B
Lifetime buys
$35.17B
Lifetime sells
$48.78B
Quarter activity
What changed in 2023Q2 - net new, added, trimmed, exited.
Added to10 names
- APOAPOLLO GLOBAL MGMT INC+9,726,058$747.1M
- TTWOTAKE-TWO INTERACTIVE SOFTWAR+2,375,421$349.6M
- METAMETA PLATFORMS INC+1,108,025$318.0M
- INTUINTUIT+613,900$281.3M
- NVDANVIDIA CORPORATION+584,700$247.3M
- 339041FLEETCOR TECHNOLOGIES INC+619,300$155.5M
- LRCXEURLAM RESEARCH CORP+241,300$155.1M
- UBERUBER TECHNOLOGIES INC+2,957,000$127.7M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+280,000$28.3M
- G4124CGRAB HOLDINGS LIMITED+4,995,469$17.1M
Trimmed19 names
- AMZNAMAZON COM INC−5,989,891$780.8M
- GOOGLALPHABET INC−4,551,949$544.9M
- SNOWSNOWFLAKE INC−1,059,288$186.4M
- DDOGDATADOG INC−1,662,879$163.6M
- WDAYWORKDAY INC−518,131$117.0M
- NOWSERVICENOW INC−188,302$105.8M
- JDJD.COM INC−3,003,093$102.5M
- 8QRCONFLUENT INC−2,731,600$96.5M
- MSFTMICROSOFT CORP−262,911$89.5M
- HUBSHUBSPOT INC−144,820$77.1M
- G29018DLOCAL LTD−5,599,039$68.3M
- NUNU HLDGS LTD−5,056,903$39.9M
- + 7 more…
Exited17 names
- MAMASTERCARD INCORPORATED−724,000$263.1M
- AAPLAPPLE INC−851,000$140.3M
- XYZBLOCK INC−1,646,195$113.0M
- G98239XP INC−7,295,436$86.6M
- AMATAPPLIED MATLS INC−419,500$51.5M
- PANWPALO ALTO NETWORKS INC−257,700$51.5M
- MDBMONGODB INC−216,500$50.5M
- 69269LOZON HLDGS PLC−3,516,790$40.8M
- VVISA INC−163,000$36.7M
- WEAVWEAVE COMMUNICATIONS INC−4,937,094$24.5M
- MBLYMOBILEYE GLOBAL INC−450,000$19.5M
- LWLAMB WESTON HLDGS INC−179,784$18.8M
- + 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
