Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$1.17B
Lifetime buys
$35.17B
Lifetime sells
$48.78B
Quarter activity
What changed in 2023Q3 - net new, added, trimmed, exited.
New positions9 names
- N14506ELASTIC N V+1,710,000$138.9M
- PDDPINDUODUO INC+1,368,400$134.2M
- BABAALIBABA GROUP HLDG LTD+1,476,745$128.1M
- DASHDOORDASH INC+1,225,922$97.4M
- PCORPROCORE TECHNOLOGIES INC+1,177,300$76.9M
- ARMARM HOLDINGS PLC+300,000$16.1M
- CARTMAPLEBEAR INC+175,000$5.2M
- M7518JODDITY TECH LTD+135,000$3.8M
- KVYOKLAVIYO INC+35,000$1.2M
Added to17 names
- SESEA LTD+8,331,209$366.2M
- NVDANVIDIA CORPORATION+482,680$210.0M
- GOOGLALPHABET INC+1,523,200$199.3M
- WDAYWORKDAY INC+822,600$176.7M
- MSFTMICROSOFT CORP+462,360$146.0M
- LLYLILLY ELI & CO+195,000$104.7M
- METAMETA PLATFORMS INC+330,800$99.3M
- G4124CGRAB HOLDINGS LIMITED+27,876,319$98.7M
- HUBSHUBSPOT INC+181,200$89.2M
- UBERUBER TECHNOLOGIES INC+1,576,000$72.5M
- TTWOTAKE-TWO INTERACTIVE SOFTWAR+480,340$67.4M
- 8QRCONFLUENT INC+2,172,175$64.3M
- + 5 more…
Trimmed7 names
Exited2 names
- G29018DLOCAL LTD−569,000$6.9M
- 485859KATAPULT HOLDINGS INC−360,000$324K
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
